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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.

About

Deriscope is a locally installed Excel Add-In used for financial derivatives valuation purposes. It comes with an integrated user-friendly wizard that allows the user to create various important structures, such as yield and volatility curves and use them to price financial instruments such as options, bonds, interest rate swaps, swaptions, caps, floors, credit default swaps, inflation swaps, basket options etc. A large part of its analytics is carried out by well regarded open source financial libraries, such as QuantLib. Apart from the price and risk of the referenced instruments, Deriscope's output includes detailed cash flows and several quantities of interest and is accurate to within a fraction of a basis point. All daycount, calendar and other conventions are accounted for. Portfolios consisting of several thousands of single instruments can be effortlessly processed.

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

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

Audience

Primarily front office traders working in the banking and fund industry, but also model validators and consultants.

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

$300/month/user
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 4.8 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • - transparency of model parameters - selection of several model types - user-friendly interface - excel feature allows flexibility for market data inputs - can price several products
  • The add-in is really detailed and well designed so that it can be easily adapted for purposed large and small. My use case was very specific and likely not very common with typical users but between the add-in's functionality and the excellent support from the developer I was able to achieve the functionality I needed very easily and quickly.
  • Flexible and easy to use, spot on pricing, direct line with Ioannis to fix problems and developing new features.
  • Deriscope provides a suite of Excel-based derivatives pricing and analysis tools - after trialing and researching various products in the market (Bloomberg MARS, FINCAD, Murex to name a few) it became clear that Deriscope provided the greatest degree of customisability and therefore insight. Another advantage over competitors is the vast range of products and functions that are available. It avoids being a black-box pricing system unlike rival products and it is possible (if one wants and if one is brave!) to delve deep into the fundamentals of how the software works. Its user-friendly, object oriented nature makes it an excellent Excel-embedded solution that I would highly recommend. I would specifically recommend the premium version that makes available custom solutions and consulting - Ioannis has been extremely helpful in implementing new, more niche features.

Cons

  • None.
  • I do not really have anything negative to say about the product. Maybe the only thing would be that there is a bit of a learning curve at first use of the product but one you adapt it and become more familiar it is much easier to use. Also, some of the learning curve comes from the fact that the functionality is very robust and flexible.
  • At times it can be hard to run on a live / auto-refresh excel sheet.
  • There are very few negative points that I have encountered in my time using Deriscope - perhaps due to its far more involved and customisable nature, it will take slightly longer to onboard than, for example, Bloomberg MARS.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Canopy
Founded: 2013
Singapore
www.canopy.cloud/

Company Information

Deriscope
Founded: 2018
Germany
deriscope.com

Alternatives

Alternatives

Categories

Categories

Integrations

Microsoft Excel
Google Sheets
PostgreSQL

Integrations

Microsoft Excel
Google Sheets
PostgreSQL
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