Trial Introduction Videos

A Series of videos explaining how to get started with Optuma

Optuma is extremely powerful but can have a little bit of a learning curve as you get started. These videos will assist you in learning the basics of using Optuma, giving you a platform from which to build your own charts and analysis in Optuma.

icon drawing of man pointint at financial chart - gray

Welcome to Optuma

This video serves as a first look if this is your first time using Optuma. Topics that are covered include opening and navigating charts, the application of tools, the Actions and Properties menus, the Structure Panel, saving and opening workbooks, and more.

Intro to Layouts

Layouts are the quick and easy way to add flexibility and uncomplicated access to your charts and analysis. In this video, we take a look at how to create and apply different layouts, as well as how to set a layout as the default way to open a chart.

For additional information on the topics covered in this video, please refer to the resources below:

Knowledge Base articles

Intro to Scanning

The Scanning Manager allows you to use the Optuma Scripting Language to search for when your criteria have been met over any group of securities. In this video, we take a look at how to create and execute a scan.

For additional information on the topics covered in this video, please refer to the resources below:

Knowledge Base articles

You can find the scripts used in the video below:

				
					RSI(BARS=14) CrossesBelow 30
				
			

Intro to Watchlists

Watchlists are the hub from which you can center your analysis around. In this video, we take a closer look at Watchlists and how they help you manage all your analysis.

For additional information on the topics covered in this video, please refer to the resources below:

Optuma 101 course
Knowledge Base articles

You can find the scripts used in the video below:

				
					CLOSE() > MA()BARS=20, STYLE=Exponential)
				
			

Intro to Scripting

Scripting is what enables you to unlock the full potential and power of Optuma. This video will teach you the basics of how to write and apply scripts to your charts.

For additional information on the topics covered in this video, please refer to the resources below:

Scripting Courses
Scripting Forum
Knowledge Base articles

You can find the scripts used in the video below:

				
					CLOSE() CrossesAbove MA(BARS=50, CALC=Close, STYLE=Simple)
				
			
				
					v1 = CLOSE() CrossesAbove MA(BARS=50, CALC=Close, STYLE=Simple);
IF(v1==1,ATR(),0)

				
			
				
					CLOSE() - ATR()

				
			
				
					ATR(MULT=2.00)
				
			

Advanced Features

Optuma is built to be your sole solution no matter how advanced your needs are. Watch this video to see some of the advanced features available in Optuma.

				
					RSI() < 30
				
			

Optuma Tips and Tricks

A collection of Tips and Tricks to help you get more out of Optuma.

For additional information on the topics covered in this video, please refer to the resources below:

Colour Scheme
Custom Toolbar
Shortcut Settings
Training Mode & Trade Tracker
Using Optuma with the Cloud (Backups, Workbooks, and more)