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Benchmarks
Charts
- Annual Performance Chart
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- Displaying amounts/labels in charts
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- How to long, short, and net positions in a chart
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- Risk/Return Chart
- Scatter plot (Manager Consistency)
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- VAMI chart
- Volatility chart (12 months rolling)
Company Information
Data Import
- Available fields for Mass Portfolio Composition Import
- Calculate portfolio composition from trades or instruments
- Creating Import file / Mass import file
- Import Custom Instruments / Calculate Instruments from Trades
- Import data from FCStone
- Import NAV
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- Mass data import
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- 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
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- Basic tutorial video how to use TopSheets
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- Export Fund Terms / Links to all reports
- Financial Data
- Install an EA to MT4
- Invoice or receipts
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- 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
- Edit cash transactions for MT4
- 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
- Monthly Performance (Current Year)
- 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
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- Create multiple versions of your factsheet
- Custom Fields
- Delete Programs
- High-water Mark
- I cannot find where to fill some fields displayed in my template
- I changed my program information, but certain fields have not been immediately updated.
- 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
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- 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
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- Maximum Drawdown
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- 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
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- Company Information
- Show a manager photo in reports
Show a manager photo in reports
Created On
Last Updated On
byadmin
It is possible to upload a manager´s photo and show it in your fund factsheets. You can either upload the photo to your company profile or to a specific program:
- Company manager’s photo is displayed in all programs.
- Program manager’s photo is displayed on a particular report only.
If both photos are uploaded (company manager’s and program manager’s) then the program manager’s photo gets priority.
To upload Company manager’s photo
1. Go to Company Profile / Principal Information.
2. Upload the photo, tick the “Show Photo in Reports” checkbox and click Save.
To upload Program manager’s photo
1. Select a program in the left frame and then in the right frame go to Strategy / style and click Fund manager
2. Upload the photo, tick the “Show Photo in Reports” checkbox and click Save
