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
Optuma Blog
Market insights, product updates, tips and tricks
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
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
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
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
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
A look at some of the tools to measure time and price moves.
5 min read
ASX and S&P500 Sector Workbooks
Optuma clients can download and open workbooks for the ASX and S&P500 sectors, which includes the current list of the companies within each sector, along with example charts and watchlists, plus a 6 month high / low scan.
2 min read
An easy way to find breakouts
As you may know, Optuma has several tools to help identify significant turning points, such as the various swing overlays, but one tool I’ve started to use more and more is the Pivot Label tool.
7 min read