LUSID® Excel Samples
This repository contains a set of example Excel spreadsheets demonstrating the capabilities of the LUSID platform via the LUSID Excel Add-in.
Details on how to download and install the plugin can be found here.
To use the add-in you will need a LUSID login which can be obtained from the website: www.LUSID.com
||Demonstrates portfolio creation, creating trades, applying classifications, viewing holdings, creating custom securities, creating analytics and portfolio aggregation|
||Includes basic exercises performed on an example group of portfolios following the web tutorials here.|
||Includes basic instrument and market data exercises following the web tutorials here.|
If you can’t find an example for a use case you care about then please get in touch. We’re eager to help expand understanding of LUSID’s capabilities and learn more about users’ requirements.