# Canopy Portfolio

> Mobile investment portfolio tracker with analytics and reporting. (iPhone/iPad app by Canopy Pte Ltd.)

- Source: https://appshunter.io/ios/app/canopy-portfolio/id6744967157 (this page in markdown: same URL + `.md`)
- Developer: [Canopy Pte Ltd](https://appshunter.io/developer/1455306524)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.0 · 27 MB
- Languages: American English
- Released: 2025-05-08
- Data updated: 2026-08-21
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/canopy-portfolio/id6744967157/reviews.md

## What is Canopy Portfolio?

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

## Key features

- All-in-one portfolio dashboard
- Detailed holdings analysis
- Interactive analytics charts
- Transaction history tracking
- Secure report sharing
- Customizable groupings and columns


## Frequently asked questions about Canopy Portfolio

### 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.

## Version history (last 5 releases)

### 1.1.10 — 2026-08-14

We've fixed some issues and made some experience improvements.

### 1.1.9 — 2026-08-11

We've fixed some issues and made some experience improvements.

### 1.1.8 — 2026-07-30

We've fixed some issues and made some experience improvements.

### 1.1.7 — 2026-07-09

We've fixed some issues and made some experience improvements.

### 1.1.4 — 2026-02-26

We've fixed some issues and made some experience improvements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-21.*