UPDATED: ASX and S&P500 Sector workbooks
Optuma clients can download and open their own copy of the sector workbooks for the ASX and S&P500, which includes lists of the companies within each sector.
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How to Calculate Quarterly Performance in Optuma Watchlists
Learn how to create watchlist columns to calculate quarterly performance statistics, and download a workbook example.
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Download Optuma Watchlists for US & European Index Constituents
Optuma clients can download and open constituent watchlists for a number of US and European indices.
Read moreSetting Up a Dashboard
In this video, Mathew Verdouw, CMT, CFTe, the founder of Optuma, demonstrates how you can quickly and easily setup a powerful Dashboard of a group of securities.
The best thing about Optuma is that it is a blank canvas that is super flexible. This session will show you how you can quickly take that blank canvas and create your own financial dashboard with everything that is important to you.
Using Page Layouts
Learn how to create Page Layouts to easily apply your favourite tool and chart settings.
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