Market research, portfolio management, client reporting, strategies, and models.
For managers who want to be hands-on with their investment process.
More than just pie charts of holdings, see how the market is affecting your portfolios and plan for what's likely to happen.
Optuma turns your analysis into polished, branded documents with just a few clicks. From one-page portfolio summaries to full investment committee presentations.
Combine charts, tables, commentary, and live data into professional layouts without leaving the platform.
Produce reports for every client in your book simultaneously — branded, formatted, and ready to send.
Build signal and factor based models, strategies, and tests in a visual environment with AI backing you up as you test more complex ideas.
Build models with real factor exposure analysis, walk-forward testing, and create rules around technicals and fundamentals together.
Build a model or strategy that will benefit your clients? Easily link it straight to your portfolios.
Optuma continues to blow me away. Feature after feature astounds me…i.e. the ability to highlight numerous tools/lines/etc and make it a quick button up top is crazy. Multi time frame analysis with different periods/averages on the same chart… multi currency – wow. Flexibility to deal with multiple markets at the same time…. you guys don't need to give me more reasons to love this thing!
Having a subscription to Optuma is like having a young, incredibly intelligent, malleable human mind, combined with computer processing power at your fingertips. It's as if when you login for the very first time, a computer genius welcomes you at the door and asks, "What would you like to do?" …and, at least for me, Optuma can do virtually anything.
Technicals are all about visualizing data and Optuma clearly has the most advanced graphics of all technical platforms. The use of "layers" allows a user to organize and manipulate data in ways that are impossible with other software programs. I use this product every day to help manage various portfolios and I encourage everyone to try it out.
I tried Optuma as part of their offering for CMT candidates, and I quickly learned the difference between retail solutions and professional software designed by technicians, for technicians. For practitioners, CMTs, or those who trade professionally, I can't imagine using another platform. As someone who has tried them all, there is really nothing comparable.
Optuma continues to blow me away. Feature after feature astounds me…i.e. the ability to highlight numerous tools/lines/etc and make it a quick button up top is crazy. Multi time frame analysis with different periods/averages on the same chart… multi currency – wow. Flexibility to deal with multiple markets at the same time…. you guys don't need to give me more reasons to love this thing!
Having a subscription to Optuma is like having a young, incredibly intelligent, malleable human mind, combined with computer processing power at your fingertips. It's as if when you login for the very first time, a computer genius welcomes you at the door and asks, "What would you like to do?" …and, at least for me, Optuma can do virtually anything.
Technicals are all about visualizing data and Optuma clearly has the most advanced graphics of all technical platforms. The use of "layers" allows a user to organize and manipulate data in ways that are impossible with other software programs. I use this product every day to help manage various portfolios and I encourage everyone to try it out.
I tried Optuma as part of their offering for CMT candidates, and I quickly learned the difference between retail solutions and professional software designed by technicians, for technicians. For practitioners, CMTs, or those who trade professionally, I can't imagine using another platform. As someone who has tried them all, there is really nothing comparable.
Preparing for your CMT exams? Optuma's courses are designed around your schedule — covering everything you need to pass without the noise. Built by practitioners, not generalists.
Explore CMT CoursesGet more out of the platform. Our courses cover everything from core workflows to advanced techniques — built by the same team that built the tools. The faster you learn it, the more it pays for itself.
Browse Optuma CoursesArticles on the state of markets, analytical strategies, and updates to Optuma.
Details on the latest quarterly rebalance of the S&P indices for the ASX & US.
An easy way to create a custom index of a basket of stocks, or portfolio, is to simply add them together in what is called a price-weighted index.
Clients with Australian or US fundamental data enabled on their accounts now have access to short interest data.
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