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      Back to home
      1. Help Center
      2. Transactions
      • Onboarding
        • Account creation
        • Website
        • Tutorials and examples
      • LUSID Concepts
        • Bi-temporal Data
        • Scopes
        • Cloud concepts
        • Glossary
      • Portfolios
        • Overview
        • Portfolio Groups
        • Portfolio Types
      • Properties
        • Overview
      • Instruments
        • Overview
        • Managing Instrument Identifiers
      • Quotes
        • Overview
      • Transactions
        • Overview
        • Transaction Types
        • Strategy Tagging
      • Corporate Actions
        • Overview
      • Holdings
        • Overview
        • Tax Lots
      • Valuations
        • Overview
        • Analytics
      • Recipes
      • Identity and Access Management
        • Overview
        • Entitlement Concepts
      • Developers
        • API documentation
      • Excel

      Transactions

      Overview

      • What is a transaction?
      • What is an "output transaction" in LUSID?
      • What are transaction units?

      Transaction Types

      • Configuring transaction types
      • Default transaction types
      • What are the available movement types in LUSID?

      Strategy Tagging

      • How are sub-holding keys used to capture different investment strategies?
      • Can LUSID segregate transactions for different Investment Strategies?
      • What are a portfolio's sub-holding keys?
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