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Product Documentation
Product Documentation
Complete manual, with screenshots
17 articles in this collection
Written by
Edgar Nuñez
and
Kris
Getting Started
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 & authentication to the OP Platform through Azure AD, Okta, & Google SSO identity management services, including activating 2FA
Written by
Edgar Nuñez
Updated over a week ago
Financial Ecosystem
Integration with Lightkeeper
Make better use of your data with a pre-built integration between Lightkeeper & Omega Point
Written by
Edgar Nuñez
Updated over a week ago
OP Financial Data Cloud & Marketplace
Access to premium financial data from our top-tier data partners
Written by
Edgar Nuñez
Updated over a week ago
Integration with Alpha Theory
Unlock a powerful alpha-generating workflow between the Alpha Theory and Omega Point platforms, all with the click of a button
Written by
Edgar Nuñez
Updated over a week ago
Develop: Getting Started with the API
Developing with the Omega Point API
How to fetch data from the Omega Point platform
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
Develop: Optimization API
Optimization: Common Objectives
Finding the right utility function
Written by
Edgar Nuñez
Updated over a week ago
Develop: Features
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