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Introduction to Accounts in Canopy
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Methodology
Methodology
Martin Pickrodt (Unlicensed)
Owned by
Martin Pickrodt (Unlicensed)
Last updated:
Apr 25, 2018
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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
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