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Canopy Documentation
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Main SiteCanopy Documentation
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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Risk Report in Chart format

Suggest Edits

Sometimes it is easier to visualize the data as a chart.

Sample report can be downloaded from here

Interactive version of the dashboard below can be seen here

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Screenshot of risk report

Updated about 1 year ago