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In order for Canopy to help you visualize the full picture, we will need you to please provide us with the following bank statements:
- Holdings Statement (or Summary of Assets, or Portfolio Report)
- Cash Account Statements (or Statement of Current Account)
- Transaction Advice
Please make sure Ensure that the bank statements that you send us are in original electronic PDFs and not scanned paper copies. You may easily request your Banker to provide this on a recurring basis.
How do I upload non-financial assets?
To account for other assets (such as Non-financial assets include real estate, carcars, wine, art )collection etc.
If you would like us to upload this information for you, please provide us with as much information as you can about the Cost Price, Price Date, Valuation (if available) etc.
You may download our template: Transactions & Asset Holdings Template.xlsx for faster processing.
If you are uploading on your own in Engine, navigate to Securities > Manual Security Creation, click on Add Private Equity, select relevant Instrument Type and fill in relevant details. Also refer to this page on Creating Securities.
Data
What is Canopy's price data source?
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