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
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
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Sector Map
Spread Chart
Text Chart
Intermediate Charts
Point & Figure Chart
Range Chart
Relative Comparison Chart
Historical Comparison Chart
Relative Rotation Graphs
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Forex Relative Rotation Graphs
Script Chart
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Column Chart
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Scatter Plot
Bubble Chart
Size Chart
Watch Tile 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
Alerts
Price Alerts
Technical Alerts
Time Alerts
Line Alerts
Data
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
Support
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.
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Included
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Not Included
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= Included With Subscription
*
=Aditional Fees May Apply
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=Needs Interactive Brokers API connection.
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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