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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?
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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.
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How can i upload my Real Estate Transactions?
Real Estate transctions can be booked like normal Purchase/Sale transactions with Quantity being 1 and price being the current value of the real estate. More information on how to upload transactions can be found here
I have more questions!
Our Canopy Team is here to help. Please Contact Us.
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