THOMSON REUTERS EIKON - VERSION 4

WEALTH MANAGEMENT VIEW

Upgrading from Eikon for Wealth Management (8)

  • The Financial Chart App View description

    This course includes the following topics:

    • About the Financial Chart (01:10)
    • Introducing and Customizing The Financial Chart (3:13)
    • Adding Instruments, Saving Templates and Exporting Data (2:05)

  • 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.

  • Monitor Assets with the Portfolio Tracker (PTRACK) - (05:12) View description

    Use the Portfolio Tracker to keep up to date with portfolio performance and profit and loss. Learn how to use so you can easily share information with your clients on how their portfolios are performing.

  • 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)

  • View All >>
  • The News Monitor (NEWS) App View description

    This course includes the following topics:

    • Introduction to the News Monitor (01:15)
    • Creating a News Search (2:34)
    • Keyword searching (1:38)
    • Filters and Sources (1:17) more
    • Filtering for News by Date (01:24)
    • The Headline Highlighter Tool (01:19)
    • Customizing the News Monitor (02:41)
    • Advanced Search Filters(0:56)

  • Creating and Managing Alerts in Eikon View description

    This module includes the following topics:

    • Introduction to Alerts (01:20)
    • Using the Alert Manager (02:33)
    • Setting Default Notification Preferences (03:20)
    • Creating a Market Data Alert (04:19) more
    • Creating a News Alert (01:57)
    • Creating an Investor Brief Alert (01:50)
    • Creating a Research Alert (02:39)
    • Creating a Filings and Street Events Alert (02:57)
    • Creating an Economic Event Alert (02:10)
    • Editing Alerts (01:02)

  • Using the Briefcase in Eikon View description

    This module shows you how to save news stories, research documents, filings and events to My Briefcase (BRIEF), and access them anytime anywhere. (4:11)

  • Create Rebasing Charts - (03:49) View description

    Discover the Rebasing Chart(REBS), it lets you compare performance and price history across all asset classes.

Monitoring the News (2)

  • The News Monitor (NEWS) App View description

    This course includes the following topics:

    • Introduction to the News Monitor (01:15)
    • Creating a News Search (2:34)
    • Keyword searching (1:38)
    • Filters and Sources (1:17) more
    • Filtering for News by Date (01:24)
    • The Headline Highlighter Tool (01:19)
    • Customizing the News Monitor (02:41)
    • Advanced Search Filters(0:56)

  • The New Reuters Top News App - (02:43) View description

    Watch this video to find out about the significant enhancements to the Reuters Top News (TOPNEWS) app.

Quick Reference Cards (2)