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| 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://youtuwww.youtube.be/0jSRsi_cnhgcom/watch?v=6W8sHzZX6xg |
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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://www.youtube.com/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://youtuwww.youtube.becom/watch?v=6ZRaFELm0sI |
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| The Performance page shows the time-weighted return (TWR) of your portfolio and a profit line. | Widget Connector |
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| url | https://youtuwww.youtube.becom/watch?v=2Trxal8K6io |
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Analytics The Analytics page allows the user to slice and dice the equity, bond and fund portfolios by various financial ratios. | Widget Connector |
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| url | https://youtuwww.youtube.becom/watch?v=J0rcWIHoNx4 |
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Cashflows The Cashflows report shows historical record and projection of the cash flows from coupons, dividends and distributions based on current holdings. | Widget Connector |
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| url | https://youtuwww.youtube.becom/watch?v=f0ByAq_NCVY |
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Introduction to Manager ModuleThe manager module allows advisors to view, manage and analyze clients' portfolios from one place. | Widget Connector |
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| url | https://youtuwww.youtube.be/yhaz-eFoufAcom/watch?v=sBzL-VgQqmA |
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How-To
The following video tutorials show you how to perform certain tasks on Canopy.
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| How to Upload a Statement on Canopy Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds. | Widget Connector |
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| url | https://youtuwww.youtube.be/com/watch?time_continue=4&v=ojJxGJlNie8 |
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| How to Generate ReportsReport are downloadable as PDF or PPT reports suitable for your needs. | Widget Connector |
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| url | https://youtuwww.youtube.becom/watch?v=yhaz-eFoufA |
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