Excel Add-in Menu Options

Introduction

The menu options are designed to walk you through the Canopy Analytics Process

Various Menu Options Appear. These are

• Get Single Line Transactions: Retrieves the Single Line Transactions table for the user. Sample here
• Get Consolidated Holdings: Retrieves the Consolidated Holdings table for the user. Sample here
• Get Strategy Definitions: Retrieves the Strategy Definitions table for the user. Sample here
• Create Strategy Definition: Configure a new Strategy Definition for your account
• Delete Strategy Definition: Delete an existing Strategy Definition (and it's Strategy Records if any)
• Calculate Strategy: Run the Canopy Analytics engine on any of the Strategies in the Strategy Definition table
• Get Strategy Records: Retrieves the Strategy Records table for the user. Sample here
• Generate Strategy Transactions: Look at the transactions that qualified under any of the Strategies
• Generate Attribution Summary: One of the most important analysis in Canopy Analytics Generate Attribution Summary
• Asset Allocation: Generates a time series of Asset Allocation based on various criterion
• Reports: Generates specialized reports