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- Liquidity and Cashflows
- Assets and Loans
- Every single transaction with all your banks across all your entities / geographies
- Hedging and hedge effectiveness
- Reports for Management / Investors
Details on the tables inside Canopy Data Eco-System
Currently there are 4 main tables inside the Database. We are constantly adding new tables based on customer feedback, so pls check here for details in case you see a table you do not recognize
- Consolidated_Holdings: These are a daily snapshot of all your assets and liabilities for every child account that you have
- IRR_Table: This has the XIRR and absolute return made in USD for every security for every child_account
- Transaction_Snapshot: This is all the transactions in your account marked to market as of the last valuation date
Some Sample dashboards and some other useful links are attached below
| Child pages (Children Display) |
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