Fund Reporting Widgets
A WordPress plugin for creating automatically updated fund reports from openfunds data using web widgets in the block editor.
Seamlessly import, modify, and manage fund data from openfunds standard compatible files within the WordPress admin dashboard.
Create fund reporting websites to showcase performance, breakdowns, and financial metrics using the WordPress block editor.
Simplify fund factsheet generation with automated data syncing for up-to-date reports directly in WordPress.
- Openfunds integration, 2.1.8 release
In this update, we’ve focused on integrating with the openfunds standard. Now, importing, managing, and modifying fund data is simpler than ever, all directly within the WordPress dashboard.
- Default appearance settings, 1.1.23 release
In version 1.1.23, we’ve made it easier for you to set default appearance settings for blocks right from the admin panel.
- More chart options, 1.1.22 release
Version 1.1.22 came with new features. Now, you can switch between a line chart and an area chart by adjusting the area fill level. You can also put the Y axis on the right side. We’ve also improved the legend for pie and donut charts on mobile screens.