Optuma Trader
$810/yrBilled annuallyFor desktop technical charting
- RRG Lite and desktop charting.
- Five end-of-day data groups.
- 12 months of Trader Services.
VOL. XCIV, NO. 247
Checking
Optuma Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Optuma provides professional desktop charting with Relative Rotation Graphs for custom universes and portfolios. Choose benchmarks, adjust history and tails, or add scans, scripts, and quantitative tests on higher service levels. Included end-of-day data groups vary by tier, with live or intraday needs potentially adding provider costs. The documented desktop workflow requires Windows, including a Windows virtual machine for Mac users.
Verdict
Worth it if you need a professional Windows desktop rotation-graph workflow.
- Technical analysis: build custom Relative Rotation Graphs
- Portfolio research: compare holdings against chosen benchmarks
- Advanced work: add eligible scripts and scans
Skip it if you want low-cost browser charts or cannot run Windows.
- Operating system: Windows required for the documented desktop product
- Cost: paid annual services and extra live data can be substantial
- Tier gating: intraday and advanced RRG tools require higher access
Desktop · How this site is funded
Pricing
Prices checkedBilled annually3 plans
Optuma Professional
$1350/yrBilled annuallyFor professional charts and tests
- Full RRG and external data fields.
- Ten end-of-day data groups.
- 12 months of Professional Services.
Optuma Enterprise
$2592/yrBilled annuallyFor institutional charting workflows
- Bloomberg integration and custom market breadth.
- More than 45 end-of-day data groups.
- 12 months of Enterprise Services.
Key features
Custom rotation graphs
Plot securities, indexes, lists, and portfolios.
Benchmark choices
Compare assets against selected or weighted indexes.
History controls
Adjust RRG tails and timeframes.
Included end-of-day data
Use market groups included with the chosen service level.
Higher-tier scans and scripts
Professional tools add scanning, scripting, and quantitative tests.
FAQ
Is Optuma free?
Is Optuma free?
No. Optuma does not offer a free plan. Expect subscription pricing when you onboard. Check the vendor site for the most recent offers. A 14-day free trial is available on select plans.
Who is Optuma best for?
Who is Optuma best for?
Optuma is built for Pro Retail, Analysts, Quants/Developers, Asset Managers, and Hedge Funds. It suits intermediate and advanced users.
What platforms and connections does Optuma support?
What platforms and connections does Optuma support?
You can use Optuma on Desktop. Integrations include Bloomberg.
Which markets does Optuma cover?
Which markets does Optuma cover?
Optuma covers North America, Europe, APAC, LatAm, Middle East, and Africa. It tracks Stocks, ETFs, Mutual Funds, Currencies, Commodities, Futures + 2 more. Identifiers include Ticker.
Tool details
Highlights
- Free trial
- Domain rating40: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.
Domain Rating by Ahrefs
Asset types
- Stocks
- ETFs
- Mutual Funds
- Currencies
- Commodities
- Futures
- Cryptos
- Other
Granularity & latency
- Minute
- EOD
- Real-time
- End of Day
Target audience
Coverage regions
Data partners
Alternatives
If Optuma is not the right fit, these substitutes come closest.
Comparisons
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.