What can I use Candela AI for?

  • Published on May 20, 2026
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LUSID and its ecosystem of applications enable you to manage complex data and processes. LUSID’s Candela AI assistant is a powerful tool that can handle and explain that complexity to help you optimise individual tasks and wider business processes.

  • Faster data retrieval: Generate entire reports from a simple prompt

  • Simplified processes: Get started creating and updating data of various types without extensive knowledge of LUSID

  • On-demand support: Understand concepts with contextual answers sourced directly from our knowledge base

We continue to explore extensions to Candela AI’s capabilities.

Working with bitemporal data

Candela respects LUSID as a bitemporal system that tracks both effectiveAt and asAt dates for data. You can ask Candela things like:

  • “What were the holdings in portfolio UK_Equity as of 31 March 2026?“

  • “Run a valuation on the Global Bond fund effective 2026-03-31 using recipe Finbourne-Examples/marketValue.“

Use cases

Compile a report

You can ask Candela to provide you with a report on:

  • The current holdings and valuations across a portfolio or group

  • The results of recent compliance runs and any rules that have been breached

  • Recent corporate actions and instrument events such as dividends and stock splits

Run a valuation

  • Run a valuation for a portfolio using a specific recipe

  • Inspect a recipe configuration

  • Retrieve cash ladders

Create or look-up an instrument

  • Create a new equity or bond instrument

  • Look up existing instruments by ISIN, FIGI, or other instrument identifiers

  • List instruments by currency

Fetch market data and transactions

  • Fetch current quotes or historical quotes for an instrument

  • List transactions for a portfolio within a date range

Create an order

  • Create orders with block allocation for a given instrument

Run a Luminesce query

  • Ask Candela to discover available Luminesce providers and fields

  • Validate a query

  • Retrieve the Luminesce syntax reference

Work with files in Drive

  • List, write to, or delete files in Drive

  • Read and search files in Drive

Manage scheduled jobs

  • List jobs and schedules

  • Trigger a scheduled run

  • Check the run history and status of a job

Find more information on a topic

  • Ask Candela questions about LUSID features and documentation

  • Find support resources

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