Understanding how a fund performs in rising and falling conditions is a key part of any robust performance report. With the introduction of Up & Down Capture tables, Topsheets makes this analysis easier and fully automated. These new widgets enhance your fund factsheet by clearly showing how a fund performs ... read more
We’re excited to introduce a small but powerful improvement to mass imports in Topsheets. The new validation feature lets you check Excel files for errors before uploading them. It’s a fast and convenient way to ensure your fund tearsheet data is correctly formatted - saving you both time and hassle. ... read more
We’re delighted to announce that Topsheets, our fund factsheet production tool, has recently added support for Japanese. Fund managers serving Japanese-speaking audiences can now easily translate their fund tearsheet templates into this new language. Altogether, there are now 20 languages available in Topsheets. English, German, French, Spanish, and Chinese are ... read more
Security is at the core of everything we do. With Two-Factor Authentication (2FA), your fund factsheets remain protected at every step. Why 2FA matters When working with sensitive financial data, security is critical. With 2FA enabled, logging in requires not only your password but also a second factor - a ... read more
We’re excited to roll out an improved feature in Topsheets that makes managing your fund factsheet templates faster, smarter and easier - you can now duplicate any custom tearsheet template directly from the Custom templates section. This improvement is designed to save you time, encourage collaboration, and make working with ... read more
Managing a growing number of fund tearsheets can quickly turn into a time-consuming challenge. That’s why Topsheets introduces custom folder organization - a smart, efficient way to bring order to your fund factsheet library and streamline your workflow. With just a few clicks, you can create folders, move tearsheets between ... read more
We are thrilled to announce that we are planning to join Confluence Technologies, a leading global technology solutions provider. It has been an exciting adventure for me and everyone at Fundpeak and we thank all of our clients and partners for putting their trust in us. It has been great ... read more
There are more than 20 ready made fund tearsheet templates available in Topsheets today. Still our clients keep asking for various custom adjustments to their fund factsheets. We are always happy to create custom tearsheet templates on our end, but what if our clients could prepare better-suited reports themselves?
The choice of benchmark can greatly influence decisions throughout the investment process. Don’t limit yourself to standard indices, but create your own blended benchmarks. … read more
We have recently improved our API documentation because we are aware that it plays a key part in providing a better developer experience. … read more
As our client base grows, so does the number of applications we’re dealing with. To help control this growth we’re introducing a limit on API requests.
Would you like to allow clients to individually access information about their investments? Then use our client portal and link individual investors to reports which are tailored just for them. Investors can log into the portal and see their investments immediately in an easy-to-use format. … read more
According to Wikipedia, Arabic is the fifth most spoken language in the world with as many as 422 million speakers. It is the official language in 26 countries. We are therefore pleased to announce that it is now possible to create Arabic versions of fund factsheets in our fund factsheet ... read more
Beer production has a long history in the Czech Republic and drinking beer is an ingrained part of our tradition. … read more
Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. … read more
Do you know your potential investors? Simply insert a Google Analytics code into your report and track your visitor activity. … read more
We are happy to announce that a new tearsheet template has been added to the selection of our ready-made templates. … read more
How often do you think about branding for your business? Are you aware that one of the most important places to brand your business is in URLs? … read more
We are happy to present a new type of import which allows you to upload or update your fund terms. It is another handy functionality which aims to help you with creating fund factsheets more effectively. … read more
Our managed futures database is a platform where fund managers and investors meet. Being able to easily access all fund related documents is one of the features that both sides benefit from. … read more
Fundpeak newly offers a simple way to manage and release KIIDs and PRIIP KIDs to the marketplace. Our solution is fully integrated with your existing fund factsheets, which ensures that any updates are immediately rendered. … read more
We at Fundpeak care about the privacy and security of our customers and their factsheets. That is why we have recently added another layer of security to make sure that only you and authorized users can connect to your fund factsheets.
We’re happy to announce that we have completely redesigned our website! You can now enjoy a better design and user-friendly navigation. … read more
Apart from the ability to auto-import financial data directly from brokers and data providers, it is also possible to upload your data to our FTP server and let Topsheets to automatically update your reports on a daily basis. … read more
FundPeak planted 22 cherry trees along the cycle path leading from the village of Lestkov to Tatobity. … read more
Do you need to access your fund factsheets from a mobile device? We are happy to announce that you can use our new Topsheets mobile app for Android to do that. This simple mobile app allows users to view and analyse funds they have stored in Topsheets. There is a ... read more
We have added another two new fund factsheet templates to our template collection. There are currently 18 different templates available in Topsheets. Every ready-made tearsheet template is well-designed and offers an unique and elegant look. Performance Plus This is a brand new factsheet template with a fresh design that highlights ... read more
We deal with various client requests on a daily basis, so we are well aware that the more you can customize your fund factsheets the better. Today we would like to present another feature which is aiming to give our clients more control over what is displayed in their tearsheets. ... read more
Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities. Reliable source of information Updated automatically on a regular basis Set total investment and leverage Build a portfolio in topsheets
Displaying trades is now available not only for programs, but also for portfolios. It is possible to display trades for all programs in your portfolio factsheets. Here is how you can make that happen. First of all upload information about your trades to TopSheets. When managing multiple programs this would ... read more
We are constantly trying to make work with fund factsheet templates as intuitive as possible. That is why we have recently added a new feature which allows Topsheets users to edit various fields right in their tearsheet simply by clicking on them. This way fields such as chart titles, statistic ... read more
Not sure how to edit the selected fields in your financial factsheet? We made this process easier and faster. You can simply mouseover any field and an icon for a quick edit will appear. Edit my Factsheets
Keeping performance reports up to date is a necessity but when managing a number of portfolios this task can be very time consuming. That is why our fund factsheet tool offers an auto-import feature which allows clients to import financial data directly from brokers and data providers. We have recently ... read more
We’ve introduced a slick and elegant re-design of TopSheets menus and navigation features. These enhancements represent another important step toward providing you with the best possible user experience and making TopSheets as intuitive as possible. Explore new design
We understand that our users expect a secure and private online experience when using TopSheets. That's why we've moved our services to a new and better protected server. Your data are safe, secure, and immediately available 24/7 guaranteed accessibility Improved server response time Enjoy an improved experience
We have recently released another function that aims to help you create fund factsheets more efficiently. This function allows you to import portfolio composition data for multiple funds from one single file. We have already introduced a few mass data import functions, e.g. Mass Daily Data or Mass Monthly Data ... read more
There is a new function available that makes your work a bit easier when creating fund factsheets. The function is called Mass Daily Data Import and it enables you to import daily data for multiple portfolios in a few clicks. If you’ve already used Mass Monthly Data Import, then this ... read more
Do you manage a lot of factsheets? Let TopSheets automatically generate PDF reports for all of your factsheets with a single click. Incredibly useful if you manage multiple programs Reports are automatically saved to your own FTP account A simple way to backup all your factsheets Get more information
At the end of summer our team decided to take a small bike tour. … read more
Fundamental statistics are used for the valuation of companies that have publicly traded shares. Several different fundamental statistics are used among analysts, traders or investors. Some of these fundamental statistics are now available in your TopSheets reports. Undervalued or overvalued stocks? With fundamental statistics, anyone who considers to investing in ... read more
Widgets, a favorite tool for TopSheets users, is now also available for reports created in the portfolio builder. Simply copy and paste the widget into your website. It takes just a few clicks. Add Widgets to my Website
Receipts for credit card payments are now included in a separate module called Payments. You will find all your payments here and can also choose a specific payment and quickly generate the invoice. All from a central place. View my receipts
Are your returns best expressed on a quarterly basis? Do monthly statistics not give an accurate expression of your performance. Sharpe, Sortino, and many other statistics can be now calculated on a quarterly basis. Create quarterly fund factsheet
Use a fully customized and password-protected client portal to link individual clients to their reports. Manage client reports and your regular fund factsheets in a single user interface. Create password-protected client-specific reports Clients can login and see their investments immediately Account overviews are displayed in a fast and easy-to-use format ... read more
Are you considering fund factsheet automation? Do you produce your precise fund factsheets on a regular basis, but are unsure whether to create the reports manually or automate the whole production process? In the past, most managers used office productivity softwares, like MS Office, to produce factsheets. Excel was a ... read more
It is no longer true that Excel charts and its analytical tools are the only option available to present your fund data to clients. Excel has become a rather outdated solution and in today's busy world, people want quick insight into a fund's performance. Avoid Using Static Tables and Charts ... read more
We analyzed 150+ fund factsheets, which managers sent us and which we use for performance updates of our Managed Futures Database, to complete this brief survey. All of the factsheets we analyzed are published monthly. A large majority of managers publish information about AUM of the firm or program. The ... read more
Topsheets provide thousands of indexes, which are now available for your programs. Reliable source of information Indexes are up-to-date and with a full performance history Charts and statistics will automatically adjust to the chosen index Benchmarks are important to compare your performance against an appropriate benchmark. In the financial area, ... read more
Import your trades and display them in well-designed fund factsheets. Upload information about your trades to TopSheets and let our SW to create a beautiful charts and tables. Get a quick overview of the most traded markets, display your market exposure in charts, and perform statistical calculations on imported data. ... read more
All default Topsheets templates are now available in five major languages. Provide your foreign clients with factsheets in English, French, Spanish, German or Chinese. Select the language easily from the dropdown list at the top bar and Topsheets will provide you with the translated version of template. Just one click ... read more
Fundpeak is excited to bring a new feature into its fundsheet production. TopSheets‘ Widgets will bring simplicity to your reports, allowing you to save time by quickly connecting your website with a factsheet. By using widgets, you can easily create a dynamic version of your tables and charts. Widgets are ... read more
It can be challenging to create your own QR code for your fund factsheet. That is why we have added new functionality to our fund factsheet production tool. The functionality allows you to add a QR code onto your factsheet template and easily promote your business. What are the advantages ... read more
We have added two new factsheet templates, to our current three default templates. As always they come in four different colors and two design versions. You now have a choice of 40 possible combinations! The new financial templates have been designed especially for stock and bond managers who want to ... read more
Improve the service you offer to your investors on your website! Integrate our new free widget which allows you to display TOP performing funds from our CTA Database. CTA rankings offer more than a simple funds performance comparison. Our main goal is to provide your visitors with underlaying data for ... read more
Attract more visitors to your fund website by fully responsive design. We will create a responsive layout that automatically adapts to desktop, tablet and smartphone devices ensuring the best user experience possible. Why Responsive Web Design is Important Improve your SEO: Google promotes mobile-friendly sites. Save Money: One website is ... read more
No more boring numbers! New Dynamic Charts easily create powerful visuals helping tell your data a story. Scrollable and zoomable Easily adjusted to match your corporate colors Supports all modern browsers Exported as an image in PDF reports New charts are available both for the TopSheets and Tailor users
We are excited to offer our customers the next generation of our user interface, and delighted to make it easier, faster and more intuitive for you to manage your company profile and edit your funds. The new administration experience provides improved fresh new look, powerful admin panels, but most importantly, ... read more