Omega Point

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

Portfolio Operations

A guided workflow to upload historic or mock position data from CSV, or Excel data files.

Upload Positions to a Portfolio

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)

Edgar Nuñez

Getting Started

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