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Benchmarks
Add benchmark
Add custom benchmark
Blended benchmarks
Calculate benchmark statistics
Delete benchmarks
Does the S&P 500 benchmark include dividends in the performance?
Dynamic labels for benchmark statistics
Charts
Annual Performance Chart
Asset Allocation History (Chart)
Asset Class Exposure
Correlations (chart)
Cumulative Returns (Equity)
Displaying amounts/labels in charts
Distribution of Monthly Returns
Distribution of Quarterly Returns
Distribution of Rolling Annual Returns
Drawdown chart
Dynamic and Interactive charts
Excess Returns Charts and Tables
Exposure Markets Chart
Geographic Exposure
Historical Asset Allocation
Holding Period Exposure
Market Cap Allocation
Monthly Performance (Table)
Monthly Returns
Portfolio Composition (Chart)
Return (Performance) Contribution
Risk Rating
Risk/Return Chart
Scatter plot (Manager Consistency)
Show long, short, and net positions in a chart
Strategy Exposure
Style Analysis (Chart)
Up/Down Capture vs. Benchmark
Up/Down Market Outperformance (Chart)
VAMI chart
Volatility chart (12 months rolling)
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Company Information
Company AUM
Show a manager photo in reports
Social Links
Switch between company profiles/sub accounts
Upload a disclosure document or an acceptance letter
Upload a logo
Upload fund documents to your Company Profile
Other
Add "Download PDF" button to your website
Adding Google Analytics tracking code
Adding images to articles
API Limit
Articles
Automatic PDF generator
Basic tutorial video how to use TopSheets
Calculation Methods in Portfolio
Change password
Checking HTML code
Client Portal
Client Reporting
Copy a program
Copy and paste content without formatting
Creating Import file / Mass import file
Difference between programs and portfolios
Disable new device sign up alert
Display entire fund factsheet on my website (without widgets)
Display the entire factsheet on my website
Edit and customize titles, headings and texts
Edit general Information table items
Edit Portfolio
Export Fund Terms / Links to all reports
Favicon for online reports
Financial Data
Install an EA to MT4
Invoice or receipts
Leverage in Portfolio
Manage Templates from Template Editor
My program doesn't show up in the TOP 10 tables.
Pdf print settings
Portfolio holdings and allocation templates
Portfolio Rebalancing
Program and template adjustments
Protect factsheets with a password
Refer our service
Save changes made to custom template
Save credit cards for next payments
Save your Factsheet
Send a portfolio report
Set up your custom domain name
Share factsheets
Template Editor
Templates customization
Tracker Portfolio
Translate my Factsheet
Undo, Change history, Start over
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Performance Data
Build a portfolio
Consecutive Gains (Losses)
Display both the live and backtested data in a single performance table
Displaying daily data in default templates
Edit cash transactions for MT4
Excess Returns
Highlight estimates in performance table
Hypothetical portfolio
Import NAV
Integrate the Fundpeak API
Mass Daily Data Import
Mass data import
Mass Quarterly Data Import
Monthly Performance (Current Year)
Most common mistakes when importing data.
Pull data automatically from Myfxbook
Return Report
Set Auto-import
Top Holdings
Trades/Positions (tables)
Update or import your data
Update Program's AUM
Update quarterly performance
Upload daily performance
Upload data from Interactive Brokers
Uploading monthly performance data
Use FTP to update my factsheets
Worst Rolling Periods
Yearly Correlations
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Portfolios
Calculate portfolio composition from trades or instruments
Delete data
Import Custom Instruments
Import data from FCStone
Import data from R.J. O'Brien
Import Portfolio Composition
Import Sector Allocation History
Import Trades
Mass Portfolio Composition Import
Portfolio Composition (Table)
Program Information
Abbreviate large numbers in the General Information table
Change administrator
Change program name
Change template color
Choose template for my program
Create multiple versions of your factsheet
Custom Fields
Delete Programs
Difference between Company specific and Program specific Principal Information section
Edit general information table items
Fund AUM
Get Program ID
High Water Mark
I cannot find where to fill some fields displayed in my template
I changed my program information, but certain fields have not been immediately updated.
Import Fund Terms
Notional Funding
Short Program name in Charts Legend
Templates for Forex
The License Number is not displayed properly
UCITS SRRI
Update disclaimer
Update the Fund Manager section in your template
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Statistics
12 Months ROR
3 Months ROR
36 Months ROR
Active Premium
Alpha
AUM Gains
Average AuM
Average Losing Month/Quarter
Average Market Net Exposure
Average Positive Month/Quarter
Average ROR
Best Year / Best Positive Year
Beta
Calculate net returns / Include fees into results
Calculate the non compounded Drawdown
Calmar Ratio
Correlation and Correlation Coefficient
Correlation to negative months
Correlation vs net/gross returns
Correlations (table)
Current Drawdown
Difference between compounded and non compounded rate of return
Downside Correlation
Downside Deviation (Semi Deviation)
Drawdown Report
Export statistics to Excel
Fundamental Statistics
Gain Standard Deviation
Highest/Lowest Annual Return
Inception Date
Information Ratio
Jensen alpha
Kurtosis
Last 3/6/12/36/ Month Return
Last 30/60/90/120/150/360/365 Days
Last 36 Months Average
Last Month
Last Quarter
Loss Standard Deviation
Manually change statistical data
Max AuM
Max Drawdown Valley Date
Maximum Drawdown
Maximum Upside
Month To Date (MTD)
Monthly / Annualized Rate of Return (RoR)
Monthly Drawdown
Negative Months (%)
Negative Year / Worst Negative Year
Number of Months Fund Outperforms
Number of Years
Omega Ratio
Percent Outperformance
Points vs commas
Positive months (%)
Price/Book Ratio
Price/Earnings Ratio
Quarter To Date (QTD)
R Squared
Rachev Ratio
Rate of Return
Risk Adjusted Returns
Risk-free rate
Sharpe Ratio
Sharpe Ratio Simple
Since Inception to Last Quarter Return
Skewness
Sortino Ratio
Standard Deviation (Volatility)
STARR Performance
Sterling Ratio
Switch between compounded and noncompounded calculation
Time Window Analysis
Total Return
Tracking Error (Active Risk)
Treynor Ratio
Upside/Downside Capture
Value Added Monthly Index (VAMI)
Value at Risk
Which risk-free rate of return (RFR) do you apply for the calculations?
Winning / Losing Months (%)
Winning 12M Rolling (%)
Year To Date (YTD)
Yearly Drawdown
Yearly Returns
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Widgets
Display a list of my funds on a website?
What is a widget and how to add one to a website?
Widgets not working in Wordpress

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