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 and example Page Layouts.
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Watchlist Layouts
Save your favourite watchlist columns as a layout so it can be easily applied to any other watchlist.
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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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How to create a Watchlist from an existing workbook
If you have an existing workbook with lots of page tabs and you wish to convert it in to a Watchlist without having to manually type the symbols watch this video!
Read moreChart Layouts
Layouts allow you to place tools and indicators onto a single chart, then apply them to all your charts automatically. The best part about layouts is they are smart enough to distinguish between tools like Moving Averages (which you’d want to see on all your charts) and tools like Trend Lines (which are only relevant to the security you applied them to). Any change made on one chart is automatically replicated across all charts using that layout.
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