Upload the full per-fund returns universe once (it stays on the server), paste an allocation table, check each fund is present in the universe, then generate a 4-slide deck: Track Record · Allocation · Drawdowns · Correlation. Every metric, table and chart is computed at runtime; benchmarks are pulled from the live-refreshed server data.
1 Universe (per-fund monthly returns) Download template
A Date column (YYYY-MM) plus one column per fund, monthly returns in percent
or decimal. A transposed file (one row per fund, months across the top) is also accepted.
Uploaded once and reused for every deck until you replace it.
2 Allocation Download template
Columns Fund, Strategy, Weight and optionally Universe
(the exact universe column to source returns from — otherwise the fund name is
auto-matched). Weights may be percent (20.0) or decimal (0.20).