What s New in Thomson Reuters Eikon for April 2011 - Training from ...

THOMSON REUTERS EIKONWHAT’S NEW IN THOMSON REUTERSEIKON FOR APRIL 2011 – EQUITYThomson Reuters TrainingIt is essential to keep up to date with new functionality and features for Thomson Reuters Eikon. Thisdocument outlines desktop enhancements in Thomson Reuters Eikon for Equity.Content:What’s New – Managing My Workspace................................................................2What’s New – Charting ...........................................................................................3What’s New – Working With Excel .......................................................................14What’s New – Monitoring......................................................................................18What’s New – Working With Communities ...........................................................28Need Help or Further Training? ............................................................................30

What’s New in Thomson Reuters Eikon for April 2011 - EquityWHAT’S NEW – MANAGING MY WORKSPACEMaximize your Thomson Reuters Eikon Models Viewing Experience: Screen Resolution SettingControl the way you view Thomson Reuters Eikon models and better your viewing experience.What's included?Based on your screen resolution, pre-defined Thomson Reuters Eikon models may not display very well on yourscreen – leaving for example too much white space on the right-hand side or bottom of the screen.To improve your viewing experience, you now have the possibility to adjust the screen resolution setting to reflectyour individual computer.How to access?Click on the Tools menu in the Thomson Reuters Eikon header. Then click on Options. In Category, selectGeneral.On the right you can set the 'Screen Resolution' setting to 'width=xxx height=yyy' where xxx is your screen widthand yyy is your screen height:The user's own profile is now more prominent on the HomepageThe homepage now offers a user profile section displaying the user's name. The user canupload his photo in this space. This space also indicates how many people have visited thisuser's profile today and invites the user to connect with other users of Eikon.2

What’s New in Thomson Reuters Eikon for April 2011 - EquityWHAT’S NEW – CHARTINGView and Anticipate Arbitrage Opportunities with the new Volatility Quick ChartIntroducing a new analysis tool on commodity options volatilities that helps you get ahead of the competition.What’s included?The new version of “Volatility Quick Chart” available in Thomson Reuters Eikon will allow you to leverage inThomson Reuters derived commodity options implied volatility surfaces in your day to day activities. With this tool,you can view implied volatilities either as smile (2D) or surface (3D) for the vast majority of commodities exchangetradedoptions. Both are available as chart and exportable data formats. Use it extensively to think ahead ofpotential arbitrage opportunities or simply to better understand the dynamics of volatility across time and crossmarkets!Benefits:- Anticipate Arbitrage Opportunities- Better understand the dynamics of volatility across time and cross-marketsHow to access?The “Volatility Quick Chart” is available from the Quick Chart home page or by typing “Volatility Chart” in Eikonsearch.New Study – Previous DayHow is your day unfolding?This new study plots a vertical line of prices from the previous day on a real time chart in order to see how thecurrent day is unfolding. This will helps users know if the current market is above or below, near or far from, or at,the previous days close, open, high, or low.What’s included?A new called study called Previous Day will appear in the Add Analysis dialogue.This study should be plotted over an intraday Bar, Candlestick, or Line chart.3

What’s New in Thomson Reuters Eikon for April 2011 - EquityThis new study will have the following attributes:Previous Days “Close” being the Default (with options to select the previous days open, high and low values)Under the display tab, line style, color, thickness and fonts for Previous Days values are user defined options.This study can only be selected for intraday intervals Tick, 1min, 5min, 10min etc…If a user is in intraday and then selects Daily, the legend will display “Interval not supported” while still displayingthe daily chartPicture 1 - Shows new Previous Day study (dotted line) plotted on an intraday price chart4

What’s New in Thomson Reuters Eikon for April 2011 - EquityPicture 2 – Displays the Analysis Properties of Previous Day study with the default being to displayprevious days close valueThis Feature impacts the following End-users:All profilesThis Feature impacts the following Asset Classes:All Asset ClassesProductsAll ProductsThis Feature impacts the following Geographies:GlobalNet Change and Percent Change Fields in Chart LegendThe Ups and DownsThis new chart Field allows users the option to display the Net Change and/or the Percent Change on the daywithin the Chart Legend. Positive readings are plotted in green while negative readings are plotted in red.5

What’s New in Thomson Reuters Eikon for April 2011 - EquityHow to accessFrom the Chart Properties window, select the Legend Tab.The Legend Menu will have an option to add new fields, allowing users to display Net Change and/or PercentChange on the day.This Feature impacts the following End-users:All profilesThis Feature impacts the following Asset Classes:All Asset ClassesProductsAll ProductsThis Feature impacts the following Geographies:Global6

What’s New in Thomson Reuters Eikon for April 2011 - EquityNew Chart Interval - N Second Roll up Tick ChartTime ticks away...New chart Interval based on a Tick Chart called "N Second Interval". Users will be able to select an "n" value to rollup ticks. A setting of 2 will create a tick every 2 seconds. This will allow for a uniform X-Axis on a tick "type" chartand will behave the same as other existing chart types, i.e. allow Alerts, Analyses, drawing tools, etc…Note: For both Bar OHLC and Candlestick charts a minimum of 2 seconds is requiredPicture 1 – Displays a 1 second tick/line chartThis Feature impacts the following End-users:All profilesThis Feature impacts the following Asset Classes:All Asset ClassesThis Feature impacts the following Geographies:GlobalProductsAll ProductsAlternate Coloring for Bullish versus Bearish BarsGreen bulls and Red bears; and it’s not even the Holiday season!Users can now color code their Bar charts based on positive or negative closes versus opens for a specific Interval(bullish/bearish closes).For example, green can be used for bullish bars, and red for bearish bars, similar to bullish and bearish candles.Users can also modify the thickness/width of the Bars within the Analysis Properties window.7

What’s New in Thomson Reuters Eikon for April 2011 - EquityPicture 1 – displays Bar OHLC chart displaying colored bars (green bullish/red bearish) with thicker linesPicture 2 – Displays the Analysis propertiesThis Feature impacts the following End-users:Asset ClassJob profileProductsThis Feature impacts the following Geographies: Global8

What’s New in Thomson Reuters Eikon for April 2011 - EquityImproved Scatter Analysis can now be based on a “specific time period”Pitter Patter, its Scatter analysis based on a “Specific Time Period”.Analyze the correlation between two instruments over a "specific time period”You can now set a start and end date for Scatter analysis within a chart.What’s included?The most common use of a Scatter analysis chart is to determine if there is a correlation between two instruments.The Scatter diagram illustrates the strength of the correlation between the variables/instruments through the slopeof the regression line.The two correlations:• if the points form a line sloping up, there is a positive correlation between the two values (movement in onetends to follow movements in the other)• if the points form a line sloping down, there is a negative correlation between the two values (one tends tomove in the opposite direction to the other)Having a start and end date helps indicate the type and strength of the relationship between two instruments over auser defined time period.How to accessRight click within a chart object and select "Add" and then "Analysis". From the drop down menu selectScatter. Within the pop-up Analysis Properties window you can input/select your two instruments to analyze, alongwith a 'Specific Date Range' option found under the Parameters section, with start and end date input fields.This Feature impacts the following End-users:Asset ClassJob profileProductsThis Feature impacts the following Geographies: Global9

What’s New in Thomson Reuters Eikon for April 2011 - EquitySupport for more Interest Rate CurvesSupport for additional Interest Rate CurvesThe Yield Curve analysis in the charting object has been enhanced to support more interest rate curves. You cannow use the analysis to compare government benchmark yield curves against broker swaps curves, for instancesuch as illustrated below where we have the US government benchmark against USD interest rate swaps fromICAP. The curves update in real-time as do any curve spread analysis conducted in the chart object.The asset types supported include Treasury swap spread curves (e.g., AUDTIRS=ICAP), interest rate & currencybasis swap curves (e.g., AUDBS=PYAS, EURCBS=BRKR), inflation swaps (e.g., USILIRS), Depo Curves(USDDEPO=) & implied yield curves such as 0#EDIMY=.Support for these interest rate curves extend to historical curves, as shown below.More Chartable FieldsIn addition to supporting more interest rate curves; you can now compare curves more easily using other fieldssuch as swap spread, asset swap spread or any other available analytic fields. This means that you can easilycompare, say, the asset swap levels for two different ratings universe, for instance the USD triple 'A' curve vs. theUSD double 'A' curve as illustrated below. Note that the fields are also available for the Yield Curve Spreadanalysis.10

What’s New in Thomson Reuters Eikon for April 2011 - EquityHow to use the enhanced analysisClick on the Analysis icon in the chart object& the following dialog box will open up.Enter the symbol or RIC for the curve you want to chart. E.g., USDIRS=ICAP for the USD swaps curve fromICAP. Select the field if you want to chart another field other than the default. Choose a historical date if this isrequired and click 'Add.'11

What’s New in Thomson Reuters Eikon for April 2011 - EquityThis Feature impacts the following End-users:Asset ClassJob profileProductsThis Feature impacts the following Geographies:GlobalImproved Drawing Tool - Regression Line with Standard Deviation BandsUse a Regression Line with Standard Deviation Bands to help predict future values/support and resistanceareas.The new feature improves upon the Regression Line drawing tool by automatically drawing Standard Deviationbands above and below the Regression line.What’s included?Regression is a statistical tool used to predict future values from past values by fitting a straight line to a data set.In the case of security prices, it is commonly used as a quantitative way to determine the underlying trend andwhen prices are overextended.The parallel lines on either side of the Regression line are the Standard Deviation Bands and/or Confidence Bandswhich are used as support and resistance levels/lines and/or price objectives. The level of standard deviation awayfrom the regression line is user defined.How to accessWithin a chart object, click on Add Trendline from the toolbar, and select 'Regression Line' from the drop downmenu.Alternatively, Right Click within the chart object and select Add, then Trendline, then Regression Line.Regression Line with Standard Deviation Bands12

What’s New in Thomson Reuters Eikon for April 2011 - EquityThis Feature impacts the following End-users:All profilesThis Feature impacts the following Asset Classes:All Asset ClassesProductsAll ProductsThis Feature impacts the following Geographies:GlobalNew Study – DetrendDetrend is up, Detrend is down, Detrend is a new study in Eikon chartingThis new study addition plots the difference between a securities price and its moving average.What’s included?A new called Detrend study will appear in the Add Analysis dialogue.The Detrend study calculates the difference between a securities price action and its moving average.It is plotted as a histogram that oscillates above and below the zero lineWhen the price action crosses above its moving average, the histogram reads positive/above the zero line. Whenthe price action crosses below its moving average, the histogram reads negative/below the zero linePicture 1 – displays a price chart with a moving average and the Detrend study in the sub chart below13

What’s New in Thomson Reuters Eikon for April 2011 - EquityThis Feature impacts the following End-users:All profilesThis Feature impacts the following Asset Classes:All Asset ClassesProductsAll ProductsThis Feature impacts the following Geographies:GlobalSet your Personal Preferences in Symbols and Shapes Properties Once and for AllWhat’s included?You will no longer experience the frustration of setting your Symbols and Shapes Properties preferences once andthen losing them later.You can now easily enter a Symbol or Shape configured exactly as you choose time and time again by using thenew option, "Set as User Default" in the Symbols/Shapes Properties dialogue.How to access?You first need to insert a symbol on a Chart through Right Mouse Click Add > Symbol. Then double click on thesymbol.WHAT’S NEW – WORKING WITH EXCELImprove TSCONTRIB keyword behaviour in RtContribute functionTSCONTRIB keyword of the RtContribute function has been enhanced. It was mainly working with alphanumericalfields and now specific behaviors have been designed for DATE, TIME and TIME_SECONDS.Example:=RtContribute(MyService, MyRic, "ASK", 10, "TSCONTRIB:QUOTIM")Where QUOTIM is a TIME_SECONDS field (see appendix_a file).The above function contributes 2 fields:- ASK with value equal to 10- QUOTIM with value containing the time of the contributionThe table below describes the different behavior depending on the field type.TSCONTRIB parameter valueALPHANUMERICAL fieldDATE fieldBehaviorThe local date and time are displayed in the Alphanumerical field. The dateformat is defined by setting:POWERLINK.RTCONTRIBUTE.PUBLISHING.RTINSERTTIMESTAMPFORMATDate and Time are truncated if the field length is not long enough.The DATE field is populated with the GMT date14

What’s New in Thomson Reuters Eikon for April 2011 - EquityTIME fieldTIME_SECONDS fieldDATE and TIME fieldsseparated by a coma: “,”.DATE and TIME_SECONDSfields separated by a coma:“,”.Other fields thanALPHANUMERICAL, DATE,TIME and TIME_SECONDSWizard EnhancementsThe TIME field is populated with the GMT time (hour and minutes)The TIME_SECONDS field is populated with the GMT time (hour, minutes andseconds)Both fields are populated with date and time as described above.Both fields are populated with date and time as described above.The RtContribute function return an error: “The field type for keywordTSCONTRIB is not supported”.1)"CODE" request parameterIn the first step of the wizard ("Instrument Selector"), users can select the Code Scheme that applies to theselected instruments (e.g. ISIN, SEDOL, CUSIP etc.). It is not mandatory to specify it, but it is recommended toremove risks of ambiguity.2) "Display Parameters" tab for time series functions (RHistory)The "Insert Function" wizard now enables users to define RHistory display parameters (CH, RH, TSREPEAT,NULL, TRANSPOSE, SORT).Embed an RSearch Function Inside an RData Function Using the Insert Function WizardWhat’s included?You can now embed an RSearch function inside an RData function by using the Insert Function wizard.- The RSearch function allows you to store search criteria and get a list of instrument codes accordingly- The RData function allows you to retrieve contents for a list of selected instrument codes.By combining both capabilities together, we can design complex queries.Here is an example of how to obtain the closing price of the OAT French governments bonds where the couponrate is greater than 8%.1) Open the RData Assistant.2) Click on “Search” to access the Bond Advanced Search user interface to set up search criteria:15

What’s New in Thomson Reuters Eikon for April 2011 - Equity3) Select the Create Function tab and click Send:4) The results are shown in the RData assistant:5) Now select the desired field to get the price values:16

What’s New in Thomson Reuters Eikon for April 2011 - Equity6) In the Summary you will find the following elements:1) Instruments: Shows the RSearch Result and displays the result of the embedded RSearch function.2) Search Cell Referencing: Allows you to choose the function arguments to be embedded or not.o See pop-up window below. **Note: The default search criteria is the selected function**3) Function: Shows the function to be generated.8) Click on the Finish button in the RData assistant and your function is generated in Excel:17

What’s New in Thomson Reuters Eikon for April 2011 - EquityHow to access?WHAT’S NEW – MONITORINGExpand Your Perspective: Index Mover ObjectSort stocks and sectors more easily by expanding and collapsing sectors in the Index Mover object.What's included?When you expand a sector, you will be able to see:- Which stocks belong to which sectors- Which index memberships belong to the selected sector- Index memberships display full name, RIC, Index Point Net, Index Point Percent, Close Weight Percent,No. of Stocks, Impact Percent and SchemeTo organize your Index Mover you can:- Sort index memberships (Ascending or Descending) by clicking on a column header.- Navigate particular index memberships or multiple index membershipso If you Drag & Drop/Copy & Paste a sector, you will take all index memberships that belong to theselected sectoro If you Double-click an index membership; the "Indices View" will appear, displaying data of theselected index membershipo You can Pop-in/Pop-out the object and all of the functionality will remainHow to access?From any Index, click on “Index Movers” at the top right-hand side of the page18

What’s New in Thomson Reuters Eikon for April 2011 - EquityWhen you click on IndexMovers, a new IndexMovers window will pop-out.Select the tab Sector and then Display Table.Picture 1 - Shows Sectors View with the Energy sector collapsed to see index membershipsPicture 2 - Shows the result when you Drag & Drop/Copy & Paste "Energy" into a Quote List object19

What’s New in Thomson Reuters Eikon for April 2011 - EquityBetter Experience for Improved Performance: Index Mover ObjectStart seeing data more clearly. The Index Mover object has an improved data display that will help you locate withease information that is important to you.What's included?Areas of Enhancement to the Index Mover Object:- Improved Quoteline display with a larger font size and new color- From the Stocks View, a “Sector” field appears by default- From the Stocks View, a "Performance Bar Indicator" appears and sorts by performance- From the Sectors View, there is a new drop-down menu- From the Sectors View, there is a new Pie Chart display with enhanced colors and a new data tableHow to access?From any Index, click on “Index Movers” at the top right-hand side of the page20

What’s New in Thomson Reuters Eikon for April 2011 - EquityWhen you click on IndexMovers, a new IndexMovers window will pop-out.Picture 1 - Shows the new Quoteline in the Index Mover objectPicture 2 - Shows the new drop-down menu21

What’s New in Thomson Reuters Eikon for April 2011 - EquityPicture 3 - Shows new data table and enhanced colors in the Pie Chart displaySave Time with the Delayed Data Indicator: Time & Sales ObjectKnow what you are viewing: Real-time RIC versus delayed RIC.What's included?22

What’s New in Thomson Reuters Eikon for April 2011 - EquityWhen you enter a delayed RIC, the Time & Sales object will display a delayed data icon to alert you that you areviewing delayed data.How to access?From a Quote List, Click on Related and then select Time & Sales.Enter a delayed RIC into the Search field (You can enter a delayed RIC by putting a / in front of the RIC).The Time & Sales object will display a small clock next to the Instrument as an indicator of delayed data.The small clock next tothe Instrument indicatesthat this RIC is delayeddata.Customize the Time & Sales object to fit your needsYou can now customize the font, colour, background, alerting of price, bid and ask in Trade Log tab and theStatistic Panel of the Times & Sales object.What's included?• Choose the font and background you want in the Statistic, Range and Instrument Panel.23

What’s New in Thomson Reuters Eikon for April 2011 - Equity• Modify the header font and colour in the Trade Log panel• Modify of the font and colour in the Trade Log panel• Change the ‘exclude’ trade colour and the Trade highlighting setting in the properties page of the Times &Sales object• Set the full row to show a specified direction colour determined by the tick movements24

What’s New in Thomson Reuters Eikon for April 2011 - Equity• Have full row colouring set to show the proximity of the price to the Bid/Asko Price close to Bid: coloured as going down (red)o Price closer to Ask: coloured as going up (green)How to accessYou can take advantage of these new features by going to the properties page for the Time & Sales object whichyou can access via the object's toolbar or via the right-click menu.Use the Japanese scheme in the Time & Sales object if applicable to youTake advantage of the Japanese scheme as a default in the Time & Sales object and it will match your preferenceswhenever you access this object.What's included?25

What’s New in Thomson Reuters Eikon for April 2011 - EquityThe Time & Sales object can now display ticker colour in accordance with Japanese localization as the default. Thetick colours in that case will be:Tick Up = RedTick Down = GreenHow to access?Time & Sales object sets the default tick colour according to the language setting in Thomson Reuters Eikon,English or Japanese. The Japanese default setting requires the Japanese add-on.These new default tick colours will apply only to new instances of the Time & Sales object. If you already have aTimes & Sales object already built into your flex sheet or have it open in any other way so that it is an old instance,then it will retain the old colour setting. To change this, you will need to manually set the colour to default.Get all the information you need about a stock within the Stock Trader Focus display and tradedirectly from thereWith the Blended Order Book and Option Watch added to the Stock Trader Focus display, you are now able to getall the pre-trade information you need, and you can trade directly from the display with just one click.What’s included?Stock Trader Focus provides real-time data for a single stock, along with essential reference and analytical data.With the Blended Order Book now included, you can easily see the available liquidity from the venues you selectand make a trade from there. If you chose to display Option Watch instead, you will see the full option chain for theentered security and similarly you can trade from there. In Option Watch you can also filter the options displayed bystrike price, expiration and percentage in/out of the money.How to accessThe Stock Trader Focus can be accessed via the Equity Home Page in the Equity Quick Links Section by clickingon the “See today's snapshot of your favourite stock”. You can also access it via the 360 Menu tab in the CorporateView or simply type “Stock Trader Focus” in the search dialog box.26

What’s New in Thomson Reuters Eikon for April 2011 - EquityCreate scenarios for purchasing options via the new Option Strategy CalculatorThe Option Strategy Calculator helps you determine in real-time how much it will cost to implement a strategy andhow much is returned under different conditions.What’s included?This calculator enables you to quickly create a scenario for purchasing options with or without the underlyingsecurity. Simply drag instruments into the calculator choose their parameters and see how much you can earn fromyour strategy. The calculator shows how much it will cost to implement the strategy and how much is returnedunder different conditions.How to accessThe Option Strategy Calculator is available as a popup from the Navigate/Related menu when you right-click onOption Watch or from the Go/Calculator dropdown menu on the Option Watch toolbar.Customize the Ticker so it displays the information the way that suits youThe Ticker now gives you a better visual that is easy to interpret so you can quickly see the movements in themarkets.What’s included?You can now choose the field you want to apply up and down colorization to within the Ticker. This allows you toeasily determine the trading direction of the instruments you are following.The object now also allows you to select predefined field templates or create your own so that you can quicklychange the Ticker to how you want it displayed. This is particularly beneficial for exchange block tickers, such asTRADE.L and TRADE.TOHow to accessTo make your colorization choices, right-click on the Ticker and go to the Option/Preference menu. Then go to theRemote Data tab. You can change the Ticker template from the toolbar menu of via the right-click menu.Get a clear view of a company's price history, quickly and easilyYou can now easily determine a company’s price history via several common analyses in a chart.What's included?The 5 year price history and Today’s session have been added to the chart that is displayed on the CompanyOverview page and the Index Overview page to make it easy for you to get this important insight.27

What’s New in Thomson Reuters Eikon for April 2011 - EquityWHAT’S NEW – WORKING WITH COMMUNITIESLocate Relevant Commentaries Effectively: Manually Enter Related Topics in Your CommentariesTag Related Topics as you see fit. From RIC codes to companies to other classifications – your community canlocate specific commentaries based on the manual tagging you execute.What’s included?When you choose to manually enter your Related Topics in Commentaries, you can choose not only from the RCSGuide codes (Foreign Exchange, Money Market, Fixed Income, Equities, Commodities and Funds branch), butalso Thomson Reuters Business Classification topics and RIC codes as well.* Note: By default, topics are selected automatically. For the “Topics” field and the “Manage Custom Topics” icon toappear, you first need to uncheck “Select Topics Automatically” **To do this you need to:- Click on “Options” at the bottom of the Commentary box- Uncheck “Select Topics Automatically”To tag the commentary manually you can do either of the below:- Start typing in the “Topics” fieldo Typing in the “Topics” field without pressing "Enter" will give you the suggested list of businesscodes and RCS Guide codeso Typing in the “Topics” field and pressing "Enter" will give you the suggested list ofcompanies/issuers- Click on the “Manage Custom Topics” buttono Clicking on “Manage Custom Topics” button, a popup window appears with the list of businesscodes and RCS Guide codes in hierarchical order (see figure below)28

What’s New in Thomson Reuters Eikon for April 2011 - EquityTo add a topic:- Click on a topic and then click the right-facing arrows to add it to the commentary. Once a topic is selected,it is grayed out in the topics list.To remove a topic:- Click on a topic from the “Selected Topics” list and then click the left-facing arrows.Note: The RIC codes will not be shown in the "Manage Custom Topics" window, they will only appear in the"Topics" field only. You can either type the full RIC code or the company name (in full or partial) and then press"Enter" to search for the company/issuer that matched with their typing.For example, in the “Topics” field, type "ib" or "ibm" and press "Enter"How to access?At the bottom of the “Add Commentary” dialog, expand the Options menu and uncheck the "Select TopicsAutomatically" checkbox.29

What’s New in Thomson Reuters Eikon for April 2011 - EquityNEED HELP OR FURTHER TRAINING?Use the Support Links on the left hand side of your Thomson Reuters EikonHome Page to quickly and easily get help, contact us, request training andaccess On-Demand training modules and find information on new features withinthe product.You can access comprehensive on-demand eLearning modules by clicking onthe “Training” link from theSupport links on your Home Page and/or register for our interactive trainingsessions directly via our website:https://customers.reuters.com/trainingknowledgenetwork/eikon/You can contact your local training centre.© Thomson Reuters 2011. All rights reserved. 49000526Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. ‘Thomson Reuters’ andthe Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its affiliated companies.30