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.