We've added new features to the platform and with that, we've redesigned the menu navigation and renamed a few items for clarity.
This article provides an overview of how the Canopy navigation is organized.
How the new navigation is organized
Here is an overview of the top-level items in the updated navigation:
- Dashboard
- Portfolio
- Asset Allocation: Understand how your assets are allocated by these categories: Asset Class, Geography, Industry, Custodian and Currency
- Performance: Find out the TWR of your portfolios and compare performance between accounts
- Holdings: View list of holdings across custodians
- Transactions: View list of historic transactions extracted from statements
- Watchlist: Track a list of securities with prices updated daily
- Insights
- Analytics: Explore a whole host of charts to understand what's working (and what's not) in your portfolios
- Explainer: Find out what impacted performance in any time period
- Cashflows: View historic distributions received and estimated distributions you expect to receive up to the next 12 months
- Key Metrics: View financial metrics profile of your portfolio
- Allocation Matrix: View your biggest exposure at a glance
- Reports
- Generate Reports: Choose from a selection of report templates and download as PDF or PowerPoint
- Documents: View uploaded statements as well as download analytics reports shared by Canopy or your advisor
- Upload Status: Keep track of the processing status of all your data uploads
Note: Allocation History will be available in Insights > Analytics.