The piechart provides you with an overview of the asset allocation of your complete investment portfolio. 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 etc.
- 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.