Search Knowledge Base by Keyword Search Benchmarks Add benchmarks Add benchmarks to statistics table Add custom benchmark Benchmarks statistics calculation Blended benchmarks 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 Consecutive Gains (Losses) 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 How to long, short, and net positions in a chart Market Cap Allocation Monthly Returns Portfolio Composition Chart Return (Performance) Contribution Return Report Risk Rating Risk/Return Chart Scatter plot (Manager Consistency) Strategy Exposure Style Analysis (Chart) Up/Down Capture vs. Benchmark Up/Down Market Outperformance (Chart) VAMI chart Volatility chart (12 months rolling) Show all articles ( 22 ) Collapse Articles Company Information Company AUM Show a manager photo in reports Social Links Switch between company profiles/sub accounts Upload a logo Upload fund documents Data Import Available fields for Mass Portfolio Composition Import Calculate portfolio composition from trades or instruments Creating Import file / Mass import file Import Custom Instruments using trades import Import NAV Import Portfolio Composition Import Sector Allocation History Import Trades Mass Daily Data Import Mass data import Mass Portfolio Composition Import Mass Quarterly Data Import Most common mistakes when importing data. Set Auto-import Update or import your data Updating and uploading monthly performance data Upload daily performance Upload data from Interactive Brokers Use FTP to update my factsheets Using Excel AutoFill for dates Show all articles ( 10 ) Collapse Articles Factsheet Publishing Add "Download PDF" button to your website Automatic PDF generator Display entire fund factsheet on my website (without widgets) Display the entire factsheet on my website Favicon for online reports Pdf print settings Protect factsheets with a password Share factsheets Factsheet Templates Change template color Choose template for my program Choosing multiple templates Manage Templates from Template Editor Template Editor Templates customization Undo, Change history, Start over Fundpeak API API Limit Integrate the Fundpeak API Other Add new programs Adding Google Analytics tracking code Adding images to articles Articles Basic tutorial video how to use TopSheets Change password Checking HTML code Client Portal Client Reporting Copy a program Copy and paste content without formatting Delete data Difference between programs and portfolios Disable new device sign up alert Edit and customize titles, headings and texts Editing tables in the text editor Export Fund Terms / Links to all reports Financial Data Invoice or receipts Leverage in Portfolio Line breaks vs Paragraphs My program doesn't show up in the TOP 10 tables. Points vs commas Portfolio holdings and allocation templates Program and template adjustments Refer our service Save changes made to custom template Save credit cards for next payments Save your Factsheet Set up your custom domain name Translate my Factsheet Show all articles ( 21 ) Collapse Articles Performance Data Displaying daily data in default templates Highlight estimates in performance table How to display live and backtested results in a single table or chart How to display net and gross results in a single factsheet Trades/Positions (tables) Update or import your data Update Program's AUM Update quarterly performance Portfolio Composition Available fields for Mass Portfolio Composition Import Top Holdings Portfolio Tool Advisor fees in Portfolio Build a portfolio Calculation Methods in Portfolio Edit Portfolio Hypothetical portfolio Manage Portfolios Send a portfolio report Tracker Portfolio Program Information Abbreviate large numbers in the General Information table Advisor fees in Program Change administrator Change program name Create multiple versions of your factsheet Custom Fields Delete Programs High-water Mark I cannot find where to fill some fields displayed in my template Import Fund Terms Notional Funding Program identifier Restore archived factsheets Short program name in charts and tables Templates for Forex The License Number is not displayed properly UCITS SRRI Update disclaimer Update programs content Update the Fund Manager section in your template Show all articles ( 10 ) Collapse Articles 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 Current Drawdown Difference between compounded and non compounded rate of return Downside Correlation Downside Deviation (Semi Deviation) Drawdown Report Excess Returns Export statistics to Excel Fundamental Statistics Gain Standard Deviation Hide statistics without values Highest/Lowest Annual Return How to manually update statistics values 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 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 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 Yield to Maturity (YTM) Show all articles ( 76 ) Collapse Articles Tables Add benchmarks to statistics table Color of negative months Correlation Matrix Edit general Information table items Monthly NAV Prices Monthly Performance (Table) Portfolio Composition Worst Rolling Periods Yearly Correlations Widgets Custom CSS for 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
