/Add custom benchmark

Search Knowledge Base by Keyword

Add custom benchmark

Is the benchmark you would like to use missing from our database? Feel free to create your own custom benchmarks and add them to your performance report.

1. Create new custom benchmark

  • Click New Benchmark and enter it´s name, then click Save
  • Upload your Monthly Data
  • You can also upload your Daily Data

Fund performance report production - screenshot

2. Assign a custom benchmark to a program

  • Select the program in the left frame
  • Go to the right frame / Benchmarks and select your custom benchmark in the “Main Benchmarks” dropdown menu.

3. Updating a custom benchmark

Need help? Feel Free to Ask