Knowledge Base - Home
The Knowledge Base contains numerous support references, created by our support professionals who have resolved issues for our customers. It is constantly updated, expanded, and refined to ensure that you have access to the very latest information.
Getting started
Extensible data model
Data store: Loading data into LUSID's bitemporal, immutable store
Properties
Portfolios
Instruments: Modelling financial assets in LUSID
Transactions
Corporate actions
Holdings
Valuation: Using quotes, complex market data and recipes in LUSID
Reconciliation
Order management
Relationships
Developers
Security
IAM: Identity management and access control for LUSID
Luminesce: Data virtualisation engine for LUSID
Drive: File repository and manager for LUSID
Configuration Store: Central repository for LUSID secrets and parameters
Scheduler: Job automation for LUSID
Excel: Add-in to LUSID
Web app: GUI front end to LUSID
University