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Upload and update monthly performance

Apart from updating your fund´s performance manually it is also possible to upload performance data from a file.

To upload monthly performance:

  • Select a program in the left frame
  • Click Performance / Monthly Data in the right frame
  • Click Choose file and upload it
  • Click Save

How to prepare the file:

  • Start by downloading our sample file.
  • When editing the sample file keep its structure the same. The dates come into the first column (A) and the monthly returns come into the second column (B).
  • Also, make sure not to change formatting of the cells. This is very important!
  • Keep the decimal separator the same as in the sample file.
  • Save the file in the .xlsx file format.

Fund performance report automation - screenshot

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