Professional Webinars

Showing how you can use Optuma to get better results

These webinars are designed to show how you can use Optuma to get the answers you need. Our aim is to keep them short and practical, yet loaded with useful information.


These webinars are designed to show how you can use Optuma to get the answers you need. Our aim is to keep them short and practical, yet loaded with useful information.

Webinar Notifications

Sign up to the Optuma Blog at to be notified of new webinars being made available.

Quantitative Strategies for Technical Analysts

All too often a Technician’s first foray into being quantitative is performing a back test. Statistically, this is one of the worst places to start a quantitative process. A back test that is performed too early is based on many false assumptions and compounds many errors into the process. The result is that the back test returns are rarely repeatable in real life. In this presentation, Mathew will be explaining what these errors are, how we can avoid them (regardless of what tools you use), and reveal a new Monte Carlo method he developed which allows us to review a valid p-score for our models no matter if they are long term trend following or short term mean reversion strategies. Mathew will go on to explain how as Technicians there is a process that we can follow to rigorously test quantitative ideas.

For any Analyst who wants to research new ideas, or be able to present ideas that can stand up to rigorous quantitative scrutiny, this presentation will help you to see that not only is a quantitative approach is achievable, but as Technical Analysts, we are in the best position to drive advanced quantitative models.

Backtester Update 1.2

In this video we take a look at the new Back Tester in Optuma 1.2. Being able to test our ideas is critically important and this new tester fixes previous issues with the Market Analyst/Optuma Back Tester and also adds a lot of standard metrics that have been missing.

Reviewing Optuma end of day data

Over the years we have added many different data sets to Optuma (with more coming). In this sessions Darren Hawkins, MSTA, will go over some of the data that is available to Optuma clients. Including Fundamentals, COT data and FRED data.

Gann Swings – The ultimate trend detector

Way back in the 1900’s, WD Gann called his swing chart rules his “Master Trend Detector”. In this webinar we are going to have a deep dive into the the theory of Gann Swings and how we can use them in Optuma. 

Advanced Statistical Analysis

Optuma 64bit introduces two advanced statistical charts, Regression Analysis and Frequency Distribution Charts. Both of these are designed to help us determine the range of expected returns, how they may be correlated to dependent variables and what our realistic expectations should be. In this session we will be examining these charts and having a look at the theory behind them.

Using Quandl with Optuma

Quandl is a great resource for all sorts of financial data. In this session, Darren Hawkins, MSTA, takes us through how we can interface to Quandl and access an extensive universe of data.

Publishing with Optuma – Part 2

In this second session on publishing we will be taking a detailed look at how Optuma can work with Word and PowerPoint to create a custom reporting solution.

Publishing with Optuma – 4 Part Series

For professional analysts, the ability to communicate their analysis to Portfolio Managers and clients is critical. In this four-part webinar series, we will look at the ways that you can use Optuma to communicate via PDF, Word, Powerpoint, and even the Optuma reporting site.

What’s New in Optuma

We are taking a different path this week as we explore some of the new features of Optuma. We are always working on new tools, features and time-saving ideas. 

Optex Bands

In this webinar we take a look at the revolutionary Optex Bands tools that are included in Optuma. This is one of the most powerful mean reversion techniques available. We explain how it is constructed and show some examples of how it is used.

Signal Testing – 3 Part Series

So much of the research work we are doing at Optuma centres on the Signal Tester. In this 3-part series, Mathew Verdouw, CMT, CFTe takes you through the process of coming up with an idea, how to code it, and how to create a full Quantitative test. We then look at how we can use the Signal Tester to build better strategies and the effects of Profits and Targets. We then finish the series off by combining multiple strategies with practical examples testing VBSR, RRG Headings, and the January Barometer.


Volatility-Based Trading

In this session we are joined by Kirk Northington, CMT, the man who wrote the book on Volatility-Based Technical Analysis. The module that Kirk and Carson Dahlberg, CMT put together is one of the most amazing toolkits we have seen. Kirk explains why Volatility is so important for every trader and portfolio manager to consider, and the journey he took from control systems design to building the VBSR tools.


In this webinar on Relative Rotation Graphs® (RRGs), we focus on two main areas:

  1. How we can monitor a portfolio using RRGs.
  2. How to perform RRG-based Stock Selection.

We also briefly explain the theory behind RRGs and what do to when you are working with multiple Asset Classes.

Setting up a Dashboard

In this video, Mathew Verdouw, CMT, CFTe, the founder of Optuma, demonstrates how you can quickly and easily set up a powerful Dashboard of a group of securities.

One of the best things about Optuma is that it’s a blank canvas that’s super flexible. This session shows how you can quickly take that blank canvas and create your own financial dashboard with everything that’s important to you. 

Optuma Blog

Have you signed up to the Optuma Blog? Every week we have articles on different topics, from Market Commentary to Technical Analysis explanations to Optuma tips and tricks. Sign up for our Weekly Digest so you continue to receive this valuable information.

Have you used Optuma?

If you would like to try Optuma for yourself, you can request a demo at the link below. We want to talk to you before we activate the demo to make sure that Optuma is a good fit for you. Our goal is to work with you on a solution that makes sense and gives you the answers you need.

Optuma for Enterprises

Optuma can be used in conjunction with an Optuma Server to provide internal clients a mix of public market data and private derived data. For more information click the Optuma Enterprise button below.

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