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  • Portfolios How-to guides

Portfolios How-to guides

  • How do you group and aggregate portfolios?

    How does LUSID support the grouping of hierarchies of portfolios and what can be done with created groups?

  • How do I create a transaction portfolio?

    Learn how to create a transaction portfolio to store economic activity in particular instruments, and request LUSID to automatically generate holdings.

  • How do I create a reference portfolio?

    Learn about how to manage indexes and blended benchmarks in LUSID.

  • How do I create a derived transaction portfolio?

    How can I make copies of a portfolio efficiently for modelling and reporting purposes?

  • How do I register sub-holding keys (SHKs) with a portfolio?

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