Optuma
Optuma is a Brisbane-based technical analysis and charting software platform founded in 1996, serving individual traders, analysts, and portfolio managers through tiered annual subscriptions spanning retail, professional, and enterprise segments.
- Company typePrivate
- Founded1996
- HeadquartersBrisbane, Australia
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Optuma does
Optuma is a financial and technical analysis software platform founded in 1996 and headquartered in Brisbane, Australia. The privately held company, led by founder and CEO Mathew Verdouw (CMT, CFTe), serves individual traders, investment analysts, and portfolio managers with charting, scanning, backtesting, optimization, and Monte Carlo simulation capabilities. The platform supports custom scripting, watchlists, and survivorship-bias-free historical data, and includes GannTrader — positioned as the only Gann-based analytical tool under continuous development since 1996, representing nearly three decades of accumulated proprietary intellectual property in a niche methodology.
The product integrates with incumbent market infrastructure including Bloomberg (Enterprise tier), Interactive Brokers, IQFeed, and OANDA, and maintains a long-standing technology partnership with RRG Ltd for Relative Rotation Graph capability. Recent product development has expanded coverage into new asset classes and datasets, including World Commodities Data (October 2023), Short Interest Data (March 2024), and ASX and S&P 500 Sector Workbooks (March 2025).
Optuma operates a self-service subscription SaaS business model with three annual pricing tiers — Trader at $810, Professional at $1,350, and Enterprise at $2,592 — supported by 11–50 employees and a distributed go-to-market reaching customers across the USA, UK, and Australia. The company also accepts cryptocurrency payment (BUSD, USDCoin, USDT) and participates in industry education via the CMT Association ecosystem.
Optuma firmographics
Firmographics- Name
- Optuma
- Legal name
- Optuma Pty Ltd
- Website
- https://optuma.com
- Company type
- Private
- Founded year
- 1996
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Optuma is a Brisbane-based technical analysis and charting software platform founded in 1996, serving individual traders, analysts, and portfolio managers through tiered annual subscriptions spanning retail, professional, and enterprise segments.
- Ownership category
- akta.pro rank
Optuma industry classification
Industry- Product category
- Financial Analysis Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Algorithmic Trading & Execution Platforms (FSAFANAN)
- akta.pro secondary industry
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)
Keywords
Where Optuma is headquartered
LocationHeadquarters
- HQ city
- Brisbane
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Optuma business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscriptions: Annual subscription model with three tiers (Trader, Professional, Enterprise) providing access to software, end-of-day data, updates, upgrades, and real-time data provider connections. Renewed annually or monthly.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Optuma Trader - for highly disciplined private traders at $810/year |
| Subscription | Annual | Optuma Professional - for professional traders and analysts at $1,350/year |
| Subscription | Annual | Optuma Enterprise - for institutional traders and analysts at $2,592/year |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels9 records
Optuma product offering
Product offeringCore offering
Optuma develops and sells a financial and technical analysis software platform used by traders, analysts, and portfolio managers for charting, watchlist management, quantitative strategy testing, and Gann-based market analysis. The core platform is offered in three annual subscription tiers (Trader, Professional, Enterprise) and is complemented by a proprietary scripting language, a Relative Rotation Graphs (RRG) tool, an extensive library of add-on technical indicators, paid consultation services, and training courses.
Product overview
Optuma is a unified financial analysis platform comprising the Optuma Software core product available in three subscription tiers (Trader, Professional, Enterprise at $810/$1,350/$2,592/year). The platform integrates key modules including Watchlists (personalized dashboard), Relative Rotation Graphs (RRG) for visualization, Quantitative Analysis Tools (Signal Tester, Trade Tester, Back Tester, Monte Carlo), GannTrader for specialized Gann analysis, and an extensive library of 340+ technical tools. Key features include Scanning Manager for automated market scanning, a proprietary scripting language, comprehensive alert system, and Publishing Module for professional report generation. Additional add-ons include Pascal Programming for custom tool development, GoNoGo trend tools, and various specialized indicator packages. The ecosystem is complemented by consultation services (Software, Strategy, Scripting, Enterprise) and educational resources including CMT exam preparation courses.
Differentiator
Problem solved
Functional benefit
Brands
- GannTrader: The only Gann-based software under continual development since 1996, featuring advanced Gann indicators, charts including Square of Nine, Hexagon, and Square of 4, and over 300 Gann tools and indicators.
Products and services
- Optuma Software (Core Platform) Advanced financial and technical analysis software platform providing charting, technical indicators, watchlists, scanning, backtesting, alerts, and scripting capabilities for traders, analysts, and portfolio managers.
- Optuma GannTrader Gann-based technical analysis software under continual development since 1996, featuring Square of Nine, Hexagon Charts, Square of Four, Wheel of 24, Swing Charts, and over 300 Gann tools and indicators. Targets traders and analysts who use W.D. Gann's analysis techniques.
- Optuma Tools Add-ons Extensive library of 340+ optional tools and indicators available for individual purchase, including specialized tools from Barros, Beck, Berg, Brown, Ehlers, Guppy, Hurst, Jenkins, and others. Sold separately from the core Optuma platform.
- Consultation Services Paid hourly consulting services covering Software Consultation ($100/hr), Technology Consultation ($100/hr), Strategy Consultation ($150/hr), Scripting Consultation ($150/hr), and Enterprise Consultation ($200/hr) for setup, quantitative analysis, scripting, and large-scale implementations.
- Training and Education Educational offerings on the Optuma Learn platform including CMT exam preparation courses, Optuma software mastery courses, and partner courses for expanding analytical knowledge and skills.
Quantifiable outcome
- Lightning-Fast Results – The speedy performance of the Optuma Quant platform means you can run multiple tests quickly and gauge the results. Waiting hours for computations to complete is a thing of the past with Optuma.
- +1 more outcomes
Companies that use Optuma
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
Optuma technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration18 records
AI capability4 records
Feature6 records
Optuma partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- RRG LtdcoreOptuma and RRG Ltd have worked together for over 10 years to build the most comprehensive implementation of RRG charts. Through this partnership, new RRG features have created untapped avenues of relative strength analysis, such as the FX RRG chart.
- BloombergcoreBloomberg integration available exclusively on Optuma Enterprise plan, allowing users to connect to Bloomberg data and functionality.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Optuma competitors and assessment
Company assessmentDirect peers
- TradingView: Largest retail/pro charting and technical-analysis platform with social community and PLG funnel. Directly competes with Optuma for individual traders and professional analysts via multi-tier subscriptions.
- MetaStock: Long-standing technical analysis and backtesting software targeting retail and professional traders. Closely overlaps Optuma in charting, signal testing, and EOD/real-time data subscription model.
- TC2000 (Worden Brothers): Charting and technical analysis platform with subscription tiers serving active retail traders. Comparable to Optuma on multi-chart workflows, watchlists, and scanning features.
- ProRealTime: European-based charting and backtesting platform offering premium subscription tiers with similar feature scope to Optuma (charting, scanning, backtesting) for active traders.
- MultiCharts: Professional charting, backtesting, and broker-integrated trading platform. Overlaps directly with Optuma's quantitative analysis suite (Signal Tester, Trade Tester, Back Tester) and multi-broker data integrations.
- StockCharts.com: Subscription-based technical analysis and charting service with tiered pricing for retail and professional users. Comparable in chart-style depth and indicator library positioning.
Broad incumbents
- eSignal (Interactive Data/ICE): Established institutional charting and real-time market data terminal from ICE. Competes for professional and enterprise analyst customers seeking broader data and execution bundles.
- Bloomberg Terminal: Enterprise-grade financial data, analytics, and charting platform. Optuma positions its Enterprise tier as a Bloomberg-adjacent workflow tool; compete for the same enterprise analyst wallets.
- thinkorswim (Charles Schwab): Brokerage-embedded charting and technical analysis platform with deep feature set. Competes indirectly by bundling professional-grade charting at no incremental cost inside a brokerage account.
Emerging players
- NinjaTrader: Futures-focused charting, backtesting, and broker-integrated trading platform. Overlaps with Optuma's quantitative and charting features for the active trader segment, particularly in futures.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Optuma social profiles
Digital presenceOptuma financial estimates
Financial estimateRevenue estimate
Valuation estimate
Optuma leadership team
Management profileNumber of profiles
Profiles1 record
Optuma funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Optuma M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Optuma
What does Optuma do?
Optuma develops and sells a financial and technical analysis software platform used by traders, analysts, and portfolio managers for charting, watchlist management, quantitative strategy testing, and Gann-based market analysis. The core platform is offered in three annual subscription tiers (Trader, Professional, Enterprise) and is complemented by a proprietary scripting language, a Relative Rotation Graphs (RRG) tool, an extensive library of add-on technical indicators, paid consultation services, and training courses.
Is Optuma a public or private company?
Optuma is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Optuma founded?
Optuma was founded in 1996. It employs 11 to 50 people.
Where is Optuma based?
Optuma is headquartered in Brisbane, Australia, in the Oceania region.
How does Optuma make money?
One revenue line is on record: software Subscriptions.
Who are Optuma's main competitors?
Direct peers on record are TradingView, MetaStock, TC2000 (Worden Brothers), ProRealTime, MultiCharts and StockCharts.com. Broad incumbents are eSignal (Interactive Data/ICE), Bloomberg Terminal and thinkorswim (Charles Schwab). NinjaTrader is listed as an emerging player.
Does Optuma have an API?
No public API is recorded for Optuma.
What industry is Optuma in?
Optuma's product category is Financial Analysis Software. Its primary akta.pro industry code is FSAFANAN, Algorithmic Trading & Execution Platforms, with a secondary code of FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms. Its NAICS code is 5132 and its SIC code is 7372.