Optuma
Financial research software
Financial services software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$810 per 12-month subscription
Free Trial
Free version unavailable
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What is Optuma
Optuma is a financial market analysis platform focused on technical analysis, charting, and quantitative research workflows. It is used by traders, portfolio managers, and research teams to visualize price/volume data, build and test indicators, and monitor markets through dashboards and alerts. The product emphasizes advanced chart types, point-and-figure style analysis, and configurable analytics rather than company fundamentals or document-centric research.
Advanced technical charting tools
Optuma provides a broad set of technical charting and visualization capabilities oriented to active market analysis. It supports multiple chart types and technical studies that help users evaluate trends, relative strength, and market breadth. This focus can be advantageous for teams whose research process is primarily technical rather than based on filings, transcripts, or news.
Custom indicators and scripting
The platform supports building custom indicators and rules to match a firm’s internal methodologies. This enables repeatable analysis across watchlists and universes without relying only on built-in studies. For research teams, this can reduce manual chart work and standardize how signals are generated and reviewed.
Workflow dashboards and alerts
Optuma includes tools to organize analysis into dashboards, watchlists, and alerting workflows. These features help users track multiple instruments and surface changes that meet predefined conditions. This is useful for ongoing monitoring where timely identification of technical events matters.
Limited fundamentals and documents
Optuma is primarily designed for technical analysis and may not cover the same depth of company fundamentals, estimates, or ownership data expected in broader market-data terminals. It is also not positioned as a document-first research system for searching filings, earnings transcripts, or large news archives. Teams that require integrated fundamental and document research may need additional systems.
Learning curve for power features
Advanced charting, custom studies, and rule-based workflows typically require time to configure and validate. Users may need training to apply the platform consistently across teams and avoid divergent indicator implementations. This can slow initial rollout compared with simpler, out-of-the-box charting tools.
Integration details vary by deployment
Data connectivity, API access, and integration with internal data stores or execution/OMS environments depend on the specific Optuma package and implementation. Organizations may need technical effort to align symbol mapping, corporate actions handling, and data entitlements. This can add complexity for firms aiming to embed analytics into broader research or trading stacks.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Trader | $810 per 12 months | 12-month subscription; includes 5 EOD data groups of your selection; Basic support; Unlimited charting; ~24 chart styles; 240+ tools; no external data fields, no Bloomberg integration, no custom market breadth. |
| Professional | $1,350 per 12 months | 12-month subscription; includes 10 EOD data groups; Professional support; Unlimited charting; ~30 chart styles; 250+ tools; external data fields available; no Bloomberg integration. |
| Enterprise | $2,592 per 12 months | 12-month subscription; includes 45+ EOD data groups; Premium support; Unlimited charting; ~33 chart styles; 260+ tools; Bloomberg integration and custom market breadth included. |
Additional official site notes: initial purchase includes a 12-month subscription with end-of-day data, all updates/upgrades and ability to connect to real-time data providers. After the initial 12 months subscriptions may be renewed monthly or annually. Optuma offers a 30-day money-back guarantee.
