/Add new programs
Search Knowledge Base by Keyword

Add new programs

There are a couple of different ways to create new programs. To create multiple programs at once mass-import tool can be used.

1. Create a single program

To create a brand new program click the “+ new program” link in the left sidebar.

Enter your program´s name and select an asset class. Please note that fields displayed in the administration are based on the program´s asset class. See this topic for more information.
You can also give the new program a code, which can be later used as a program identifier for various imports. All of this information can be later edited under Program terms.

2. Create a duplicate of a program

To create a duplicate of an existing program right-click program´s name in the left sidebar to open a context menu. Then click “copy”.

3. Create multiple new programs using mass-import

Use one of the mass-imports to create multiple programs at once. Every “performance” mass-import (monthly data, daily data, quarterly data and NAV) includes a checkbox, which creates new programs for “unknown” codes. Please see Mass data import article for more information.

Enter or upload program´s data

New program´s data can be entered manually (e. g. under Performance data, Program Terms, Strategy / Style sections) or uploaded from an excel file. Please see Uploading monthly performance or Mass data import articles for more information.

See also:
Choose template for my program
Difference between programs and portfolios

Next Adding Google Analytics tracking code

Need help? Feel Free to Ask

To make this site work properly, we sometimes place small data files called cookies on your device. Most big websites do this too. Show details Ok

About cookies

What are cookies?
Cookies are small text files that are placed on your computer by websites that you visit. Websites use cookies to help users navigate efficiently and perform certain functions. Cookies that are required for the website to operate properly are allowed to be set without your permission. All other cookies need to be approved before they can be set in the browser.

How to control cookies?
You can control and delete the cookies that are stored on your computer. Please see aboutcookies.org for more information.

Marketing/Tracking

_gat_gtag_UA_*_1 This cookie is used by Google Analytics to store and track conversions.
Retention period: 1 hour.
Domain: www.fundpeak.com

Statistics (anonymous)

_ga This cookie is used by Google Analytics to count and track pageviews.
Retention period: 2 years.
Domain: www.fundpeak.com

_gid This cookie is used by Google Analytics to count and track pageviews.
Retention period: 1 day.
Domain: www.fundpeak.com

Functional

privacy_embeds This cookie is used by Fundpeak to store user privacy preferences.
Retention period: at least one session.
Domain: www.fundpeak.com

Third party

_GRECAPTCHA This cookie is used by Google. reCAPTCHA sets a necessary cookie when executed for the purpose of providing its risk analysis.
Retention period: 6 months.
Domain: www.google.com