Pricing and Plans

Choose from Trader, Professional, or Enterprise packages and access up to 340+ tools and indicators

Optuma Trader

for the highly disciplined private trader

$ 1,545
  • 12 Months of Optuma Trader Services
  • 5 EOD Data Groups of Your Selection
  • Basic Support
  • Unlimited Charting *
  • Access to 24 Chart Styles
  • Access to Over 240 Unique Tools
  • No External Data Fields Available
  • No Bloomberg Integration
  • No Custom Market Breadth

Optuma Professional

for professional traders and analysts

$ 2,295
  • 12 Months of Professional Services
  • 10 EOD Data Groups of Your Selection
  • Professional Support
  • Unlimited Charting *
  • Access to 30 Chart Styles
  • Access to Over 250 Unique Tools
  • External Data Fields Available
  • No Bloomberg Integration
  • No Custom Market Breadth

Optuma Enterprise

for institutional traders and analysts

$ 3,750
  • 12 Months of Enterprise Services
  • 45+ EOD Data Groups of Your Selection
  • Premium Support
  • Unlimited Charting *
  • Access to 33 Chart Styles
  • Access to Over 260 Unique Tools
  • External Data Fields Available
  • Bloomberg Integration
  • Custom Market Breadth

* You receive limitless financial analysis. Optuma offers unlimited charts, tools, and indicators per page. You also get full access to securities’ historical data.

Feature List


For the disciplined private trader


for professional traders & analysts


for institutional traders & analysts

Basic Charts
Bar Chart
Candlestick Chart
Line Chart
Gann Swing Chart
Kagi chart
Point Swing Chart
Percent Swing Chart
Renko Chart
Notes Chart
Seasonality Chart
Sector Map
Spread Chart
Text Chart
Intermediate Charts
Point & Figure
Range Chart
Relative Comparison Chart
Historical Comparison Chart
Relative Rotation Graphs Lite
Relative Rotation Graphs Pro
Forex Relative Rotation Graphs
Script Chart
Column Chart
Scatter Plot
Bubble Chart
Size Chart
Watchtile Chart
Advanced Charts
Script Bar Chart
3D Chart
Regression Chart
Frequency Distribution Chart
Custom Sector Map
Curve Chart
Correlation Grid Chart
Pairs Grid Chart
Quantitative Features
Scanning Manager
Back Tester
Signal Tester
Trade Tester
Price Alerts
Technical Alerts
Time Alerts
Line Alerts
Optuma EOD Data
Intraday Local Imports
Connect to External Data Fields
EOD Local Imports
Custom Codes
Connect to 3rd Party Realtime Data Providers*
Custom Market Breadth
Bloomberg Integration
Export Watchlist Data to Excel
Customer Support
Basic Support
Professional Support
Premium Support
General Technical Features
Workbooks & Watchlists
Advanced Watchlist Features
Publishing Module
Custom Layouts
Basic Gann Tools
Advanced Graphical Interface
Customisable Toolbars
Build Your Own Tools
Build Your Own Scans and Backtests
Place & Manage Trades from Charts **
Training Mode & Trade Tracker
Multi-Monitor Support
Custom Timeframes
Multi-Touch Integration

View a complete list of all Optuma’s tools on our knowledge base. If you’re looking for a specific tool or feature and can’t find it, ask our support team.

= Included
= Not Included
= Optional Add-on
= Additional Fees May Apply
= Needs Interactive Brokers API connection.

1. The initial payment for the software licence includes 12 months of support, end of day data, updates and upgrades. The various service levels also include access to different modules. You will have 12 months of access to those also.

2. The on-going payment. After the initial 12 months, you can elect to pay monthly or annually. Annual payment will save you 10% or more. You will have access to support, end-of-day data, updates & upgrades, and service-level modules including support for 3rd party real-time data connections.

“I’m a Financial Advisor that manages money for individuals in addition to small business & corporate retirement plans. I came across Optuma during my studies for the CMT and decided to pull the trigger and purchase the software once I completed Level III. I am blown away by the functionality of the software. I can honestly say that Optuma software has made my job easier and more efficient. I am about a year into having Optuma, and I am still only scratching the surface on what is available within the program. I think that is one of the greatest things about the Optuma software; the possibilities seem endless, so as much as you want to push yourself in regards to learning and research, Optuma is there to support you from a software aspect.”

– Jeff Husak


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For monthly renewals and payment plans, we only accept credit cards. On annual renewals and the initial purchase of Optuma you can use either credit card, direct deposit or crypto. Accepted crypto : BUSD, USDCoin, USDT.

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When you purchase Optuma, you get a 12 month subscription including end-of-day data, all updates and upgrades, and the ability to connect to real-time data providers. After the initial 12 months, you can renew your subscription monthly or annually.

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We offer refunds depending on the situation. To learn more take a look at our terms and conditions.

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Yes, if the tool package is available in the store. There are no restrictions to purchasing additional tools regardless of subscription.
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Yes, you can choose not to renew at any time and retain access until the end of your subscription cycle. If you are using a payment plan, we have terms included in the payment plan agreement. 

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Yes, all packages receive support. Professional and Enterprise packages come with Premium Support.

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