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.
Update both performance and disclaimers
Auto-import from FTP is another convenient way to keep your tearsheets up to date. It allows you to import performance data (monthly or daily), trades, portfolio composition data, or fund terms and descriptions.
All you need to do is to contact us in order to obtain FTP login and password. Then prepare your file and have it automatically sent to our server.
The import itself is performed once a day at a regular time.