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. HoldingsThe Holdings page shows a snapshot of the portfolio on any chosen date. |