Documents:
- FundsXML 4.2.7 schema definition as PDF-document
- FundsXML Charta Document
- FundsXML Overview
- GitBook with technical introduction to FundsXML 4.0
Tools:
- FundsXML – CSV converter
- Online FundsXML Schema Viewer
- Online Portfolio Analysis via FundsXML data
- FundsXML-EMT-Converter
- Online FundsXML Format and Quality Check
Templates:
| Name | Version | Publication | Download |
|---|---|---|---|
| European MiFID Template | Version 4.1 | October 2023 | EMT V 4.1 |
| European ESG Template (Field List) | Version 1.1.1 | February 2023 | EETV1.1.1 |
| Comfort European PRIIPs Template | Version 2.0 | November 2022 | CEPTV2.0 |
| European ESG Template (Field List) | Version 1.1 | October 2022 | EETV1.1 |
| European ESG Template (Field List) | Version 1.0 | March 2022 | EET V 1.0 |
| Tripartite Template | Version 6.0 | March 2022 | TPT V 6.0 |
| European MiFID Template | Version 4.0 | March 2022 | EMT V 4.0 |
| European PRIIPs Template | Version 2.0 | February 2022 | EPT V 2.0 |
| Tripartite Template | Version 5.0 | December 2019 | TPT |
| European MiFID Template | Version 3.0 | November 2019 | EMT |
| European PRIIPs Template | Version 1.1 | October 2017 | EPT |
| Comfort European PRIIPs Template | Version 1.1 | October 2017 | CEPT |