Canopy also offers automated generation of customized PDF reports. The report generator can be found under Reports > Generate Reports.
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Fill in the report name and your user account to commence.
Below is a list of the report types that are currently available:
Report Title | Description | Contents | Sample |
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| Portfolio Summary with Transactions - Bar Charts | The Portfolio Summary includes asset allocation, performance, holdings and transactions. Asset allocations and holdings are based on the |
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| "Report Date As Of" |
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| while performance and transactions are based on respective input parameters |
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| "Performance Date From/To" and |
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| "Transactions Date From/To". |
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| Portfolio Summary with Charts | The Portfolio Summary includes asset allocation, performance, holdings (detailed) and movers char. Asset allocations and holdings are based on the |
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| "Report Date As Of" |
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| while performance is based on respective input parameters |
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| "Performance Date From/To" and |
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| "Transactions Date From/To". |
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| Portfolio Summary with Transactions - Doughnut Charts | The Portfolio Summary includes asset allocation, performance, holdings and transactions. Asset allocations and holdings are based on the |
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| "Report Date As Of" |
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| while performance and transactions are based on respective input parameters |
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| "Performance Date From/To" and |
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| "Transactions Date From/To". |
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| Asset Allocation - Bar Charts | The Asset Allocation report is based on the |
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| "Report Date As Of" and shows asset allocation by asset class, currency, geography, industry as well as networth by custodian. |
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| Asset Allocation - Doughnut Charts | The Asset Allocation report is based on the |
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| "Report Date As Of" and shows asset allocation by asset class, currency, geography, industry as well as networth by custodian. |
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| Portfolio Holdings | The Portfolio Holdings report is based on the |
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| "Report Date As Of" shows all holdings organized by currency and asset class. |
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| Portfolio Holdings detailed | The Portfolio Holdings report is based on the |
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| "Report Date As Of" shows all holdings organized by currency and asset class, ticker and industry, country and seniority |
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| Performance Attribution | The Performance Attribution report is based on the respective input parameters |
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| "Performance Date From/To" shows the performance of the overall account together with performance attribution similar to the Explainer in the Canopy Visualizer. |
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| Performance | Performance is based on the respective input parameters |
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| "Performance Date From/To" shows the performance of the overall account in comparison to selected benchmarks and by child accounts and asset classes. |
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| Cashflows | The Cashflows report is based on the respective input parameters |
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| "Cashflows From/To". |
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| It shows a summary for all cashflows during the selected period divided into cashflow types on a monthly basis. It also includes a full list of all cashflows organized by type and currency. |
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