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Benchmarks
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Charts
- Annual Performance Chart
- Asset Allocation History (Chart)
- Asset Class Exposure
- Consecutive Gains (Losses)
- Correlations (chart)
- Cumulative Returns (Equity)
- Displaying amounts/labels in charts
- Distribution of Monthly Returns
- Distribution of Quarterly Returns
- Distribution of Rolling Annual Returns
- Drawdown chart
- Dynamic and Interactive charts
- Excess Returns Charts and Tables
- Geographic Exposure
- Holding Period Exposure
- How to long, short, and net positions in a chart
- Market Cap Allocation
- Monthly Returns
- Portfolio Composition Chart
- Return (Performance) Contribution
- Return Report
- Risk Rating
- Risk/Return Chart
- Scatter plot (Manager Consistency)
- Strategy Exposure
- Style Analysis (Chart)
- Up/Down Capture vs. Benchmark
- Up/Down Market Outperformance (Chart)
- VAMI chart
- Volatility chart (12 months rolling)
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Company Information
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Data Import
- Available fields for Mass Portfolio Composition Import
- Creating Import file / Mass import file
- Import performance data for multiple programs
- Import Sector Allocation History
- Most common mistakes when importing data.
- Set Auto-import
- Total Mass Import
- Update and import fund terms
- Update and import performance data for a single program
- Update and import portfolio composition
- Update or import your data
- 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
- Adding Google Analytics tracking code
- Adding images to articles
- Articles
- Articles - Inteligent
- Avoid Formatting Issues When Copying Content
- Basic tutorial video how to use TopSheets
- Change password
- Checking HTML code
- Client Portal
- Copy a program
- Create factsheets in multiple language versions
- Delete data
- Difference between programs and portfolios
- Disable new device sign up alert
- Export Fund Terms / Links to all reports
- Financial Data
- Invoice or receipts
- Leverage in Portfolio
- Login Attempt Limit
- My program doesn't show up in the TOP 10 tables.
- Organize factsheets into folders
- Paragraphs vs Line breaks
- Points vs commas
- Portfolio holdings and allocation templates
- Program and template adjustments
- Refer our service
- Save changes made to custom template
- Save credit cards for next payments
- Save your Factsheet
- Set up your custom domain name
- Two-factor authentication (2FA)
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Performance Data
- Displaying daily data in default templates
- 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
- Update and import AUM data
- Update and import performance data for a single program
- Update or import your data
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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
- Change administrator
- Change program name
- Create multiple factsheet versions with Fund Classes
- Custom Fields
- Delete Programs
- High-water Mark
- I cannot find where to fill some fields displayed in my template
- Notional Funding
- Program identifier
- Restore archived factsheets
- Short program name in charts and tables
- Templates for Forex
- The License Number is not displayed properly
- UCITS SRRI
- Update and import fund terms
- Update disclaimer
- Update programs content
- Update the Fund Manager section in your template
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Statistics
- 12 Months ROR
- 3 Months ROR
- 36 Months ROR
- Active Premium
- Alpha
- AUM Gains
- Average AuM
- Average Losing Month/Quarter
- Average Market Net Exposure
- Average Positive Month/Quarter
- Average ROR
- Best Year / Best Positive Year
- Beta
- 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
- Gain Standard Deviation
- Hide statistics without values
- Highest/Lowest Annual Return
- How to manually update statistics values
- Inception Date
- Information Ratio
- Jensen alpha
- Kurtosis
- Last 3/6/12/36/ Month Return
- Last 30/60/90/120/150/360/365 Days
- Last 36 Months Average
- Last Month
- Last Quarter
- Loss Standard Deviation
- Max AuM
- Max Drawdown Valley Date
- Maximum Drawdown
- Maximum Upside
- Month To Date (MTD)
- Monthly / Annualized Rate of Return (RoR)
- Monthly Drawdown
- Negative Months (%)
- Negative Year / Worst Negative Year
- Number of Months Fund Outperforms
- Number of Years
- Omega Ratio
- 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
Add or Change a Logo on Your Fund Factsheet
Created On
Last Updated On
byMilan
You can display your company logo on fund factsheets or use a different logo for a specific program.
Choose the logo you want to display
Company logo
Use this option if you want the same logo to appear across all programs.
Program-specific logo
Use this option if you want to display a different logo for a particular program.
Note: Program-specific logos may need to be enabled for your account and are available on eligible plans.
Add or change your company logo
- Open Company Profile.
- Go to Company Logo.
- Upload your logo.
- Make sure the option to display the logo on factsheets is enabled.
- Click Save.
Your company logo will be used on factsheets that are configured to display the company logo.
Add a program-specific logo
Use a program-specific logo when a particular fund or program should display a different brand or logo from your company logo.
- Open the relevant program.
- Open Other Program Terms / More Information.
- Find the Program Logo section.
- Upload the logo you want to use.
- Enable the option to display the program logo.
- Save your changes.
The program-specific logo will be displayed instead of the company logo where the factsheet template is configured to use it.
Logo appears too large or too small
The visible size of a logo can also depend on the amount of empty space around the logo inside the image file.
For best results:
- Crop unnecessary whitespace around the logo before uploading it.
- Use a high-quality image with a transparent background where appropriate.
- If you use a custom factsheet template, the displayed logo dimensions can be adjusted in the template configuration.
Hi Andrea, thank you for contacting us. That should not be a problem. If you do not mind, we will contact you via e-mail.
Is it possible to change the automatic size of the picture?
Hi Joël, yes it is possible. If you have a custom factsheet template, we can easily change the logo size on our end. Otherwise, you would need to play around with the amount of whitespace around the actual logo image (no whitespace makes the image to stretch and fill the container while more whitespace around the image makes it to appear smaller).