Product Documentation

Portfolio Operations

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

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

Signing in with Single Sign-On (SSO)

Manage login & authentication to the OP Platform through Azure AD, Okta, & Google SSO identity management services, including activating 2FA

Written by Edgar Nuñez
Updated over a week ago

Integration with Lightkeeper

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

Written by Edgar Nuñez
Updated over a week ago

OP Financial Data Cloud & Marketplace

Access to premium financial data from our top-tier data partners

Written by Edgar Nuñez
Updated over a week ago

Integration with Alpha Theory

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

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.

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

Using Position Sets

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

Written by Edgar Nuñez
Updated over a week ago

Requesting Portfolios

Learn how to use the API to obtain portfolio metadata

Written by Edgar Nuñez
Updated over a week ago

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
Updated over a week ago

Optimization: Common Objectives

Finding the right utility function

Written by Edgar Nuñez
Updated over a week ago

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

Estimating Market Impact

Evaluate the cost of trading with Omega Point's built-in Market Impact model

Written by Edgar Nuñez
Updated over a week ago