Product Documentation

Complete manual, with screenshots

Eran Cedar avatar Edgar Nuñez avatar Kris avatar
35 articles in this collection
Written by Eran Cedar, 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
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

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

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

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
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

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

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