ADVANCES USERS

Installing the Excel Add-in

Excel Add-in is cross platform but you will need a Microsoft 365 subscription. This article take you through setting it up.

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Starting the Excel Add-in

Learn step by step starting the Excel Add-in

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Excel Add-in Menu Options

This article take you through doing more with Excel Add-in's Menu Option.

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Generate Attribution Summary

This article takes you through one of the most important analysis in Canopy Analytics.

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Generate Strategy Transactions

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Troubleshooting if Excel Add-in not working

Troubleshooting if Excel Add-in not working

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Create Strategies

This menu allows you to create new strategies. There are two ways of doing so. Continue reading to learn more.

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Single Line Transactions

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Consolidated Holdings

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Strategy Definitions

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Strategy Records

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