Product Documentation
Complete manual, with screenshots
By Edgar and 2 others3 authors22 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
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