Optuma Review 2020 – Charts for Professional Analysts

Optuma: Recommended for professional technical analysts & traders, who value Bloomberg Terminal integration & the best Gann & P&F toolset.

Optuma Review
  • Pricing & Software
  • Trade Management
  • Company Fundamentals Screening
  • News Services & Social Integration
  • Technical Analysis Charts & Indicators
  • Stock Systems, Backtesting & Forecasting
  • Ease of Use
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Optuma is a technical analysis stock charting tool created as the brainchild of Mathew Verdouw a leading technical analyst. Optuma is developed for professional technical analysts in financial institutions but is also available to retail investors. Optuma specializes in exotic charts such as Gann & Relative Rotation Graphs.


Great Technical Analysis Charts
Gann Charts & Seasonality Charts
Good Broker Integration with Interactive Brokers
High-Quality Quant Backtesting
Point & Figure Charts
Market Profile Charts
Good Customer Satisfaction
Professional Enterprise Services


Powerful PC Required
Separate Datafeed Required
Pricing Targeting Professional Investors
No Social
Need Bloomberg for News & Research


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Recommended for Pro's find out more

Optuma has been in the market for over 25 years and they cater to individual investors as well as to fund managers and are a big hit with their customers due to their constant innovation, original charting and powerful technical analysis.

What is Optuma?

Optuma is a technical analysis stock charting tool created as the brainchild of Mathew Verdouw a leading technical analyst.  Optuma is developed for professional technical analysts in financial institutions but is also available to retail investors. Optuma specializes in exotic charts such as Gann & Relative Rotation Graphs.

Pricing and Software

Score -- 10/10Liberated Stock Trader Review Recommended

Optuma is at the top end when it comes to price and you will need a powerful PC to run it, but with IQFeed, GFT and MT4 data integration’s, great customer services and the full range of instruments covered (Stocks, EFTs, Mutual Funds, Options, Futures, FOREX, Bonds) for the premium price you get the premium package.

Optuma is a super slick technical analysis platform, designed for professional technical analysts in the Financial Industry.  However, is also priced to appeal to individual investors and traders.  Starting at a very reasonable $82 per month for “Optuma Trader”, you will get end of day data from 5 country groups, which is more than enough.  Stepping up to “Optuma Enterprise” at $207 per month adds lots of unique features like Market Intelligence Charts, Full Relative Rotation Graphs (RRG), 3D Charts, Regression Charts and importantly Quantitative Signal Testing.

The team prides themselves on first-class customer support and their clients expect that level of service.  Optuma runs natively on PC and also is available on Tablets

Breakthrough Astrological Charts with Optuma
Breakthrough Astrological Charts with Optuma

Trade Management

Score -- 8/10

With Optuma connected to your Interactive Brokers account you will get all the functionality you need to Trade off charts and the advanced portfolio tracking and measurement.  You will need to open an Interactive Brokers account, but why not as interactive brokers are widely considered to be one of the best and lowest cost stock brokers out there.

Video Overview of Optuma

Introducing Market Analyst Technical Analysis Charting Software

Fundamental Scanning and Screening

Score -- 8/10

Optuma is squarely aimed, as you can see from the price,  at professional traders and wealth managers.  Their clients are tier one Wall Street investment houses.  But you can still take advantage of their first-class solution.  If you have a Bloomberg feed already established this also offers a new world of data and fundamental analytics.  This slick integration of fundamentals into the charting and analysis means this is a significant improvement over a Bloomberg terminal and warrants it as a clear leader in this space.

You can build watchlists with fundamental data and everything operates real-time, advanced scanning includes an excellent 3-dimensional sector map.

A well thought out real-time scanning and filtering engine and the fundamental watchlists are well implemented

News & Social

Score -- 6/10

If you can afford or have a Bloomberg feed then you will get the top end real-time market data you need.  You can also publish are share ideas among your team or workgroup allowing improved collaboration through the chat functionality.

Technical Analysis Charts & Indicators

Score -- 10/10

Another perfect 10 for Optuma.  A fantastic array of technical indicators (400+) and drawing tools.  There is a rich choice of chart types, of course, bar, line, candlestick, but many more such as Point & Figure charts.

Optuma also specializes in Gann tools with a full suite including Gann Grid Lines, Gann Fans, Gann Swing and even square of nine charts.

In terms of indicators, they have the best selection on the markets, included are Elliott Wave and Darvas Box, Ichimoku & Parabolic SAR, in fact, the full set of exotic indicators are present.

To top it off they have also implemented an excellent astrological analysis suite as an upgrade for those of you who believe in that sort of thing, yes commodity traders I am talking about you :).

Astrological Charts with Optuma
Innovative Wheel Chart Analysis with Optuma

Also, some really nice charting benefits are the market depth in the price scale of charts which is unique.

Stock Systems and Back Testing

Score -- 8/10

Optuma has back-testing well covered also, with a well-implemented backtesting and system analysis toolset which is up there with the industry leaders, but unlike the others, you do not need a Ph.D. in mathematics to set up and test your system.  The advanced programming language which connects all of Optuma together is simple to use and there are many detailed and helpful videos available so you can also teach yourself.  The code runs lightning fast and you can scan entire markets quickly and effectively.

The quality of the backtesting and advanced statistical analysis is due to the fact the CEO Mathew Verdouw and many of the development team are certified Chartered Market Technicians (CMT) and Certified Financial Technicians (CFTe) like myself.  So the quality of the testing tools is first class.

Ease Of Use

Score -- 16/20

Optuma requires a High-End PC workstation to function at speed, but if you are a serious trader this should not be a problem.  Also, Optuma is at home on touchscreen devices using multi-touch to allow you to manipulate charts intuitively.

The interface, the shortcuts, the whole thought process implemented into Optuma does warrant a good score in an important section.  They also have an extensive video training library which is very valuable to the new customer.

Optuma by Market Analyst Services Data Sheet

Pricing & Software
Monthly End of Day$99
Monthly Real Time$249
Software Only Fee
Customizable Data Feeds IQFeed. GFT, MT4, Bloomberg, eSignal, Interactive Brokers, Quandl
Customer Service & EducationExcellent
Tablets Smartpones
Market Data CoverageGlobal
Data SpeedExcellent
Mutual Funds
Pricing & Software Score9
Trade Management
Broker Integration Stocks
Broker Integration Options
Place Trades from Charts
Live Position P&L
P&L Analysis
Trade Management Score8
Fundamental Scanning & Screening
Real Time Scanning & Filtering
Fundamentals Scanning
Watch Lists with Fundamentals
Extended Economics Fundamentals (New)
Fundamental Screening Score10
Technical Analysis
Multiple Charts Per Desktop
Bar Line HLC Candlestick
Point & Figure
Others Market Profile
Bollinger Bands
Directional Movement
Ichimoku Cloud
Money Flow
Moving Averages
Parabolic SAR
Rate of Change
Relative Strength / RSI
Volume at Price
Custom Indicator Development
Darvas BoxProbability Box
Elliot WaveGann Swing
Total Number of Indicators400+
Drawing Tools
Fibonacci Retracement
Fibonacci Time
Fibonacci Fan
Trend Lines
Text Overlay
Error Channel
Gann Grid/Line
Gann Fan
Quadrant Lines
Speed Lines
Tirone Levels
Automated Alerts
Technical Analysis Score10
News & Social
News Feed
Real-Time News Feed
Economics & Deal NewsBloomberg Required
Market CommentaryBloomberg Required
Community Chat
News Score6
Systems & Backtesting
System Marketplace
Create Customizable Systems
Back Testing Point & Click
Back Testing Programmatic
Forecasting (new)
Robotic Trading (new)
Systems & Back-Testing Score8
Setup & Usability
SW Setup8
Ease of Use Score8
Usability Points16/20

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  1. Chad Karnes, CMT September 10, 2019
    • Mathew Verdouw, CMT, CFTe February 3, 2020

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