Product Documentation
Complete manual, with screenshots
By Edgar and 3 others4 authors23 articles
- Portfolio OperationsCreate portfolios, upload positions, manage portfolio metadata, and portfolio deletion.
- Daily, Per Security Profit & Loss IntegrationThe Omega Point Platform integrates with P&L reporting to align risk model with actual outcome
- Signing in with Single Sign-On (SSO)Manage login & authentication through Microsoft Entra ID, Okta, & Google SSO identity management services, including activating 2FA
- Connecting to the Omega Point MCP ServerInstructions for how to connect AI clients (Claude, ChatGPT) to the Omega Point MCP server
- Analyze a Portfolio's Factor PerformanceUnderstanding risk-adjusted returns, as understood by Sharpe on a per-factor basis, to know how (unwanted) factor bets pay out.
- Segment AnalysisPerform trend analysis on a subgroup of securities for any portfolio, and compare long / short side-by-side
- Portfolio Currency SelectionEnabling account-wide, or portfolio-specific, currency selection
- Factor SensitivityMeasuring the potential factor impact on a portfolio given a 1 STD move
- Marginal Contributors Risk DecompositionGranular risk decompositions to help align risk insights with investment processes
- Factor Intensity and Alpha Intensity
- Using Position SetsLearn about position sets and how they are used in the API
- Requesting PortfoliosLearn how to use the API to obtain portfolio metadata
- Using Query VariablesLearn how to use query variables in your requests to the API
- Creating & Modifying PortfoliosSending a request to the API can now be used to create and modify portfolios
- Uploading Portfolios via the APILearn how to upload position sets to portfolios
- BenchmarksLearn about benchmarks and their usage in the API
- Understanding MIPs, Approximate Solutions, & Optimizer pointsWhen running certain optimizations, why do I get an approximate solution message?
- Optimization: Common ObjectivesFinding the right utility function
- Transaction Cost AnalysisUsing a pre-trade Transaction Cost Analysis Constraint in Portfolio Optimization