Introduction to Canopy Visualizer (Full) An extended overview of the Canopy Visualizer platform. | Widget Connector |
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| url | https://www.youtube.com/watch?v=uLa2H0ho3nA |
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Asset Allocation The Allocation page shows the asset allocation by asset class, geography, sub-asset class, custodian and currency. | Widget Connector |
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| url | https://youtu.be/0jSRsi_cnhg |
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Explainer and Single Security The Explainer is our performance attribution module; it explains where money was made (or lost) between any two dates. The change in net worth is categorized into realized earnings, unrealized earnings, fund flow, and FX revaluations. | Widget Connector |
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| url | https://youtuwww.youtube.becom/watch?v=3WSF8UBG6_4 |
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HoldingsThe Holdings page shows a snapshot of the portfolio on any chosen date. | Widget Connector |
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| url | https://youtu.be/6ZRaFELm0sI |
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