Benchmarks
Charts
- Annual Performance Chart
- Asset Allocation History (Chart)
- Asset Class Exposure
- Consecutive Gains (Losses)
- Correlations (chart)
- Cumulative Returns (Equity)
- Displaying amounts/labels in charts
- Distribution of Monthly Returns
- Distribution of Quarterly Returns
- Distribution of Rolling Annual Returns
- Drawdown chart
- Dynamic and Interactive charts
- Excess Returns Charts and Tables
- Exposure Markets Chart
- Geographic Exposure
- Historical Asset Allocation
- Holding Period Exposure
- How to long, short, and net positions in a chart
- Market Cap Allocation
- Monthly Returns
- Portfolio Composition Chart
- Return (Performance) Contribution
- Return Report
- Risk Rating
- Risk/Return Chart
- Scatter plot (Manager Consistency)
- Strategy Exposure
- Style Analysis (Chart)
- Up/Down Capture vs. Benchmark
- Up/Down Market Outperformance (Chart)
- VAMI chart
- Volatility chart (12 months rolling)
Company Information
Data Import
- Calculate portfolio composition from trades or instruments
- Creating Import file / Mass import file
- Import Custom Instruments / Calculate Instruments from Trades
- Import NAV
- Import Portfolio Composition
- Import Sector Allocation History
- Import Trades
- Mass Daily Data Import
- Mass data import
- Mass Portfolio Composition Import
- Mass Quarterly Data Import
- Most common mistakes when importing data.
- Set Auto-import
- Update or import your data
- Upload daily performance
- Upload data from Interactive Brokers
- Uploading monthly performance data
- Use FTP to update my factsheets
- Using Excel AutoFill for dates
Factsheet Publishing
Factsheet Templates
Fundpeak API
Other
- Add new programs
- Adding Google Analytics tracking code
- Adding images to articles
- Articles
- Automatic PDF generator
- Basic tutorial video how to use TopSheets
- Change password
- Checking HTML code
- Client Portal
- Client Reporting
- Copy a program
- Copy and paste content without formatting
- Delete data
- Difference between programs and portfolios
- Disable new device sign up alert
- Edit and customize titles, headings and texts
- Edit general Information table items
- Editing tables in the text editor
- Export Fund Terms / Links to all reports
- Financial Data
- Invoice or receipts
- Leverage in Portfolio
- Line breaks vs Paragraphs
- My program doesn't show up in the TOP 10 tables.
- Points vs commas
- Portfolio holdings and allocation templates
- Program and template adjustments
- Refer our service
- Save changes made to custom template
- Save credit cards for next payments
- Save your Factsheet
- Set up your custom domain name
- Translate my Factsheet
Performance Data
- Displaying daily data in default templates
- Highlight estimates in performance table
- How to display live and backtested results in a single table or chart
- How to display net and gross results in a single factsheet
- Trades/Positions (tables)
- Update or import your data
- Update Program's AUM
- Update quarterly performance
Portfolio Composition
Portfolio Tool
Program Information
- Abbreviate large numbers in the General Information table
- Advisor fees in Program
- Change administrator
- Change program name
- Create multiple versions of your factsheet
- Custom Fields
- Delete Programs
- Edit general information table items
- High-water Mark
- I cannot find where to fill some fields displayed in my template
- Import Fund Terms
- Notional Funding
- Program identifier
- Short program name in charts and tables
- Templates for Forex
- The License Number is not displayed properly
- UCITS SRRI
- Update disclaimer
- Update the Fund Manager section in your template
Statistics
- 12 Months ROR
- 3 Months ROR
- 36 Months ROR
- Active Premium
- Alpha
- AUM Gains
- Average AuM
- Average Losing Month/Quarter
- Average Market Net Exposure
- Average Positive Month/Quarter
- Average ROR
- Best Year / Best Positive Year
- Beta
- Calculate net returns / Include fees into results
- Calculate the non compounded Drawdown
- Calmar Ratio
- Correlation and Correlation Coefficient
- Correlation to negative months
- Correlation vs net/gross returns
- Current Drawdown
- Difference between compounded and non compounded rate of return
- Downside Correlation
- Downside Deviation (Semi Deviation)
- Drawdown Report
- Excess Returns
- Export statistics to Excel
- Fundamental Statistics
- Gain Standard Deviation
- Hide statistics without values
- Highest/Lowest Annual Return
- How to manually update statistics values
- Inception Date
- Information Ratio
- Jensen alpha
- Kurtosis
- Last 3/6/12/36/ Month Return
- Last 30/60/90/120/150/360/365 Days
- Last 36 Months Average
- Last Month
- Last Quarter
- Loss Standard Deviation
- Max AuM
- Max Drawdown Valley Date
- Maximum Drawdown
- Maximum Upside
- Month To Date (MTD)
- Monthly / Annualized Rate of Return (RoR)
- Monthly Drawdown
- Negative Months (%)
- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
- Omega Ratio
- Percent Outperformance
- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
- R Squared
- Rachev Ratio
- Rate of Return
- Risk Adjusted Returns
- Risk-free rate
- Sharpe Ratio
- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
- Skewness
- Sortino Ratio
- Standard Deviation (Volatility)
- STARR Performance
- Sterling Ratio
- Switch between compounded and noncompounded calculation
- Time Window Analysis
- Total Return
- Tracking Error (Active Risk)
- Treynor Ratio
- Upside/Downside Capture
- Value Added Monthly Index (VAMI)
- Value at Risk
- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
- Winning 12M Rolling (%)
- Year To Date (YTD)
- Yearly Drawdown
- Yearly Returns
- Yield to Maturity (YTM)
Tables
Widgets
- Home
- Help
- Portfolio Tool
- Portfolio Rebalancing
Portfolio Rebalancing
Created On
Last Updated On
bymartin
Select how often should be allocations of the portfolio instruments reset to their initial levels. The portfolio can be rebalanced monthly, quarterly or annually. The setting is available at the portfolio edit page
