Creating Workbooks

Author: Optuma Team Last updated: Jan 31, 2023 12:58


This article will show you how to create a workbook in Optuma.

Opening Charts

The act of opening new charts from the Optuma homepage will create the new workbook. To learn how to do this please see our Opening A Chart section.

Using a CSV File

It’s possible to open a workbook from a list of codes saved as a CSV file. This is a great time saver if you want to create a large workbook from a list of codes provided by a 3rd party, such as a list of codes that your broker allows short trades on.

Step 1 - Formatting the CSV File

It is important that the CSV file contain only one column of data. This column should contain the list of codes you want to open only. There should be no column labels or headers of any kind:

Creating Workbooks 1

Once the CSV has been formatted and saved continue on to Step 2.

Step 2 - Opening the CSV file as a Workbook

  1. Open Optuma.
  2. Left-click on the Files menu.
  3. In the menu displayed, left-click on the Open Workbook option.
  4. Change the File Type field to CSV File.
  5. In the window displayed navigate to the folder where the CSV file has been saved. Creating Workbooks 2
  6. Double-click on the CSV file and the workbook will be created.

Saving your Workbook

After you have created your workbook you will then want to save it. For information on how to save your workbook please view the next knowledge base article by clicking here.


This video is pulled from the Optuma 101 course that you can access here. This course takes you through the basics of Optuma and helps you get up and running and using Optuma to its full potential. This video covers how to create, save, edit, and delete workbooks in Optuma as well as how to change timeframes.