Training for Refinitiv
financial and risk products




Learn the Essentials (3)

Market Monitoring Guides (7)

Market Monitoring Videos (13)

Idea Generation Guides (4)

Idea Generation Videos (9)

Security Analysis Guides (10)

Security Analysis Videos (20)

  • RECOMMENDED Monitoring Global Fund Flows (FLOWS) - (05:20) View description

    Understand how you can utilise the Global Fund Flows (FlOWS) app in Thomson Reuters Eikon. Track global fund flows, historical Flow and Total Net Assets data. Easily produce coverage reports which can be shared with your colleagues and clients. [0:01] Introduction [0:31] How to access the more Global Fund Flows App [0:42] About the Home Page [1:10] The Global Fund Flows Map [1:39] The Reports Page [2:51] The Funds Page [3:21] Viewing Historical Flow & TNA Data [4:01] The Coverage Reports Page [4:51] Getting Help on the Global Fund Flows App [5:20] Total Course Time Global Fund Flows.pdf

  • RECOMMENDED Discover the Fund Screener App in Eikon (FSCREEN) View description

    The Fund Screener (FSCREEN) within Thomson Reuters Eikon is a powerful tool. It enables you to quickly and simply explore the entire global Lipper funds universe. Screen for a list of funds that meet your specified criteria and investment objectives. Analyze your list of funds by using more pre-defined templates or your own personal templates. Also easily export the data to Excel and view other information such as quantitative analysis, holdings and charts. Watch this learning to find out more.

  • RECOMMENDED The Fund Screener & Fund Views - (07:48) View description

    Learn how to quickly and easily screen for funds that meet your set criteria. Then analyze funds individually and review performance information in more detail. Also take a look at historical information at a glance in a graphical display or download into excel. Create factsheets that can be more shared with your clients.

  • RECOMMENDED Thomson Reuters Eikon Research Tools View description

    This course covers the following topics:

    • Benefits of Thomson Reuters Research Collection (1:28)
    • Accessing Company Research (3:09)
    • Advanced Research Search (2:43)

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  • RECOMMENDED Introducing the Company Overview - (03:26) View description

    A quick tour of the Company Overview page including coverage. Total Running Time 4:49

  • RECOMMENDED Monitoring Estimates, Target Prices & Recommendations View description

    Thomson Reuters Eikon provides the most complete view of Estimates data, incorporating the industry leading depth and breadth of IBES Estimates Content. Watch this video to learn how to keep up to date with current Analyst Estimates, Target Prices and Recommendations.

  • RECOMMENDED 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.

  • RECOMMENDED Getting Started with Thomson Reuters Eikon - Microsoft Office View description

    'Thomson Reuters Eikon - Microsoft Office' is a suite of add-ins for Microsoft applications. It is primarily focused on Excel, and includes some presentation tools for Word and Powerpoint. Follow this eLearning for an introduction to data retrieval in Excel, and to discover some other features more and tools. Continue your study of the add-in using the 'Core Excel Skills' course or dive straight into the task and functionality based tutorials.

  • RECOMMENDED Datastream Charting in Eikon View description

    This module includes the following topics:

    • About Datastream Charting (02:12)
    • Working with Datastream Chart Studio (DSCHART) (02:25)
    • Exploring Chart Studio (02:19)
    • Apply Datatypes, Currencies and Functions (03:08) more
    • Changing Chart Settings and Line Styles (02:00)

  • RECOMMENDED ESG Data in Thomson Reuters Eikon View description

    Environmental, social and governance, or so called E-S-G issues, are becoming more important to investors looking to identify long-term opportunities and risks for companies. Thomson Reuters Eikon covers the full range of ESG data: standardized metrics as well as real-time signals and insights.

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  • The Routines & Slideshow Apps View description

    Learn how to monitor instruments within a Portfolio or List, and automate repetitive tasks. To save time and increase productivity you can choose from a library of preset routines or build your own with customized navigation.

  • Using Ownership Data in the Screener - (04:18) View description

    Screener now lets you screen on ownership data and identify holdings positions from investors in public companies.

  • 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 Interactive Income Statement - (05:05) View description

    Thomson Reuters Eikon’s Interactive Income Statement (IIS) allows you to conduct basic financial modeling and helps you better understand the dynamics of a company’s Income Statement. The model bridges the gap between past results and estimates of future performance. Take a look at more this video to learn more.

  • Key Stats App - (04:25) View description

    The Key Stats app is a collection of key statistics of a company. It provides a current snapshot and assists you with bottom-up analysis, stock valuation and stock comparison for up to 4 stocks

  • 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 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.

  • Asset Allocation Polls (AAP) - (02:17) View description

    Power Tip: Discover what Investment Managers are investing in right now and how their investment strategies have changed over time

  • The Black App - (05:07) View description

    Gain a competitive advantage with real-time short interest data that is 6x more accurate than the competition and let’s you accurately understand bearish bets, price action, market conviction and benchmark financing rates.

Portfolio Monitoring & Analysis Videos (10)

Collaboration Tools (6)

StarMine Models (17)

  • StarMine: Creating New Investment Ideas - (08:05) View description

    Tim Gaumer , Director of Fundamental Research, discusses how to use StaMine's advanced quantitative analytics inline with the Eikon Screeener tool to generatae your next great investement idea.

  • StarMine: The Combined Credit Risk Model - (07:14) View description

    The StarMine Combined Credit Risk model (CRM) is a powerful tool that enables the evaluation of corporate credit risk. It intelligently combines the power of StarMine’s three credit risk models. Take a look at this video to understand the workings of the model and how it aids the more identification of companies worth investing in.

  • StarMine Price Momentum Model - (04:53) View description

    Price Momentum Models (PMO) rank stocks based on recent historical price performance. The models claim that information contained in past price changes can be used to predict future price changes. Watch this video to understand the workings of the StarMine Price Performance model and how it more can help you generate successful investment ideas.

  • The Intrinsic Valuation Model - (05:06) View description

    Learn how to access the Intrinsic Valuation Model (IV) within Thomson Reuters Eikon and analyze future projections for growth for the companies you are interested in. Compare proprietary model projections versus market-implied, as well as your own personally customized values. Total Running more Time 4:55

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  • The Relative Valuation Model - (04:53) View description

    Thomson Reuters Eikon gives you access to number of valuable StarMine Models. The Relative Valuation Model (RV) enables you easily identify investment opportunities and the stocks that are better value and deliver better yields relative to their peers. Watch this video to learn more about the more benefits to you. 4:53

  • Earnings Quality Model - (06:18) View description

    The StarMine Earnings Quality Model (EQ) is closely tied to fundamentals and inputs in the financial statements. It enables you to measures the degree to which past earnings are reliable and are likely to persist. Watch this video to learn how to use the Earnings Quality Model. Total Running more Time 6:18

  • The Analyst Revisions Model - (04:49) View description

    The Analyst Revisions model (ARM) is a quantitative model incorporating revisions to the Estimates Mean values while accounting for current predicted surprises. It enables you to track changes in analyst sentiment and is highly predictive of relative price movement. In this On Demand video, more learn the key highlights of the model and how to use it. Total Running Time 4:51

  • StarMine: Screening for Short Selling Ideas - (04:15) View description

    In this video we will present you a unique screen (SCREENER) that can help you to find promising short selling ideas.

  • The Experts Corner: StarMine SmartEstimates - (04:02) View description

    Tim Gaumer, Director of Fundamental Research provides insight into the value of the StarMine SmartEstimate and Predictive Surprise. Watch this video to learn more about how to access this information and how it can effectively be used.

  • The Experts Corner: Value Momentum Model - (05:19) View description

    Tim Gaumer, Director of Fundamental Research provides an overview of how to effectively use the StarMine Value Momentum Model (ValMo) to effectively identify investment opportunities. The combination of valuation and momentum signals aids stock selection.

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Fixed Income (3)

  • Fixed Income: The Essentials - (04:22) View description

    This video gives you a quick overview of essentials tools and content in Thomson Reuters Eikon - version 4 for the Fixed Income Market. Find out about our unrivalled Rates, Tradeweb and Credit screens, the newly integrated IFR Markets and Bond Holders services, more intuitive navigation and more much more.

  • Navigating the Fixed Income Markets - (04:22) View description

    Instantly navigate to anywhere using the new Eikon menu and the Search box. They are your gateway into a vast array of information and applications. Find out here how to search by name, coupon, maturity, partial code, ISIN and other market standard codes, as well as questions. If you would like more to use more complex search criteria also learn more about the Advanced Search (GOVSRCH).

  • Discover Rates Views - (07:11) View description

    Rates Views (RV) provides comprehensive rates prices and related spread data for cash, derivative and future products. A suite of calculated spreads provides visibility on trade flow across G40+ markets and you can spot investment opportunities with intuitive charting. Tradeweb is fully more integrated along with pop out screens to fully customize the Rates Views experience. NEW: We have now integrated new visualizers in the Carry&RollDown tab. Watch this video now to find out more! Total Running Time 6:01

Making the Move to Eikon (1)

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