Canopy Portfolio
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
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 hello@canopy.cloud
Learn more at www.canopy.cloud
Ratings & Reviews
We've fixed some issues and made some experience improvements.
The developer, Canopy Pte Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Canopy Pte Ltd
- Size
- 28.8 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © CANOPY PTE LTD 2025.