General
How do I access Canopy?
Canopy is easily accessible on any web browser on desktop, laptop, tablet or smartphone. Be sure to Favorite us in your Bookmarks Bar!
Canopy portfolio visualizer: https://secure.canopy.sg/
Canopy Engine: http://engine.canopy.sg
What information is required for an initial upload?
In order for Canopy to help you visualize the full picture, we will need you to provide us with the following bank statements:
- Holdings Statement (or Summary of Assets, or Portfolio Report)
- Cash Account Statements (or Statement of Current Account)
- Transaction Advice
Please make sure that the bank statements that you send us are original electronic PDFs and not scanned paper copies. You may easily request your Banker to provide this on a recurring basis
How do I upload non-financial assets?
To account for other assets (such as real estate, car, wine, art), please provide us with as much information as you can about the Cost Price, Price Date, Valuation (if available). We'll be updating this space with the relevant formats.
Data
What is Canopy's price data source?
Prices are updated, and all performance data recalculated, every morning with end-of-day prices for the previous day. Our main pricing source is Bloomberg. For private instruments such as private funds or structured notes issued by your bank, public pricing data is often not available. In such cases, we take the latest price from statements provided by your bank, fund administrator or similar reliable sources.
How often is the data updated?
Your data is updated whenever we get fresh information. If all we are getting from you is monthly statements, then your data is updated monthly. In case your bank or broker provides daily data feed in any format – including Secure File Transfer Protocol (SFTP) or SWIFT or secure email – Canopy will be updated daily. You can always update any intra-months movements in Engine.
I have more questions!
Our Canopy Team is here to help. Please Contact Us.