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Add custom benchmark

It is possible to add as many custom benchmarks to your performance report as you need. To add custom benchmark:

1) Create new custom benchmark

  • Click New Benchmark in the left frame
  • Fill in program name and click save.
  • Upload the performance data (monthly or daily)

Fund performance report production - screenshot

2) Add your custom benchmark to a program

  • Select the program in the left frame
  • Go to the right frame / Benchmarks and select your custom benchmark in the “Main Benchmarks” dropdown menu.

Fund performance report software - screenshot

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