Product Documentation

Complete manual, with screenshots

Eran Cedar avatar Edgar Nuñez avatar Kris avatar
32 articles in this collection
Written by Eran Cedar, Edgar Nuñez, and Kris
Application Features

Portfolio Operations

Create, edit, and delete the portfolio container before uploading positions.
Edgar Nuñez avatar
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.
Edgar Nuñez avatar
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
Edgar Nuñez avatar
Written by Edgar Nuñez
Updated over a week ago

Portfolio Insights

Automated portfolio optimizations
Eran Cedar avatar
Written by Eran Cedar
Updated over a week ago

Insights: Mitigate Factor Drift

Explaining Omega Point's Optimization to Keep You Within Your Normal Factor Bounds
Edgar Nuñez avatar
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
Edgar Nuñez avatar
Written by Edgar Nuñez
Updated over a week ago

Managing Rebalance Experiments

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