Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Canopy?
Canopy is a powerful platform for financial data aggregation and analytics that unifies portfolio information from numerous sources, including PDFs, Excel/CSV files, APIs, SWIFT, custodians, and private banks, covering a wide range of asset classes like equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, cryptocurrencies, art, wine, and collectibles, regardless of currency or geographical boundaries. The platform effectively cleans, standardizes, and consolidates this data into dedicated PostgreSQL databases for each client, enabling users to access data directly through an Excel add-in or to integrate with other systems via read/write database capabilities. Transactions are processed seamlessly, offering valuable insights into asset allocation, performance metrics, P&L, volatility, Value at Risk (VaR), cash flows, risk analytics, and numerous other financial indicators. Users can create an unlimited number of “strategies,” which allow for custom transaction groupings based on various criteria such as asset class, sector, account, or security, and can perform highly configurable calculations using either the web interface or the Excel add-in. This level of customization empowers users to adapt their analytical methods to align with specific investment objectives and strategies, enhancing their overall decision-making process. Furthermore, the platform’s versatility makes it suitable for both individual investors and institutional portfolios alike, ensuring a comprehensive approach to financial analysis.
What is Calc fellow?
FX Derivatives Calculator (Pricer) - Product #1#
This tool has been designed specifically for the Treasury departments and Chief Financial Officers of importer/exporters.
The purposes of this pricer include:
1. Pre-execution: It aids in planning hedging activities and investigating various hedging options.
2. Post-execution: It assists in assessing the "fair value" of derivatives for accurate financial reporting.
One of the primary advantages of this calculator is its access to current and high-quality market data.
The market data primarily focuses on standard deviations (volatility) and interest rates.
What are its capabilities?
• Deal Type: Forward/Call/Put
• Option Class: Vanilla/Knock-in/Knock-out
• Barrier Type: American/European
• Barrier Direction: Up&In/Up&Out/Down&In/Down&Out
• Payout Chart
• Simultaneous pricing for as many as 17 "legs."
The calculator is implemented using Google Sheets, requiring no installation as it is web-based and accessible across all Google applications.
In addition, Policy & Portfolio Manager - Product #2#
This product empowers CFOs and treasurers to establish currency risk management policies while overseeing their continuous implementation. It can effectively manage an inventory of hedging transactions, automatically send scheduled reports via email, generate custom reports, and much more, ensuring a comprehensive approach to financial strategy.
Integrations Supported
Google Apps Script
Google Sheets
Microsoft Excel
PostgreSQL
Integrations Supported
Google Apps Script
Google Sheets
Microsoft Excel
PostgreSQL
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
$106
The FX Derivative calculator price is: Per currency pair, Per month. Including market data.
The FX Portfolio & Policy Manager: Per month. No limitation on the number of currency pairs
The FX Portfolio & Policy Manager: Per month. No limitation on the number of currency pairs
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Canopy
Date Founded
2013
Company Location
Singapore
Company Website
www.canopy.cloud/
Company Facts
Organization Name
Calc fellow
Date Founded
2021
Company Location
Israel
Company Website
www.calcfellow.com
Categories and Features
Categories and Features
Financial Risk Management
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation