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Benchmarks
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Charts
- Annual Performance Chart
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Creating Import file / Mass import file
- Import NAV
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- Most common mistakes when importing data.
- Set Auto-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
- Adding Google Analytics tracking code
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- Articles - Inteligent
- Avoid Formatting Issues When Copying Content
- Basic tutorial video how to use TopSheets
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- Organize factsheets into folders
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Performance Data
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Portfolio Composition
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Portfolio Tool
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Program Information
- Abbreviate large numbers in the General Information table
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- Import Fund Terms
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Statistics
- 12 Months ROR
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- 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
- Gain Standard Deviation
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- Highest/Lowest Annual Return
- How to manually update statistics values
- Inception Date
- Information Ratio
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- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
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- Positive months (%)
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- Quarter To Date (QTD)
- R Squared
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- Rate of Return
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- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
- Skewness
- Sortino Ratio
- Standard Deviation (Volatility)
- STARR Performance
- Sterling Ratio
- Switch between compounded and non-compounded 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)
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Tables
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Widgets
Switch between company profiles / sub-companies
Created OnApril 12, 2019
Last Updated OnAugust 29, 2025
byMilan
In Topsheets, each account can have only one company profile. To manage multiple companies and switch between them, sub-accounts are required. To create a sub-account, contact us at [email protected].
Log in to a sub-company
- Click your name in the upper-right corner and select My Profile.
- In the Sub-companies section, you’ll find a list of available sub-accounts. Choose a sub-company and click switch to.
Switch back to the main company
To log out, click your name in the upper-right corner again and select Log out.
