Omega Point

Where to begin: the PM Dashboard, Kelly and the MCP, and the Start here guide.

Welcome to Omega Point

Edgar Nuñez

Eran Cedar

Easy steps to getting to know Omega Point

Quick Guide to Omega Point

A guide to uploading portfolio positions, baskets, and watchlists manually using the Common Position Format (CPF)

Uploads in Common Position Format

Getting Started

Overview › Performance: your P&L over any period, split into factors, alpha and residual, with the top factor contributors.

Cumulative Performance & Performance Factor Attribution

Overview Screen

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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