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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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 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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