TABLE OF CONTENTS
TABLE OF CONTENTS ......................................................................................................................................................................................................................................... 2
INTRODUCTION.................................................................................................................................................................................................................................................... 3
VIEWING CHARTS ON THE HOME PAGE....................................................................................................................................................................................................... 4
CREATE A CHART IN A FLEX DOCUMENT .................................................................................................................................................................................................... 6
CREATE A QUICK CHART IN A FLEX DOCUMENT ...................................................................................................................................................................................... 9
USING THE POP-IN AND POP-OUT FUNCTIONS ...................................................................................................................................................................................... 11
USE EIKON ANSWERS TO CREATE A TECHNICAL ANALYSIS CHART ............................................................................................................................................... 12
LINKING A QUOTE LIST WITH A TECHNICAL ANALYSIS CHART ...................................................................................................................................................... 14
ADD ANALYSIS AND TRENDLINES TO A CHART ..................................................................................................................................................................................... 16
USE RELATIVE PERFORMANCE INDEX ...................................................................................................................................................................................................... 17
USE REBASING ANALYSIS ............................................................................................................................................................................................................................... 18
EXPORT CHART DATA TO EXCEL ................................................................................................................................................................................................................ 19
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INTRODUCTION
Thomson Reuters Eikon offers easy-to-use charting tools that combine accurate and comprehensive real-time and historical data with a suite of analysis and trending tools.
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After completing this workbook you should be able to:
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Access charts from the Thomson Reuters Eikon Home page and Asset Class Overview pages
Create charts in a Flex Document
Use Pop In to add a chart from the Home page to a Flex Document
Launch a Chart in a Pop-up browser
Link a Technical Analysis Chart to a Quote List
Add Analyses and Trendlines to a Chart
Share apps using Thomson Reuters Messenger
Export Chart Data to Excel
ABOUT THIS WORKBOOK
This workbook is designed to be used alongside Thomson Reuters Eikon. On the following pages you’ll find a series of exercises that will introduce you to charting tools in
Thomson Reuters Eikon.
Each exercise is marked with this icon, along with a summary of the exercise. Just follow the instructions in the left hand column to
complete the exercise. Visuals are provided in the right hand column to guide you and to show you what your screen should look like.
BEFORE YOU START
The Thomson Reuters Eikon Home Page displays the most relevant information based on your job role. Some of the examples in this workbook are based on a Home Page
tailored for an FX and Interest Rates Portfolio Manager.
If you want to follow our examples exactly then you should set your Home Page to display Fixed Income information.
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Navigate to My Eikon  My Profile.
Click the Edit link in the Professional Profile section.
Select FX and Interest Rates Portfolio Manager from the list of Job Roles.
Click Save.
Your Home Page will update to display FX information.
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VIEWING CHARTS ON THE HOME PAGE
You can view a number of pre-built charts from your Thomson Reuters Eikon Home page. .
In this activity you’ll learn how to access pre-built charts from the Thomson Reuters Eikon Home page.
The Homepage provides workflow-relevant
information for the job role selected in your
profile. Here we are looking at a
Homepage for an FX and Interest Rates
Portfolio manager.
Hover over the Key Rates chart to activate
the View real-time icon.
Click the real time icon and a real-time chart
for Euro spot rates opens in a pop-up chart
browser.
Use the tabs to move between the
Historical Chart, the Forecast Curve
Chart, and a table displaying the
underlying data.
Open the Historical Chart now.
The Quick Links includes easy access to a
number of charting tools. This is a Foreign
Exchange Homepage and displays related
chart links. You will find charts within the
Overview Pages for each asset class.
Click the Chart FX Forecasts Quick Link
to open the FX Forecasts Quick Chart.
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Changes can be made to the period and
interval by using the respective dropdowns. Change the Period to Six Months
now.
Changing the Forecast Statistic changes
the Forecast line on the chart. Change the
Forecast Statistic to Mean.
Now click the Data tab to display the
chart’s underlying data in tabular form.
You can copy and paste this data straight
into Excel, or export the data as a .CSV
file, which you can import into another
application.
On the left-hand side of the Homepage you
have access to overview pages for other
Asset Classes.
Open the Fixed Income Overview.
The Fixed Income overview page contains
an overview of key news headlines,
instruments, and links relating to Fixed
Income.
Click the Market Data and Tools tab.
Under the Charts heading you’ll find a list
of Fixed Income pre-built charts.
Click the link to the CDS Chart and the
chart will open in a pop-out window.
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CREATE A CHART IN A FLEX DOCUMENT
You can use the Thomson Reuters Eikon Flex environment to build your own powerful charting and analysis tools.
Create a new Flex Document using the Cross Asset Charting template.
When you create a new Flex Document,
you can choose from pre-built templates, or
create your own from a blank template.
We’ll create a Flex Document using the
Cross Asset Charting template.
To get started, open the Add menu.
Then select Flex Document to open the
Flex Samples screen.
To open the Cross Asset Charting
template, Select Cross Asset in the left
column.
Then select Charting.
This will open the template.
The Cross Asset Charting Flex Document
displays four charts for each asset class.
Use the tabs to view pre-built charts,
showing data for Equities, Commodities,
Fixed Income, and FX and Money.
Let’s take a look at the FX and Money tab.
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Here you’ll find analyses for the Euro/US
Dollar spot rate. To display information for a
different instrument, enter the Instrument
Code in the command line.
We’ll change the Tick Chart with MACD to
show information for the Japanese Yen.
Enter JPY= in the command line. Then
press Enter. The chart will refresh to show
real-time information for the Japanese Yen.
Now we’ll see how to create a chart in a new
Flex Document. Select the Blank Flex with 2
Vertical Frames.
Then click Add Chart in any blank frame.
The frame now contains a blank chart app.
Type Microsoft in the command line.
Autosuggest will return a list of matches.
Click MSFT.O. A bar chart will be
displayed.
Press F6 to maximise the chart.
You can customize the chart quickly with inplace editing. For example, you can
manually overtype the start date, or click
the arrow to pick a date from the calendar.
We’ll change the chart type. Click Bar
OHLC. We’ll scroll down and select Line.
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The charting app gives you access to the
underlying chart data. To view it, right click
inside the chart. Then select View>Data
Window.
Or click the icon on the
toolbar.
Click Show All to view the chart data for all
days included in the chart. Click the arrow
in the date column to view the oldest dates
at the top of the list.
You can double click the Y-axis to edit the
range of the chart.
Or double click the X-axis to change the
Chart properties and edit the X-Axis.
Double click the X-axis now.
The X-Axis Properties dialog appears.
Here you can specify a start and end date,
or restrict the display to a specific period.
We’ll use the Properties dialog to create a
Seasonal Chart.
Click Display a Seasonal Chart.
Then click OK to apply the changes and
return to the chart.
Note: If you have a Trading add-on you can
trade directly from the chart. Click the
Trade menu to activate your Trading addon.
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CREATE A QUICK CHART IN A FLEX DOCUMENT
Quick Charts make it easy to chart key data such as yield curves and economic indicators.
In this activity, we’ll create an Economic Indicator Quick Chart that shows the month-on-month UK Retail Price Index.
To create a Quick Chart, click Add Quick
Charts in a blank Flex frame. Then select a
chart template. Take a moment now to
review the range of Quick Charts that are
available. Once you’ve had a look, select
Economic Indicator Quick Chart.
A blank Economic Indicator Quick Chart
now appears in your Flex Document. Click
the Maximize icon to make
the chart fill your workspace.
Use the dropdowns to specify your first
indicator. We’ll click Countries. Then
United Kingdom.
Next, open the Indicators dropdown. To
find an Indicator quickly, start typing the
Indicator name, and select an item from the
suggested matches. We’ll, type Retail
Price Index. Then select Retail Prices, by
Commodity, All items.
You can also amend the Analysis
Settings. We’ll show the Absolute
Change, year on year, as a Histogram.
To do this, open the dropdown menu
directly under Analysis Settings. Select
Absolute Change.
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Leave Histogram selected. Then click
Add.
You can compare up to four Economic
Indicators. Click the Indicator 2 button
now. Open the Indicators menu and select
All Items excluding mortgage interest
payments. Then click Add to update the
chart.
You can save your Analysis settings by
clicking Favorites. Click Favorites now.
A dialog will appear. Click Add to
Favorites. Then close the dialog box.
Now click the Data tab to view the
underlying data.
Select Export All to export the data as a
CSV file, which you can then import into
another application, such as Excel.
Note: Although different Quick Charts cover
different content, you’ll find they have a
very similar interface and are just as easy
to use
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USING THE POP-IN AND POP-OUT FUNCTIONS
Your Thomson Reuters Eikon Homepage has a number of pre-built charts, and the pop-in feature makes it easy to incorporate apps found on the Homepage into any
Flex Document. You can also use the pop-out function to launch a chart in a pop-out window.
Use the pop-in feature to embed a chart from the Thomson Reuters Eikon Home page in a Flex Document, and use the F10 function to launch a chart in a
pop-out window.
In this activity, we’ll embed a chart from the
Home page in a Flex Document. Select a chart
from the Quick Links section of the Home page.
Then click the Pop in button and choose
the Flex Document where you wish to insert
the chart. To complete this activity you can
select any open Flex Document, or create a
New Blank Flex.
The Quick Chart from the Homepage will
then be embedded in the Flex Document.
At any time, you can press F10 to launch a
chart app.
The chart app displays as a pop-up and is
automatically populated with the active
symbol – this is the last instrument code
that you used.
You can also launch a chart for a company
in a pop-up using search and Auto
Suggest. For example, type Oracle chart in
the command line.
Then click on the chart link in the Auto
Suggest list.
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USE EIKON ANSWERS TO CREATE A TECHNICAL ANALYSIS CHART
Eikon Answers is a new natural language search that aims to provide direct answers to your questions. You can also use Eikon Answers to create instant technical charts.
In this activity, you will create a short-term Relative Strength Index chart for a major retail stock.
In this activity, you’ll search for an RSI chart
based on 9-day periods for Tesco PLC. To
do this, enter Tesco 9 day RSI into the
search box and press Return.
Eikon Answers will returns an RSI chart,
with the most recent share price and the
base currency displayed on the left.
By default the chart covers the past 12
months, but you can view the price action
over a range of pre-set periods, or use the
sliders to define your own period.
Click the More examples and details... link
to view a page containing a list of links
related to your search.
Eikon Answers contains many types of
charts, including simple moving average,
MACD and Bollinger Bands. You can
create charts for more than one instrument.
We’re going to compare Tesco’s price
action with Marks and Spencer, and add a
20-day simple moving average (SMA).Type
Tesco and Marks and Spencer SMA 20
into the command line.
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This takes us directly to a page containing
the desired chart.
The Feedback icons enable you to give
instant feedback on your results.
You can click the thumbs up or thumbs
down icon to indicate whether the chart is
what you were looking for.
Or click the speech icon to send
suggestions for improvements and new
features to the Thomson Reuters Eikon
team.
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LINKING A QUOTE LIST WITH A TECHNICAL ANALYSIS CHART
You can click a Quote list to a Quick Chart so that double-clicking any instrument in the Quote List will populate the Quick Chart with relevant data .
In this activity, you will link a Quote List to a Technical Analysis Chart.
Before beginning this exercise, create a twoframe Flex Document. Populate the frame at
right with any Quote List. In the example at right,
we used the constituents of the FTSE 100.
Populate the frame at left with a blank
Technical Analysis Quick Chart. (The
process for creating a Quick Chart is
covered in a previous section of this
workbook.)
To link the Quote List to the chart, right click.
Then select Link To>Quick Charts>
Advanced Link.
Now select When I DOUBLE-CLICK a
Quote List item, DISPLAY related data.
Then click OK.
Double-click on any instrument in the
Quote List and the Quote list will update
with information on the selected company.
You can add analysis and annotations to
the chart. Let’s add a Trendline and an
annotation.
Open the Trendline dropdown.
You can add different types of lines to your
chart. For this activity, select Line.
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Use your cursor to draw a trendline.
Then click the annotation icon
on the toolbar.
Click in the chart and drag your annotation
field to the desired place. Then type the
annotation into the annotation field.
Now let’s save the Flex Document on the
Thomson Reuters Drive.
Click the Save icon.
Choose Thomson Reuters Drive. Give
your Flex Document a name and click
Save.
The text annotation and Trendline analysis
will now stay associated with the selected
company.
Let’s see how this works.
Double-click on any other entry in the
Quote List.
The chart will update with the new data.
Now double click on the company with the
trendline and annotation you just created.
The text annotation and Trendline will
reappear on the chart.
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ADD ANALYSIS AND TRENDLINES TO A CHART
Once you have embedded a chart in your Flex Document, you may wish to add further analyses. The Chart app offers a choice of over 100 Analysis types.
In this activity, you will add a 30-day moving average to a chart for Microsoft.
To begin this activity, create a blank Flex
Document with two vertical frames. Add a chart
into the frame at left.
Type MSFT.O into the command line. Then
press F6 to maximise the chart.
Open the Analysis dropdown. Select
Simple Moving Average. Use the resulting
dialog to change the period to 30 days.
The Moving Average will be added to the
chart as an orange line.
Now let’s add a Trendline. To do this, open
the Trendline dropdown. Then choose
Line.
To add the Trendline, click on your start
point, drag to your end point and release.
Click and drag the handles to move the
Trendline. Hover over any point to view a
date and a price.
If you need more help with Analyses or
Trendlines, press F1 to open the online
help tool.
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USE RELATIVE PERFORMANCE INDEX
You can use Thomson Reuters Eikon to perform Relative Performance comparisons, and compare the historical performance of two instruments within a defined time frame.
In this example, we’ll compare the performance of an instrument against a market index.
To begin this exercise, open a blank chart
app in a Flex Document. Then click the
Analysis icon on the chart toolbar to open
the Insert Analysis dialog. Select Relative
Performance
Now insert the codes for the instruments.
Start typing an instrument name to activate
AutoSuggest.
Type Peugeot and STOXX Europe 600 in
the Instruments fields. Select the instrument
codes for Peugeot ordinary shares and the
STOXX Europe 600 Index.
You can adjust the parameters. However,
we’ll leave the defaults selected. Click Add,
then Close to return to the chart.
The data is returned. If the relative
performance value is above 1, the first
instrument is outperforming the second.
If the value is below 1, then the first
instrument is underperforming the second.
You can also use the chart to analyze
groups of stocks. For instance, you could
use Relative Performance to see if the auto
sector index is outperforming the bank
sector index.
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USE REBASING ANALYSIS
Thomson Reuters Eikon supports rebasing analysis. Indexed Price Performance/Rebasing calculates indices and compares all prior and subsequent values for an instrument
against one data point (the base value). This value is typically set to 100, as it simplifies percentage change calculations.
Use the Rebase Analysis tool to look at the rebase value for the Dell ordinary share.
To begin this exercise, open a blank chart
app in a Flex Document. Click on the
Analysis icon to
open
the Insert
Analysis dialog.
Select Indexed Price
Performance/Rebasing from the list of
options.
We’re going to look at Dell ordinary
shares.
Type Dell in the instrument code box.
Then click on the instrument code for Dell
Ordinary Shares (DELL.O) in the list of
suggested matches.
You can also change the parameters.
Open the Interval menu and select
Quarterly.
Click Add; then Close. The chart will then
be updated with the new analysis
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EXPORT CHART DATA TO EXCEL
You can export data from a Chart App to Microsoft Excel quickly and easily by using drag and drop.
Export chart data into a Microsoft Excel spreadsheet.
To begin this exercise, open a Flex
Document containing a chart.
In the examples at right, we used a line
chart for the Euro: EUR=.
You’ll also need to open Microsoft Excel.
Then click and hold the series you wish to
export, and drag it into the Microsoft Excel
window.
To complete the export, release the mouse
button, and the data will appear.
You can export the chart image by rightclicking in the chart.
Select Edit, then Copy Image.
Switch to your target application and paste
the image in.
Note that within Quick Charts, toolbar icons
enable you to quickly save your chart as an
image file, copy an image to the clipboard,
or send a snapshot via email.
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