OMNI Platform Scope
OMNI is designed as an integrated platform with four primary surfaces:- Financial terminal workflows
- Portfolio intelligence workflows
- Synced portfolio tracking workflows
- Agentic chat execution workflows
Core product surfaces
| Surface | Primary Outcomes |
|---|---|
| Terminal | Symbol lookup, market context, structured research inputs |
| Portfolio Intelligence | Daily Briefing, factor diagnostics, event synthesis |
| Portfolio Tracking | Holdings continuity, watchlists, model and performance context |
| Agentic Chat | Analysis, code execution, document creation, and tool orchestration |
Platform layers
Intelligence pipeline
OMNI runs a production intelligence pipeline that:- Ingests market, factor, and event inputs
- Produces Daily Briefing outputs at scale
- Preserves structured context for follow-up analysis
Agent runtime
OMNI chat superpowers are backed by:- Skill selection and runtime routing
- Tool registration and guarded execution
- Source permissions and preset enforcement
- Session-level context and artifact persistence
Automation
OMNI automation includes:- Event-driven hooks
- Scheduled runs
- Label and status triggers
- Prompt and command actions with safety controls
Where to start
- New to OMNI: /getting-started/quickstart
- Integrations: /sources/overview, /getting-started/client-api-quickstart, /sources/client-api-mcp-hosted
- Execution safety: /core-concepts/permissions
- Intelligence pipeline: /omni-intelligence/daily-briefing-pipeline