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Benchmarks
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Charts
- Annual Performance Chart
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Calculate portfolio composition from trades or instruments
- Creating Import file / Mass import file
- Import Custom Instruments using trades import
- Import data from FCStone
- Import NAV
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- Most common mistakes when importing data.
- Set Auto-import
- Total Mass Import
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- Updating and uploading monthly performance data
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- Use FTP to update my factsheets
- Using Excel AutoFill for dates
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Factsheet Publishing
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Factsheet Templates
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Fundpeak API
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Other
- Add new programs
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- Articles - Inteligent
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- Portfolio holdings and allocation templates
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- Save credit cards for next payments
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Performance Data
- Displaying daily data in default templates
- Edit cash transactions for MT4
- Highlight estimates in performance table
- How to display live and backtested results in a single table or chart
- How to display net and gross results in a single factsheet
- Monthly Performance (Current Year)
- Trades/Positions (tables)
- Update or import your data
- Update Program's AUM
- Update quarterly performance
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Portfolio Composition
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Portfolio Tool
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Program Information
- Abbreviate large numbers in the General Information table
- Advisor fees in Program
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- Change program name
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- Custom Fields
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- High-water Mark
- I cannot find where to fill some fields displayed in my template
- I changed my program information, but certain fields have not been immediately updated.
- Import Fund Terms
- Notional Funding
- Program identifier
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- Short program name in charts and tables
- Templates for Forex
- The License Number is not displayed properly
- UCITS SRRI
- Update disclaimer
- Update programs content
- Update the Fund Manager section in your template
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Statistics
- 12 Months ROR
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- Calculate net returns / Include fees into results
- Calculate the non compounded Drawdown
- Calmar Ratio
- Correlation and Correlation Coefficient
- Correlation to negative months
- Correlation vs net/gross returns
- Current Drawdown
- Difference between compounded and non compounded rate of return
- Downside Correlation
- Downside Deviation (Semi Deviation)
- Drawdown Report
- Excess Returns
- Export statistics to Excel
- Fundamental Statistics
- Gain Standard Deviation
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- How to manually update statistics values
- Inception Date
- Information Ratio
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- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
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- Percent Outperformance
- Positive months (%)
- Price/Book Ratio
- Price/Earnings Ratio
- Quarter To Date (QTD)
- R Squared
- Rachev Ratio
- Rate of Return
- Risk Adjusted Returns
- Risk-free rate
- Sharpe Ratio
- Sharpe Ratio Simple
- Since Inception to Last Quarter Return
- Skewness
- Sortino Ratio
- Standard Deviation (Volatility)
- STARR Performance
- Sterling Ratio
- Switch between compounded and non-compounded calculation
- Time Window Analysis
- Total Return
- Tracking Error (Active Risk)
- Treynor Ratio
- Upside/Downside Capture
- Value Added Monthly Index (VAMI)
- Value at Risk
- Which risk-free rate of return (RFR) do you apply for the calculations?
- Winning / Losing Months
- Winning 12M Rolling (%)
- Year To Date (YTD)
- Yearly Drawdown
- Yearly Returns
- Yield to Maturity (YTM)
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Tables
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Widgets
Edit general Information table items
Created OnFebruary 17, 2021
Last Updated OnOctober 24, 2022
byadam
More than 50 default items can be displayed in the General information table. It is also possible to add any number of your custom items (see Custom fields for more information).
1) Select which items are displayed
- Move mouse over the General information table and click “Edit Settings”.
- Select items in the settings dialog and click save.
- Please note this is a template adjustment and will affect all programs using the selected template. Please see Program and template adjustments for more information.
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2) Change items values
Items in the General information table come from various sections in Topsheets. The best way to edit their values is to use the “Edit content” icon.
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You can also navigate to appropriate sections (e. g. Program Terms) and edit the information there. See the Item locations table at the bottom of this page to find out in which section adjust a particular item.
3) Rename items
All items can be renamed as needed. Move your mouse cursor over the label and when it´s background changes to blue click the label.
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4) Item locations
General Information Table | |
---|---|
Item | Item Location |
AUM | AUM |
Address | Company Profile / Company Info |
Administrator | More Information / Other Program Terms |
Advisor | More Information / Other Program Terms / Legal Advisor |
Auditor | More Information / Other Program Terms |
Base Currency | Program Terms / Investment |
Brokerage Fee | Program Terms / Fees |
Company | Company Profile / Company Info |
Company Skype | Company Profile / Company Info |
Contact Person | More Information / Other Program Terms |
Country Name | Company Profile / Company Info |
Custodian | More Information / Other Program Terms |
Drawdown Limit | More Information / Other Program Terms |
Company Profile / Company Info | |
Fax | Company Profile / Company Info |
Highwater Mark | Program Terms / Fees |
Inception Date | Performance Data |
Investment Restriction | Program Terms / Investment |
Investment Style | Strategy / Style |
Legal Advisor | More Information / Other Program Terms |
Legal Structure | Program Terms / Others |
Leverage Used | More Information / Other Program Terms |
Licence Number | Company Profile / Company Info |
Liquidity | Program Terms / Investment |
Location | Company Profile / Company Info |
Management Fee | Program Terms / Fees |
Margin to Equity | Program Terms / Others |
Min. Investment | Program Terms / Investment |
Morningstar Rating | More Information / Other Program Terms |
Notification | More Information / Other Program Terms |
Number of Accounts | Company Profile / Company Info or Program Terms / Others |
Performance | Program Terms / Others / Calculation Method |
Performance Compiled by | Company Profile / Company Info |
Performance Fee | Program Terms / Fees |
Phone | Company Profile / Company Info |
Portfolio Manager | More Information / Other Program Terms |
Principal | Company Profile / Principal Info |
Reporting Period | More Information / Other Program Terms |
RT per Million | Program Terms / Others |
Social Media | Company Profile / Company Info |
Structural Fee | Program Terms / Fees |
Subscription Fee | Program Terms / Fees |
Subscription Terms | More Information / Other Program Terms |
Targeted Return | More Information / Other Program Terms |
Tax Form Type | More Information / Other Program Terms |
Website | Company Profile / Company Info |
See also:
Custom Fields