Thomson Reuters Baseline

Learn how to access Key Stats in Thomson Reuters Baseline, including: Earnings Purity, Short Interest % of Float, and Insider Trading.

Total Running Time 1:43

Baseline 8 has expanded searching capabilities which allow you to search through the Baseline universe on hundreds of new data items now including Reuters Fundamentals.
Baseline 8.1 offers strong charting capabilities to do a deep dive into an individual company, as well as perform relative analysis against your customized peer group.

Total Running Time 2:47

This course covers the following topics:

Introduction (0:35)
Exploring the Queue Function (2:43)
Types of Queue Groups (0:52)
Creating a Queue Group (1:08)
Manually Creating a Queue (1:25)
Manually Adding Holdings to a Queue (1:57)
Searching for a Ticker (1:10)
Uploading a Symbol List from Excel (2:19)
Combining Queues (1:50)

This course covers the following topics:

Creating a Report (2:10)
Editing the Report Layout (3:18)
Saving Your Report (1:30)
Using the Help Feature to Find Definitions (1:14)

This course covers the following topics:

Introduction to the Graph Kit Display (4:05)
Single Display with Multiple Series (3:32)
Saving Your Custom Layout (1:15)
Price Action Basics (4:57)
Exporting the Price Action Chart to Excel (1:41)
Viewing Queues in the Price Action Chart (2:18)
Viewing the Performance of Individual Stocks (1:11)
Valuation Panel Basics (4:20)

In this course you will learn how to:

Use the Price Action Tool
Export Price Action charts to Excel
View Queues in the Price Action Chart
View the performance of individual stocks in a Queue.
Use the Valuation Panels tool.

Presenting to a client or sharing ideas with colleagues? Streamline your workflow and customize Baseline using Mini Windows to build your own customized Baseline pages--one of the many enhancements of Baseline 8. Learn how to quickly build your own printable home page to display multiple screens from Price Action, Key Stats, Val Panels, and Economics Window. Add your own personal touch by including your logo, contact info or added text to help explain your strategy.

Course outline:
- Create customized Baseline pages using Mini Windows
- Highlight new features of Baseline 8 within Key Stats, Price Action, and Valuation Panels
- Include powerful economic charts with interactive overlays
- Slideshow through your queue in Mini Windows
- Print your customized pages for an entire queue with one click

This class will focus on the basic navigation of Baseline. We will be creating portfolios, building fundamental reports, screening for stocks, and creating charts using Price Action, Graph Kit and Economics Window.

Course outline:
- Screen through the Baseline universe to generate ideas
- Use the Queue function to build portfolios and watch lists to use throughout Baseline in report and charts
- Build a Report bringing in portfolio holdings info and fundamental data items
- Build a chart in Price Action to view an individual stock or your queue and compare it to another stock, index, industry, sector or another queue
- Easily build fundamental charts on a stock, industry, sector, index or portfolio using Graph Kit
- Overlay Economic data items with other data items, stock, index, industry, or sector to see the correlation

Use Baseline to get in-depth analysis of a company and its peers. Company examples in this presentation will be selected from recent news headlines. Learn to analyze a company versus it’s customized peer group (queue) by building intuitive fundamental graphs displaying the composite relative to any ticker. Help tell your story by creating a chart book for your research meetings and presentations using Mini Windows.

Course outline:
- Create customized peer group as a Queue using Industry and Search
- Build a Report using various fundamentals
- Graph a stock relative to the Queue/peer group
- Build a chart book using Mini Windows
- Slideshow through each stock in the group

Optimize screening and charting techniques in Baseline 8. Identify new stock opportunities by using Baseline’s expanded Search tool and analyze key fundamentals driving the stocks performance using Graph Kit, Price Action and Economics Window.

Course outline:
- Create powerful searches to screen for stocks meeting certain criteria
- Create a story with Graph Kit
- Deep peer analysis using Price Action
- Deep dive into Economics Window
- Q&A

Learn how to easily compare price performance and valuations of the S&P 500 with and without Apple.

Total Running Time 4:41

Released: 21 February 2012