Canopy Intro

An introduction to what we’ll cover in this series of Canopy Visualizer video tutorials

https://www.youtube.com/watch?v=sEeParnydZU&feature=youtu.be


Asset Allocation

The Allocation page shows the asset allocation by asset class, geography, sub-asset class, custodian and currency.

https://www.youtube.com/watch?v=mXr3LFXFNnI&feature=youtu.be


Performance

The Performance page shows the time-weighted return (TWR) of your portfolio in % and $.

https://www.youtube.com/watch?v=is5FZcX5NGo&feature=youtu.be


Dashboard and Explainer

An overview of how to select accounts to view and how to quickly access the Explainer to understand the changes in your Net Worth in any given period.

https://www.youtube.com/watch?v=vheT-eolU1A&feature=youtu.be