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Benchmarks
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Charts
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Company Information
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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 using trades import
- Import data from FCStone
- 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
- Updating and uploading monthly performance data
- Upload daily performance
- Upload data from Interactive Brokers
- Use FTP to update my factsheets
- Using Excel AutoFill for dates
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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
- Adding images to articles
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- Basic tutorial video how to use TopSheets
- Change password
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- Copy and paste content without formatting
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- Difference between programs and portfolios
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- Financial Data
- Install an EA to MT4
- 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
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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
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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
- Advisor fees in Program
- Change administrator
- Change program name
- 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
- Restore archived factsheets
- Short program name in charts and tables
- Templates for Forex
- The License Number is not displayed properly
- UCITS SRRI
- Update disclaimer
- Update programs content
- Update the Fund Manager section in your template
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Statistics
- 12 Months ROR
- 3 Months ROR
- 36 Months ROR
- Active Premium
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- AUM Gains
- Average AuM
- Average Losing Month/Quarter
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- 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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- Last 3/6/12/36/ Month Return
- Last 30/60/90/120/150/360/365 Days
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- Last Month
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- Max AuM
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- Month To Date (MTD)
- Monthly / Annualized Rate of Return (RoR)
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- Negative Months (%)
- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
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- Percent Outperformance
- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
- R Squared
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- 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
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- Data Import
- Most common mistakes when importing data.
Most common mistakes when importing data.
Created On
Last Updated On
byMilan
When uploading your Monthly data please be aware of these mistakes:
- Only .XLSX and files are supported.
- Check the date format. Please download a sample file and use it for your data or check the date format used in the sample file.
- Use comma as decimal point
- Your number must be in percentages
When uploading your Daily data please be aware of these mistakes:
- Only .XLSX files are supported for single program import.
- Single program – select the date format and item separator you want to use (for further instructions, please see our video How to properly set the file format for uploading daily data)
- It’s better to set up dot as a decimal point in Excel . Go to Options – Advanced – Decimal separator
When you uploading your AUM please be aware of these mistakes:
- Your file must be in .XLSX format
- Your numbers must be transposed in a row
- Add an inception date at the beginning of the file
- Try to open your file in a simple text editor and check if there is not an empty space at the end of the row, if so, delete it and save your file, then import. (for further instructions, please see our video tutorial)