How do I use Candela AI?

To get started with Candela - your AI assistant in LUSID - simply click on the AI assistant icon in the top right of the LUSID web app:

Your first conversation

When you open Candela, you can enter a prompt that Candela’s Welcome Agent answers directly or routes you to a specialist agent that has the right tool for your request. Read more about what agents are and how they work.

Ask a question directly:

☝️  “Show me all portfolios in the Finbourne-Examples scope“

Ask what Candela can do:

❔  “What can you help me with?”

Request a specific task:

🪄 “Run a valuation on my Global Equities fund“

For example:

Candela maintains conversation context within a single session. You can start a new conversation at any time, or return to a previous one.

Tips for effective prompts

✅ Do

• Be specific - include names, portfolio codes, and date ranges when relevant, for example:
  ✅ “Show holdings for portfolio UK-Equities in Finbourne-Examples scope."
  ❌ “Show me UK equities.“

• Provide context - if you are looking at a particular fund or date, say so.

• One task at a time - break complex requests into steps rather than asking for everything at once.

• Ask for tables - say “return as a table in markdown“ for structured results.

• Ask follow-up questions - Candela remembers the context of your conversation.

• Verify numbers that matter - Candela shows how it’s processing your prompt; check the logs and cross-reference against the source before making material decisions.

❌ Avoid

• Vague requests with no identifiers - for example “show me the portfolio“.

• Asking for operations you don’t have access to - Candela tells you if a capability is unavailable for your role.

• Long multi-part requests - break requests into steps for better results.