Trial Introduction Videos

A series of videos explaining how to get started with Optuma.

Optuma is extremely powerful but can have a little bit of a learning curve as you get started. These videos will assist you in learning the basics of using Optuma, giving you a platform from which to build your own charts and analysis in Optuma.

Webinars
Webinars

Optuma is extremely powerful but can have a little bit of a learning curve as you get started. These videos will assist you in learning the basics of using Optuma, giving you a platform from which to build your own charts and analysis in Optuma.

Welcome to Optuma

This video serves as a first look if this is your first time using Optuma. Topics that are covered include opening and navigating charts, the application of tools, the Actions and Properties menus, the Structure Panel, saving and opening workbooks, and more.

Intro to Layouts

Layouts are the quick and easy way to add flexibility and uncomplicated access to your charts and analysis. In this video, we take a look at how to create and apply different layouts, as well as how to set a layout as the default way to open a chart.

For additional information on the topics covered in this video, please refer to the resources below:

Knowledge Base articles

Intro to Scanning

The Scanning Manager allows you to use the Optuma Scripting Language to search for when your criteria have been met over any group of securities. In this video, we take a look at how to create and execute a scan.

For additional information on the topics covered in this video, please refer to the resources below:

Knowledge Base articles

You can find the scripts used in the video below:

Intro to Scripting

Scripting is what enables you to unlock the full potential and power of Optuma. This video will teach you the basics of how to write and apply scripts to your charts.

For additional information on the topics covered in this video, please refer to the resources below:

Scripting Courses
Scripting Forum
Knowledge Base articles

You can find the scripts used in the video below:

Intro to Alerts

Optuma gives you the ability to passively keep track of different conditions and criteria through the use of alerts. In this video, we cover the four different alerts that you can create in Optuma.

For additional information on the topics covered in this video, please refer to the resources below:

Knowledge Base articles

Intro to Watchlists

Watchlists are the hub from which you can center your analysis around. In this video, we take a closer look at Watchlists and how they help you manage all your analysis.

For additional information on the topics covered in this video, please refer to the resources below:

Optuma 101 course
Knowledge Base articles

You can find the scripts used in the video below:

Intro to RRGs

Relative Rotation Graphs (RRGs) are an incredible way to compare multiple securities on the one chart and compare their strength relative to a benchmark. In this video, we look more at how to apply and use the RRGs in Optuma.

For additional information on the topics covered in this video, please refer to the resources below:

Webinar
Blog Posts
Research Papers
Knowledge Base Article

You can find the scripts used in the video below:

Creating a Dashboard

In this video, we take a number of the concepts we have already looked at and put them all together into a dashboard. Topics covered include tiling charts, chart grouping,

For additional information on the topics covered in this video, please refer to the resources below:

Watchlist Grouping
Tiling Charts
Chart Grouping

You can find the scripts used in the video below:

Optex Bands

Optex Bands are a powerful way to identify mean-reverting opportunities. In this video, we look at how they are developed, what they are telling us, and how we can scan the market for these opportunities.

For additional information on the topics covered in this video, please refer to the resources below:

Webinar
Blog Posts
Knowledge Base articles

You can find the scripts used in the video below:

 

Quantitative Testing

Signal Testing and Back Testing are two important tools for Analysts who want to quantitatively test their ideas. In this video, we do a “quick” introduction to Optuma’s testing tools.

For additional information on the topics covered in this video, please refer to the resources below:

Quantitative Strategies Webinar
Advanced Quantitative Testing Course
Signal Testing Webinars
Knowledge Base articles – Back Tester
Knowledge Base articles – Signal and Trade Tester

You can find the scripts used in the video below:

Data Options

In this video, we look at a number of data options available in Optuma.

For additional information on the topics covered in this video, please refer to the resources below:

End of Day Data Selections
Real-Time Data Providers
Symbol Search
FRED Data
Quandl Data
Knowledge Base articles

Consultations

In this video, we take a quick look at how you can request a consult with one of our Optuma specialists.

For additional information on the topics covered in this video, please refer to the resources below:

Consultation Information
Remote Access using Zoom

Optuma Tips and Tricks

A collection of Tips and Tricks to help you get more out of Optuma.

For additional information on the topics covered in this video, please refer to the resources below:

Colour Scheme
Custom Toolbar
Shortcut Settings
Training Mode & Trade Tracker
Using Optuma with the Cloud (Backups, Workbooks, and more)

Thank You for Trialing

A final message for those trialing Optuma.

Optuma Blog

Have you signed up to the Optuma Blog? Every week we have articles on different topics, from Market Commentary to Technical Analysis explanations to Optuma tips and tricks. Sign up for our Weekly Digest so you continue to receive this valuable information.

Have you used Optuma?

If you would like to try Optuma for yourself, you can request a demo at the link below. We want to talk to you before we activate the demo to make sure that Optuma is a good fit for you. Our goal is to work with you on a solution that makes sense and gives you the answers you need.

Optuma for Enterprises

Optuma can be used in conjunction with an Optuma Server to provide internal clients a mix of public market data and private derived data. For more information click the Optuma Enterprise button below.

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