Omega Point

Edgar Nuñez

Karen Chen

Product Documentation

Create portfolios, upload positions, manage portfolio metadata, and portfolio deletion.

Portfolio Operations

Manage login & authentication through Microsoft Entra ID, Okta, & Google SSO identity management services, including activating 2FA

Signing in with Single Sign-On (SSO)

Instructions for how to connect AI clients (Claude, ChatGPT) to the Omega Point MCP server

Connecting to the Omega Point MCP Server

Getting Started

Make better use of your data with a pre-built integration between Lightkeeper & Omega Point

Integration with Lightkeeper

Unlock a powerful alpha-generating workflow between the Alpha Theory and Omega Point platforms, all with the click of a button

Integration with Alpha Theory

Financial Ecosystem

Understanding risk-adjusted returns, as understood by Sharpe on a per-factor basis, to know how (unwanted) factor bets pay out.

Analyze a Portfolio's Factor Performance

Application Features: Analyzing Portfolios

Learn about position sets and how they are used in the API

Using Position Sets

Learn how to use the API to obtain portfolio metadata

Requesting Portfolios

Learn how to use query variables in your requests to the API

Using Query Variables

Sending a request to the API can now be used to create and modify portfolios

Creating & Modifying Portfolios

Learn how to upload position sets to portfolios

Uploading Portfolios via the API

Develop: Getting Started with the API

Integrate position attributes via the API for custom group analytics

Developing with Position Attributes

Develop: Features

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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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