VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Optuma Review, Pricing, and Features
Optuma
Optuma Desktop offers a full professional Relative Rotation Graph workflow with custom universes, history, comparisons, scans, scripting, and intraday support on higher tiers. It is powerful and expensive, and its current desktop product requires Windows.
Best for
- Professional technical analysts who need customizable RRGs, custom universes, long histories, and advanced chart controls.
- Quants and investment teams that need RRG-based scripts, scans, tests, intraday analysis, or Bloomberg-fed workflows.
Watch out
- Trader Services costs USD995 for the first 12 months before its monthly or annual renewal fee; market-data costs can be extra.
- The documented RRG product is Windows software. Mac users need to run Windows in a virtual machine.
Community votes (overall)
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Pricing
From $810/yr · 14-day trial · 2 plans
Trader Services — first 12 months
Includes RRG Lite and five Optuma end-of-day data groups.
Trader Services — renewal
Key features
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
- The current Desktop product runs on Windows; Mac users need a Windows virtual machine such as Parallels.
- The 14-day trial requires a card and a USD1 identity preauthorization but does not auto-enroll the user in a paid subscription.
Data partners
https://relativerotationgraphs.com/partners/optuma/
https://www.bloomberg.com/professional/
FAQ
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?
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?
You can use Optuma on Desktop. Integrations include Bloomberg.
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.
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