introduction to eikon
TRANSCRIPT
Introduction to Eikon
Jiaxin LowResearch Librarian, Finance
Singapore Management University
What is Eikon?
• Financial database from Thomson Reuters with company fundamentals, analyst research, latest news, economic data, and various tools for charting and analysis
• Worldwide geographical coverage
In this presentation
How do I…
• Access Eikon?• Retrieve and export data in Eikon?• Use Eikon Excel to build custom spreadsheets?• Find help?
Where to start?
1. Logging in• Log in to the computer
with your SMU ID and password
• Click on Eikon on the desktop
• Use the unique login ID and password for each terminal
• Menu on desktop:
2. Using the database• Click on the Eikon
button on the menu bar to see options.
• Go to the Home screen, or use other Eikon apps
Click on Eikon button to open this menu
Home screen
Other apps
Home screen
Browse content by asset class…
… or use the search bar
• Start typing into the search bar
• Dropdown shows list of possible results
• You can also type in a question such as “what is the meaning of life”
Smart searchingwhat is facebook revenue past 2 years
Retrieving and exporting data• Instrument overview page – e.g. Facebook
Retrieving and exporting data• Other key menu bar options:
• Price: historical price, volume information• Research: analyst reports• Fundamentals: financial information• Chart: charting function• Transactions: offerings and M&A data• 360 menu: “sitemap” linking to all available options for current
instrument
Retrieving and exporting data• Quote history page
Retrieving and exporting data• Quote history page
Click on [X] icon to export data on this page to an Excel spreadsheet
Other export options• Fundamentals page
Other useful functions• Country pages
Country page menu options:• News & Events• Financial Markets• Investment Focus• Central Bank• Credit• Debt• Economics• Research• Country Comparisons
Other useful functions• News & Research portal
Other useful functions• Advanced Research Search – search/filter for analyst reports
Where to find the Excel Add-in
Click on the Log In button in the Thomson Reuters tab
Screener function• Filter for a list of companies or other instruments
Screener• Use the Quick Filters or
search for filters
• E.g. filter by exchange enter exchange name directly
Screener function• Once you have filtered for a list of companies, display more data by
adding columns. Start typing to see what data points are available.
Screener function• Use Insert Screen to export data into Excel
Screener function - results
Formula builder• Use the formula builder to add and customize more data points
Formula builder• Search for instruments or use cell referencing
Previously screened list
Use cell referencing to select tickers
Formula Builder
Referenced cells
• Search for data items in the second search bar, enter parameters
Click “Select Date” to enter a specific date
Formula Builder• Once you have selected the necessary data items, click on “Insert” to
return to Excel
Selected items: Price Close; Volume; Market Cap
Formula Builder results• Note the cell you have placed your cursor on. I placed the cursor on
E3 before using Formula builder. Data will start displaying from F4.
Formula Builder results• Note the cell you have placed your cursor on. I placed the cursor on
E3 before using Formula builder. Data will start displaying from F4.
Referenced cells
Selected data items
Retrieved data using Formula Builder
Formula Builder results• To edit the retrieved date, place cursor on cell E3 and click on Formula
Builder button again, or edit formula from Excel Formula Bar.
• Research guide: http://researchguides.smu.edu.sg/eikon
• Email: [email protected]• Walk-in: the Desk at Library Level 2• Schedule a consultation with a research
librarian