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Performance Data
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Tables
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Widgets
Annual Performance Chart
Created On
Last Updated On
byadam
The Annual performance chart displays results of a strategy for each year. Every year begins on the same level (fixed amount or starts on minimum investment).
It is possible to distinguish between live and back tested data in the chart.
how can I add the annual performance chart to my fact sheet and how can I add investment style to my fact sheet?
You can add new charts to your factsheet template using our template editor. Please see this topic in our help center for more information https://www.fundpeak.com/factsheet-production-help/template-editor/.
I am not sure where and how the investment style should be displayed. You could add a new text section or an image via the template editor. Alternatively, you could create a custom field and add it to the general information table. Please see this topic in our help center for more information https://www.fundpeak.com/factsheet-production-help/custom-fields/.