Discussions
Link two canopy account
Is it possible to link canopy accounts?
Posted by Kristie 6 months ago
How do I change classifications?
How do I change classifications on Canopy?
Posted by Sinan Biren over 1 year ago
Does your system offer Money Weighted Return (MWR)?
Does your system offer Money Weighted Return (MWR)?
Posted by Sinan Biren over 1 year ago
Explain us how exactly you book / report futures + options (e.g fx futures, s+p futures)?
Explain us how exactly you book / report futures + options (e.g fx futures, s+p futures)?
Posted by Sinan Biren over 1 year ago
Do you always record in your systems non-bankable assets based on a custodian statement, bank statement, appraisal? Or can the clients enter directly the value of non bankable assets into your tools without any statements?
Do you always record in your systems non-bankable assets based on a custodian statement, bank statement, appraisal? Or can the clients enter directly the value of non bankable assets into your tools without any statements?
Posted by Sinan Biren over 1 year ago
What type of non-bankable assets do you get from your clients? i.e. what else is there besides Real Estate and PE? Is there Art, precious metals etc?
What type of non-bankable assets do you get from your clients? i.e. what else is there besides Real Estate and PE? Is there Art, precious metals etc?
Posted by Sinan Biren over 1 year ago
Privacy Statement
Does Canopy have a Privacy Statement?
Posted by Sinan Biren over 1 year ago
Top and bottom performers - are these the top and bottom market performers of shares that are currently own in the portfolio?
Top and bottom performers - are these the top and bottom market performers of shares that are currently own in the portfolio? OR are these the top and bottom scripts representing top and bottom gains that I have booked? For actively traded portfolios these two answers are naturally different so just clarifying what the intention / representation is?
Posted by Sinan Biren over 1 year ago
How is cash performance (for currencies other than reporting currency) calculated when we change the base currency of a report?
How is cash performance (for currencies other than reporting currency) calculated when we change the base currency of a report?
Posted by Sinan Biren over 1 year ago
Open/ Closed positions: what can you tell us about the system’s approach to closing out positions?
Open/ Closed positions: what can you tell us about the system’s approach to closing out positions, eg netting off purchases and sales, flagging end of fund life (PE)
Posted by Sinan Biren over 1 year ago