---
title: "What can I use Candela AI for?"
slug: "what-can-i-use-candela-ai-for"
updated: 2026-06-15T11:53:11Z
published: 2026-06-15T11:53:11Z
canonical: "support.lusid.com/what-can-i-use-candela-ai-for"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.lusid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What can I use Candela AI for?

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.

> [!NOTE]
> 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`*.“*

## 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

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-W5FD401H.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A58%3A22Z&se=2026-11-09T07%3A58%3A22Z&sr=c&sp=r&sig=ikAN8CnlLg3Vj8i%2FWCbdWAskaLtFhMNLiSmbZm7WoV0%3D)

## 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

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image-ROADEMVI.png?sv=2026-02-06&spr=https&st=2026-11-09T06%3A58%3A22Z&se=2026-11-09T07%3A58%3A22Z&sr=c&sp=r&sig=ikAN8CnlLg3Vj8i%2FWCbdWAskaLtFhMNLiSmbZm7WoV0%3D)

## 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

Bitemporality is a way of storing information where each piece of data is captured with two datetime values:

- [effectiveAt](/what-are-the-effectiveat-and-effectivefrom-timestamps): the datetime the piece of data is considered ‘valid’, in a business context.
- [asAt](/what-is-the-asat-timestamp): the datetime the data was physically recorded in LUSID.

For bitemporal data, the **effectiveAt** timestamp reflects the point in time at which a data item becomes valid in LUSID from a business perspective. You can specify the field when you make a read or update request to LUSID, indicating that you want to retrieve or update data that is effective at the specified date.

For bitemporal data, the **asAt** timestamp reflects the point in time at which a data item is saved into LUSID. This allows data to be extracted from LUSID as it was at a point in the past, regardless of any subsequent updates or corrections. It is determined internally by LUSID and cannot be updated by the user.