GETTING STARTED 3000 Xtra 5.1 Overview. Trainers: Hong Han Yeong Zaveri Tasneem
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1 GETTING STARTED 3000 Xtra 5.1 Overview Trainers: Hong Han Yeong Zaveri Tasneem
2 Agenda Introduction to 3000 Xtra Application How to look for Equities and Bonds Data in 3000 Xtra Search Functions and Speedguides Overview of Related Company Data Overview of Fixed Income View Fund Screener and Credit View Customized Flex Document: Quote, Quote List, News, Top News and Factiva News, Metastock Chart PowerPlus Pro Data in Excel Support and Customers Zone Summary
3 What is Reuters 3000 Xtra?
4 Where can you find Reuters 3000 Xtra? Start All Programs Reuters 3000 Xtra
5 Home Page - Get Going Customize by Asset Class Customize by Job Role
6 Sample of a Customized Kobra Flexsheet Multiple Flex Sheets F2: Quote List F4: Quote F9: News F10: Chart
7 Creating a new Flexsheet (i) Insert Additional Frames (ii) Insert Additional Sheet tabs Drag at the sides Right-click Split the frame
8 THOMSONREUTERS Speedguides Search Press F4 Key in THOMSONREUTERS Insert Quote Key in THOMSONREUTERS
9 THOMSONREUTERS Speedguides Search Sample Quotes/Speed Guides: Home <THOMSONREUTERS> Asset Class <EQUITY> <WORLD/INDICES>, <SG/EQUITY>, <0#.INDEXA>, <SIAL.SI> <BONDS> <TREASURY>, <BENCHMARK>, <0#USBMK=>, <US/GOVT1> <MONEY> <AFX=>, <SPOT/1>, <FWD/1>, <NDF/1>, <SWAP/1> <ENERGY> <NEWOILOIL>, <CRUDES/1>, <O#CL:>, <CFD/INFO> <COUNTRIES> Eg <UNITEDSTATES>, <SINGAPORE>, <JAPAN>, <CHINA> Some Shortcuts: F3 0# Chain / Delay Quote
10 THOMSONREUTERS Speedguides Search Other Ways to access the Quote Browser Click on the Quote Browser Right mouse click to Insert Quote Object
11 Related <EQUITY> Data
12 <EQUITY> <ASIA/EQUITY1>
13 <EQUITY> <WORLD/STATS1>
14 <EQUITY> <EQUITYPOLL1>
15 Related <BONDS> Data
16 <BONDS> <TREASURY>
17 <BONDS> <CDSINDEX>
18 Related <ECONOMY> Data
19 <ECONOMY> <0#ECON>
20 Let s Practice! Via THOMSONREUTERS Speedguide search Equity What is the RIC for Asian Indices? Find and display the Ric for Delayed data for Hang Seng Index? FX/MM What is the RIC for Asian Spot Rates? Find and display the page for Japanese Yen Forward Page
21 Reuters Search Across Various Asset Classes Keyword Search
22 Reuters Search Customizable Criteria Search Dividend Yield Between 5% to 6% Exchange: Singapore Exchange Securities Trading
23 Let s Practice! Via Reuters Search: Equity Find the RIC for Microsoft Search for stocks matching following criteria: 1. Country : United Kingdom 2. PE : between 10 and 12 FX/MM Search for Currency basis swap/forward matching the following criteria: 1. Contributor: Tradition 2. Currency: SGD
24 Quote List Object Type in RICs : <0#.FTSTI>/<0#.HSI> Change the column template by: 1. Choosing the default template 2. Drag and Drop
25 Setting Alerts (i) Right-click on the price which you need to set Alert (ii) Set the Parameters & Action for the Alert Change existing Alerts Tools Global Alert Manager
26 Related Functions from Quote/Quote List Object Right-click Right-click Related Company Data & Related Bond Data
27 Related Company Data
28 Global Fund Screener
29 Related Bond Data/Bond View
30 News Object Press F9 Insert News Sample News Code MONEY [M] EQUITY [E] BOND [D] ENERGY [O] COMMODITY [C] ALERT NEWS [AA]
31 News Search Using keyword or combination codes News Expression Builder Combination Codes AND/OR/NOT Keyword Search Full Text Mode: Shift + F9 Filter within a Search
32 More Example of News Code Press F4 Key in News
33 Factiva News Insert Factiva News Search News Expression Builder
34 Reuters Top News Object Insert Top News
35 Chart Object Press F10 Insert Chart In-Place Editing
36 Chart: Adding Trendline and Analysis Adding Analysis Adding Trendlines Ctrl+ Arrow Keys Change Axis/Range
37 Link the Objects Right Click Choose the 1 st option
38 Function Keys Review F1 - Help F2 - Quote List F3 - Chain (0#) F4 - Quote F5 - Refresh F6 - Maximise/Minimise F7 - Internet Explorer F8 - Time and Sales F9 - News F10 - Metastock Chart F11 - Page Backward F12 - Page Forward
39 How to Save a Flex Document File Save As File Name Set as Startup Workspace File Set as Startup Workspace You can choose the folder where you want to save the file Default folder: Data Store
40 Retrieve Saved Flex-sheet Data Store View Data Store Data Store Icon
41 PowerPlus Pro - Retrieve Real-time Prices Drag and Drop from Quote object
42 PowerPlus Pro - Retrieve Historical Prices Drag and Drop from Metastock object
43 Getting Help/Customer Zone Richa Gupta
44 What have we done Drag and Drop 1. Real Time Prices 2. Historical Static Data F4 F10 1. Speedguides 2. Reuters Search F2 F9 1. In-Place editing 2. Analysis and Trend Line Right Click Functions: 1. Related Company Data 2. Related Bond Data/ Bond View 1. Keyword Search 2. Combination of News Code
45 Thank You Please help us fill up a simple survey. Thank you very much!
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