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General
How do I access Canopy?
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Your data is updated whenever we get fresh information. If all we are getting from you is monthly statements, then your data is updated monthly. In case your bank or broker provides daily data feed in any format – including Secure File Transfer Protocol (SFTP) or SWIFT or secure email – Canopy will be updated daily. You can always update any intra-months movements in Engine.
How do i anonymize my data before uploading it?
You can use Canopy’s in-built custom PDF Anonymizer tool to remove Personally Identifiable information (PII) before uploading your data into Canopy. More information on this topic is available here.
Is there an easy way to manually upload multiple transactions in Engine?
The simplest and quickest way to upload multiple transactions in Engine is by using the Canopy UL spreadsheet. More information on this topic is available here.
Where can i view transactions?
All transactions can be viewed under the transactions blotter. More information on this topic is available here.
Where can i view holdings?
All holdings can be viewed under User Accounts. More information on this topic is available here.
How is NAV calculated?
Detailed information on NAV/performance calculations can be found here.
How can i add a new security which is not importable via bloomberg?
In cases where new securities cannot be imported via Bloomberg you can use the Manual Security Creation feature to set-up a private security. More information on this topic is available here.
How can i add new security prices?
The securities feature in Engine allows you to create/delete/add new prices. More information on this topic is available here.
How can i upload my Real Estate Transactions?
I have more questions!
Our Canopy Team is here to help. Please Contact Us.