Guides
Practical guides for getting fund data onto the web — embedding, month-end workflow, compliance, and making your funds readable by AI.
Embed anywhere
- How to embed fund performance charts in WordPressdraft
Add live, compliant fund charts to a WordPress site with one line of HTML — no plugin required.
- How to embed fund performance charts in Webflowdraft
Live fund widgets inside Webflow using an Embed element — designer-friendly, no code export.
- How to embed fund performance charts in Squarespacedraft
Add live fund charts to Squarespace with a Code block.
- How to embed fund performance charts in Wixdraft
Live fund widgets in Wix using the embed HTML element.
- How to embed fund performance charts in Framerdraft
Add live fund charts to a Framer site with an Embed component.
- Fund performance charts in React and Next.jsdraft
Using FundChart custom elements in React/Next.js apps, including SSR notes.
- Fund charts on SharePoint and intranetsdraft
Showing live fund data on internal portals and adviser extranets.
- Embed fund charts on any website (plain HTML)draft
The generic one-line embed: how it works on any page you can paste HTML into.
Month-end workflow
- How to publish monthly fund performance to your websitedraft
The month-end publishing workflow: from signed-off factsheet to live web pages in minutes.
- Turn a PDF factsheet into a web pagedraft
Why the PDF you already produce is the best data source you have — and how extraction works.
- Fund factsheet design that works on the webdraft
Design principles for factsheets and fund pages investors actually read.
- Fund website best practices for boutique managersdraft
What allocators and advisers expect to find on a manager’s site — before they take the meeting.
- What is a fund centre (and does your range need one)?draft
The all-funds table on manager websites: what it is, when it earns its place, how to add one.
- The month-end web checklist for fund managersdraft
A printable checklist: everything that should change on your website at month-end, in order.
Compliance
- What is a Minimum Disclosure Document (MDD)?draft
The South African fund factsheet explained: what BN 92 requires on it and how it relates to your website.
- BN 92 and your website: SA fund advertising rulesdraft
How Board Notice 92 of 2014 applies to fund performance shown on manager websites.
- UK fund promotion rules for websitesdraft
COBS 4 and past-performance presentation for UK fund managers publishing online.
- US fund performance advertising basicsdraft
Rule 482 and the SEC Marketing Rule: what US managers must show alongside performance online.
- Fund performance disclaimers: what belongs on every pagedraft
The disclaimer block decoded — and why it should be impossible to switch off.
- Publishing fund performance online without breaking the rulesdraft
A cross-regime guide to putting monthly numbers on the web with an audit trail.
AI & agents
- How to use FundChart with Claudedraft
Connect Claude to your fund data over MCP: ask questions, generate commentary, get embed codes from chat.
- How to use FundChart with ChatGPTdraft
Point ChatGPT at your fund data via the API or MCP connector.
- Make your fund data readable by AI agentsdraft
Why allocators’ AI tools should be able to read your fund page — and how FundChart exposes OpenAPI, MCP and llms.txt for you.
- Run your month-end from chatdraft
The workflow we are building towards: drop the new factsheet into Claude, review, approve — from anywhere.