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- Portfolio Net Worth
- Get notified when your total or single portfolio's net worth increase or decrease by % or $
- Portfolio Performance
- Get notified when your total or single portfolio's performance increase or decrease by %
- Security Price
- Get notified when the price of a security moves by $ or %
- Transaction Activity
- Get notified when you have a transaction in your account of a specified value (for e.g. large money outflow) . Alerts are currently available for the following transaction types:
- Buy / Sell
- Coupon / Dividend / Reinvestment
- Inflow / Outflow
- Transfer In / Out
- Loan Drawdown / Interest / Repayment
- Deposit Drawdown / Interest / Repayment
- Insurance Premium / Payout
- Contribution / Other Distribution
- Income Received / Expense Incurred
- FX Buy / FX Sell
- Get notified when you have a transaction in your account of a specified value (for e.g. large money outflow) . Alerts are currently available for the following transaction types:
Frequency of alerts
- Alerts can be set for Daily, Weekly and Monthly frequencies.
- Alert frequency refers to the frequency of Canopy performs a calculation and sends an email notification with a summary of alerts triggered for the time period.
- For example, if you select Weekly, you will only receive a notification at the end of the week even if the trigger had happened during the week.
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