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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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!
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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.