Optuma
Technical analysis software for advisors and wealth managers, with charting, research and portfolio tools.
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01Pricing
| Plan | Monthly billing | Annual billing |
|---|---|---|
| ChartsPer user; 12-month minimum even when paying monthly | $165/mo | $150/mo billed yearly |
| ResearchPer user | $330/mo | $300/mo billed yearly |
| PortfolioPer user | $693/mo | $630/mo billed yearly |
Prices in USD as listed on the official pricing page, checked Oct 18, 2026. Taxes, exchange data fees and promotions may apply. Confirm on the vendor's site before you buy.
02Key facts
- Category
- Charting platforms
- Free tier
- No
- Trial
- Free trial after a demo
- Data delay
- Not stated
- Platforms
- Windows
- Last checked
- Oct 18, 2026
03What the key number measures
Charting software; indicators are calculated from your data feed.
04Price history
| Checked | Plans and prices |
|---|---|
| Oct 18, 2026 | Charts: $165/mo, $150/mo yearly · Research: $330/mo, $300/mo yearly · Portfolio: $693/mo, $630/mo yearly |
This is our first snapshot. We re-check the official pricing page regularly and add a row here whenever a price changes.
05Sources
Pricing page: https://www.optuma.com/price/
Official site: https://www.optuma.com/
Fetched Oct 18, 2026. A copy of the page text is kept in our records.