Easily add exchange-traded funds, mutual funds, or stocks to your portfolio factsheets. You can choose from thousands of automatically updated securities.

Add etf to portfolio

Programs vs portfolios

Two types of fund tearsheets can be created using our fund fact sheet automation tools – reports for programs and for portfolios.

Please note that we use the word program for any investment strategy you offer to investors (e. g. fund or managed account), whereas portfolio is understood as a combination of programs.

Reliable source of information

You can combine any number of programs and other instruments in your portfolio tearsheet. Feel free to add stocks, mutual funds, exchange-traded funds, indices or managed futures from an external source.

The selection of these instruments is really easy and allows you to choose from thousands of automatically updated securities. It is also possible to remove programs and other instruments, alter investment amounts, change allocation dates, and choose between different calculation methods.