We've added new features to the platform and with that, we've redesigned the menu navigation and renamed a few items to help you get to what you need quickly.
This article provides an overview of how the Canopy navigation is organized.
How the new navigation is organized
Here is an overview of the top-level items in the updated navigation:
- Dashboard
- Portfolio
- Asset Allocation: Understand how your assets are allocated by a few categories
- Performance: Find out the TWR of your portfolios and compare performance between accounts
- Holdings: View list of holdings across custodians
- Transactions: View list of historic transactions extracted from statements
- Watchlist: Track a list of securities with liquid security prices updated daily
- Insights
- Analytics: Explore a whole host of charts to understand what's working (and what's not) in your portfolios
- Explainer: Find out what impacted performance in any time period
- Cashflows: View historic distributions received and estimated distributions you expect to receive up to the next 12 months
- Key Metrics: Understand key financial metrics profile of your portfolio
- Allocation Matrix: View your biggest exposure at a glance
- Reports
- Generate Reports: Choose from a selection of report templates and download as PDF or PowerPoint
- Documents: View uploaded statements as well as download analytics reports shared by Canopy or your advisor
- Upload Status: Keep track of the processing status of all your data uploads
Note: Allocation History will be available in Insights > Analytics.