S&P Indices - March 2026 Quarterly Rebalancing
Details on the latest quarterly rebalance of the S&P indices for the ASX & US.
Darren is the senior Software Specialist at Optuma based in Brisbane, Australia. Darren grew up in the UK and attended college in the USA where he earned a BA in Economics from St Mary's College of Maryland. He went on to spend a few years working at the Nasdaq Stock Market in Washington DC. Darren joined Optuma in 2009 after attending an introductory technical analysis course that used the software.
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.
Last week, Mathew, Darren and Jairus attended the CMT Association Summit in Dubai, the first held outside of New York.
New data is available for global prices in energy, metals, industrials, agriculture, and livestock.
A quick update on improvements to Optuma's Data Products.
You may have noticed that the exchange Sector and Industry groupings in Optuma's Security Selection window have been updated. Here's what's changed.
Details on the latest quarterly rebalance of the S&P indices for the ASX & US.
Learn how to create scans and tools based on the Anchored Volume-Weighted Average Price (AVWAP) tool.
The January Barometer is an investing theory that suggests that the performance of the stock market in the month of January can be used to predict the performance of the stock market for the rest of the year. According to the theory – first posited by Yale Hirsch in 1972 - if the stock market rises in January, then it is likely to rise for the rest of the year.
A quick look at the performance of this year's IPOs on the Australian and US markets. Optuma clients can download and open the workbook and add their own analyses.
Learn how to create watchlist columns to calculate quarterly performance statistics, and download a workbook example.
Details on the latest quarterly rebalance of the ASX200 ($XJO) and S&P500 ($SPX) indices. How do stocks perform after joining the index?
Following on from the additional ETF data that was recently added to our database, we're pleased to announce that we are now able to provide net fund flow data for ETFs listed on a number of exchanges.
Last time we looked at ways to create a custom ranking system using simple scripting formulas based on a number of technical conditions, and in this article we'll look to take it a step further by calculating breadth measures on a universe of stocks, and also adjusting the weightings.
In your studies you may have come across the ‘weight of evidence’ approach to investing which looks at prices and various indicators to help identify potential trading opportunities.
We are always looking at ways to improve Optuma, and ahead of the upcoming version 2.1 release (we’ll be looking for beta testers very soon!) we’ve added more ETF data to our US Fundamental database.
A look at some of the tools to measure time and price moves.
Optuma clients can download and open workbooks for the ASX and S&P500 sectors, which includes the current list of the companies within each sector, along with example charts and watchlists, plus a 6 month high / low scan.
As you may know, Optuma has several tools to help identify significant turning points, such as the various swing overlays, but one tool I’ve started to use more and more is the Pivot Label tool.
Use the scripting language to identify swing patterns (e.g. higher highs & lows), changes in direction, and swing gaps.
Use the scripting language to identify swing trend versus direction in scans and watchlists, and to create a swing ranking value.
An introduction to Optuma's swing chart capabilities, including how to easily identify trends using colour schemes and scans.
Use the Gap Finder tool in Optuma 2 to help identify trading opportunities.
How to use our powerful scripting language with Relative Rotation Graphs® to help identify opportunities.
Use the Signal Tester to quickly test how often certain events occur, and what happens after.
Optuma’s scripting language allows you to create any number of scans and tests on any number of tools and values. But when we were asked if we could create a scan to identify divergences between price and a momentum indicator, such as the RSI, I wasn’t sure how this could be done.
Since the recovery from the lows in December 2018 the market has been \"overbought\" - which isn't necessarily a bad thing.
Using the Backtester to build and test a binary arbitrage strategy.
A quantitative look at what happens when the S&P500 index sets new all-time highs.
Optuma clients can download and open constituent watchlists for a number of US and European indices.
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