Optuma

Optuma is a technical analysis software platform founded in Australia, serving traders and analysts with advanced charting and market visualization tools.

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Provides desktop software for visualizing stock market data and building custom trading indicators.

Optuma is a technical analysis software platform founded in Australia, serving traders and analysts with advanced charting and market visualization tools. The company provides desktop-based solutions for private traders, professional analysts, and institutional clients, with a focus on customizable workflows and time-saving features. Optuma's software integrates fundamental data for equities across major markets including Australia, the US, Canada, London, China, Japan, and Hong Kong, though users must enable specific exchanges to access regional data.

The platform distinguishes itself with scripting capabilities that allow users to create custom indicators and formulas, referencing over 100 fundamental data fields like PE ratios, revenue growth, and dividend yields. Recent documentation updates as of May 2026 indicate ongoing development of ETF-specific analytics and expanded chart types like Relative Rotation Graphs. While the company does not disclose revenue or headcount, its Trustpilot profile shows 75 reviews, suggesting a mid-sized user base concentrated among active traders and boutique wealth managers.

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Who buys this

  • Retail day traders seeking advanced charting tools
  • Technical analysts at wealth management firms
  • Portfolio managers monitoring relative strength across sectors
  • Institutional trading desks requiring multi-asset visualization
  • CMT certification candidates studying market patterns

Strengths and what to watch

Strengths

  • Scripting engine supports custom formulas combining price, volume, and fundamental data fields
  • Broad fundamental data coverage across 7 equity markets with timestamped updates
  • Specialized chart types like Point & Figure and Renko not commonly available in retail platforms

Watch for

  • No mobile or web version mentioned in documentation, potentially limiting accessibility
  • Fundamental data requires manual exchange activation, creating onboarding friction
  • Recent leadership or funding changes not disclosed in public materials

Key Information

Founded
1996
Headquarters
Brisbane

Frequently Asked Questions

What is Optuma?

Optuma is desktop software for technical analysis, offering advanced charting and customizable trading indicators. Founded in Australia, it serves retail traders, analysts, and institutional clients with tools for visualizing market data and creating custom formulas using price, volume, and fundamental data.

What markets does Optuma cover?

Optuma provides fundamental data for equities across seven major markets, including Australia, the US, Canada, London, China, Japan, and Hong Kong. Users must manually activate specific exchanges to access regional data, ensuring tailored coverage for their trading needs.

Can Optuma create custom trading indicators?

Yes, Optuma’s scripting engine allows users to create custom indicators and formulas. It supports over 100 fundamental data fields, such as PE ratios and dividend yields, enabling traders to combine price, volume, and fundamental data for personalized analysis.

Who uses Optuma?

Optuma is used by retail day traders, technical analysts, portfolio managers, institutional trading desks, and CMT certification candidates. Its tools cater to professionals seeking advanced charting, multi-asset visualization, and custom workflows for market analysis.

What are Optuma’s strengths?

Optuma excels with its scripting engine for custom formulas, broad fundamental data coverage across seven equity markets, and specialized chart types like Point & Figure and Renko. These features make it a versatile tool for traders and analysts.

Does Optuma have any limitations?

Optuma lacks mobile or web versions, potentially limiting accessibility. Fundamental data requires manual exchange activation, which can create onboarding friction. Additionally, recent leadership or funding changes are not publicly disclosed, leaving some questions unanswered.

Sources

  1. www.optuma.com — Fundamental data coverage across 7 equity markets
  2. www.optuma.com — Custom scripting capabilities with 100+ functions
  3. www.optuma.com — Primary use cases for traders and analysts
  4. www.optuma.com — Documentation last updated May 2026 indicating active development