University

Understand fundamental principles and explore core capabilities through using LUSID to create a basic IBOR and perform a fund valuation.

Learn how to use identifiers to merge assets to the same LUSID instrument, and derived properties to normalise data from different sources.

Learn how to use sub-holding keys (SHKs) to group transactions (and subsequently holdings) in a portfolio by investment strategies.

Learn how to roll back LUSID's 'effective at' timeline to reconcile a portfolio against itself and compare holdings calculations with an external system.

See how to set up LUSID to value a multi-currency portfolio, maintaining the cost basis and reporting PV and PnL in the portfolio currency.

See how to monitor and audit user activity within your LUSID domain.

Learn how to configure transaction types to control the way LUSID generates holdings from transactions and other economic activity in a portfolio.