Skip to content
Branch: master
Find file History
Fetching latest commit…
Cannot retrieve the latest commit at this time.
Permalink
Type Name Latest commit message Commit time
..
Failed to load latest commit information.
data
img
Business Agility - Migration.ipynb
Cut-Labels.ipynb DEV-4545 : changed add transaction function to use one cut label and … Aug 15, 2019
Get a consolidated view of your data from multiple systems.ipynb
Instruments.ipynb
Maintain a product in multiple currencies and share classes.ipynb
Manage your investment strategies.ipynb
Metamorph.ipynb
Perform a reconciliation.ipynb
Portfolios.ipynb
README.md
Safely and efficiently test changes to your system.ipynb
Set up a sandbox trading environment.ipynb
cocoon.py
lusid_sample_data.py
printer.py

README.md

This repository contains a set of code examples showing you how to interact with the LUSID API via the Python SDK. These code examples are split into use cases and modules.

Use Cases

Each of the uses cases walks you through how some typical business problems in the financial industry can be solved using LUSID.

Business Agility

Making Simple Changes Quickly & Easily

Explores how you can make use of 'Scopes' inside LUSID to easily create a test environment from your production environment without having to worry about synchronisation issues or adversely affecting business as usual delivery.

Migration

Shows you how the migration of a new investment management system can be managed more effectively than traditional methods and doesn't necessarily have to take you years to accomplish.

Research

Paper portfolios

Demonstrates how you can build a paper trading environment for your analysts allowing them to explore how their ratings affect the performance of a fund.

Transparency

Fund Accountant

Explores how you can better manage & automate the reconciliation process with your third party administrator / fund accountant.

Investment Strategies

Demonstrates how you can dice and slice your portfolio holdings in different ways such as analysing your trading activity by investment strategy.

Modules

Each of the modules detail in depth how you can interact with each part of the LUSDI API.

Portfolios

This module shows you how to create and interact with portfolios inside LUSID.

Instruments

This module demonstrates how you can work with instruments inside LUSID.

Note: There are also a couple of helper files which the use cases import some common functions from such as pretty printing logic.

You can’t perform that action at this time.