Optuma Blog

Optuma Blog

Market insights, product updates, tips and tricks

Pressure is on the January Barometer

Pressure is on the January Barometer

The January Barometer is an investing theory that suggests that the performance of the stock market in the month of January can be used to predict the performance of the stock market for the rest of the year. According to the theory – first posited by Yale Hirsch in 1972 - if the stock market rises in January, then it is likely to rise for the rest of the year.

6 min read
IPO Performance

IPO Performance

A quick look at the performance of this year's IPOs on the Australian and US markets. Optuma clients can download and open the workbook and add their own analyses.

2 min read
How to Calculate Quarterly Performance in Optuma Watchlists

How to Calculate Quarterly Performance in Optuma Watchlists

Learn how to create watchlist columns to calculate quarterly performance statistics, and download a workbook example.

5 min read
S&P Indices - Quarterly Rebalancing

S&P Indices - Quarterly Rebalancing

Details on the latest quarterly rebalance of the ASX200 ($XJO) and S&P500 ($SPX) indices. How do stocks perform after joining the index?

4 min read
ETF Net Fund Flows

ETF Net Fund Flows

Following on from the additional ETF data that was recently added to our database, we're pleased to announce that we are now able to provide net fund flow data for ETFs listed on a number of exchanges.

4 min read
Taking your custom technical ranking system further

Taking your custom technical ranking system further

Last time we looked at ways to create a custom ranking system using simple scripting formulas based on a number of technical conditions, and in this article we'll look to take it a step further by calculating breadth measures on a universe of stocks, and also adjusting the weightings.

5 min read
How to create a custom technical ranking system

How to create a custom technical ranking system

In your studies you may have come across the ‘weight of evidence’ approach to investing which looks at prices and various indicators to help identify potential trading opportunities.

5 min read
Now available: US ETF Fundamental Data

Now available: US ETF Fundamental Data

We are always looking at ways to improve Optuma, and ahead of the upcoming version 2.1 release (we’ll be looking for beta testers very soon!) we’ve added more ETF data to our US Fundamental database.

1 min read
Measuring price and time ranges

Measuring price and time ranges

A look at some of the tools to measure time and price moves.

5 min read