Product Documentation

Application Walkthrough

Omega Point's online portfolio and risk management platform

Written by Edgar Nuñez
Updated over a week ago

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

Written by Edgar Nuñez
Updated over a week ago

Segment Analysis

Perform trend analysis on a subgroup of securities for any portfolio, and compare long / short side-by-side

Written by Edgar Nuñez
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Managing Beta

Search, analyze, and rebalance around betas in the UI and API

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

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

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

Personalized Classifications

Incorporate per-security categories to enhance workflows across Omega Point platform

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

Written by Edgar Nuñez
Updated over a week ago

Managing Rebalance Experiments

Evaluating "What-If" Portfolio Rebalances using the Experiments Manager

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

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

Making Web Requests to the API

Omega Point API Request Structures and Sample Responses

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

Rate Limiting & Estimating Query Complexity

Network traffic transparency to evaluate the API's responsiveness given the requested payload

Written by Edgar Nuñez
Updated over a week ago

Developer Platform Samples

Sample scripts and GraphQL queries to get you started with our developer platform

Written by Edgar Nuñez
Updated over a week ago

Optimization API: Getting Started

Programmatically explore optimizations

Written by Edgar Nuñez
Updated over a week ago

Forecast Management (API)

Take action on your research, and convert forecast alpha into rebalancing decisions.

Written by Edgar Nuñez
Updated over a week ago

Optimization: Common Objectives

Finding the right utility function

Written by Edgar Nuñez
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API Use Case: Mean-Variance Optimization Walkthrough

Setting up a Mean-Variance Optimization with constraints

Written by Edgar Nuñez
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Optimization: GraphQL parameters

Understanding how to connect to our optimization service through the GraphQL API.

Written by Edgar Nuñez
Updated over a week ago

Integrating "My Indicators" & Content Sets

Analyze and optimize using alternative data within the Omega Point platform, uploaded to API using Common Indicator Format

Written by Edgar Nuñez
Updated over a week ago

Security Search API

The securitySearch node takes inputs to construct a query, which will return the requested security attributes.

Written by Edgar Nuñez
Updated over a week ago

API: Portfolio Simulation

Learn how to test simulated portfolios and backcasts for factor exposures, risk, and performance

Written by Edgar Nuñez
Updated over a week ago

Retrieving Factor Covariance Matrix

Understanding the relationship between factors by exploring the covariance matrix

Written by Edgar Nuñez
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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