Learn how to use Canopy to analyze your portfolio and grow your wealth.
Overview
The following video tutorials show you general concepts used in Canopy.
What is Canopy?
Canopy is a wealth data aggregation and analytics platform for HNWIs and their wealth managers.
Introduction to Accounts
Overview of account structures (Parent Account, Child Account, Currency Account, and Partner Admin Account).
Canopy Visualizer
The following video tutorials give you insights into the powerful Canopy Visualizer to help you interact with and analyze your portfolios.
Introduction to Canopy Visualizer (Full)
An extended overview of the Canopy Visualizer platform.
Asset Allocation
The Allocation page shows the asset allocation by asset class, geography, sub-asset class, custodian and currency.
Explainer and Single Security
The Explainer is our performance attribution module; it explains where money was made (or lost) between any two dates. The change in net worth is categorized into realized earnings, unrealized earnings, fund flow, and FX revaluations.
Holdings
The Holdings page shows a snapshot of the portfolio on any chosen date.
Performance
The Performance page shows the time-weighted return (TWR) of your portfolio and a profit line.
Analytics
The Analytics page allows the user to slice and dice the equity, bond and fund portfolios by various financial ratios.
Cashflows
The Cashflows report shows historical record and projection of the cash flows from coupons, dividends and distributions based on current holdings.
Introduction to Manager Module
The manager module allows advisors to view, manage and analyze clients' portfolios from one place.
How-To
The following video tutorials show you how to perform certain tasks on Canopy.
How to Upload a Statement on Canopy
Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds.
How to Create a Dashboard on Analytics
Learn how to create your own dashboards to analyze your data.
How to Generate Reports
Report are downloadable as PDF or PPT reports suitable for your needs.
How to Create Alerts
Alerts on portfolio and holding movements can be created and sent to you at a defined frequency.