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
- 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
- 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
- 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
Trader
For the disciplined private trader
Professional
for professional traders & analysts
Enterprise
for institutional traders & analysts
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.
OPTUMA PRICING IS MADE UP OF TWO PARTS:
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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