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Benchmarks
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Charts
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
- Add new programs
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Performance Data
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Portfolio Composition
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Portfolio Tool
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Program Information
- Abbreviate large numbers in the General Information table
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Statistics
- 12 Months ROR
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- Winning / Losing Months
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- Year To Date (YTD)
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Tables
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Widgets
Duplicating Custom Factsheet Templates
Created OnAugust 20, 2025
Last Updated OnAugust 20, 2025
byMilan
Any custom tearsheet template can now be duplicated directly from the Custom Templates section.
Duplicating templates can be useful when:
- creating a variant with small adjustments
- experimenting with layouts or settings in a safe copy
- sharing or collaborating with your team
How to duplicate a custom tearsheet template
1) Click Choose Template to access your templates.
2) In the Custom Templates section, find the template you want to copy.
3) Click the Copy Template icon.
4) A new copy will appear in your template list, ready to edit.
That’s it! You now have a fully independent copy of your template that you can modify as needed.