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Rated 5 out of 5 stars

I used Optuma as my study guide for the CMT Level 3 exam. The material was thorough and the review questions were excellent! I credit it for helping to pass Level 3!

Company replied

Rated 5 out of 5 stars

I took the three CMT exams with the Optuma company and its team, and the experience was excellent. It helped me a lot. Additionally, I had the opportunity to try Optuma, and I realize how strong it is... See more

Company replied

Rated 4 out of 5 stars

I can thoroughly recommend Optuma. I find that the breadth of indicators especially Gann/Astro is phenomenal. The weekly blogs are very helpful. The ability to put your workbooks on Dropbox so they c... See more

Rated 5 out of 5 stars

Top of class investment software for professionals and novice investors alike! Optuma forms the core of all my investment decision making. Easy integration with excel, and a variety of file types... See more

Company details

  1. Software Company

Written by the company

Leading technical analysis software, CMT (Certified Market Technician) Prep Course Training, and data for traders of financial markets. Optuma empowers Traders, Analysts, and Portfolio Managers to discover unique market opportunities with powerful software and valuable technical analysis education. Save time, simplify your workflow, and see new opportunities in the market with Optuma.


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4.8

Excellent

TrustScore 5 out of 5

73 reviews

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Rated 5 out of 5 stars

Excellent CMT Exam Study Materials

I used Optuma as my study guide for the CMT Level 3 exam. The material was thorough and the review questions were excellent! I credit it for helping to pass Level 3!

1 December 2025
Unprompted review
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Reply from Optuma

Congratulations on passing CMT level III Stephen! It was a pleasure to help you along the way. Thank you for taking the time to let us know of your success.

Rated 5 out of 5 stars

I used the Optuma mock exams for my CMT…

I used the Optuma mock exams for my CMT Level III preparation and found them to be a helpful resource. Additionally, the Forum Q&A was useful for clarifying specific questions regarding the study materials and the mock exam structure.

1 November 2025
Unprompted review
Optuma logo

Reply from Optuma

Congratulations on passing the level III CMT exam Mohammed! Thank you for taking the time to let us know how helpful you found our practice exams and the forum. We wish you all the best.

Rated 5 out of 5 stars

A great partner!

I took the three CMT exams with the Optuma company and its team, and the experience was excellent. It helped me a lot. Additionally, I had the opportunity to try Optuma, and I realize how strong it is...I'm only beginning to see a small part of the total tools it has at its disposal. Thanks for the help on this journey!

5 February 2026
Unprompted review
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Reply from Optuma

Thank you Martin for taking the time to leave a terrific review for us. We are happy to hear you were successful with all 3 CMT exams, what an achievement! We are confident you will enjoy using Optuma, contact us anytime for help along the way.

Rated 5 out of 5 stars

The Learning Objective notes-- I just…

The Learning Objective notes-- I just wanted to say that this feature is truly powerful. This is really, really nice! It is EXTREMELY helpful. And I'll tell you why it's helpful. Volatility is the topic I am focusing on right now. I'm finding the learning objective notes to be particularly useful because there is much very useful and interesting detail in the chapter, but focus is key.

The notes are really solid compliment to the learning objectives themselves. It's one thing to revert to the learning objectives and to use them as a framework but to have the material presented as it is with the notes keeps you focused the way you need to be focused, when you are so busy. This is a great addition. This is TRULY helpful!!!!

2 November 2025
Unprompted review
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Reply from Optuma

Thank you for taking the time to share your experience with us James. I'll pass this on to the team, who will be happy to hear their hard work is making a difference! All the best with your exam, it sounds like you are putting in the effort to get a great result.

Rated 5 out of 5 stars

The Ultimate Share Trading Program

Optuma is the ultimate share trading program for technical analysis, especially for Gann traders. Take the time to view all of the excellent videos which have been provided for educational purposes. The customer service is exceptional.
Peter Anderson

4 August 2025
Unprompted review
Optuma logo

Reply from Optuma

Thank you Peter for taking the time to leave us a terrific review of Optuma. We especially like hearing that you've found value in the videos!

Rated 5 out of 5 stars

Optuma Makes the Complex Simple

Working recently with Darren Hawkins, Senior Software Specialist at Optuma, was a masterclass in collaborative problem-solving. Over the course of a week, we spent focused, productive hours combining sophisticated trading tools, fine-tuning performance criteria, integrating complex strategies, and developing advanced macro modules that seamlessly incorporated years of my custom indicators and trading methodologies. The result transformed my daily workflow—what once consumed hours now requires just a single click, a most valuable efficiency gain. This perfectly illustrates why I've remained a loyal Optuma client since 2017 - they make the complex simple.

21 May 2025
Unprompted review
Optuma logo

Reply from Optuma

Thank you Thomas for sharing your experience with Optuma and for your continued support over the years. We've passed your kind words on to Darren. He is passionate about helping everyone get the best out of Optuma, and it's great to hear together you were able to get terrific results.

Rated 5 out of 5 stars

CMT Level 3

Hi Mathew,

I wanted to take a moment to sincerely thank you for the incredible course and the clarity with which you presented the concepts. Your engaging approach made the study process enjoyable and informative, and I truly appreciate the effort put into making the material accessible and practical.

Although I wasn’t able to finish the exam and managed to answer about 92% of the questions, the experience has taught me that time management is absolutely essential for success. For future students preparing for the exam, I would strongly recommend focusing on the mock exams to build speed and familiarity, and paying close attention to the bonus section on how to approach essay questions, which I found to be the most valuable resource.

Thanks again for your dedication and support—without it, I wouldn’t have come this far. I’m looking forward to applying what I’ve learned.

Thank you again!
Weihao

4 February 2025
Unprompted review
Optuma logo

Reply from Optuma

Congratulations on passing your CMT exam Joshua, an achievement to be proud of! Thank you for taking the time to leave a review, your advice to future students is appreciated.

Rated 5 out of 5 stars

I strongly recommend the Optuma CMT prep course

The Optuma CMT prep course was critical for my success in passing the CMT exams. Candidates who are serious about learning the material and obtaining the CMT designation should strongly consider Optuma.

5 December 2024
Unprompted review
Optuma logo

Reply from Optuma

Congratulations on passing your exams Jeff! Thank you for taking the time to leave a recommendation. We wish you all the best.

Rated 5 out of 5 stars

CMT Level 3 course

I purchased the CMT Level 3 course from both Optuma and UWorld, and found Mr. Verdouw's videos and breakdown of the material very clear and easy to follow. His approach not only made complex concepts easier to understand but also provided a strong focus on practical applications. The course included sample exams, and the forum was a fantastic resource for clarifying any uncertainties. Typically, if I had a question about an exam item, others had already asked for clarification, making it a valuable learning tool. If not, it was easy to post my own question and receive a quick response.Thanks to this course, I felt thoroughly prepared for the exam and gained insights that have directly improved my trading approach.

1 June 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you Aaron for your insightful review. We appreciate you letting us know about your experience. Wishing you all the best with your CMT journey.

Rated 5 out of 5 stars

Optuma offering much more than just charts

I first discovered Optuma in 2013 when I enrolled in the CMT Association program. Since then, I have never stopped using it, whether as a student (applying for the CMT) or professionally.

I have noticed that the way the market is analyzed from a technical analysis perspective is changing rapidly. Although the general concepts remain the same, OPTUMA is a tool that showcases all this evolution and innovation in our modern, interconnected world.

In my opinion, OPTUMA is the most comprehensive and modern tool available in the market worldwide, as it preserves the core concepts of technical studies while presenting itself as the best quantitative solution for these studies. The way it allows users to program, write scripts, and model all traditional technical concepts is highly user-friendly and, most importantly, intuitive for frequent users.

It is a software that provides all the conditions for a technical analyst to truly become a portfolio manager, offering much more than just charts.

Optuma has exceptional service! Throughout all these years, there has never been a moment when my requests were not met through various means – email, blog, forum, and even, in some cases, by phone. It is truly a great customer service experience, demonstrating commitment to its clients. My work has become easier and faster, allowing me to focus exactly on what I need to do, as all the measurements, quantitative data, and specific market studies are handled by Optuma for me. Thank you very much.

Raphael Figueredo - RAFI.

31 October 2024
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Reply from Optuma

Thank you Raphael for your comprehensive review of Optuma. It's been a pleasure dealing with you over many years now, and we thank you for your continued support, it means a lot to us.

Rated 1 out of 5 stars

I wouldn't recommend this software to my enemy

I bought this software when they were called Market Analyst. I have spent well over $11,000 US Dollars on their software and daily end of day quotes over the past 12 years. I have the Gann Version. Well, here's the story. I'm getting up in years and decided to scale down my monthly costs and canceled my daily updates with Optuma. When my subscription ran out, all the data I paid for was wiped out from my data bank on my computer.
Seems Optuma CEO Matthew has a rule that when you stop their monthly payment service, they STICK IT TO THE CUSTOMER and claim the data is theirs, even if I paid for it. They are in Austrailia so It would cost a small fortune to sue this guy and his software company.
Now here's another twist. I can't get another data service to run through my program unless I re-subscribe to Optuma's updates. This borderlines on a SCAM! I wouldn't recommend this program to my worst enemy.

26 October 2024
Unprompted review
Optuma logo

Reply from Optuma

We're sorry that you feel this way Gene, it has been a pleasure working with you for the past decade. The data that is downloaded is in a proprietary format and our terms have always said that without a subscription, it can no longer be accessed. Our terms are agreed to when you install the software and they are on our website. We are not unique in this policy - while some do allow access to data after cancellation, many others don't. No matter what, I want to thank you for choosing us and I'm sorry that this misunderstanding has left you with such a poor experience at the end. I wish you all the best with what the future holds.

Rated 5 out of 5 stars

Tech Experts easily accessible and always resolve any issues

I have been using OptuMA for many years now and find their scripting capacity and knowledge base to be second to none. Whenever I am having technical difficulty I always get quick and easy resolution from one of the experts available online. I recently had a rare issue with templates I use every day, and found Matthew, one of the great tech experts, was able to quickly resolve my issue, when I thought I had exhausted all my options. Excellent service above and beyond.

8 October 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you Tonia for taking the time to let us know your experience with Optuma. Happy to hear Matthew found the solution for you. Thank you also for your support over the years.

Rated 5 out of 5 stars

Best charting software I've ever used

Best charting software I've ever used. Excellent customer service and information base.

25 September 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you Andrew for taking the time to leave a great review. We appreciate your support.

Rated 5 out of 5 stars

Material was easy to understand

Material was easy to understand, Mathew broke it down easily, and with his help, I was able to pass all three levels.

18 September 2024
Unprompted review
Optuma logo

Reply from Optuma

Congratulations on passing all three CMT exams Sebastian! Thank you for leaving a review, we are happy to hear of your experience.

Rated 5 out of 5 stars

I am preparing the CMT level III exam

I am preparing the CMT level III exam, and the Optuma course is amazing. My regret is that I did not use it to prepare the previous levels. I think it is a must, beides helping for getting approve the exam, it is another way to understand ideas, and concepts, and to have the help in the forum in which Mathew responds very quickly clearing any doubt.
The Optuma trading system is very good too to start using it and day by day searching its advantages and features.

9 September 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you for sharing your experience Sebastion. We wish you well with your CMT exam, all your hard work will be worth it!

Rated 5 out of 5 stars

CMT Exam Prep with Real-World Insights

I took Optuma's video courses for all three levels of the CMT exams, and I can't recommend them highly enough. These courses were essential in helping me pass each exam on the first try. Matthew's clear explanations of complex topics not only simplified the material but also provided real-world insights that enhanced my understanding beyond the textbooks. This knowledge proved invaluable not just for the exams, but also in refining my own trading and investing strategies. If I had to do it all over again, I’d take the same path without hesitation. The CMT journey was an incredible learning experience, and Matthew's courses were a key part of that.

7 September 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you Chris for taking the time to leave a review, we appreciate it. Also, congratulations on passing all 3 levels of the CMT exams first go - a terrific achievement!

Rated 5 out of 5 stars

Optuma app and team are both first rate

First, I've been very impressed by the power and versatility of the Optuma application. This is truly industrial strength markets analysis capability.

But what stands out even more is the Optuma team's nothing short of exemplary customer service. As I've moved through the Optuma learning curve I've made multiple help support requests. Their responsiveness is consistently very fast and effective. The person who recommended Optuma to me said their customer services was a particular strength, but they've exceeded those high expectations.

I strongly recommend Optuma to anyone who's ready to get truly serious about doing data driven trading.

1 September 2024
Unprompted review
Optuma logo

Reply from Optuma

We appreciate your generous review and taking the time to share your feedback. Our support team look forward to helping you out. Thank you Mick!

Rated 5 out of 5 stars

The best prep courses for CMT

Hi Mathew,

Many thanks for the great courses, they helped me prepare and pass levels 2 and 3 in December and June. I appreciate the amazing work, the way you explain complicated topics in an easy way, and the examples you provide from Optuma software that make the concepts more relatable and easier to view visualize and grasp.

To anyone who is preparing for the CMT exams, these prep courses are the best.

Thanks again for being so generous in sharing your knowledge and for all the great work and may you have continuous success year after year.

Best wishes
Yara

18 August 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you for your thoughtful words Yara. Also congratulations on passing Level 2 and 3 of the CMT exams. Your hard work paid off and it was a pleasure to help you along the way!

Rated 5 out of 5 stars

Exceptional Service

I recently got a new computer and wasn’t confident in finding and setting up the files and tools myself, so I asked Darren for remote assistance. He responded immediately and, in no time, had everything sorted out—my files and tools were perfectly organized and placed in the correct folders. This is the second time Darren has helped me, and I’m truly thankful from the bottom of my heart. His quick response and expertise have made a huge difference for me. I couldn’t recommend him more highly!

12 August 2024
Unprompted review
Optuma logo

Reply from Optuma

Thank you Catie! Darren is exceptional when it comes to helping people get set up with Optuma. We are happy to hear you're up and working now.

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