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https://github.com/finbourne/sample-excel

Sample Excel sheets demonstrating the LUSID Excel add-in
https://github.com/finbourne/sample-excel

Last synced: 22 days ago
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Sample Excel sheets demonstrating the LUSID Excel add-in

Host: GitHub
URL: https://github.com/finbourne/sample-excel
Owner: finbourne
License: other
Created: 2018-04-26T10:05:15.000Z (over 6 years ago)
Default Branch: master
Last Pushed: 2024-06-24T13:37:23.000Z (7 months ago)
Last Synced: 2024-06-24T15:17:15.793Z (7 months ago)
Language: Python
Size: 6.48 MB
Stars: 1
Watchers: 11
Forks: 5
Open Issues: 2
Metadata Files:
- Readme: README.md
- License: LICENSE.md

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README

        ![LUSID_by_Finbourne](./resources/Finbourne_Logo_Teal.svg)

# LUSID^® Excel Samples

This repository contains a set of example Excel spreadsheets demonstrating the capabilities of the LUSID platform via the LUSID Excel Add-in.

Details on how to download and install the plugin can be found [here](https://www.lusid.com/app/resources/tutorials/getting-started/interact-api/excel).

To use the add-in you will need a LUSID login which can be obtained from the website: www.LUSID.com

| Sheet | Description |

| --- | --- |

| `LUSID Excel - Business agility - making simple changes quickly & easily.xlsx` | Demonstrates portfolio creation, creating trades, applying classifications, viewing holdings, creating custom securities, creating analytics and portfolio aggregation |

| `Setting up your IBOR.xlsx` | Includes basic exercises performed on an example group of portfolios following the web tutorials [here](https://www.lusid.com/app/resources/tutorials/getting-started/ibor/list-scopes).|

| `Setting up your market data.xlsx` | Includes basic instrument and market data exercises following the web tutorials [here](https://www.lusid.com/app/resources/tutorials/getting-started/market-data/data#excel).|

### What's missing?

If you can't find an example for a use case you care about then please get in touch. We're eager to help expand understanding of LUSID's capabilities and learn more about users' requirements. 

To submit a suggestion please either raise an [Issue](https://github.com/finbourne/sample-excel/issues) on this GitHub repo or [send us an email](mailto:[email protected]). The more information you can provide, the better.