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
| Sheet | Description |
|---|---|
LUSID Excel - Business agility - making simple changes quickly & easily.xlsx |
Demonstrates portfolio creation, creating trades, applying classifications, viewing holdings, creating custom securities, creating analytics and portfolio aggregation |
Setting up your IBOR.xlsx |
Includes basic exercises performed on an example group of portfolios following the web tutorials here. |
Setting up your market data.xlsx |
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.
To submit a suggestion please either raise an Issue on this GitHub repo or send us an email. The more information you can provide, the better.