Th The piechart provides you with an overview of the asset allocation of your complete investment portfolio. As a form of comparison, included Included on the right is the overall asset allocation of all your Canopy peers, as a form of comparison.
The Cashflow chart shows an investor the free cashflows generated by that account YTD. The salient features are:
- Bar Charts: These show the cashflows during a particular period (typically a month). These cashflows are of the following sub-categories
- Dividend: Typically earned on equity investments
- Coupon: Typically earned on fixed income investments
- Deposit Interest: Typically the interest income from fixed deposits.
- Distribution: This is a generic term and includes all coupons, dividends and private equity payoffs etcmiscellaneous income received.
- For the avoidance of doubt, this chart does not contain realized trading gains (i.e. gains made from trading positions that were closed out).
- Also any accrued but unpaid amounts (e.g. interest on deposits/loans/bonds that has not yet been paid in cash) are not part of this calculation.
