The Canopy Visualizer is your main interface for your daily portfolio monitoring, giving you the ability to perform portfolio analysis, view asset allocations, predict future cash flows, conduct account comparisons and generate reports.
This article shows you the key sections available on Canopy Visualizer.
Upon logging into Canopy, you will be greeted by the Dashboard. The Dashboard provides an overview of the user’s portfolio at a glance; such as net worth, today’s performance today and the top movers in the portfolio. The Net Worth chart is interactive. You may select the time period for analysis by highlighting sections of the graph to explain the change in movement.
You may also select the accounts on which you wish to perform analysis from the Select Accounts drop-down at the top righthand corner.
