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Benchmarks
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Charts
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
- Add new programs
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Performance Data
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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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- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
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Tables
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Widgets
Portfolio holdings and allocation templates
Created OnFebruary 17, 2021
Last Updated OnFebruary 17, 2021
byMilan
You can try for example our “Private Equity” or “Stock Template”. The holdings data and allocations weights can be entered under Portfolio composition / Instruments or Top Instruments.
Feel free to contact us, if any assistance is needed.