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Knowledge Base

Optuma Symbol Lists

Overview


The Symbol List Manager allows the import of security symbol lists from either CSV files, Bloomberg Portfolios, Excel spreadsheets or SQL databases. This list can then be used as a source to create anything in Optuma from Watchlists to Relative Rotation Graphs®, and can also be used for scans or system tests.

Automatic Optuma Symbol Lists are also available, which contain the constituent symbols of a number of global indices, including ASX200, FTSE100, DAX, MSCI Japan, NSE Nifty, S&P 500 and industry sectors, and the TSX Composite. These can be enabled as part of your data subscription.

To access the Symbol list Manager go to the File menu and select Open Symbol List, or click on the Symbol Lists tab on the Security Selection window.



Optuma Symbol Lists

Listed under Optuma Lists are a number of indices and US sectors. Depending on the exchanges you have enabled on your subscription will depend on the symbol lists you see. For example, you will need a US data subscription to see the S&P500, Russell 1000, or US industry ETF components, or Hong Kong data to see the members of the Hang Seng Index. To modify your data subscription or add the Optuma Symbol List option sign in to your account page and scroll down to the data section.

The lists will be updated automatically regularly to account for delistings and additions.

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Clicking on the list name will display the list of members on the right, which can be opened as a Watchlist, RRG, or using a saved Page Layout under the Open List As... button.

Using the Symbol List


After you have created your Symbol List it can then be used to open charts from simple bar charts to the RRG and even Watch Lists and Watch Tiles.

Left-click on the list to select it then click Open List As... and select the desired chart style.



The Lists that you create can also be selected as a data source for the Scanning Manager.



If you are using a Watchlist, Watch Tiles or the RRG then these can be linked to an existing List that you have created.

If you are using a list that is created from a Bloomberg Portfolio for example then your Watch List will be automatically updated with any changes that you make to your Bloomberg Portfolio.

Note: The workbook containing the chart needs to be reopened for the changes to take effect.

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