...
Canopy also offers automated generation of customized PDF reports. The report generator can be found under Reports > Generate Reports. Below is a list of the report types that are currently available:
| Report Title | Description | Sample |
|---|
| Portfolio Summary with Transactions - Bar Charts | The Portfolio Summary includes asset allocation, performance, holdings and transactions. Asset allocations and holdings are based on the "Report Date As Of" while performance and transactions are based on respective input parameters "Performance Date From/To" and "Transactions Date From/To". | | View file |
|---|
| name | Canopy Portfolio Summary with Transactions - Bar Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Portfolio Summary with Transactions - Doughnut Charts | The Portfolio Summary includes asset allocation, performance, holdings and transactions. Asset allocations and holdings are based on the "Report Date As Of" while performance and transactions are based on respective input parameters "Performance Date From/To" and "Transactions Date From/To". | | View file |
|---|
| name | Canopy Portfolio Summary with Transactions - Bar Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Asset Allocation - Bar Charts | The Asset Allocation report is based on the "Report Date As Of" and shows asset allocation by asset class, currency, geography, industry as well as networth by custodian. | | View file |
|---|
| name | Canopy Asset Allocations - Bar Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Asset Allocation - Doughnut Charts | The Asset Allocation report is based on the "Report Date As Of" and shows asset allocation by asset class, currency, geography, industry as well as networth by custodian. | | View file |
|---|
| name | Canopy Asset Allocation - Doughnut Charts - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Portfolio Holdings | The Portfolio Holdings report is based on the "Report Date As Of" shows all holdings organized by currency and asset class. | | View file |
|---|
| name | Canopy Holdings - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Performance Attribution | The Performance Attribution report is based on the respective input parameters "Performance Date From/To" shows the performance of the overall account together with performance attribution similar to the Explainer in the Canopy Visualizer. | | View file |
|---|
| name | Canopy Performance Attribution - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Performance | Performance is based on the respective input parameters "Performance Date From/To" shows the performance of the overall account in comparison to selected benchmarks and by child accounts and asset classes. | | View file |
|---|
| name | Canopy Performance - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|
| Cashflows | The Cashflows report is based on the respective input parameters "Cashflows From/To". It shows a summary for all cashflows during the selected period divided into cashflow types on a monthly basis. It also includes a full list of all cashflows organized by type and currency. | | View file |
|---|
| name | Canopy Cashflows - Canopy_demo.pdf |
|---|
| height | 250 |
|---|
|
|