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Data Import
- Available fields for Mass Portfolio Composition Import
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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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Program Information
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Statistics
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- Program Information
- Program identifier
Program identifier
Created On
Last Updated On
byadam
There are many types of data imports available in Topsheets. In all of them programs are identified by a program identifier. The identifier can be either program code or program ID.
1. How to find/edit a program code
1.1 Individual programs
Program codes for individual programs can be found and adjusted under program terms, please see below:
1.2 All programs
Program codes for all programs can be exported using the Mass Fund Terms Import, please see below:
2. How to get a program ID
1. Select the program in the left sidebar. Then expand the right sidebar by clicking the little arrow.
2. Scroll down to the Custom Stats / More info section to find out the program ID.
