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  • Portfolios Reference

Portfolios Reference

  • Aggregating performance return for a portfolio

    A performance return shows the net gain or loss of an investment over a specified time period.

  • What is a composite portfolio?

    Define relationships between portfolios of a special built-in type to unlock performance calculation functionality in LUSID.

  • Loading constituents and rebalancing a reference portfolio

  • Updating certain characteristics of an existing portfolio

    You can change some characteristics of a portfolio once it has been created, in some circumstances.

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