Investment Distribution across Banks Dashboard

Owned by Yash Timbadia (Unlicensed)
Last updated: Jun 21, 2019
1 min read

The piechart provides your investment distribution across banks. 

  • The number of investments is calculated by adding every distinct ticker that has been recorded in Canopy under your portfolio.
  • The Allocation by bank pie-chart shows the total market value. It refers to the same legend as the allocation of total assets
  • The Allocation of total assets over time shows the percentage of assets of the total market value (bank wise)
  • The Asset Class distribution bubble chart shows the breakdown of asset classes per bank. The size of the bubble represents the market value per asset class.