Application Walkthrough

Omega Point's online portfolio and risk management platform

Written by Edgar Nuñez
Updated over a week ago

Portfolio Operations

Create, edit, and delete the portfolio container before uploading positions.

Written by Edgar Nuñez
Updated over a week ago

Upload Positions to a Portfolio

A guided workflow to upload historic or mock position data from CSV, or Excel data files.

Written by Edgar Nuñez
Updated over a week ago

Daily, Per Security Profit & Loss Integration

The Omega Point Platform integrates with P&L reporting to align risk model with actual outcome

Written by Edgar Nuñez
Updated over a week ago

Portfolio Insights

Automated portfolio optimizations

Written by Eran Cedar
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Insights: Mitigate Factor Drift

Explaining Omega Point's Optimization to Keep You Within Your Normal Factor Bounds

Written by Edgar Nuñez
Updated over a week ago

On Demand Optimizations

A real-time, configurable optimization interface

Written by Edgar Nuñez
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Side-by-Side Comparison

Compare factor attribution for up to 5 financial instruments all at once

Written by Edgar Nuñez
Updated this week

Watchlists

Manage lists of securities for any purpose: create security research prioritization lists, security universes, or exclusion lists.

Written by Edgar Nuñez
Updated over a week ago

Security Search

Screen for securities with certain characteristics, and save search filters to create a dynamic universe

Written by Edgar Nuñez
Updated over a week ago

Developing with the Omega Point API

How to fetch data from the Omega Point platform

Written by Edgar Nuñez
Updated over a week ago

Making Web Requests to the API

Omega Point API Request Structures and Sample Responses

Written by Edgar Nuñez
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Using Position Sets

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

Written by Edgar Nuñez
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Requesting Portfolios

Learn how to use the API to obtain portfolio metadata

Written by Edgar Nuñez
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Using Query Variables

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

Written by Edgar Nuñez
Updated over a week ago

Creating & Modifying Portfolios

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

Written by Edgar Nuñez
Updated over a week ago

Uploading Portfolios via the API

Learn how to upload position sets to portfolios

Written by Edgar Nuñez
Updated over a week ago

Benchmarks

Learn about benchmarks and their usage in the API

Written by Edgar Nuñez
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Estimating Query Complexity

Quickly evaluate the API's responsiveness given the requested payload

Written by Edgar Nuñez
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Developer Platform Samples

Sample scripts and GraphQL queries to get you started with our developer platform

Written by Edgar Nuñez
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Optimization API: Getting Started

Programmatically explore optimizations

Written by Edgar Nuñez
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Optimizations with Market Impact

Identifying optimal position sizing given penalties for particular trade sizes per security.

Written by Edgar Nuñez
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Optimization: Common Objectives

Finding the right utility function

Written by Edgar Nuñez
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API Use Case: Mean-Variance Optimization Walkthrough

Setting up a Mean-Variance Optimization with constraints

Written by Edgar Nuñez
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Optimization: GraphQL parameters

Understanding how to connect to our optimization service through the GraphQL API.

Written by Edgar Nuñez
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Security Search API

The securitySearch node takes inputs to construct a query, which will return the requested security attributes.

Written by Edgar Nuñez
Updated over a week ago

Simulation

Learn how to test simulated portfolios and backcasts for factor exposures, risk, and performance

Written by Edgar Nuñez
Updated this week

API: Creating Baskets

Securely add a basket of securities, allowing any model to reference a basket via its unique ticker as if it were any other security.

Written by Edgar Nuñez
Updated over a week ago

API: Watchlists

Creating and using stored lists of securities

Written by Kris
Updated over a week ago