It’s a breeze! Open your post or page using the WordPress visual editor and click Add block. Find the InvePress block you want, and select it.
Enter your Ticker(s) to fetch the data you need. Once you have done that, your chosen chart or table will pop up. Save, publish, and the best part? Whenever you update your data in the database, your page’s block updates automatically.
The Performance Line Chart block lets you create one with prices, returns, or 10k growth for your fund. You can even compare it with other funds or benchmarks. Just tweak the block settings for your funds, time range, data interval, and more. Returns are auto-calculated.
The Performance Bar Chart block helps you make one. You can choose to show returns by calendar years or 12-month periods. All auto-calculated. Select funds and benchmarks, set data range, and limit data in the settings if you want.
The Performance Table block creates tables displaying fund and benchmark performance. Customize it with fund choices, data ranges, and return displays (years, months, calendar years, or predefined periods). As usual returns are auto-calculated.
For those seeking analysis, the Statistics Table block is your buddy. It helps you create tables with key indicators for your selected funds. It calculates Alpha, Beta, R2, Tracking Error, and more. You only need to provide fund, benchmark, and risk-free rate valuation data. Adjust interval, sample size, and data limits as needed.
The Breakdown Chart block lets you create charts that show your fund’s portfolio breakdown. Customize the date, choose a chart type (donut, pie, or bar), and tweak the appearance.
The Breakdown Table block helps you create tables with fund holdings and portfolio structure. Adjust the table’s look and limit data to date or complete periods if necessary.
Now showcase your funds worldwide!