Guides · Month-end workflow
Turn a PDF factsheet into a web page
Why the PDF you already produce is the best data source you have — and how extraction works.
This guide is being written. The outline below is what it will cover.
- The factsheet is already signed off — reuse it
- What gets extracted: returns, fees, allocations, commentary, disclaimers
- Accuracy: deterministic cross-checks before anything publishes
- Manual corrections with provenance
See it working instead of reading about it.
Upload a factsheet and your funds render as live, compliant widgets in minutes.