The Canopy Visualizer is your main interface for your daily portfolio monitoring. Canopy gives you the ability to perform portfolio analysis, view asset allocations, predict future cash flows, conduct account comparisons and much more.
Upon logging into Canopy, you will be greeted by the Dashboard. The Dashboard provides an overview of the user’s portfolio at a glance; such as net worth, today's performance today and the top movers in the portfolio.
The Net Worth chart is interactive. You may select the time period for analysis by highlighting sections of the graph to explain the change in movement.
You may also select the accounts on which you wish to perform analysis from the 'Select Accounts' drop-down at the top righthand corner.
Canopy's performance attribution module is termed the Explainer. It details where money was made or lost, specifically in realized earnings, unrealized earnings, fund flows and FX revaluations.
Within each category you can further drill down individual factor. The relevant securities are shown as line items in a list below that you can easily sort based on market value
To find out more about the Explainer methodology, please see here: The Explainer explained.
All transaction activities such as buy, sell and dividend or coupon payment history are shown as individual line items and displayed in a list.
This page shows all positions you hold as of any chosen date. It lists all of your holdings by category of your choice (default is by custodian bank).
For analysis, you may easily slice and dice data using the smart filter function. Alternatively, all data can also be downloaded into excel.
For instance, P/E ratio, dividend yield, EPS for equities and maturity profile, credit ratings and yield for bonds.
You can click through each chart element to drill down to the list of securities belonging to that bucket, and further drill down to the individual security level from the list.
Should you have any questions on any features, please do not hesitate to chat with us through the chat function at the bottom right corner of the screen.