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_Equityas of 31 March 2026?““Run a valuation on the Global Bond fund effective 2026-03-31 using recipe
Finbourne-Examples/marketValue.“
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
Analyse and visualise data
Plot how an asset’s price has moved over a period of time
Visualise cash positions across a portfolio
Chart the events of a bond over its life, such as coupons and maturity
Run a statistical analysis, for example a Monte Carlo simulation, and show the result as a chart
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
Compare and reconcile portfolio changes
Summarise what changed in a portfolio over a date range
Reconcile holdings differences against the relevant transactions
Investigate a specific discrepancy and explain the likely cause
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