What is a performance object?

A performance object is a set of figures that illustrate the returns over time of a fund or strategy.

Data associated with a performance includes returns type, monthly return and end of quarter assets (net or gross).

You can see a full list of the data fields for this object by going to the field guide on the dashboard and clicking on the Performance icon.

For more information on each data point click the (i) icon in the side menu […]. This will give you the input specifications, ISO standards and any other related information.

To see when a field has been changed you can click on the clock icon which will show you every time stamp for that field (also in the side menu […]).

You can upload data to a performance object manually by going into the desired object or selecting New from the dashboard. Alternatively you can upload details via a mapped csv file. Click here for instructions.

You can view all of your objects in your object map

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