Tool Comparison
Optuma vs StockCharts
- Paid from
- $810/yr, billed annually
- Free plan
- No
- Platforms
- Desktop
Best if
- You want stock comparison, ETF comparison, and quant.
- Paid from
- $19.95/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want alerts, calendar, and options.
Pick Optuma if
Optuma
From $810/yr, billed annually · Desktop
- You want stock comparison, ETF comparison, and quant.
Pick StockCharts if
StockCharts
Free • From $19.95/mo, billed monthly · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
- You want alerts, calendar, and options.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Optuma and StockCharts cover a lot of the same ground (4 shared categories, including data visualizations, screeners, and watchlist), so for the basics you won't go far wrong with either. Optuma includes stock comparison and ETF comparison, and StockCharts includes alerts and calendar.
What readers say
Optuma
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StockCharts
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Key differences at a glance
- Free plan
- StockCharts
- Mobile app
- StockCharts
- Desktop app
- Optuma
- Beginner friendly
- StockCharts
What Optuma does best
- 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.
What StockCharts does best
- Create SharpCharts, ACP charts, Point & Figure charts, Seasonality charts, Relative Rotation Graphs, PerfCharts, and saved layouts.
- Use ChartLists as watchlists or portfolios and import symbols from CSV.
- Run custom scans on daily, weekly, or monthly bars.
- Create price alerts and advanced alerts that can notify through email, SMS, and in-platform messages during market hours.
- Free U.S.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $810/yr, billed annually | Free • From $19.95/mo, billed monthly |
Free tier | No | Yes |
Free trial | 14 days | 30 days |
Plan limits | 6 limits: Optuma Trader: eod data groups: 5, Optuma Trader: chart styles: 24 +4 more | 14 limits: Basic: chart lists: 1, Basic: custom scans: 1 +12 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Bloomberg | Tradier Brokerage and OptionsPlay |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Pro Retail, Analysts +3 more | — |
Categories covered | 10 | 9 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | 5 signals: Latency: Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +3 more |
Data partners | RRG Research and Bloomberg | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 3 signals: Custom formulas, Universe builder +1 more |
| Try it | Visit Optuma | Visit StockCharts |
Standout features
The best features of Optuma and StockCharts.ShowHide
Standout features
What Optuma does best
- 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.
What StockCharts does best
- Create SharpCharts, ACP charts, Point & Figure charts, Seasonality charts, Relative Rotation Graphs, PerfCharts, and saved layouts.
- Use ChartLists as watchlists or portfolios and import symbols from CSV.
- Run custom scans on daily, weekly, or monthly bars.
- Create price alerts and advanced alerts that can notify through email, SMS, and in-platform messages during market hours.
- Free U.S.
All details
Every attribute we track for Optuma and StockCharts.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther | StocksETFsMutual FundsOptionsCommoditiesCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North AmericaEuropeAPAC |
Coverage details | Identifiers: Ticker | 4 countries7 exchangesIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min DelayedEnd of Day |
Data granularity | MinuteEOD | MinuteEOD |
Data partners | RRG ResearchBloomberg | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Bloomberg | Tradier BrokerageOptionsPlay |
Export formats | ImagePDF | CSVImage |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Custom formulasUniverse builderGreeks |
Vendor & support | Optuma Pty LtdCountry: AUSupport: Email and Forum | StockCharts.com, Inc.Country: USFounded 1999Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | — | Free |
| Entry paid plan | $810/yrBilled annually≈ $67.50/mo“Optuma Trader”eod data groups: 5 · chart styles: 24 | $19.95/moBilled monthly“Basic”chart lists: 1 · custom scans: 1 · +2 more |
| Tier 2 | $1350/yrBilled annually≈ $112.50/mo“Optuma Professional”eod data groups: 10 · chart styles: 30 | $29.95/moBilled monthly“Extra”chart lists: 250 · custom scans: 200 · +3 more |
| Top plan | $2592/yrBilled annually≈ $216/mo“Optuma Enterprise”eod data groups: 45+ · chart styles: 33 | $49.95/moBilled monthly“PRO”chart lists: 500 · custom scans: 500 · +3 more |
| Free trial | 14 days | 30 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Optuma and StockCharts?
Optuma leans toward data visualizations, stock comparison, and ETF comparison, while StockCharts puts more weight on screeners, data visualizations, and alerts. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Optuma or StockCharts free to use?
StockCharts has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with StockCharts and see how far it takes you before opening your wallet.
Which is better for beginners: Optuma or StockCharts?
StockCharts is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Optuma or StockCharts on my phone?
StockCharts lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Optuma or StockCharts?
It depends on what you're after. Pick Optuma if stock comparison and ETF comparison matter to you; go with StockCharts if you'd rather have alerts and calendar. And if you only need the basics both share, let price decide.
What asset classes do Optuma and StockCharts cover?
Both cover stocks, ETFs, mutual funds, and commodities. Optuma also handles currencies, futures, and other. StockCharts adds options on top.
Do Optuma and StockCharts offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Optuma and StockCharts?
StockCharts exports to CSV. Optuma is stingier about getting data out.
Which has a better stock screener: Optuma or StockCharts?
Both Optuma and StockCharts include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with Optuma or StockCharts?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.