Excel Add-in Menu Options

Introduction

The menu options are designed to walk you through the Canopy Analytics Process

Various Menu Options appear once you loginVarious Menu Options appear once you login

Various Menu Options appear once you login

Various Menu Options Appear. These are

  • Get Single Line Transactions: Retrieves the Single Line Transactions table for the user. Sample here
  • Get Consolidated Holdings: Retrieves the Consolidated Holdings table for the user. Sample here
  • Get Strategy Definitions: Retrieves the Strategy Definitions table for the user. Sample here
  • Create Strategy Definition: Configure a new Strategy Definition for your account
  • Delete Strategy Definition: Delete an existing Strategy Definition (and it's Strategy Records if any)
  • Calculate Strategy: Run the Canopy Analytics engine on any of the Strategies in the Strategy Definition table
  • Get Strategy Records: Retrieves the Strategy Records table for the user. Sample here
  • Generate Strategy Transactions: Look at the transactions that qualified under any of the Strategies
  • Generate Attribution Summary: One of the most important analysis in Canopy Analytics Generate Attribution Summary
  • Asset Allocation: Generates a time series of Asset Allocation based on various criterion
  • Reports: Generates specialized reports

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