Optuma Help

Welcome to Optuma Help, guides and troubleshooting for the Optuma web application.

Account and SettingsManage your profile, subscription, sharing, notifications, and per-user preferences.

AlertsGet notified when a script condition triggers on any symbol or list.

BacktestsBuild and evaluate complete trading strategies using historical market data.

Boards and ChartsBoards, chart types, drawing tools, indicators, and the chart properties panel in the Optuma Web App.

Custom DataBring your own time-series data into Optuma (fundamentals, sentiment, or any custom field) and use it just like built-in data.

FlowsBuild trading logic visually as a node graph, combine signals, scripts, and data sources without writing full scripts.

Getting StartedSign in, navigate the workspace, and learn the core layout of the Optuma Web App.

Models and StrategiesThe unifying concept behind boards, scans, signal tests, backtests, and live portfolios.

PortfoliosTrack holdings, monitor risk, and run portfolio-level analytics.

ReferenceQuick-reference material, keyboard shortcuts, terminology, and a feature parity matrix between Optuma Web and Optuma Desktop.

Relative Rotation Graphs (RRG)Visualise the relative strength and momentum of multiple securities against a benchmark, on a rotating quadrant chart.

ScanningBuild, run, and save scans across global markets using the Optuma Web App.

ScriptingThe Optuma scripting language, the same formula syntax you know from the desktop app, available across charts, scans, signal tests, backtests, and alerts.

Signal TestsTest the historical performance of an individual signal across a universe of symbols.

Troubleshooting and FAQsAll Optuma Web articles related to troubleshooting and FAQs.

Watchlists and Symbol ListsCollections, Custom Lists, and Groups for organising the symbols you follow.

What's New in Optuma WebRelease notes for the Optuma Web App, new features, improvements, and fixes.