Quick Guide to Omega Point

Easy steps to getting to know Omega Point

11 articles in this collection
Written by Edgar Nuñez and Kris

Welcome

Enjoy the power of quantitative investing in your hands

Written by Kris
Updated over a week ago

What to Expect

Discovery, Analyze, Manage, Compare

Written by Kris
Updated over a week ago

Getting Started

OP Home Screen & Resource Selection

Financial instruments are at the heart of the Omega Point platform; search across your universe of portfolios, securities, baskets, etc.

Written by Edgar Nuñez
Updated over a week ago

Uploads in Common Position Format

A description of the Common Position Format used for manual uploads containing positions, including portfolio, basket, or watchlist uploads

Written by Kris
Updated over a week ago

Overview Screen

Cumulative Performance & Performance Factor Attribution

Overview: Performance provides you with a snapshot of your portfolio’s return, decomposed into its underlying contributors — alpha & factors

Written by Edgar Nuñez
Updated over a week ago

Risk

Overview : Risk decomposes your portfolio’s risk into factor and idiosyncratic risk.

Written by Edgar Nuñez
Updated over a week ago

Instant Profiles

Security Profile

Access over 44,000 worldwide securities at the click of a button

Written by Edgar Nuñez
Updated over a week ago

Factor Profile

Access your risk model's factor data anywhere within the application. Add a factor as a Preferred Factor.

Written by Edgar Nuñez
Updated over a week ago

Analyze Screen

Current Exposure

View your portfolio's exposure to each factor per security in an easy to read heat-map

Written by Edgar Nuñez
Updated over a week ago

Predicted Risk Analysis

View predicted risk and the drivers of risk in one big timeline

Written by Edgar Nuñez
Updated over a week ago

Market Screen

Factors Leaderboard

Quickly compare a factor's performance to other factors

Written by Edgar Nuñez
Updated over a week ago