Optuma
by Optuma
Professional charting platform with institutional-grade technical analysis tools
Score
Score
Our verdict
Optuma is an institutional-grade charting platform with advanced technical analysis tools, market geometry, and custom scripting for professional analysts.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
Optuma provides professional technical analysis tools including Gann analysis, Elliott Wave, market geometry, and custom scripting. Used by institutional analysts and professional traders who need capabilities beyond TradingView. At $89/month (Essential) to $249/month (Professional), it's premium pricing for specialized needs.
How we tested
Days tested
14 days
Tasks evaluated
- ·Advanced analysis
- ·Scripting
Method
Compared against TradingView
Reviewer
CBAI Editorial Team
Plans & pricing
Charts
Great charts, data, and tools for viewing the market
- Fundamental and Price Data
- Built in AI
- Scanning
- Global Snapshot Data
- 500+ Charts and Indicators
- Market Regime Scorecards
- Portfolios (Beta): 1
- Flows Saved: 10 Saved Flows
- 35+ Chart Styles
- 500+ Technical Indicators and Tools
- Watchlists
- Alerts (Technical, Time, Price…)
- Stops
- Global Equity Coverage
- GICS
- Fundamental Data Points
- Crypto
- Customisable Dashboard
- Easily Share Boards and Access
- Research Publishing
- Custom Scripting
- AI-Assisted Scripting
- Primary & Backup Data Center
- Model Builder: not included
- Backtester: not included
- Signal Tester: not included
- Unlimited Portfolios (Beta): not included
- Portfolio & Client Reporting: not included
- Custodian Integration: not included
- Enterprise team/API features: not included
Research
Test ideas, build strategies, and share your research
- Everything in Charts
- Access to Model Builder
- Backtesting & Signal Testing
- Custom Breadth
- Factor Analysis & Data
- Build and Publish Research
- Portfolios (Beta): 4
- Flows Saved: Unlimited
- Unlimited Portfolios (Beta): not included
- Portfolio & Client Reporting: not included
- Custodian Integration: not included
Portfolio
Portfolios that can link straight to models you build
- Everything in Research
- Unlimited Portfolios (Beta)
- Portfolio & Client Reporting
- Link Portfolios to Models
- Custodian Integration
- Holding & Exposure Analysis
- Built in Alternative Asset Tracking
- Historic Portfolio Performance
- Phase Analysis Tools
- Analyst Rating System
- Portfolios (Beta): Unlimited
- Flows Saved: Unlimited
Enterprise
Teams needing charts, portfolios, and quant tools
- Everything in Portfolio
- Advanced AI for Quant Research
- Build Custom Benchmarking
- Shared Workspaces
- ESG Rules
- Internal Security Rankings
- API Access for Firm Portfolios & Security Lists
- Multiple Seats Included
- Integration into your firm's internal data
- SSO
- Self-Managed Database
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Optuma | TradingView | MetaStock |
|---|---|---|---|
| Institutional-grade analysis |
Is it right for you?
Good fit for
Professional analysts
Institutional-grade tools
Less suited for
Most traders
TradingView covers 90% of needs at lower cost
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Institutional analysis
- Advanced charting
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- Data providers
Details
Category
Price
- Charts $150/user/mo (annual pay) or $165/mo
- Research $300 or $330
- Portfolio $630 or $693
- Enterprise $5,000/mo (3 users). 12-month minimum commitment. Desktop editions also sold separately at https://www.optuma.com/desktop/price/ ($810–$2,592 for first 12 months).
Free version
Best for
- Advanced technical analysis
- Custom scans/alerts
- Specialized charting methods (e.g., Gann/P&F)
Frequently asked questions
Optuma
Finance & Trading
Ready to get started?
Visit the Optuma website to explore plans and pricing.
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