Page Comparison

To enhance user interaction with Canopy Visualizer and improve usability of the main menu, a restructuring has been done for the Main Menu.

It was previously located at the top of the screen, and is now located on the left instead.

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We've redesigned the menu navigation and renamed a few items expanded all available pages to help you get to what you need quickly. This article provides an overview of how the Canopy navigation is organized. 

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How the

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restructured navigation is organized 

Here is an overview of the top-level items categories in the updated navigation menu: 

• Dashboard 
• Analytics : Explore a whole host of charts to understand what's working (and what's not) in your portfolios
• Portfolio
  • Asset Allocation: Understand how your assets are allocated by a few categories 
  • Performance: Find out the TWR of your portfolios and compare performance between accounts 
  • Holdings: View list of holdings across custodians
  • Transactions: View list of historic transactions extracted from statements 
  • Watchlist: Track a list of securities with liquid security prices updated daily

• Insights 
  
  • Analytics: Explore a whole host of charts to understand what's working (and what's not) in your portfolios
  • Explainer: Find out what impacted performance in any time period
  • Cashflows: View historic distributions received and estimated distributions you expect to receive up to the next 12 months
  • Key Metrics: Understand key financial metrics profile of your portfolio 
  • Allocation Matrix: View your biggest exposure at a glance 

• Reports
  • Generate Reports: Choose from a selection of report templates and download as PDF or PowerPoint 
  • Documents: View uploaded statements as well as download analytics reports shared by Canopy or your advisor 
  • Upload Status: Keep track of the processing status of all your data uploads

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• • Excel Frontend: A powerful interface that enables you to view, organize and analyze your data to draw out new insights

We have also introduced a redesign of the top-menu:

• Security Search: Hover over the Magnifying Glass Icon to enter the Security Search
• Alerts: Quick access to the Alerts page, where you can set notifications customized to your preference
• Documents Upload: Navigate to the Anonymizer and Statement Uploader
• User Account Settings: Check on your Classifications, Reset your Password and other Settings