InvePress fund blocks allow fund managers to easily create charts and tables showcasing fund performance, breakdowns, ratios, and detailed data – all within the WordPress visual editor.
Each block offers full flexibility to adjust the data range and type, ensuring seamless alignment with the fund’s branding. No coding, no shortcodes – just intuitive, easy-to-use options built directly into the WordPress block editor.
To create fund chart or data table open a post or page in the WordPress editor and click Add block.
One important thing to remember: the list of available funds and benchmarks in blocks is based on Share Classes, no matter whether the data is related to the fund level or the share class level, so they must be configured first in the WordPress Admin Dashboard under Funds > Share Classes.
When building a fund’s dedicated page, fund blocks provide a dynamic and always up-to-date overview of the fund’s performance and composition.
These pages typically benefit from displaying the latest available data, without the need to specify a fixed date range. This is perfect for showcasing ongoing performance, current allocations, or key fund facts.
Examples of how blocks are typically used on fund pages:
Since these pages are intended to always reflect the most current data, no special date configuration is required – simply leave the limit date settings empty.
Fund blocks are equally powerful when used in blog posts, performance commentaries, or date-specific reports. In these cases, it’s important to lock the data to a specific time period to ensure historical accuracy and consistency.
There are two main options for setting the data range in each block:
Custom date range
Useful for reports or posts analyzing a specific period (e.g., Q1 results, Jan–Dec performance, or special market events).
You can define a start and end date, ensuring the chart or table reflects exactly the timeframe you’re discussing.
Automatic end-of-period snapshot
Ideal for generating consistent, repeatable reports like monthly updates, factsheets, or quarterly reviews.
Use the settings panel to limit data to the end of a selected period — last week, month, quarter, or year. The widget will then automatically pull data as of the close of the selected period.
This makes it easy to publish analytical content without worrying about the data shifting over time. The visualizations stay aligned with the context of your writing.
Fund Performance Line Chart block displays fund performance over time, with options for prices, returns, or 10k growth. Compare funds and benchmarks. Returns auto-calculate.
Fund Performance block is a structured table of fund returns over various timeframes, with automatic updates.
Fund Performance Bar Chart block compares fund performance across different periods or against benchmarks.
Fund Breakdowns block shows fund allocation details (e.g., asset classes, sectors, and regions) in a powerful table format. The allocation type is flexible and reflects the Fund Ratios and Exposures Field Name defined in the openfunds standard.
Fund Breakdown Chart block provides a visual representation of fund allocations using pie, donut, or bar charts.
Fund Facts Table block displays key fund details like inception date, management fees, and minimum investment. A list of supported facts fields on the fund level can be found [here], and on the share class level [here].
Fund Ratios table block lists key fund ratios. A list of supported ratio fields can be found [here]. Additionally Fund Ratios widget automatically calculates Alpha, Beta, R², Tracking Error, Standard Deviation, Sharpe Ratio, and Information Ratio.
Fund Dividends table block lists historical dividend payouts, yields, and ex-dividend dates.