Spaces
Apps
Templates
Create
Canopy Support
All content
Space settings
Content
Results will update as you type.
•
Video Tutorials
Preparing Your Bank Statements for Upload
•
Data Feed Integration
Canopy Visualizer
Canopy Analytics
Methodology
Introduction to Accounts in Canopy
•
Calculation Methodology
•
Net Asset Value (NAV) Calculation
•
Prices, Price Sources and Market Value treatment
•
The Explainer explained
•
Transaction Types
•
Classification Hierarchy
•
Private Equity Funds
Canopy Asset Classes
•
Canopy Transaction and Trade Types
Overview of Insights Emails
Canopy Financial Statements Module
Product Updates
•
Plaid
FAQs
Apps
Spreadsheets
Canopy Support
/
Methodology
Summarize
Methodology
Martin Pickrodt (Unlicensed)
Owned by
Martin Pickrodt (Unlicensed)
Last updated:
Apr 25, 2018
1 min read
Loading data...
Introduction to Accounts in Canopy
Creating a New User (Parent) Account
Creating a Child Account
Creating a CCY Account
Menu: User Accounts
Calculation Methodology
Net Asset Value (NAV) Calculation
Prices, Price Sources and Market Value treatment
The Explainer explained
Transaction Types
Classification Hierarchy
Private Equity Funds
Canopy Asset Classes
Cayman Island Overrides
List of Geographical Classifications
Canopy Transaction and Trade Types
{"serverDuration": 47, "requestCorrelationId": "c8a9996299c140f88b8166ae08cb4203"}