Performance graphs
Here are just a few examples of the performance charts and dynamic modules we offer asset management professionals.
Performance graph
Performance graph showing a fund’s share and its benchmark.
This chart retrieves the NAVs from your database and automatically constructs the curves.
These charts can be integrated into fully dynamic pages in the case of a large number of shares, or with shortcodes that you can integrate wherever you like.
Performance chart
Performance table showing the performance of a fund’s unit, its benchmark and the spreads.
This table retrieves NAVs from your database and automatically calculates all performances.
| Part du fonds | Benchmark | Écart | |
|---|---|---|---|
| ● VL | 96.10 € | 2 137.72 € | – |
| ● YTD | -3.05% | 9.01% | -12.07% |
| ● 1 mois | -2.49% | -1.03% | -1.46% |
| ● 3 mois | -0.95% | 6.48% | -7.43% |
| ● 1 an | -2.89% | 14.35% | -17.24% |
| ● 3 ans | – | – | – |
| ● Création | -3.90% | 23.53% | -27.43% |
Geographical distribution
Graphs showing the geographical distribution of the fund’s positions and those of its benchmark.
These values are stored in your site’s database.
Sector breakdown
Graphs showing the sector breakdown of the fund’s positions and those of its benchmark.
These values are stored in your site’s database.
And more
We offer many other dynamic tools and modules, so don’t hesitate to contact us with your requirements.
In this article, we also present the different solutions we offer for updating your site’s VLs.
