| Report Title | Description | Contents | Sample |
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| 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". | - Net Worth by Custodian
- Asset Allocation by Asset Class
- Asset Allocation by Currency
- Asset Allocation by Geography
- Asset Allocation by Industry
- Performance Chart
- Performance against Benchmark
- Holdings - Cash
- Holdings - Fixed Income
- Holdings - Other
- Transactions
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| 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". | - Net Worth by Custodian
- Asset Allocation by Asset Class
- Asset Allocation by Currency
- Asset Allocation by Geography
- Asset Allocation by Industry
- Performance Chart
- Performance against Benchmark
- Holdings - Cash
- Holdings - Fixed Income
- Holdings - Other
- Transactions
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| 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. | - Net Worth by Custodian
- Asset Allocation by Asset Class
- Asset Allocation by Currency
- Asset Allocation by Geography
- Asset Allocation by Industry
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| 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. | - Net Worth by Custodian
- Asset Allocation by Asset Class
- Asset Allocation by Currency
- Asset Allocation by Geography
- Asset Allocation by Industry
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| Portfolio Holdings | The Portfolio Holdings report is based on the "Report Date As Of" shows all holdings organized by currency and asset class. | - Holdings - Cash
- Holdings - Fixed Income
- Holdings - Other
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| Portfolio Holdings deatiled | The Portfolio Holdings report is based on the "Report Date As Of" shows all holdings organized by currency and asset class, ticker and industry, country and seniority | - Holdings - Cash
- Holdings - Fixed Income
- Holdings - Other
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| 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. | - Performance Chart
- Performance Attribution
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| 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. | - Performance against Benchmark
- Performance by Asset Class
- Performance by Child Account
- Performance
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| 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. | - Cashflow Summary
- Cashflows
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