Symbol List Groups

Author: Optuma Team Last updated: Sep 2, 2020 01:18


The Symbol List Manager allows the import of security symbol lists from either CSV files, Bloomberg Portfolios, Excel spreadsheets or SQL databases. This list can then be used as a source to create anything in Optuma from Watchlists to Relative Rotation Graphs®, and can also be used for scans or system tests.

Automatic Optuma Symbol Lists are also available, which contain the constituent symbols of a number of global indices, including ASX200, FTSE100, DAX, MSCI Japan, NSE Nifty, S&P 500 and industry sectors, and the TSX Composite. These can be enabled as part of your data subscription.

To access the Symbol list Manager go to the File menu and select Open Symbol List, or click on the Symbol Lists tab on the Security Selection window.


Creating Manual Groups

Groups can be created manually and contain a variable selection of Symbol List types. For example you could have a group called Portfolios, and a second group called Financials and a third for International Symbols.

Groups 1

To create a new group, click the New button and select Group from the list.

Groups 2

Enter a name for the group and it will be added to the list. You can drag and drop existing lists to the new group, or create new lists directly under the group header name.

If you are subscribed to the Optuma Symbol Lists, they will automatically be added under the group name Optuma Lists.

Groups 3

Deleting a Symbol List

If there is a list that you no longer require this can be removed from the Symbol List Manager. Roll your mouse over the list title that you wish to remove then click the red x that displays to delete the List.