Skip to main content

​
Portfolio Intelligence

OMNI combines portfolio tracking with analytical reasoning and execution context.

​
Portfolio layer

Core portfolio tools include:
  • omni_api_get_portfolio
  • omni_api_get_portfolio_history
  • omni_api_get_holdings_pulse
These provide P&L, net liquidation, holdings-level diagnostics, and performance windows.

​
Model intelligence layer

Model-level workflows include:
  • omni_api_get_model_performance
  • omni_api_get_model_intel
  • omni_api_get_model_factor_exposure
This enables return attribution and constituent-contribution analysis by model slug.

​
Operational layer

Portfolio workflows connect with:
  • Watchlists and alerts
  • Session labels/status workflows
  • Agentic synthesis for recurring monitoring narratives

​
Sync model

OMNI uses local-first persistence with backend sync patterns for low-latency interaction and cross-session continuity.