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Add custom benchmark

Is the benchmark you would like to use missing from our database? Feel free to create your own custom benchmarks and add them to your performance report.

1. Create new custom benchmark

  1. Click New Benchmark in the left frame (see picture below).
  2. Add name for your new benchmark, then click Save.
  3. Update benchmark´s performance as described at Update or import your data.
Fund performance report production - screenshot

2. Assign a custom benchmark to a program

  1. Select a program in the left frame.
  2. Click Benchmarks in the right editing frame (see picture below).
  3.  Either use one of the existing benchmark slots or create a new one by clicking “Add Benchmark” (see picture 2 below).
  4. Custom benchmarks can be selected under the “Main benchmarks” tab (see picture 3 below). Choose your benchmark and click Save.

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