Confluence to Acquire Fundpeak

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

Customize Your Factsheet Template in the Editor

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?

Introducing API Limits

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.

2 New Templates for Your Fund Factsheets

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

Quickly & Easily Edit Content in Your Factsheets

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

Add ETFs to Your Portfolio in a Few Clicks

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

Display and Analyze Trades in Your Portfolio Factsheets

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

Easily Edit Various Fields in Your Fund Factsheets

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

Connect TopSheets to R. J. O’Brien or FCStone

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

New and Improved Navigation Design

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

TopSheets Has Moved to a More Secure Server

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

Import Daily Data for Multiple Funds at once

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

Produce Multiple PDF Reports With One Click

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

Show Fundamental Statistics in Your Factsheets

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

Add Portfolio Widgets to Your Website

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

Find All Your Receipts in a Central Place

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

Show Quarterly Returns in Your Reports

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

New Client Reporting Tool Available

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

Fund Factsheet Automation or Manual Production

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

3 Easy Ways to Add Fund Factsheets to Your Website

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

Benchmark Your Fund Returns with Indexes

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

Connect TopSheets to MT4 and Myfxbook

Use the most popular Forex trading platform MetaTrader 4. Easily import your data and let TopSheets to display them in well-designed fund factsheets. Quick installation and setup Analyze performance, risk and investment styles Visualize Forex data in a user-friendly way Not only does TopSheets allow you to import your data ... read more

Display and Analyze Trades in Your Factsheets

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

Translate Your Reports into Five Languages

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

QR code: Now available for your Fund Factsheet

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

Choose Between Five Default Fund Factsheet Templates

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

Display Top Performing Funds on your Website

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

Impress your Clients with Beautifully Responsive Fund Factsheets

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

Get Better Visual Experience with Interactive Charts

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

Manage your Funds in Redesigned Admin

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

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