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Canopy portfolio visualizer: https://secure.canopy.sg/
Canopy Engine: httphttps://engine.canopy.sg
What information is required for an initial upload?
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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 holding details. Also refer to this page article on Creating Creating Private Securities.
How do I search for my Ticker?
Canopy offers a few options to help you easily find your ticker. Refer to this article: Finding and Creating Securities
Data
What is Canopy's price data source?
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