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 be ideally done using Mass trades import tool. Then just let our software to calculate data for your portfolio and populate beautiful charts and tables in your fund factsheets.

Get a quick overview of the most traded markets, display your market exposure in charts, and perform statistical calculations on imported data.

Trades in Portfolio Factsheets Image