Optuma Desktop

What it is

Optuma is Windows desktop software for technical analysis, sold by a Brisbane company to CMT-track analysts, buy-side portfolio managers and private traders who have outgrown a browser. 240 to 260 tools and 24 to 33 chart styles depending on edition, Gann and astro modules, a scanning manager, a backtester, and a scripting language written to read like Excel formulas. It all runs locally against a database you download.

Optuma now sells two products: the browser-based Optuma Web App went live on 28 July 2026 on a separate per-seat price list. This card is the desktop platform.

Pricing

Three editions, each a 12-month subscription: Trader $810, Professional $1,350, Enterprise $2,592. The initial purchase covers twelve months; after that you renew monthly or annually.

Trader is the entry tier and its exclusions are real: no signal tester, no trade tester, no external data fields, no publishing module, no advanced watchlist features, no Excel export, and nine chart types missing, from the Forex RRG to the regression and curve charts - RRG Pro is a paid add-on there. Professional buys back the external data fields and the advanced watchlists but still stops short: the signal and trade testers, custom market breadth, Bloomberg, the publishing module, the Excel export and three more charts are Enterprise-only.

Tool modules are sold separately from the editions and any edition can buy any of them - Gann, astronomical, Hurst, Jenkins, market breadth, GoNoGo, the RRG Pro upgrade, the Signal Testing module. The 14-day trial needs a card for a $1 pre-authorisation and is not offered in every country; every purchase carries a 30-day money-back guarantee. Monthly renewals take a credit card only, while the initial purchase and annual renewals also accept a bank transfer or stablecoin.

Data & coverage

Optuma's end-of-day data spans 40-plus exchanges across the US, Canada, the UK, Europe, Asia, Australia and Latin America, plus forex, crypto, economic series and COT. You do not get all of it: an edition buys a fixed number of data groups - 5 on Trader, 10 on Professional, 45+ on Enterprise - and CBOE indices cost $25 a month on top.

Data groups are bought by market and some of them chain - US, Australian, Canadian, UK, Chinese, Japanese and Hong Kong fundamentals each require that market's equities group first - and the non-equity groups cover COT, breadth for five regions, FRED economic series, short interest and index constituent lists.

Nothing intraday is Optuma's. Real-time means wiring in IQFeed, Interactive Brokers, Oanda, Tradier, Global Datafeeds, Kraken or an MT4 broker and paying that vendor directly. The half-step is the Snapshot Data add-on, which updates end-of-day charts every 15 minutes while a market is open so the current bar builds during the session; it does not unlock 1, 5 or 60-minute charts and does not cover every exchange - US futures, for instance, stay end-of-day.

Integrations

Placing and managing trades from a chart requires an Interactive Brokers account with API access. There is no public API, no Python binding and no webhooks. Scripterbot, a beta bot on the knowledge base, answers Optuma scripting questions.

Data goes in more easily than it comes out. Every edition imports third-party history in Metastock, CSI or plain .csv form, end-of-day or intraday. External Data Fields - your own columns from a .csv, an Excel sheet or a Bloomberg Terminal, attached to symbols and usable in scans - start at Professional. In the other direction the only documented export is the Enterprise watchlist dump to Excel.

Limitations

• Windows only. The vendor's own FAQ points Mac users at Parallels.
• No real-time feed at any tier; budget for a third-party one.
• The initial purchase is a twelve-month term; monthly renewal only opens up after it.
• No options chains or greeks, no portfolio accounting, no tax reporting.
• Excel export, the publishing module, Bloomberg and both testers beyond the backtester are Enterprise-only.

Alternatives

TradingView is the cheaper browser answer for anyone who mainly wants charts; MotiveWave and Sierra Chart sit closer on depth and price. Optuma's own Web App is worth pricing up before you commit to the desktop; it is sold per seat and starts higher. The rest of the field is in charting platforms and screeners.