Product Documentation

Complete manual, with screenshots

Edgar Nuñez avatar Kris avatar
36 articles in this collection
Written by Edgar Nuñez and Kris
Application Features

Segment Analysis

Perform trend analysis on a subgroup of securities for any portfolio, and compare long / short side-by-side
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Written by Edgar Nuñez
Updated over a week ago

Managing Beta

Search, analyze, and rebalance around betas in the UI and API
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Written by Edgar Nuñez
Updated over a week ago

Side-by-Side Comparison

Compare factor attribution for up to 5 financial instruments all at once
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Written by Edgar Nuñez
Updated over a week ago

Security Screening & Saved Searches

Screen for securities with certain characteristics, and save search filters to create a dynamic universe
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Written by Edgar Nuñez
Updated over a week ago

Watchlists

Manage lists of securities for any purpose: create security research prioritization lists, security universes, or exclusion lists.
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Written by Edgar Nuñez
Updated over a week ago

Personalized Classifications

Incorporate per-security categories to enhance workflows across Omega Point platform
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Written by Edgar Nuñez
Updated over a week ago

On Demand Optimizations

Use forecasts to generate an efficient frontier in real-time, then perform portfolio optimizations, compare key metrics, view trades, & save
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Written by Edgar Nuñez
Updated over a week ago

Managing Rebalance Experiments

Evaluating "What-If" Portfolio Rebalances using the Experiments Manager
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Written by Edgar Nuñez
Updated over a week ago

Research Topics & Smart Trades

Generate baskets for single security trades (aka smart trades) in 4 easy steps, then evaluate against paired trades within research topics
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Written by Edgar Nuñez
Updated over a week ago