US Workbooks

Below, you will find a number of workbooks put together by Optuma’s team of experts which include examples of charts, layouts, watchlists, and scripting formulas. If you need help downloading a workbook, please refer to this article: Opening Workbooks

Workbook	Description	Requirements	Download
US Sector Watchlist.owb	View a multitude of ways that you can use Optuma for comprehensive top-down analysis of Sectors. From examining Sector ETFs to the individual members, this workbook has it all.	Requires Trader Services, USA Equities, Indices (Global),Foreign Exchange, Indices (Global)
US Fundamental Data.owb	Explore how you can enhance your workbooks and charts using Optuma’s Fundamental Data.	Requires Trader Services, USA Equities, USA Fundamentals
US Performance Watchlist.owb	Quickly gauge relative performance of a universe of stocks over multiple time frames using your favorite methods with Optuma Watchlists and the Optuma Scripting Language.	Requires Trader Services, USA Equities, Optuma Symbol Lists *
US Relative Comparison.owb	Easily plot and compare the performance of a universe of securities over a number of varied periods to gauge performance since a common starting date.	Requires Trader Services, USA Equities
US Relative Strength Ratio Charts.owb	Compare securities to indexes or each other using simple Relative Strength Ratio Charts in Optuma.	Requires Trader Services, USA Equities, Indices (Global), Optuma Symbol Lists *
US RRG Pro.owb	See how to take advantage of the power of Relative Rotation Graphs in Optuma using unique filtering methods.	Requires Professional Services **, USA Equities, Foreign Exchange, Optuma Symbol Lists *
US Seasonality.owb	Harness the power of Seasonality charts in Optuma to view past performance and patterns to identify predictable changes.	Requires Trader Services, USA Equities
US Breadth Data.owb	Includes 50+ market breadth measures for major indices, including Advance Decline Lines, % Above Moving Averages, and % New Highs/Lows.	Requires Trader Services and Breadth Data.
US Commodities.owb	Includes a watchlist of the major continuous futures contracts, including oil, gold, S&P500 e-mini, wheat, soybeans, and currencies. Also includes examples of Commitment of Traders data.	Requires Trader Services, USA Futures, COT Data
GICS Sector Indices.owb	Contains watchlists of the GICS sector and industry indices (levels 1 to 4) for the S&P1500 and S&P500.	Trader Services, US Indices data
US Gann Swings.owb	Discover the many uses of Gann Swings in Optuma. From simple Gann Swing Charts, to overlaying swings on your charts, or even scripting custom watchlist columns, Optuma gives you many ways to determine the direction of the trend.	Requires Trader Services, USA Equities
US Market Intelligence Charts.owb	Market Intelligence charts allow you to take multiple criteria composed of technical and fundamental information for a large and varied universe of symbols and collate the results into a simple chart to quickly gauge relative performance over your desired criteria.	Requires Professional Services, USA Equities, Optuma Symbol Lists *
US - Anchored VWAPs.owb	Contains examples of automatic Anchored VWAP levels from highs and lows, and scans for AVWAP crosses and pinches.	Trader Services, US Equities
Short Interest - US.owb	Watchlist showing the latest Short Interest data, along with the Days to Cover ratio, percentage of float, and percentage change from the previous report.	Requires Trader Services, USA Equities, USA Fundamentals
CBOE Data.owb	Contains examples of CBOE Volatility Indices (eg VIX, VXV, VVIX) and Treasury Notes (FVX, TNX, TYX)	Requires Trader Services, USA Equities, Indices (Global), CBOE Data ($25 per month)
GoNoGo Trend - SPX.owb	Contains a watchlist of main index members sorted by new GoNoGo trend signals.	Trader Services, US Equities
GoNoGo Module - SPX.owb	Contains watchlists of main index members with signals for new GoNoGo trends, GoNoGo icons, and Squeeze.	Trader Services, US Equities, and the GoNoGo tool module

Note

* Soft requirement on Optuma Symbol Lists. Workbook can still open but will not have watchlists automatically linked. See here for more information on Optuma Symbol Lists

** Requires either Professional Services or Trader Services with full RRG Module