Omega Point

Create portfolios, upload positions, manage portfolio metadata, and portfolio deletion.

Portfolio Operations

The Omega Point Platform integrates with P&L reporting to align risk model with actual outcome

Daily, Per Security Profit & Loss Integration

Manage login & authentication through Microsoft Entra ID, Okta, & Google SSO identity management services, including activating 2FA

Signing in with Single Sign-On (SSO)

Instructions for how to connect AI clients (Claude, ChatGPT) to the Omega Point MCP server

Connecting to the Omega Point MCP Server

Edgar Nuñez

Karen Chen

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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