About
Track your entire investment portfolio on your mobile device. View net worth, profit/loss, and detailed holdings with interactive analytics and transaction history. Securely share reports directly from your phone.
What's New in Canopy Portfolio
1.1.4
February 26, 2026
We've fixed some issues and made some experience improvements.
FAQ
What kind of investments can I track with Canopy Portfolio?
Canopy Portfolio allows you to track all your assets and liabilities, providing a comprehensive view of your net worth. You can drill into every position with customizable groupings and columns, including market value and weightage.
How secure is Canopy Portfolio?
Canopy Portfolio is designed to be secure, purpose-built for wealth professionals and discerning clients. You can securely share and download investment reports directly from your phone.
What analytics does Canopy Portfolio offer?
Canopy Portfolio offers powerful insights with interactive charts for allocation, performance, and cashflow. You can filter by any time range for focused analysis of your investments.
Can I see my transaction history in Canopy Portfolio?
Yes, you can track all buys, sells, and settlements in chronological order. Canopy Portfolio allows you to filter by transaction type, currency, or date range to review your activity with confidence.
What devices does Canopy Portfolio support?
Canopy Portfolio is currently supported on iPhone and iPod devices. It is designed to put your entire portfolio in the palm of your hand.
How often is Canopy Portfolio updated?
The latest version of Canopy Portfolio is 1.1.4, and it was last updated on February 26, 2026. This indicates a commitment to ongoing development and maintenance.
Is Canopy Portfolio free to use?
Yes, Canopy Portfolio is available for free. There are no in-app purchases or advertisements mentioned, suggesting a completely free experience for users.
What is the age rating for Canopy Portfolio?
Canopy Portfolio has an age rating of 4+. This indicates it is suitable for a wide range of users, including younger individuals interested in finance.
