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Knowledge Base

What's New in Optuma 2.0

Overview

For the last few months, we’ve been working on a major upgrade to Optuma with many changes, fixes and additions. This includes new tools, charts, and script functions, as well as improving calculation speed, and a host of other improvements.

Note: If your Optuma Documents folder is stored on a cloud drive (such as OneDrive) after the update you may see a notification about a large number of files being moved. This is expected, for more information please click here.

Added


Changed

  • The ATR Trailing Stop tool now calculates the next day's value (1 day past the last bar).
  • Publishing module has been updated to support the latest Word and Powerpoint file version types.
  • The Data menu will display all zeros in the icon when working in Offline mode as a quick reference to the fact no data downloads are currently available.
  • The Trading Day Intervals tool and Calendar Day Intervals tool has been updated so that the tips window (displayed when hovering over a line) will show which level the interval line is produced by.
  • Mirror option added to the Pythagorean Channels tool.
  • Adjusted the Fibonacci Channels tool to work with charts using Log scale.
  • If the Analysis Cluster tool does not contain scripts that produce values past the last bar on the chart, the aggregate result line will now stop on the last bar.
  • The Pivot Label tool now has the option to ignore unconfirmed pivot counts.
  • Improved the spacing of text labels when set to a 90 degree angle for all indicators that include this property.
  • Removed the “Data Field’ label from the Data Field tool, now it will only display the selected field name (Market Cap for example).
  • Turning tool tips off is now done via the right click menu of the tips icon, it can no longer be turned on / off via a left click. The keyboard shortcut for this action is unchanged.
  • The neutral colour on a Watchlist for zero (no change) values has been adjusted to a colour available on the palette selector (slate grey).
  • Volatility Swings have been rebuilt to use the same swing infrastructure as all other swing based charts (Gann Swing, etc). This allows more compatibility with swing based script functions such as SwingStart(), etc and also the Swing Trend colour scheme.
  • A control point for the second mouse click has been added to the Dynamic Gann Fans right-click menu.
  • The My Media button on the Optuma home page has been changed to Optuma Education. Clicking it will automatically log you into our learn.optuma.com site.
  • Custom Breadth Codes now support ranges greater than 10 years.
  • When Heikin-Ashi is enabled on a candlestick chart an additional label will appear on the tool tip which displays when you hover over a candle, making it easier to see when the property is enabled or not.
  • Heikin-Ashi display option is now available for overlays.
  • Add Level removed from tools Action section as it is superfluous (there are 2 other methods for adding levels).
  • If the FRED data has not been used for more than 1 week the index file is not loaded automatically (faster login times). You can still access FRED codes, by clicking on the folder in the security selector, which will then load the index file. Opening a workbook containing FRED codes will auto load the index as well.
  • Swing Chart labels can now be reduced to a very small size and displayed when hovered over as a tip.
  • Tool.SelectPointsCount function has been added to the Pascal code in the Custom Tool Programming Module.
  • Send Chart to Image File / Clipboard has been improved to remove unneeded clutter from the title bar.
  • Tooltip will show the adjusted name of a tool now when hovered over.
  • The Security Selector will now display the full exchange name as the header for search results.
  • Gann Day Count - Repeats can now be controlled on a per-level basis.
  • Hidden the ability to swap between Automatic Download and Data on Demand for Custom Data Exchanges (Metastock, CSV).
  • Fundamental Data will download after Optuma EOD data and will show a progress status.
  • Base MPA calculation has been adjusted.
  • The Ignore Dilutions checkbox has been removed from the Filters property and been added to the new Price Adjustments property. This is available in the chart's properties and as a drop down menu in the charts title bar.
  • Location of the Optuma Temp folder has been moved to C:\Users\[Account]\AppData\Local\Optuma\
  • Chart Layout preview images have been moved from the Optuma documents folder to the Temp folder so they are no longer included in the backups (making the process faster).
  • Improved the Watchlist / Chart Layout setup so that you do not need to click a Watchlist twice to cycle through codes.
  • Time Interval based tools (such as the Gann Time By Planetary Degrees tool) will show a timestamp for each label now if applied to an intraday time frame chart.
  • Added separate properties to the Text box tool for border and background colours. Also added the option to set the background colour the same as the chart's background.
  • Point & Figure chart box rules have changed. A box is now added even if the box is not completely filled. For example, a box from 100 to 110 would be filled if the price high was 105.
  • Order ranking for results returned via the Security Selector's search, so the most popular symbol codes are returned first.
  • The number of levels displayed on the Cycles tool can now be specified.
  • Currency selector removed from Cryptowatch charts that do not end in a standard currency (Crypto vs Crypto etc).
  • Keltner Channel calculation has been adjusted from using Close only to using HLC as per the original tool's specification by Chester Keltner in How to Make Money in Commodities.
  • Histogram bar sizes will adjust their width automatically as the zoom of the chart is adjusted. The closer to the chart the view is zoomed in the wider the histogram bars will appear.
  • The default colours for shaded plots (Fill up and Fill Down) will now be the same as the default line colour.
  • Custom Labels can now be added to Column Charts (Single and Multi Code).
  • Tool set to use the Shaded Plot style will now display a single colour by default, with a transparency of 60%.
  • Trend Line Angle Labels now range between 0 - 180 for positive angles (above the horizontal plane) and -1 to -179 for negative angles (below the horizontal plane). For example, 90° is due north, and -90° is due south.
  • Hourly timeframe has been added to the Pivot Points tool.
  • Gann Swing Chart / Overlay text label for Range has been adjusted to R.
  • Improved the Linear Regression Band tool when applied to a Log scale chart.
  • Gann Fan Tips window updated to include references to Price Unit, Bars and Calendar Days.
  • Commodity Channel Index calculation update to use a HLC moving average rather than Close only.
  • Gann Day Count labels now support hours, and the Start Date now includes the time.
  • Alert .wav sound files have been moved to the Optuma program folder.
  • Greater source information added to chart headers opened via FRED data.
  • Chart Layouts with spaces at the start of the name are automatically renamed to remove the space at the start of the file. This is done as most cloud based syncing programs (OneDrive, etc) can not sync a file starting with a space.
  • Increased the area over each bar to place the mouse over to display the tips window (OHLC Volume, etc).
  • Increase the speed of logging in when multiple custom exchanges have been set to rescan on startup.
  • The Chandelier Stop has been changed to work as a Global tool on a Chart Layout (unless a specific date is selected via the tool's properties).
  • Seasonality Chart - when set to show the components the current year will show YTD only.
  • Adjusted the label colours on the Time by Solar Degrees interval tool so the text uses the same colour as the interval line (bringing the tool in line with the Calendar Day and Trading Day interval tools.

Resolved

  • Variation between the Pivots tool and the Pivot Points tools R3 and S3 lines has been resolved.
  • Static tools not being saved on a layout where a Relative Comparison Index has been setup in the chart's properties.
  • Tips window can crash when the mouse hovers over a custom swing tool created via the Custom Tool Programming module.
  • Donchian Channel last value drops to zero if applied to a live chart.
  • Unable to open the Journal if it is set to display on the left side of the chart, but the chart has been setup to show price scales on both the left and right.
  • Show Plot set to use a different intraday time frame to the underlying chart can see the current value drop to zero when new data streams in.
  • A Time Measure tool applied to a chart with Calendar Days already enabled will show the same number label when set to Trading or Calendar Days until the charts properties have been adjusted.
  • If an Analysis Cluster tool is applied to the chart and you right click on the price scale, the menu disappears after a second or two.
  • The Net Change column of a Watchlist will now work when used with symbols that have negative values.
  • Some text labels on the Risk Reward Measure tool display too far away from the indicator when placed on an intraday time frame.
  • 3D Chart date label was out by 1 day, so the latest available data point was showing the previous bar's date information.
  • Relative Index charts are not recalculating after an instance where the numerator and denominator are the same value.
  • The lines of a Tetrad tool can disappear as you zoom in to the chart.
  • A P&F chart set to use a percentage based box size with a Relative Comparison code can not display the lowest value of the chart.
  • If an exchange has been deselected from the Data menu Optuma will no longer prompt to install historical data for it during login.
  • Pyrapoint applied High to Low is not showing the level markers in the right order.
  • Closing the splash screen while the login is still running will no longer generate a crash.
  • Seasonality Charts will now print to PDF with a header.
  • Alerts set on newly floated symbols caused a problem with the Bloomberg data feed when they are checked.
  • Script Chart in Dark Mode no longer shows a white background.
  • Opening multiple symbol lists from a single Excel file would miss codes if the first column did not contain the largest number of codes to import.
  • Fund Weights added to a CSV code list can now be displayed on a Chart Header.
  • Powerpoint's Update Chart facility via the Optuma Addon fails after workbook path change.
  • Custom Codes using a layout no longer lose the static tools applied to them.
  • The ability to adjust Time Price Label caption labels has been restored.
  • Chandelier Stop set to a specific date will no longer display data before that date when re-opened in a workbook.
  • RRG charts on 1 day or higher time frame using a real-time data source are not updating values as new information is updated.
  • Right clicking on the Open Workbook icon on the home screen displays the menu behind the MRU list.
  • Swing based criteria using SwingStart and SwingEnd would show a zero value result on a Watchlist when a new swing was made (intraday time frames).
  • Using Restore Default settings on the PSAR tool would display an extra colour selection property that should remain hidden.
  • Last Bar now works on scans set to Monthly Time frames
  • Improve Failover if data server can not be reached while connecting to REST data providers (Oanda, Cryptowatch, etc).
  • Adjustment to base line colour on Gann Square Marker now effects both the Horizontal and Vertical starting lines.
  • Scripts with <> in the name can't be saved to the tool bar.
  • Trend Arrow can now be applied to charts with negative values.
  • If auto-scale has been set to ignore tools & indicators, tools added to hidden items in a layer may not display when loaded from a workbook.
  • Changing the colour scheme while a Text chart is open causes a crash.
  • Scripts included in a chart or page header can limit the amount of historical data loaded on the chart itself to 1 year only.
  • Cloned charts swapping between Heikin-Ashi candles do not always update scripts.
  • VBSR scripts aren't returning results in scanning manager.
  • Drawdown script is not producing the correct value when set to plot the Maximum draw down.
  • Zero value line removed from the Decycler tool (still remains on the Decycler Oscillator).
  • A bug report can occur if you undo a deletion and re-select the tool.
  • The Ephemeris Chart will now reference colour selections from the Settings - Colours - Astro section.
  • A bug report can occur during login if the most recently used Tool list file is empty or corrupt.
  • Inconsistent results on intraday Watchlists where custom scripts contained more than one Swing criteria separated by an AND operator.
  • Historical data for the S&P Indices exchange could not be downloaded.
  • Crash on opening intraday Point and Figure charts if there were 2 or less columns in view.
  • If a script included a blank comment (//) using Ctrl + Z to undo a change in the editor would cause a display error.
  • The Correlation tool would not pick up existing plots when applied to a chart, only newly added items would be available via the tools properties.
  • Drawdown scripts added to a Watchlist did not load enough historical data to show the current Max Drawdown value.
  • When setting up a new custom breadth code, if a symbol list was selected which includes membership information, the newly added field would push the bottom field out of view without adding a slider bar.
  • Trend Bar colour option on the RRG chart was not working.
  • Pixel Format settings adjusted to allow for instances of shared settings file between two different systems.
  • Multi-plot scripts using the Script() function can encounter problems correctly processing when applied multiple times to the same page.
  • Opening a live NSE workbook can generate a bug report if the NSE Derivatives list is still being rebuilt.
  • Seasonality charts did not display in tabbed views.
  • SRF tool applied to a Candlestick chart layout will cause the candle colours to reset to default if changed.
  • Watchlist Master Currency was being ignored by charts using layouts.
  • Watchlists from v1.6 workbooks using Watchlist Layouts may open differently in 2.0 (different order, columns missing).
  • Watchlist with the checkbox column disabled would not allow the first column in the list to have the width adjusted.
  • GPL Orbs are not displaying on some Intel based graphics systems.
  • TD Ameritrade connection will open multiple login windows via a web-browser if the connection is not established when a workbook referencing US Equities data is opened.
  • Some Metastock data showed zero values for the Low and Close in 2.0 while displaying ok in v1.6.
  • Restored the label colours on the Time by Trading Day and Time by Calendar Day interval tools, so the text uses the same colour as the interval line.
  • Searching for items in the new Asteroid Import form generated a bug report.
  • Number Searcher on charts with a lot of history (like the Dow) were recalculating each time zoom levels or view was adjusted slowing the process down.
  • Gann Day Count Reprocesses on each item entered into the Levels Editor which can cause lock ups. Adjusted to only reprocess on existing the editor or pressing Enter on the keyboard to avoid unnecessary reprocesses.
  • Alert lines would not display on a chart if the system was set to use a comma as the decimal seperator.
  • Some page layouts created in v1.6 would not open in v2.0.
  • Updated to support new API changes implemented by Oanda.
  • Updated USA Equities (combined exchange) to handle IB data mapping.
  • Resolved slow calculation issue encountered by some Astro based tools.
  • Resolved Optex trigger arrows displaying incorrect arrows on live ticking data.
  • In rare scenarios workbooks containing inverted charts can cause Optuma to lockup while loading the workbook.

Scripting


Astro

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