This article covers some basic functions and features of TopSheets such as creating a new investment report, entering/importing data, template selection, template settings and template editor.
1. Creating a new investment report
In TopSheets the term “program” is being used for any investment strategy, fund, managed account, etc. Programs can be added, edited, copied, deleted, see links below for more information:
2. Enter/import data
The data can be entered manually or loaded from a file. It can also be imported via FTP or API.
3. Template selection
A wide selection of default factsheet templates can be applied to your document. Should none of our templates meet your expectations, feel free to create your own custom template using our template editor. It is also possible to order a custom template created by us. We should be able to meet all your demands (e. g. custom layout, unique design etc.).
4. Template settings and customization
It is possible to change the main color, colors used in charts, font and also various widgets settings for every tearsheet template. Please be aware that changes made to template´s layout or settings affect all programs using this template.
5. Template editor
About half of our templates can be edited in the template editor which allows users to change their factsheet´s layout and switch between different themes (default or custom ones).