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
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
