Discussions
Can you add / subtract futures, and options (e.g. s+p futures, forex, commodities, etc. – incl. their shorts) at notional value to their respective asset class?
Does the system allow for futures, and options (e.g. s+p futures, forex, commodities, etc. – incl. their shorts) to be added/subtracted at notional value to their respective asset class (e.g if we long 1mio Eur cash and have an USD long/EUR short option for 1mio notional that is in the money, will it show zero EUR exposure)?
Posted by Sinan Biren over 2 years ago
Why do I need to provide SCA statements as well? Why cannot Canopy process data with only SIR statements?
My bank regularly provides SIR statements, but I have to manually go and ask for SCA statements which is a hassle. Why cannot Canopy process my data with only SIR statements as that has most of the details
Posted by Tanmai Sharma over 2 years ago
Why does Canopy prefer a ePDF instead of a Print PDF?
I have scanned a paper statement into PDF format. Why does processing that PDF incur a surcharge
Posted by Tanmai Sharma almost 3 years ago
Link two canopy account
Is it possible to link canopy accounts?
Posted by Kristie over 1 year ago
Transaction details - Example: The dividend payment includes WHT (withholding tax) 30% on the statement. Why is this not shown on the transaction list?
Posted by Sinan Biren almost 3 years ago
What is a SFTP (Secure File Transfer Protocol)?
Posted by Sinan Biren almost 3 years ago
What should a typical Bank Statement include for Canopy being able to process and report on it?
Posted by Sinan Biren almost 3 years ago
Accrued interest - The accrued but unpaid interest differs from the accounting result. For the accounting we take the accrued interests shown on the bank portfolio statements. From which source does Canopy gets the data?
Posted by Sinan Biren almost 3 years ago
Strategy Creation on Excel Add in
I created strategy by User Asset Class(es) but i fond that the name of user asset class with space for example " Mixed Allocation" can not be calculated.
Posted by Voratha over 2 years ago
PDFs
Do you handle capital calls and entry of data for other private investments, such as valuation increases?
Posted by Samir Habid almost 3 years ago