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Setup Your Account

Get started by creating your OpsHub NAV account and connecting your first data source.
1

Create an Account

Sign up at opshub.nomark.ai using your work email address.
# Or use the CLI to create an account
npx opshub-cli signup
2

Connect Your Database

Navigate to Settings > Integrations and connect your data warehouse or database.Supported integrations:
  • PostgreSQL
  • Snowflake
  • BigQuery
  • Redshift
  • Custom JDBC connections
3

Import Your First Portfolio

Go to Data > Import and upload your portfolio holdings CSV or connect to your existing system.
-- Or use SQL to import directly
INSERT INTO investment.portfolios (name, organization_id, portfolio_type)
VALUES ('My First Portfolio', 'org-id', 'EQUITY');
4

Create Your First Validation

Navigate to Validation > New Rule and select an ASIC RG94 template.Example: NAV Variance Check
=NAV_COMPARE(A2, B2, 0.0003)  // 3 basis points tolerance

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Run Your First Workflow

import { WorkflowClient } from '@temporalio/client';

const client = new WorkflowClient();

// Start daily NAV workflow
const handle = await client.start('daily-nav-workflow', {
  taskQueue: 'opshub-workflows',
  workflowId: 'nav-2024-01-15',
  args: [{
    portfolioId: 'portfolio-uuid',
    valuationDate: '2024-01-15',
  }],
});

const result = await handle.result();
console.log('NAV calculated:', result);

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Build Your First Query

Use the Visual Data Modeler to build queries with natural language:
1

Open Visual Data Modeler

Navigate to Data > Visual Modeler from the main menu.
2

Ask a Question

Type your question in natural language:
Example queries:
  • “Show me all portfolios with their current holdings”
  • “Calculate NAV for funds over $100M”
  • “Compare portfolio performance to benchmark this quarter”
3

Review Generated Query

The AI will generate a visual query with tables and joins. Review and modify as needed.
4

Preview Results

Click Run to preview results in the interactive spreadsheet.
5

Save and Share

Save your query as a template or share with your team.

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Set Up Validation Rules

Create ASIC RG94 compliant validation rules: 
// NAV Variance Check (3bp tolerance)
=IF(ABS((A2-B2)/A2) > 0.0003, "BREACH", "PASS")

// Cash Balance Reconciliation (zero tolerance)
=RECONCILE(actual_cash, expected_cash, 0)

// Position Mismatch Detection
=IF(A2<>B2, "MISMATCH: " & A2 & " vs " & B2, "OK")
All validation formulas are automatically translated to SQL and Python for backend execution.

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Next Steps

Core Concepts

Learn the key concepts and terminology

User Guides

Follow step-by-step guides for common tasks

API Reference

Explore the complete API documentation

Database Schema

Understand the database architecture

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Development Setup

If you’re setting up a local development environment:
  • Node.js 18+ and npm
  • Docker and Docker Compose
  • Git
  • Supabase account
git clone https://github.com/nomark/opshub.git
cd opshub/opshub-nav
npm install
Create .env.local with your configuration:
NEXT_PUBLIC_SUPABASE_URL=your_supabase_project_url
NEXT_PUBLIC_SUPABASE_ANON_KEY=your_supabase_anon_key
SUPABASE_SERVICE_ROLE_KEY=your_service_role_key
OPENAI_API_KEY=your_openai_api_key
REDIS_URL=redis://localhost:6379

# Start local services
docker-compose up -d

# Apply migrations
npx supabase db push

# Generate types
npx supabase gen types typescript --local > lib/supabase/types.ts

npm run dev
Open http://localhost:3000 in your browser.
You’re all set! Start building with OpsHub NAV.