Overview
Omega Point is the AI-native investment intelligence platform for hedge funds, asset managers, and allocators. This connector lets Claude reason directly over your portfolio — running the same risk and performance analytics that power Omega Point's institutional dashboards, grounded in your live positions and today's market rather than the model's best guess. Ask in plain language and Claude returns deterministic answers that tie out to the platform: Intraday positioning — explore exposures and P&L drivers using the latest intraday update Performance & risk attribution — decompose return and risk by factor, sector, theme, macro, and crowding; long-only, long/short, or market-neutral Brinson attribution — allocation, selection, and currency effects versus a benchmark Stock move explainer — why a name moved today or over a window, from factor decomposition plus live news Security screening — search by factor, thematic, and risk characteristics Deeper analysis — historical stress tests, factor hedge finder, earned-vs-bought, and risk-model evaluation Bring your own signals, too: host proprietary quant scores, per-security exposures, and custom classifications as content sets — so your whole team analyzes from one shared source of truth, alongside Omega Point's partner data ecosystem. See your portfolio through multiple lenses to surface exposures other tools miss. Requires an Omega Point account; you authenticate with your own credentials and see only the data you're entitled to. Omega Point never trains models on your data. SOC 2 Type II certified.
