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Knowledge Base

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  • Alerts (6)

    The Alerts feature allows for three types of alerts to be set: Price, Line and Technical. 
  • Back Tester (4)

    The Optuma Back Tester combines the power of the Scanning Manager and Trade Tracker into one module that will provide a fast and simple method for evaluating your trading plans.
  • Bloomberg Functionality (3)

    Users with a subscription to both Optuma Professional Services and a Bloomberg Terminal can stream real-time data in to the program.
  • Charts (45)

    Charts are the starting point of Technical Analysis. We apply tools to them, measure from them, we even invert and stretch them. Optuma has a variety of charts available with an exceptional level of interaction and control.
  • Formulas & Scripting (31)

    Optuma brings you one of the easiest to use formula languages ever seen in a trading platform. Many of the modules in Optuma use this language (including Watchlists, the Back Tester, Scanning Manager and Alerts Manager) providing you with a high level of customisation.
  • Getting Started (1)

    Getting Started with Optuma.
  • Importing Third-Party Data (6)

    If you have data from a third-party in a compatible format (Metastock, CSI or .csv text) then it can be imported into Optuma.
  • Interface (56)

    This section will cover Optuma's user interface, including creating and navigating workbooks, changing time frames and applying tools and indicators.
  • Live Data Functions (5)

    When a live data feed is connected to Optuma, in addition to accessing intraday data, the following features are also available. Please note that not all features will be available for all live data feeds.
  • Miscellaneous/FAQs (34)

    Miscellaneous/FAQs
  • Optuma EOD Data (7)

    With your subscription to Optuma, you automatically have access to the multitude of End Of Day exchanges that we have available for you. These articles give you all the information you need on these exchanges including a list of all of the exchanges that are available, how to modify and adjust your available Optuma EOD data, and more.
  • Publishing Module (9)

    The Publishing Module in Optuma allows you to easily share detailed analysis reports with colleagues or clients. Reports can be created effortlessly using Workbooks, Symbol Lists, Chart Headers, Page Headers and Layouts with the final results being saved to PDF, MS Word, MS PowerPoint or hosted on the web. The Publishing Module is standard with a Professional Services subscription.
  • Real-time Data (14)

    Every chart and tool has been designed to support real-time data into Optuma from any of the providers that are listed below. The charts and the analysis all update and recalculate with every tick that comes in. In a Watchlist, all data - including user-defined Analysis Columns - also dynamically update.
  • Scanning Manager (6)

    The Optuma Scanning Manager has been designed as an instrument to save you time. Where in the past there was a need to manually look over charts, Optuma has automated the process for you.
  • Security Software Settings (11)

    Occasionally security software can cause problems for Optuma, such as inhibit connection to our servers or return false virus alerts when downloading data. To see how to add Optuma to the "trusted" list in your security software see here:
  • Service Levels (3)

    Service Levels
  • Settings (11)

    This section will cover the Settings menu for Optuma. The Settings menu allows you to adjust and control the parameters for the various features available in Optuma.
  • Templates (5)

    Templates are a great time-saving function in Optuma. Templates allow you to set up a page using various time frames, tools and chart styles and have those settings used for any new pages that you open.
  • Tool Programming (21)

    It is now possible for Professional Services subscribers to create their own tools and indicators in Optuma by using the Custom Tool Programming module. The programming language is based on Pascal which is easy to use and understand and is widely known.
  • Tool Updates and Changes (14)

    This documents any tool updates and changes that are introduced with Optuma software updates.
  • Tools - ART (2)

    Below you find a list of all the tools that belong in the ART Tool Group in Optuma.
  • Tools - Astro (32)

    Below you find a list of all the tools that belong in the Astro tool group in Optuma. 
  • Tools - Averages (28)

    Below you find a list of all the tools that belong in the Averages Tool Group in Optuma.
  • Tools - Barros (5)

    Below you find a list of all the tools that belong in the Barros Tool Group in Optuma.
  • Tools - Beck (9)

    The following tools - including the Gartley Trading Method Pattern Recognizer - are available in the Beck Tool Group in Optuma.

    Please contact Ross Beck at www.geometrictrading.com to purchase this add-on module.
  • Tools - Berg (5)

    Below you find a list of all the tools that belong in the Berg Tool Group in Optuma.
  • Tools - Brown (4)

    Below you find a list of all the tools that belong in the Brown Tool Group in Optuma.
  • Tools - Cycles (14)

    Below you find a list of all the tools that belong in the Cycles Tool Group in Optuma.
  • Tools - Data (7)

    Below you find a list of all the tools that belong in the Data Tool Group in Optuma.

    Access to this tool group requires a Professional Services subscription with access to Bloomberg Professional terminal.
  • Tools - Drawing (17)

    Below you find a list of all the tools that belong in the Drawing Tool Group in Optuma.
  • Tools - DVAN SmartLines (6)

    Below you find a list of all the tools that belong in the DVAN SmartLines Tool Group in Optuma.

    The DVAN methodology was created by Jim Kennedy after 10+ years of technical study and research. The original algorithms have never changed and continue to be the basis of all DVAN models today - see http://www.dvansmartlines.com for more details.

    These tools are only available as an add-on module from the tool store.
  • Tools - Fibonacci (10)

    Below you find a list of all the tools that belong in the Fibonacci Tool Group in Optuma.
  • Tools - Fourier (3)

    Below you find a list of all the tools that belong in the Fourier Tool Group in Optuma.
  • Tools - Gann (36)

    Below you find a list of all the tools that belong in the Gann Tool Group in Optuma.

    These tools are only available as an add-on module available from the Store. 
  • Tools - General Information (3)

    Tools - General Information
  • Tools - Geometric (10)

    Below you find a list of all the tools that belong in the Geometric Tool Group in Optuma.
  • Tools - Goulden (4)

    Below you find a list of all the tools that belong in the Goulden Tool Group in Optuma.

    These tools are only available as part of the "Behind the Veil" course when purchased from Sacred Science Institute.
  • Tools - Guppy (7)

    Below you find a list of all the tools that belong in the Guppy Tool Group in Optuma.
  • Tools - Hathaway (4)

    The following geometric tools are included in the Hathaway Tool group in Optuma.

    The Hathaway Tools are available as an add-on module from the tool store.
  • Tools - Hull (6)

    Below you find a list of all the tools that belong in the Hull Tool Group in Optuma.
  • Tools - Hurst (3)

    Below you find a list of all the tools in the Hurst Tool Group in Optuma.

    The complete Hurst module will consist of multiple tools including his Phasing Analysis display. The current tools assist with cycle determination and display. Future editions of Optuma will make available the complete Hurst module as the work is completed.
  • Tools - Jenkins (10)

    Below you find a list of all the tools that belong in the Jenkins Tool Group in Optuma.

    The Jenkins Tools are available as an add-on module from the tool store.
  • Tools - Levels (13)

    Below you find a list of all the tools that belong in the Levels Tool Group in Optuma.
  • Tools - Line Studies (9)

    Below you find a list of all the tools that belong in the Levels Tool Group in Optuma.
  • Tools - ND Research Volatility Studies (4)

    Below are the tools that are included in the ND Research tool group in Optuma.

    These tools are only available as an add-on module available from the Store.
  • Tools - Optuma Extreme Tools (6)

    The Optuma Extreme tools are unique to Optuma clients giving potential turn signals and targets.
  • Tools - Point & Figure (2)

    Below you find a list of all the tools that belong in the Point & Figure Tool Group in Optuma.
  • Tools - Price (51)

    Below you find a list of all the tools that belong in the Price Tool Group in Optuma.
  • Tools - RRG Tool Module (1)

    Below you will find a list of all the tools that belong in the Relative Rotation Graph Tool Group in Optuma.

    These tools are only available with an active subscription to the Relative Rotation Graph Tool Module.
  • Tools - Statistical (16)

    Below you find a list of all the tools that belong in the Statistical Tool Group in Optuma.
  • Tools - Swings (6)

    Below you find a list of all the tools that belong in the Swings Tool Group in Optuma.
  • Tools - Volatility (6)

    Below you find a list of all the tools that belong in the Volatility Tool Group in Optuma.
  • Tools - Volume (16)

    Below you find a list of all the tools that belong in the Volume Tool Group in Optuma.
  • Tools - Wyler (1)

    Below you find a list of all the tools that belong in the Wyler Tool Group in Optuma.
  • Training Mode & Trade Tracker (2)

    This section will cover the Training Mode, and the Trade Tracker modules available in Optuma.
  • Trouble Shooting (23)

    Trouble Shooting Optuma.
  • Watch Lists and Watch Tiles (8)

    Watch Lists and Watch Tiles
  • What's New in Optuma (4)

    This section will provide information as to what is included in each major update of Optuma.

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