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OMNI Docs

At a high level, OMNI combines:
  • A financial terminal with robust symbol lookup and market context
  • A portfolio intelligence platform with Daily Briefing synthesis at 1M+ analyzed tokens per day
  • A synced portfolio tracker with holdings, models, and factor diagnostics
  • An agentic chat runtime with skills, tools, and permissioned execution

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Where To Start

Quickstart

Learn the product surfaces and first workflows in minutes.

Installation

Set up the local dev stack for web + backend.

Agentic Superpowers

See how skills map to backend intelligence and execution.

Daily Briefing Pipeline

Understand the synthesis pipeline behind OMNI briefings.

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Product Scope

OMNI is built for:
  • Financial terminal workflows with deep symbol and market context
  • Portfolio intelligence and Daily Briefing synthesis
  • Agentic chat workflows for analysis, code execution, and document production
Use the platform scope page for a detailed map of OMNI capabilities.

Platform Scope

Capability map of OMNI surfaces, intelligence pipelines, and execution runtime.