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Knowledge Base

Opening a Chart

Overview


There are two methods available in Optuma for opening a chart:

Method 1


  • With Optuma open, press F3 on your keyboard (the default shortcut for a bar chart).
  • The Security Selection window will display:
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  • Type the code or name of the chart you wish to view, and press Enter on your keyboard or double-click on it from the resulting list.
  • A bar chart for the selected code will display.

Favourites


If there are exchanges, a sector within an exchange or a Symbol List that you use regularly these can now be included on the Favourites tab. To do this left click on the star icon that is displayed to the left of the exchange/sector or list.

In the below example, the ASX Shares exchange has been expanded to show Banks under the Financials sector, which has been added as a favourite.

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When the Favourites tab is then selected the ASX Shares:Banks folder has been added to the data list.

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Symbol Lists


The Symbol Lists tab provides access to the Symbol List Manager, which allows the importation of security 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.

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Method 2


  • With Optuma open, go to the New menu, select Single Code Chart and select the chart style you wish to view (e.g. bar, candlestick). If you are wanting to open a Multi-Code chart such as an RRG or Relative Comparison chart then you will select Multi-Code Chart from the New menu.
  • The Security Selection window will display:

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  • Type the code or name of the chart you wish to view, and press Enter on your keyboard or double-click on it from the resulting list.
  • A chart for the selected code will display.

Multiple Codes


To open more than one chart at the same time:

  • With Optuma open, press F3 on your keyboard.
  • The Security Selection window will display:

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  • Click on the Multiple Codes button.
  • Select the codes you wish to view, and press Enter on your keyboard.
  • The codes will be listed on the right side of the screen. When all the codes have been selected, click the Chart All button.

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  • A chart will open for each of the codes.

'Chart All' Function


To open the codes listed in an entire folder (ASX Top 200, for example):

  • With Optuma open, press F3 on your keyboard.
  • The Security Selection window will display:
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  • Go to the folder containing the codes you wish to view (e.g. ASX Top 200).
  • Right-click the folder, open the Open Folder As menu, and in the menu displayed, select the Chart All option.

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A chart will open for each code located in the selected folder.

Videos


This video is pulled from the Optuma 101 course that you can access here. This course takes you through the basics of Optuma and helps you get up and running and using Optuma to its full potential. This video covers all the various ways that you can use to open and navigate a chart in Optuma.

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