Versions Compared

Old Version 26

changes.mady.by.user Former user

Saved on

compared with

New Version 27

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Section


Column
width50%

How to Upload a Statement on Canopy 

Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds. 

Widget Connector
urlhttps://www.youtube.com/watch?v=ojJxGJlNie8


How to Create a Dashboard on Analytics

Learn how to create your own dashboards to analyze your data. 

Widget Connector
urlhttps://www.youtube.com/watch?v=Sfja-qfrdJ0&feature=youtu.be


Column
width50%

How to Generate Reports

Report are downloadable as PDF or PPT reports suitable for your needs. 

Widget Connector
urlhttps://www.youtube.com/watch?v=yhaz-eFoufA


How to Create Alerts

Alerts on portfolio and holding movements can be created and sent to you at a defined frequency. 

Widget Connector
urlhttps://youtu.be/voGW-jMwH2w