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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Calculate portfolio composition from trades or instruments
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- Most common mistakes when importing data.
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Factsheet Templates
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Fundpeak API
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Performance Data
- Displaying daily data in default templates
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Portfolio Composition
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Portfolio Tool
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Statistics
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Tables
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Widgets
Export Fund Terms / Links to all reports
Created On
Last Updated On
byadam
It is possible to mass-export fund terms for all programs into an excel file. The file also includes links to all online reports including their language versions.
1. Go to Company profile / Mass Imports / Mass Fund Terms Import
2. Export the data
