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Basic

$100 per month if billed monthly

• Manage up to 3 fundsCreate and manage factsheets for up to 3 funds.
• 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
• Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
• 300+ investment statisticsUse a broad library of risk, return and performance statistics.
• 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as fund benchmarks.
• Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as fund benchmarks.
• Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
• Full API accessConnect TopSheets with external systems and automate data workflows. Max 200 queries per hour.Learn more

Premium

$200 per month if billed monthly

• Manage up to 10 fundsCreate and manage factsheets for up to 10 funds.
• 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
• Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
• 300+ investment statisticsUse a broad library of risk, return and performance statistics.
• 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as benchmarks or in portfolio tool allocations.
• Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as benchmarks or in portfolio tool allocations.
• Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
• Full API accessConnect TopSheets with external systems and automate data workflows. Max 500 queries per hour.Learn more
• Portfolio toolCreate a customized portfolio by mixing your funds, stocks, indices, or managed futures from an external source – all with allocations set by you. Use the portfolio tool to create blended benchmarks.Learn more
• Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more

Plus

$300 per month if billed monthly

• Manage up to 20 fundsCreate and manage factsheets for up to 20 funds.
• 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
• Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
• 300+ investment statisticsUse a broad library of risk, return and performance statistics.
• 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as benchmarks or in portfolio tool allocations.
• Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as benchmarks or in portfolio tool allocations.
• Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
• Full API accessConnect TopSheets with external systems and automate data workflows. Max 1000 queries per hour.Learn more
• Portfolio toolCreate a customized portfolio by mixing your funds, stocks, indices, or managed futures from an external source – all with allocations set by you. Use the portfolio tool to create blended benchmarks.Learn more
• Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more

Enterprise

• Custom number of fundsThe number of funds is set individually based on your needs and agreement.
• 20+ ready to use templatesStart from prepared factsheet templates and adjust them to your needs.
• Custom templatesCustomize templates yourself in the drag-and-drop editor, or ask us to build advanced custom designs for an additional fee.Learn more
• 300+ investment statisticsUse a broad library of risk, return and performance statistics.
• 120+ market indexesAccess performance data for 120+ global and regional indexes. Use them as benchmarks or in portfolio tool allocations.
• Thousands of ETFs & equitiesAccess performance data for thousands of ETFs and equities. Use them as benchmarks or in portfolio tool allocations.
• Fund widgetsEmbed selected fund data and outputs directly on your website.Learn more
• Full API accessConnect TopSheets with external systems and automate data workflows. Max 2000 queries per hour.Learn more
• Portfolio toolCreate a customized portfolio by mixing your funds, stocks, indices, or managed futures from an external source – all with allocations set by you. Use the portfolio tool to create blended benchmarks.Learn more
• Language versionsPrepare factsheets in multiple language versions with AI-powered translations.Learn more
• Fund portalAdd a secure fund portal for publishing fund materials and data.