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Canopy Documentation
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Main Site
GuidesDiscussions

Welcome to Canopy

  • What is Canopy
  • Who is Canopy for?
  • What Asset Classes are covered?

Canopy Use Cases

  • Canopy Use Cases
  • Family Offices
  • Wealth Managers
  • Financial Analysis

Getting Data into Canopy

  • We connect to every Bank in the world
  • List of Automated Data Feeds
  • Canopy Data Cleansing Process
  • Typical Bugs Found in Custodian Statements
  • Preparing Your Bank Statements for Upload
  • Uploading Statements into Visualizer
    • What Information to Anonymize
    • How to Anonymize Your Statements
  • Self Service

Data Visualization

  • Configurable Reporting
  • Asset Allocation Dashboards
  • Cashflow Monitoring Dashboards
  • Performance/Risk/Attribution Dashboards
  • Fund Look Through Dashboards
  • Private Equity Dashboards
  • Real Estate Dashboards
  • Making a New Dashboard

Data Analytics

  • Reporting
  • Canopy Analytics Process
  • Segregated Database
  • Calculation Methodology
  • Explainer (Most Used Feature)
  • Meta Data Analytics
  • Demo of the Analytics Process
  • Canopy Visualizer Features
  • Structured Derivatives
    • What are Structured Derivatives
    • Comprehensive Risk Report in Excel
    • Risk Report in Chart format

Accounting/General Ledger

  • Creating the General Ledger
  • Exporting General Ledger into your Accounting System
  • Visualizing Data already in Xero

Extract Tables from PDFs

  • Extraction of tables from PDF documents
  • How does Canopy Extract work?
  • PDF Extract Demo (45 sec)
  • Canopy UL 2.0
  • List of Supported Formats for Canopy Extract

Canopy Integrations

  • Integrations

Canopy Account Structure

  • Introduction to Accounts

Advanced Users

  • Excel Add-in
    • Installing the Excel Add-in
    • Starting the Excel Add-in
    • Excel Add-in Menu Options
    • Generate Attribution Summary
    • Generate Strategy Transactions
    • Run Strategy Explainer
    • Troubleshooting if Excel Add-in not working
    • Create Strategies
    • Exposure Report
  • Tables in the Segregated Database
    • Single Line Transactions
    • Consolidated Holdings
    • Strategy Definitions
    • Strategy Records
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Financial Analysis

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Financial Analysis of any Asset Class

Canopy has best of breed Analytics to generate any type of analysis required
Please see our Hyper Personalized Dashboards and also the Canopy Analytics Process sections

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Analytics of any level of sophistication

Updated about 1 year ago