To maximize the benefits of Canopy we have started to send weekly Insights emails. These emails provide you with additional views on the portfolio (examples of the reports are included in the giphy).
Details of insights:
- Fund Fee vs IRR
- Canopy Cashflow Generated Dashboard
- Geographical Asset Allocation Peer Comparison Dashboard
- IRR vs Profit (USD) Dashboard
- Currency Exposure Over Time Dashboard
- Bond Ratings vs IRR Dashboard
- Fund Performance (IRR) by Investment Strategy
- Sharpe Ratio v/s Returns
- Market Value by Geographical Concentration Peer Comparison Dashboard
- Equity Performance by XIRR Dashboard
- Bond Performance by XIRR Dashboard
- Fund Performance by XIRR Dashboard
- Asset Overview Dashboard
