Frequently asked questions
How do I get access?
Anyone can create an account. Pick a plan on the Plans & Pricing page and sign up. Activate your account with an access code or payment during checkout.
What data do I need?
An Excel (.xlsx) file of monthly returns with a Date column and an NOF column (decimal returns). Optional GOF and Benchmark columns are supported. Allocations can be imported separately.
Can I customize the layout?
Yes. Start from a preset and edit the grid, or build a custom template. Saved templates re-bind to new data automatically.
Who can see my funds?
Each client sees only the funds they created or that someone shared with them. Graff & Fogo developers can access records to support and secure the service, and every change they make is logged in your History.
Is there an audit trail?
Yes. Every data import and template save captures a frozen snapshot you can re-export later from History.