Canopy Portfolio

Canopy Mobile puts your entire portfolio in the palm of your hand. Overview Instantly see your investments: net worth, profit & loss, returns, assets, and liabilities—all in one dashboard. Holdings Drill into every position with customizable groupings and columns, including market value, weightage, net gains or losses, and more. Analytics Unlock powerful insights with interactive charts for allocation, performance, and cashflow. Filter by any time range for focused analysis. Transaction Track all buys, sells, and settlements in chronological order. Filter by transaction type, currency or date range to review your activity with confidence. Reports Securely share and download investment reports, right from your phone. Secure, responsive, and purpose-built for wealth professionals and discerning clients, Canopy Mobile keeps your investments front and center. Contact us at [email protected] Learn more at www.canopy.cloud