Overall Asset Overview Dashboard

The piechart provides you with an overview of the asset allocation of your complete investment portfolio. Included on the right is the overall asset allocation of all your Canopy peers, as a form of comparison. 

The table shows the breakdown of your asset classes managed by the respective custodians.

• For the avoidance of doubt, this chart does not contain realized trading gains (i.e. gains made from trading positions that were closed out).
• Also any accrued but unpaid amounts (e.g. interest on deposits/loans/bonds that has not yet been paid in cash) are not part of this calculation.