Application Walkthrough

Omega Point's online portfolio and risk management platform

Written by Edgar Nuñez
Updated this week

Portfolio Operations

Create, edit, and delete the portfolio container before uploading positions.

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

Portfolio Insights

Automated portfolio optimizations

Written by Eran Cedar
Updated over a week ago

Insights: Mitigate Factor Drift

Explaining Omega Point's Optimization to Keep You Within Your Normal Factor Bounds

Written by Edgar Nuñez
Updated over a week ago

On Demand Optimizations

A real-time, configurable optimization interface

Written by Edgar Nuñez
Updated this week

Rebalance Experiments

Evaluating "What-If" Portfolio Rebalances

Written by Edgar Nuñez
Updated this week

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

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

Security Search

Screen for securities with certain characteristics, and save search filters to create a dynamic universe

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

Estimating Query Complexity

Quickly 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

Optimizations with Market Impact

Identifying optimal position sizing given penalties for particular trade sizes per security.

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 Use Case: Mean-Variance Optimization Walkthrough

Setting up a Mean-Variance Optimization with constraints

Written by Edgar Nuñez
Updated over a week ago

Optimization: GraphQL parameters

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

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

Simulation

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

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