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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ASX and S&P500 Sector Workbooks
Optuma clients can download and open workbooks for the ASX and S&P500 sectors, which includes the current list of the companies within each sector, along with example charts and watchlists.
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Important Changes to the US Sector Classifications
Things you should know about the upcoming changes to the US sectors on September 21st
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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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