One platform for advisors and wealth managers.
All prices are in USD.
Monthly plans come with an annual commitment.
Charts
Great charts, data, and tools for viewing the market.
$150$165
per user / month
- Fundamental and Price Data
- Built in AI
- Scanning
- Global Snapshot Data
- 500+ Charts and Indicators
- 10 Saved Flows
Research
Test ideas, build strategies, and share your research.
$300$330
per user / month
- Everything in Charts
- Access to Model Builder
- Backtesting & Signal Testing
- Factor Analysis & Data
- Uncapped Saved Flows
- Build and Publish Research
Portfolio
Portfolios that can link straight to models you build.
$630$693
per user / month
- Everything in Research
- Portfolio Management
- Portfolio & Client Reporting
- Link Portfolios to Models
- Custodian Integration
- Holding & Exposure Analysis
- Built in Alternative Asset Tracking
- Historic Portfolio Performance
- Phase Analysis Tools
- Analyst Rating System
Enterprise
For teams needing charts, portfolios, and quant tools.
$5,000$5,000
3 users / month
- Everything in Portfolio
- Advanced AI for Quant Research
- Build Custom Benchmarking
- Shared Workspaces
- ESG Rules
- Internal Security Rankings
- API Access for Firm Portfolios & Security Lists
- Multiple Seats Included
- Integration into your firm's internal data
Plans and features
Swipe to compare plans →
| Charts | Research | Coming soon Portfolio | Coming soon Enterprise | |
|---|---|---|---|---|
| Portfolio Tools | ||||
| Portfolio Mangement | ||||
| Holding & Exposure Analysis | ||||
| Integrations with Brokers & Custodians | ||||
| ETF Drilldown | coming soon | coming soon | ||
| RRG Drill Downs | ||||
| Portfolio Reports | ||||
| Client Reports | ||||
| Alternative Asset Tracking | ||||
| Historic Portfolio Performance | ||||
| Quantitative Features | ||||
| Model Builder | ||||
| Backtester | ||||
| Signal Tester | ||||
| Analyst Rating System | ||||
| Phase Analysis Tools | ||||
| Advanced Quantitative AI | ||||
| Build Custom Benchmarks | ||||
| ESG Rules | ||||
| Internal Security Rankings | ||||
| Technical Features | ||||
| 35+ Chart Styles | ||||
| 500+ Technical Indicators and Tools | ||||
| Watchlists | ||||
| Alerts (Technical, Time, Price…) | ||||
| Stops | ||||
| Flows Saved | 10 Saved Flows | Unlimited | Unlimited | Unlimited |
| Data Coverage | ||||
| Global Equity Coverage | ||||
| Global Snapshot Data | ||||
| GICS | ||||
| Fundamental Data Points | ||||
| Crypto | ||||
| Factor Data | ||||
| Integration into your firm's internal data | ||||
| Custodian Integration | ||||
| General Features | ||||
| Customisable Dashboard | ||||
| Easily Share Boards and Access | ||||
| Custom Scripting | ||||
| AI-Assisted Scripting | ||||
| SSO | ||||
| Primary & Backup Data Center | ||||
| Self-Managed Database | ||||
| Request Access | Request Access | Join waitlist | Join waitlist | |
Frequently asked questions
Optuma is a professional charting and analysis platform for technical analysts, portfolio managers, and investment teams. Optuma provides advanced charting, no-code scanning and testing, model building, and portfolio management tools in one platform.
Yes. Optuma offers a free trial. After a short demo with the Optuma team you are given trial access to the platform. The demo step makes sure the team can set you up correctly and help you get the most out of Optuma during the trial.
Yes. Every Optuma plan includes a minimum 12-month contract, even when you choose to pay monthly rather than annually.
Optuma charges full price for the first two seats on an account. Every additional user beyond the first two is added at a discounted per-seat rate. Please contact our team to get more information.