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Canopy is easily accessible from any web browser on desktop, laptop, tablet or smartphone. Be sure to Favorite Canopy in your Bookmarks Bar!
Canopy portfolio visualizer Visualizer: https://secure.canopy.cloud/
Canopy Engine: https://engine.canopy.cloud/
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To upload you non-financial asset you you are uploading on your own in Engine, navigate to Securities > Manual Security Creation, click on Add Private Equity, select relevant Instrument Type and fill in holding details. Also refer to this article on Creating Private Securities.
How do I search for my Ticker?
Canopy offers a few options to help you easily find your ticker. Refer to this article: Finding and Creating Securities
Data
What is Canopy's price data source?
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Detailed information on NAV/performance calculations can be found here.
How can I add a new security which is not importable via Bloomberg?
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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?
Real Estate transactions 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!
We are here to help. Please contact us at connect@canopy.cloud.
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