Optuma Installation

Thank you for your interest in Optuma. This page will take you through the process of:

  • Testing your system to ensure it meets our minimum requirements
  • Installing Optuma 

If you have any questions you would like to ask before installing Optuma please submit a support ticket and we’ll get back to you.

System Requirements

Before downloading the Optuma Setup file please ensure that your computer meets the system requirements.

Optuma may install and run on systems with specifications lower than those mentioned, however, we cannot guarantee the speed, or stability of all program functions. Support for systems not meeting the minimum system requirements may be limited.

  • CPU Intel i5 2.8 GHz or AMD equivalent
  • Memory (RAM) 4GB – more allows for bigger portfolios to be monitored.
  • Hard Drive Space 50MB – 10GB (Depending on exchange data used)
  • Windows Operating System Windows 8/10 (64bit). Apple users click here.
  • Video Card Nvidia Geforce (Series 8xxx or higher) ATi Radeon HD (Series 5xxx or higher). Minimum of 1GB of dedicated video memory.
  • Monitor LCD/CRT capable of displaying at 1280 x 1024(Wide screen LCD monitors are highly recommended)
  • Internet Connection Fixed Line or Wireless Broadband

Optuma System Requirements Test

If you are unsure of your system’s current specifications you can perform an automated check by downloading and running the Optuma Requirements Test program.

When using the System Requirements Test the following information will be collected about your hardware configuration.

To get more information about why a particular test may have failed or scored marginally simply click on the “Help” button at the end of the test.

Installation Steps

Step 1

First, login with the button below to get access to your download link. Once you have downloaded the Optuma Setup file, you can begin the installation.

Click on the download button below and save the Setup.exe file. Once downloaded (usually to the Downloads folder on your computer) double left-click on the file to begin the installation.

Step 2

In the window that opens, left click on the Next button.

Second Optuma install step - clicking next

Step 3

Read, and agree to the Terms & Conditions and click the Next button.

The 3rd step to install Optuma - agreeing to terms and conditions

Step 4

We recommend that Optuma be installed in the default Program Files location so click Next, but you can install in another location by clicking the Change button.

step 4 of installing optuma - selecting file location

Step 5

To save the data to the default location (recommended) click Next. To save elsewhere click the Change button.

Note: If you have Market Analyst 7/8 already installed on your system, Optuma will use the same data set by default and the installer will skip over step 5.

Step 5 of Optuma installation - saving location

Step 6

Select a Shortcut folder and select whether Optuma will be available to all accounts on this computer, or the current account only. Click the Next button to continue.

Step 6 of Optuma installation - saving shortcut folder

Step 7

Confirm the final details, and click the Next button to begin the installation process.

step 7 of installing Optuma - beginning install process

Step 8

The files required to run Optuma will begin installing on your computer. Once the installation process has completed, click the Finish button, and you will be taken back to your Desktop.

step 8 of installing Optuma- clicking finish


You can now open Optuma via the new Shortcut available on your Desktop.

Forgot Your Login Details?

To login into Optuma simply enter your Optuma username and password. If you have lost or forgotten your details you can request a new password at the Optuma splash screen.

How to reset Optuma password

Getting Started

Now that you have installed Optuma, click the button to be taken to the Introduction Video Series.