Video Tutorials

What is Canopy? 

Canopy is a wealth data aggregation and analytics platform for HNWIs and their wealth managers.

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. 

Holdings

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

Performance  

The Performance page shows the time-weighted return (TWR) of your portfolio and a profit line. 

Analytics 

The Analytics page allows the user to slice and dice the equity, bond and fund portfolios by various financial ratios. 

Cashflows 

The Cashflows report shows historical record and projection of the cash flows from coupons, dividends and distributions based on current holdings.

Introduction to Manager Module

The manager module allows advisors to view, manage and analyze clients' portfolios from one place.

How to Upload a Statement on Canopy 

Canopy provides an anonymize and upload tool. Learn how to upload your statements in seconds. 

How to Create a Dashboard on Analytics

Learn how to create your own dashboards to analyze your data. 

How to Generate Reports

Report are downloadable as PDF or PPT reports suitable for your needs. 

How to Create Alerts

Alerts on portfolio and holding movements can be created and sent to you at a defined frequency.