Skip to content
Optuma Knowledge Base

Portfolios

A Portfolio in the Optuma Web App is the live or paper-traded counterpart to a Model, actual holdings, cash, and transaction history. These articles cover setting up a portfolio, importing transactions, and using the built-in portfolio analytics.

Cookie preferences

Choose which categories of cookies you allow. Strictly-necessary cookies are always on. You can change this any time via the "Cookie Settings" link in the footer.

  • Functional

    Remember preferences like dismissed banners and your dark-mode choice.

  • Analytics

    Help us understand how the site is used so we can improve it.

  • Marketing

    Measure our advertising and help us reach people who may be interested in Optuma.