VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Optuma checked September 5, 2026 · TradeLog checked August 23, 2026
Tool Comparison
Optuma vs TradeLog
Pick Optuma if
Optuma
From $810/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want stock comparison, ETF comparison, and screeners.
Pick TradeLog if
TradeLog
From $219/yr · Desktop
- You want the cheaper way in: plans start at $18.25/mo instead of $67.5/mo
- You want tax lots / lot optimization, wash sale detection, and downloadable tax reports.
- You trade often and need tooling built for speed
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Optuma and TradeLog cover a lot of the same ground (2 shared categories, data visualizations and portfolio), so for the basics you won't go far wrong with either. Optuma simply does more: 10 categories to TradeLog's 6, including stock comparison, ETF comparison, and screeners. TradeLog counters by starting cheaper at $18.25/mo.
What readers say
Optuma
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TradeLog
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Key differences at a glance
- Cheaper paid plan
- TradeLog$18.25/mo vs $67.5/mo
- Broader coverage
- Optuma10 vs 6 categories
- Real-time data
- Optuma
- Broker sync
- TradeLog
- Global coverage
- Optuma
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | From $810/yr | From $219/yr |
Free tier | No | No |
Free trial | 14 days | 30 days |
Plan limits | — | 12 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +10 more |
| Platforms & access | ||
Web app | No | No |
Desktop app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Bloomberg | Supported broker file imports, BrokerConnect for selected brokers +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Pro Retail, Analysts +3 more | Retail Traders, Pro Retail +2 more |
Categories covered | 10 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | — |
Data partners | RRG Research and Bloomberg | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 4 signals: Broker sync, Tax lots +2 more |
| Try it | Visit Optuma | Visit TradeLog |
Where each one shines
What Optuma and TradeLog each do best.ShowHide
Where each one shines
What Optuma and TradeLog each do best.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 TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for Optuma and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Optuma and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | North America |
Coverage details | Identifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | MinuteEOD | Not specified |
Data partners | RRG ResearchBloomberg | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Bloomberg | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActOther tax software through exported reports |
Export formats | ImagePDF | PDF |
| Plans & trust | ||
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Broker syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | Optuma Pty LtdCountry: AUSupport: Email and Forum | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Entry paid plan | $810/yr≈ $67.50/mo“Trader Services — annual renewal” | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 · +1 more |
| Tier 2 | $75/mo“Trader Services — monthly renewal” | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 · +1 more |
| Top plan | $995/yr“Trader Services — first 12 months” | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 · +1 more |
| Free trial | 14 days | 30 days |
Questions we keep getting
What's the difference between Optuma and TradeLog?
Optuma leans toward data visualizations, stock comparison, and ETF comparison, while TradeLog puts more weight on portfolio, data visualizations, and tax lots / lot optimization. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do Optuma and TradeLog cost?
Neither has a free plan, but both offer a free trial. Compare the paid tiers against your required data coverage before committing.
Should I choose Optuma or TradeLog?
It depends on what you're after. Pick Optuma if stock comparison and ETF comparison matter to you; go with TradeLog if you'd rather have tax lots / lot optimization and wash sale detection. And if you only need the basics both share, let price decide.
What asset classes do Optuma and TradeLog cover?
Both cover stocks, ETFs, mutual funds, and currencies. Optuma also handles commodities and other. TradeLog adds bonds and options on top.
Does Optuma or TradeLog have real-time data?
Optuma offers real-time data, which matters if you trade actively. TradeLog runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Which covers international markets: Optuma or TradeLog?
Optuma has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. TradeLog is more region-specific, mainly North America.
Can Optuma or TradeLog connect to my broker?
TradeLog syncs with brokers automatically. With Optuma, you're entering holdings by hand or importing files.
Is Optuma or TradeLog better for day trading?
TradeLog is the one positioned more for active traders. Optuma is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Optuma or TradeLog?
Optuma has a stock screener for surfacing ideas; TradeLog doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Optuma or TradeLog?
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.