Help - Knowledge Base

Search Knowledge Base by Keyword

Benchmarks
Add benchmark
Add custom benchmark
Delete benchmarks
Does the S&P 500 benchmark include dividends in the performance?
How do you calculate benchmark statistics?
Charts
Up/Down Capture vs. Benchmark
Company Information
Show a manager photo in reports
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
Adding Google Analytics tracking code
Change password
Disable new device sign up alert
Display entire fund factsheet on my website (without widgets)
My program doesn't show up in the TOP 10 tables.
Save your report
Translate fund tearsheets
Performance Data
Common mistakes when importing fund´s performance data
Mass data import
Upload and update AUM
Upload and update monthly performance
Upload daily performance data
Portfolios
Calculate portfolio composition from trades or instruments
Import data from R.J. O'Brien or FCStone
Import Portfolio Composition
Import Trades
Mass Portfolio Composition Import
Program Information
Change template color
Choose tearsheet template for a program
Delete Programs
Difference between Company specific and Program specific Principal Information section
Update program´s disclaimer
Statistics
Difference between compounded and non compounded rate of return
Switch between compounded and noncompounded calculation
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

Search Knowledge Base by Keyword

Products

Contact information

Factsheet production features