CMT FAQ

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technical analysis for over 40 years
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Who is eligible for Free access to Optuma?

Any CMT candidate who has paid for the next CMT exam and is not an existing Optuma client.

How long do I have access for?

Your access will continue until just after the next CMT exam. If you are taking another exam during the next administration, then your copy of Optuma will be reactivated as soon as you sign up to the next exam on the CMT Association’s website.

Where can I install the software?

You can install Optuma on your personal PC and/or a work PC. Please note that Optuma is used in many financial firms but may require configuration by your firm’s IT personnel. Please contact us for more instructions.

Where can I learn more about how to use Optuma?

The best place to start is with our Getting Started videos section. To learn more about our powerful scripting language used throughout the program (eg scans, signal testing) click here.

I see Optuma has a couple of editions. Which edition do CMT candidates get?

CMT candidates get access to our Enterprise Services edition. This includes end-of-day data for up to 10 data groups from this list.

How much does it cost if I want to continue using Optuma after I take the CMT exam?

You will need to sign up for a subscription to Optuma, but we often have exclusive discount offers following the exams.

What if I want to use Optuma with Bloomberg data or use the publishing features?

You will need to upgrade to our Enterprise Services edition at $249 per month.

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