THOMSON REUTERS EIKON - VERSION 4

FEATURED TRAINING

EQUITY VIEW

Learn the Essentials (4)

  • Getting Started with Thomson Reuters Eikon View description

    This module includes the following topics:

    • Eikon Quick Start (02:50)
    • About the Eikon Toolbar (01:59)
    • Explore the Eikon Menu (02:22)
    • Using the Search Box to Find Tools and Data (03:51) more
    • Managing your Workspace (03:13)
    • Linking Apps (01:00)
    • Get the Most out of Eikon Messenger (02:40)
    • Getting Help and Support (02:20)

  • Equities: The Essentials - (05:33) View description

    This video gives you a quick overview of essential tools and content in Thomson Reuters Eikon - version 4 for the Equities Market. Browse and search for information, add brand new Apps (and old favorites) to your workspaces, and take a sneak peek at Thomson Reuters Eikon - Microsoft Office.

  • Charting the Equities Market - (04:18) View description

    Thomson Reuters Eikon offers a wide array of powerful and innovative charting tools. In this video we’ll take a look at some of the highlights for equity workflows, including technical analysis, rebasing, economic indicators, fundamentals, estimates, total return, credit default swaps, more and more.

  • Navigating the Equities Market - (04:12) View description

    Thomson Reuters Eikon provides the equities community with a desktop that’s more intuitive to use than ever before. This video will focus on navigating from the Eikon Menu and the Search Box. We will also introduce some specialized search and navigation tools.

Market Monitoring (15)

  • The Equity Risk Premium (ERP) App - (02:39) View description

    The StarMine Equity Risk Premium Model estimates the long-term equity market excess return above a risk-free rate for major equity markets across the globe. Discover our new app which exposes the final and intermediate results, and allows you to analyze scenarios by overriding inputs.

  • The Index Movers (IMO) App - (02:03) View description

    The Index Movers app provides fundamental, reference, and real-time data for a specified market index in a customizable display. In this short video, discover how it can be used to highlight the stocks and sectors with the strongest impact on the index.

  • Introducing the News Discovery (NEWSD) App - (03:06) View description

    News Discovery offers a different insight of NewsWires, Global Press, and Reuters Top News through data visualization. It Provides streaming and historical news enhanced by charts, videos and tweets. Filter by story sentiment, by date and time as well as view news on the companies in your more portfolios.

  • Easily View And Subscribe To Reuters Newsletters - (01:10) View description

    Learn how to easily view and subscribe to Reuters Newsletters with the Eikon Newsletters App.

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  • Discover Watchlist Pulse - (02:20) View description

    In this video discover how Watchlist Pulse (PULSE) brings together Thomson Reuters proprietary content and analytics to make it easier for you to identify what will have an impact on your coverage list today. Total Running Time: 3:43

  • Monitor Economic Indicators - (03:50) View description

    The Economic Monitor (EM) offers comprehensive real-time economic coverage and lets you see what’s affecting the markets and impacting your trading. Discover how to access and use this app.

  • Getting Started with The Chart (CHT) App View description

    This module includes the following topics:

    • Create a Chart App (02:18)
    • Customizing a Chart App Quickly (03:03)
    • Add Analyses and Trendlines to a Chart (03:04)
    • Adding a Chart to your Favorites (01:27) more
    • Linking a Quote List with a Chart App (01:38)
    • Use Relative Performance Analysis (02:13)
    • Sharing Apps using Thomson Reuters Messenger (01:58)
    • Export Chart Data to Excel (01:33)
    • Customizing Chart Properties (03:34)

  • Exploring Chart Options in Eikon View description

    This module includes the following topics:

    • An overview of Chart Views in Thomson Reuters Eikon (1:00)
    • The Company Chart View (2:15)
    • Comparing Companies (2:00)
    • Charting Fundamental Data with Chart Builder (2:00) more
    • Using Chart Builder to Create an Analysis Chart (3:00)
    • Using Workflow Charts (4:11)
    • Accessing Charts from the App Library (1:30)
    • Using Eikon Answers to Create a Technical Analysis Chart (2:30)

  • View Economic Indicator Charts - (01:23) View description

    Power Tip: Learn how to graphically view historical economic data.

  • Using The Monitor (MON) App View description

    This modules includes the following topics:

    • Introduction (00:37)
    • Loading Lists in Monitor (01:34)
    • Column Formatting (01:11)
    • Classification of Portfolios and Lists (01:09) more
    • Preferences (00:57)
    • Adding Template Fields (00:59)
    • Universal Data Item Picker (UDIP) (00:50)
    • Sorting (00:40)
    • Column and Row Right Click Menus (00:40)
    • Column Wrapping (1:00)
    • Unlink Constituents (00:36)

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Idea Generation (6)

  • Working with the Screener View description

    This module includes the following topics:

    • Introduction to Screener
    • Using simple filters to create a screen
    • Applying Advanced Filters to a screen
    • Working with the Scatter Chart view more
    • Using Ownership Data in the Screener
    • Screener Quick Tips
    • Importing and Exporting
    • Working with templates

  • The Signal App - (03:33) View description

    The Signal App (SIGNAL) allows you to monitor in real-time a universe of securities against a set of technical criteria, and be alerted when any of the conditions are met. Select from a list of over 150 predefined signals or create your own using the Custom Signal Editor. Watch this short more video to find out how.

  • The Technical Analysis Chart App - (02:56) View description

    The Technical Analysis Chart App allows you to apply various analyses to the instruments you monitor with intuitive collaboration tools. Discover how to access and use this powerful charting application.

  • The Relative Rotation Graph (RRG) App - (03:13) View description

    Available in Thomson Reuters Eikon - Version 3.3 and later, the Relative Rotation Graph provides a visual presentation of how a group of securities (or sectors) are performing relative to a benchmark. If you are a trader or investment analyst then make the RRG a key piece in your investment more research puzzle.

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  • Analyzing Aggregates Data (AGGR) - (06:10) View description

    Do you want a top-down view of the market and to be able to easily analyze and identify stocks that fulfill your Investment requirements? 06:09

  • Convertible Bond Analysis View description

    This course includes the following topics:

    • An Overview of Convertible Bonds in Eikon
    • The Convertible Bond View (CNV)
    • An Introduction to the Convertible Bond Calculator (CONV) more
    • The Convertible Bond Calculator: Pricing

Security Analysis (5)

  • The New Total Return (TRTR) App - (03:20) View description

    Learn how to perform total return calculations and analyze P&L for multiple instruments with the new Total Return app (short code TRTR), by taking full control of calculation settings. Also discover what the MS Office add-in has to offer.

  • The Option Pricer (OPR) App View description

    This module includes the following topics:

    • Option Pricer: An Introduction (01:39)
    • Access the Option Pricer App (01:59)
    • Master the Option Pricer Interface (03:11)
    • Analyze a Delta Hedge using Option Pricer (01:58) more
    • Analyze a Strangle Strategy using Option Pricer (01:12)
    • Analyze a Vertical Spread on Futures using Option Pricer (01:46)

  • The Volatility Surface (SURF) App - (02:30) View description

    Use the new Volatility Surface app to explore IVs for over 4,000 stocks, indices, and ETFs. Select from various settings for contract filtering and axis configuration to get the most from our rich market data and the SVI model.

  • Monitoring Peers - (07:24) View description

    Use the company Peers view (PEERS) to look at major competitors across Sector, Index or define your own lists. View Peer comparison tables and key metrics to assist in idea generation and fundamental analysis.

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  • Shanghai-Hong Kong Stock Connect - (03:27) View description

    The through train between Shanghai and Hong Kong has arrived! Mainland investors can invest in Hong Kong ‘H’ shares, and the rest of the world can invest in Shanghai ‘A’ shares. In this short video, discover how to get the information you require in Thomson Reuters more Eikon using the Shanghai-Hong Kong Stock Connect app.

Trading and Liquidity Search (7)

  • Introducing FlexTrade Spark for Thomson Reuters Eikon v4 View description

    This module includes the following topics: 01. Introduction to FlexTrade Spark 02. Access FlexTrade Spark 03. Manage the FlexTrade Blotter 04. Create & Change Orders 05. Set Order Ticket Defaults 06. Monitor Trades 07. Fat Finger Check Limits & Other Settings 08. View Historical Trades more 09. Assign Orders to Another Trader 10. Introduction to the Parent Order Blotter 11. Bulk Order Processing including Import from File 12. Introduction to the Order Ticket App

  • The Buy-Side Optimized Workflow (BOW) Dashboard - (01:28) View description

    The Buy-Side Optimized Workflow dashboard is designed for buy-side traders. For the selected stock, it shows you what you’ve traded, who with, and how this lined up with the market. Along with analyst, IOI, and TradeAd based broker ranking views, it brings together the information you more need to decide how to execute the next trade.

  • Autex Liquidity Discovery View description

    Find the liquidity you need to execute block trades off-exchange with Autex in Thomson Reuters Eikon. Autex is one of the leading networks for distributing IOIs and Trade Ads, with near saturation on the sell-side in the US. As a buy-side trader you can now monitor and analyze IOIs and Trade more Ads without leaving the product. Watch this eLearning to discover how.

  • Market Share Reporter App (MSR) - (02:48) View description

    The Market Share Reporter app enables you to evaluate liquidity and market share movement across competing venues for shares traded in single instruments, indices, or all shares on those venues.

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  • The Blended Order Book (BOB) App - (02:10) View description

    The Blended Order Book combines data on buying & selling interests from multiple exchanges, market makers and trade reporting venues. Watch this short video for a quick overview of the controls for adapting the app for your markets and preferences.

  • The Time And Sales (TAS) App - (03:29) View description

    The Time And Sales app allows you to analyze exchange trading information both in real-time and historically. View trade logs and calculate VWAP for a single instrument, or activate Blended Mode to aggregate across venues. Discover some of the key customization settings in this short video.

  • Analyze Historical Trading Volume with Autex BlockDATA - (02:25) View description

    Use the Autex BlockDATA app in Eikon to access the market leading database of historical Trade Advertisement messages. Create brokerage league tables for a stock, a portfolio of stocks, or aggregate by industry, sector, geographical location, and market cap. Schedule reports. Generate more business. Discover Liquidity.

Market Making and Sell Side Services (1)

App Studio (3rd Party Apps) (5)

  • OTAS Core Analytics - (02:51) View description

    OTAS Core Analytics is an equity analytics product which allows money managers to assess risks in their portfolios, assists in idea generation, and is an oracle for equity sales. In this video discover how to uncover hidden risks and opportunities amongst your holdings, answer client questions, more generate ideas, and gain timing insights. OTAS Core Analytics is a licensed 3rd party app available via the Eikon App Studio.

  • OTAS Realtime Trade Analytics - (03:00) View description

    OTAS Realtime Trade Analytics is a comprehensive trading toolkit allowing you to make more informed decisions around strategy implementation and execution. Delivered as a suite of Eikon apps, this product analyses live market conditions of a stock and compares them to a range of expected and more predicted values, covering price versus a basket of highly correlated peers, actual and predicted volume, best bid and ask liquidity trends, spread, and further analysis of volume between buyers and sellers. Our techniques involve dynamic exception based alerting, providing equity traders the information advantage they need to make better timing decisions. In this video discover how to use this product to achieve best execution. OTAS Realtime Trade Analytics is a licensed 3rd party app available via the Eikon App Studio.

  • Astec Short Interest Analytics by FIS - (03:40) View description

    Astec Short Interest features proprietary market data from the global securities lending industry, the prerequisite for shorting. Discover how the short side of the market is viewing securities, and apply this insight to diverse tasks such idea and strategy generation, risk management, and more trade execution. Watch this video to find out how.

  • AlphaShapes by RoZetta Technology - (02:51) View description

    AlphaShapes by RoZetta Technology is a unique visualization tool for analyzing the relative value of constituents in global equity indices. In this video discover how to use this app to compare data easily, visually and rapidly, so you can make informed decisions faster.

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  • ECHO by Infinigon Group - (02:18) View description

    ECHO delivers actionable information and sentiment captured from social media and shows the correlation with real-time stock prices. The app serves a range of participants in North American equity markets.

Spotlight on Content (3)

  • The Content Kiosk (CK) App - (02:28) View description

    Content Kiosk is an easily searchable catalog, where you can quickly discover the wealth of content available to you on Thomson Reuters Eikon.

  • The Data Item Browser (DIB) App - (01:44) View description

    The Data Item Browser allows you to lookup data items and their definitions. It can also be used to browse the entire data offering for a given instrument or security. In this short video we’ll use it to browse ESG data and retrieve an emissions time-series.

  • Spotlight on Content: Ownership - (04:42) View description

    Thomson Reuters Ownership & Institutional Profiles content allows you to track the investment activity of key institutional investors and contact their key decision makers. Insider activity is also covered. Discover some of the key ways which this market leading content set is exposed in more Eikon and its add-in for Microsoft Office.

Reuters News Editorial Products (2)

Focus on Equity Derivatives (3)

  • The Option Pricer (OPR) App View description

    This module includes the following topics:

    • Option Pricer: An Introduction (01:39)
    • Access the Option Pricer App (01:59)
    • Master the Option Pricer Interface (03:11)
    • Analyze a Delta Hedge using Option Pricer (01:58) more
    • Analyze a Strangle Strategy using Option Pricer (01:12)
    • Analyze a Vertical Spread on Futures using Option Pricer (01:46)

  • Convertible Bond Analysis View description

    This course includes the following topics:

    • An Overview of Convertible Bonds in Eikon
    • The Convertible Bond View (CNV)
    • An Introduction to the Convertible Bond Calculator (CONV) more
    • The Convertible Bond Calculator: Pricing

  • The Volatility Surface (SURF) App - (02:30) View description

    Use the new Volatility Surface app to explore IVs for over 4,000 stocks, indices, and ETFs. Select from various settings for contract filtering and axis configuration to get the most from our rich market data and the SVI model.

Technical Analysis (3)

  • The Signal App - (03:33) View description

    The Signal App (SIGNAL) allows you to monitor in real-time a universe of securities against a set of technical criteria, and be alerted when any of the conditions are met. Select from a list of over 150 predefined signals or create your own using the Custom Signal Editor. Watch this short more video to find out how.

  • The Relative Rotation Graph (RRG) App - (03:13) View description

    Available in Thomson Reuters Eikon - Version 3.3 and later, the Relative Rotation Graph provides a visual presentation of how a group of securities (or sectors) are performing relative to a benchmark. If you are a trader or investment analyst then make the RRG a key piece in your investment more research puzzle.

  • Build Technical Indicators with Cloud Functions in MS Excel View description

    This is a longer course designed for those seeking to become an advanced user of Thomson Reuters Eikon - Microsoft Office. Cloud Functions allow you to process market data on the Thomson Reuters Data Cloud, thereby returning only the required end-results into Excel. This in turn allows you to more create elegant and efficient workbooks with no need for large tables of underlying data nor complex systems of volatile Excel formulas. Despite operating exclusively on Price and Volume data items, the diversity of Technical Indicators makes them an ideal means to demonstrate a reasonable subset of the range of Cloud Functions, and associated techniques. (Level: Master Class)

The Expert's Corner (4)

  • The Expert's Corner: Intrinsic Valuation Model - (02:31) View description

    Meet Sri Raman, Senior Research Analyst at Thomson Reuters. Find out how he uses the Screener and the StarMine Intrinsic Valuation model in Eikon to identify undervalued stocks in an overvalued sector.

  • The Expert's Corner: Segments - (03:58) View description

    Meet Greg Harrison, Senior Research Analyst at Thomson Reuters. Find out how he uses the segment function in Thomson Reuters Eikon to analyse companies. Discover what business segments are becoming more important to a company and how profitable they are. Find out what geographic regions and more currencies a company is exposed to and get an impression of how this might impact future earnings.

  • The Expert's Corner: Earnings Quality Model - (04:55) View description

    Meet Sri Raman, Senior Research Analyst at Thomson Reuters. Find out how he uses the Equity Screener and StarMine models in Eikon to identify outliers, and analyze earnings quality. Discover how to drill down on model score components to view historical trends and compare to industry averages.

  • The Expert's Corner: Tracking Earnings in Eikon - (03:20) View description

    Meet Greg Harrison, Senior Research Analyst at Thomson Reuters. Find out how he uses Eikon to view earnings estimates, plot growth trends, and analyze historical earnings surprises. Discover the SmartEstimate which weights analyst predictions based on past performance.

Portfolio & Investment Management (7)

  • The Signal App - (03:33) View description

    The Signal App (SIGNAL) allows you to monitor in real-time a universe of securities against a set of technical criteria, and be alerted when any of the conditions are met. Select from a list of over 150 predefined signals or create your own using the Custom Signal Editor. Watch this short more video to find out how.

  • The Relative Rotation Graph (RRG) App - (03:13) View description

    Available in Thomson Reuters Eikon - Version 3.3 and later, the Relative Rotation Graph provides a visual presentation of how a group of securities (or sectors) are performing relative to a benchmark. If you are a trader or investment analyst then make the RRG a key piece in your investment more research puzzle.

  • Monitor your Portfolios and Lists - (05:44) View description

    Watch this video to learn how to set up the Monitor app (MON) to keep track of your portfolios and lists in one place. The Monitor app supports all asset classes, is easy to set up and provides powerful new display formats that let you visualize real time performance.

  • Working with the Screener View description

    This module includes the following topics:

    • Introduction to Screener
    • Using simple filters to create a screen
    • Applying Advanced Filters to a screen
    • Working with the Scatter Chart view more
    • Using Ownership Data in the Screener
    • Screener Quick Tips
    • Importing and Exporting
    • Working with templates

  • View All >>
  • The Expert's Corner: Tracking Earnings in Eikon - (03:20) View description

    Meet Greg Harrison, Senior Research Analyst at Thomson Reuters. Find out how he uses Eikon to view earnings estimates, plot growth trends, and analyze historical earnings surprises. Discover the SmartEstimate which weights analyst predictions based on past performance.

  • The Macro Explorer App (MACROX) View description

    This module includes the following topics:

    • Getting Started With The Macro Explorer App (03:10)
    • Creating a Screen and Exporting Tables (03:23)
    • Visualizing Trajectories and Trends (03:02)
    • Filtering on Sectors and Securities (01:42) more
    • Using the Real-Time Monitor (01:25)

  • Shanghai-Hong Kong Stock Connect - (03:27) View description

    The through train between Shanghai and Hong Kong has arrived! Mainland investors can invest in Hong Kong ‘H’ shares, and the rest of the world can invest in Shanghai ‘A’ shares. In this short video, discover how to get the information you require in Thomson Reuters more Eikon using the Shanghai-Hong Kong Stock Connect app.