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About

Generate professional custom reports on your own computer with Microsoft Excel. The Analytics Edge Add-in runs inside Excel to automate web analytics, SEO, PPC and email marketing reports. Features like quick queries, scheduled refresh, and wizard-based macros supplement Excel’s already powerful reporting capabilities. The simple automation add-in has connectors for popular services like Google Analytics, Facebook Ads and more.

About

Canopy is a financial data‑aggregation and analytics platform that consolidates portfolio data from any source, PDFs, Excel/CSV, APIs, SWIFT, custodians, and private banks, across all asset classes (equities, bonds, funds, private equity, hedge funds, derivatives, real estate, precious metals, crypto, art, wine, collections, etc.) and all currencies and geographies. It cleans, standardizes, and merges data into segregated PostgreSQL databases, one per client, enabling direct query access via an Excel add‑in or read/write database access and integration with other systems. Transactions are automatically processed to calculate asset allocation, performance, P&L, volatility, VaR, cash flows, risk analytics, and other financial metrics. Users can define unlimited “strategies”, custom groupings of transactions (by asset class, sector, account, security, etc.), and run infinitely configurable calculations via the web interface or Excel add‑in.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Users that need a powerful Excel add-ins solution

Audience

Wealth managers and family offices needing a solution to aggregate, analyze, and report on diverse portfolios with custom strategies and high‑end visualizations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Analytics Edge
Founded: 2013
Canada
www.analyticsedge.com

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Alternatives

Alternatives

PivotXL

PivotXL

HealthPlotter
Jet Basics

Jet Basics

insightsoftware

Categories

Categories

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Microsoft Excel
Google Sheets
PostgreSQL

Integrations

Microsoft Excel
Google Sheets
PostgreSQL
Claim Analytics Edge and update features and information
Claim Analytics Edge and update features and information
Claim Canopy and update features and information
Claim Canopy and update features and information