Reuters Wealth Manager

Transcription

Version 3.0
Quick Start Guide
Issue 1.0
24th October 2007
Table of Contents
Get going quickly .... 2
Pre-built screens ..... 3
Building your own
views (Flexsheets) .. 5
Instant views.......... 7
Charts ................ 8
Quotes ............. 10
Chains.............. 11
News ............... 12
Time and Sales.. 12
Quotelists ......... 13
Portfolios .......... 13
Managing data in
Flexsheets and popups ..................... 14
Alerts .................. 15
Searching ............ 16
Find and compare
funds................... 17
myStore .............. 18
Get going quickly
Reuters Wealth Manager (RWM)
is a web-based application
providing financial information and
analysis for wealth managers and
advisors.
This is the RWM welcome page.
From here it’s easy to get the broadest possible view of all
factors that affect the value of investments...
It gives the broadest possible view
of all factors that affect the value of
investments – from real-time data
from exchanges covering equities
and bonds, through foreign
exchange, money rates and worldclass news. Delayed data is also
provided for consensus estimates,
diary events, equity and bond
histories, terms ands conditions.
You can also research, analyse and
compare funds from all over the
world.
RWM allows you to view this data
in two ways:
•
•
.... using Flexsheets, screens
you build yourself...
Pre-built screens (Reuters
Views) are screens that give
you comprehensive data on a
specific currency, country, and
asset class.
Flexsheets are screens you
build yourself so that they
contain the information you
need.
To start RWM, open Internet
Explorer. If you are connecting via
the internet, use:
www.reuters.com/wealthmanager
If you are connecting via the BT
Radianz private network, use:
http://reuterstrader.session.rservic
es.com/wealthmanager
HTTP://http://reuters.session.rservi
If you are logging on for the first
time, follow the simple 3-step
procedure to connect to the
service. If you have logged on
previously, enter your RWM login
and password in the dialogue box
to display the RWM window.
TIP
RWM only works with Internet
Explorer version 7 or later.
2
...and Pre-built (Reuters Views) screens that contain all the
comprehensive data you need at your fingertips…
Pre-built screens
When you first start RWM, the
Home page is displayed. This gives
a general world overview, with
major news stories and charts
showing the currently active major
indices for equities and bonds, plus
a key exchange rate.
There are more than 30 pre-built
screens (also known as Reuters
Views), that offer you a
consolidated display of the key data
available.
Using menu commands
Reuters Views are displayed in a
hierarchical structure, so you can
drill down from general to specific
information using a combination of
are three menu commands
available in all pre-built screens
and links inside the view.
•
•
•
Use the go menu commands
for an overview of the world
economy, funds, specific
countries and all the major
indices, bond and currency
markets.
Use the show menu commands
for a more detailed view of the
indices, bond and currency
markets, equity, bond and
currency calculators,
fundamental and cashflow
ratios, and research.
The links in the do menu give
you useful actions, such as
printing.
As you drill down through the
hierarchy for information, the menu
structure reflects this, enabling you
to know where you are in the
hierarchy and to navigate
accordingly.
To go back
to the
Home
page at
any time,
click here.
This is the
Reuters View
home page.
It contains the latest business news, top
equities, bond and FX and money market
news.... all just a mouse click away.
From the go menu you
can view....
To switch between
Reuters Views and
Flexsheets, click here.
... country data.
For example, key
data for the
United States....
… and the
country’s top
equity, bond and
FX information.
For more details,
click on the links.
... currency data. For
example, key data
for the Canadian
dollar…
… and key
crosses, deposit,
forwards
information. For
more details, click
on the links.
From the show menu
you can view....
...all the major
indices and their
current
performance...
...and drill down
to the detail. For
example, the key
data relating to
the DAX index.
3
The code for each Reuters View page is displayed here....
Using the command line
Alternatively, you can enter
relevant Reuters codes into the
command line and press Enter to
view data on an instrument, bond,
FX, index or money market.
... and here (in this example, DE5YT=RR
is a 5 year German bond)
If the code is recognised, the view
is displayed. If the code is not
recognised, a Powersearch
window is displayed. Use this to
search for the required information.
For more information, see
Searching.
You can also select Reuters Views
from myStore and save your most
frequently used views as shortcuts.
Enter your
code in the
command
line...
... and press Enter.
Alternatively, select
Reuters View from the
view menu or press
SHIFT+F7 to display
the page.
myStore.
Using quotelists and
alerts
If you have created and saved a
quotelist in a Flexsheet, you can
view it from a Reuters View by
clicking on the go -> quotelist
command and selecting the saved
quotelist from the dropdown.
Pop-out your quotelist from the Flexsheet and click
on do -> save as to save your quotelist in myStore.
REMEMBER: Click on the
button in the top right of the
display to switch between the
Reuters View and the Flexsheet
views.
From the quotelist you can view
and compare the constituents in
detail.
Quotelists and myStore.
To track the movement of an
instrument, bond, index or
currency, you can add an alert by
clicking on do -> add to my
alerts
For more information, see Alerts.
TIP
You can easily switch between
Reuters Views and Flexsheets
which are pages that you build
yourself by clicking on the
button.
For more information on managing
panes in your Flexsheet, see the
Building your own views and
Managing data in Flexsheets
and pop-ups sections.
4
In your Reuters View, click on go ->
quotelist and select your saved quotelist
(in this example, My FTSE) from the dropdown....
Right-click on
an instrument
to display a
pop-up...
Select view to
display key
information
about the
instrument, or
news for the
latest headlines
on the
instrument...
...alternatively, select quote or chart to view
quote and chart information in a pop-up window.
Building your own
views
(Flexsheets)
This is a standard 4pane Flexsheet. It
displays quote, chart,
news and time and
sales information.
Click here to
select one of the
pre-defined
layouts.
To switch between a
Reuters View and your
own view, click here.
The advantage of building your own
screens is that you can see the
exact information you require in a
screen.
1.
2.
3.
To create a blank Flexsheet,
click view -> New Flexsheet
or press Shift+F12.
To create a 4-pane Flexsheet
for an instrument, add the
instrument to the command
line and click view -> Quick
View. This Flexsheet displays
quote, chart, news and Time
and Sales information (where
permissioned) in each of the
panes.
To create a Flexsheet using one
of the pre-defined layouts, click
on the
button. Each layout
has a different number of panes
available.
To clear a Flexsheet,
click here.
To clear a pane,
click here.
To add information to
a pane, click in the
pane (a red border is
displayed)...
Enter an instrument in the command
line (VOD.L) and select the type of
information from the view menu. The
information is displayed in the pane.
To add information to a pane:
1.
2.
You can have
as many
panes as you
like in a
Flexsheet.
Click in the pane to enable it (a
red border is displayed)
Enter the instrument in the
command line, press Enter or
select the type of information
from the view menu.
To resize a
pane, click
and drag on
the edge of
the pane.
You can add the following types of
information to a pane:
•
•
•
•
•
Quotes (single instruments)
and Chains (related
instruments)
Quotelists (your own list) and
Portfolios (your own list with
holdings and values)
Charts (showing price
movements)
News (on specific topics or
instruments)
Time & Sales (a log of
transactions on an instrument)
NOTE
You can add and remove panes
from all types of Flexsheet.
5
This was a blank Flexsheet, but a
quote has now been added to a
pane.
If you reduce the size of the pane,
the neighbouring pane increases in
size.
You can delete a pane by reducing
its size to nothing.
However, if you
reduce the size of
the pane by clicking
on the outer
borders, a new pane
is created.
Dragging and dropping
You can drag instrument codes
between panes in a Flexsheet. Here
are some examples:
•
•
•
•
Click on an instrument in a
chain and drag onto a chart or
quote pane. This updates with
the new instrument.
Drag an instrument from a
chart, quote or news pane into
a portfolio or quotelist.
View news stories by dragging
an instrument onto a news
pane. This updates with news
on the instrument you have
selected.
Drag an instrument onto a
Time and Sales pane. If you
have permissions, data for the
current trading day is
displayed.
In this example, click in the quote
pane, hold down your mouse and then
drag the display……..
You can use myStore to save your
Flexsheets and create alerts for
instruments contained in these
views.
If you mistype an instrument, the
Powersearch window is displayed
to help you.
NOTE
You can add multiple views to a
pane and display information from
a pane in an instant view.
Flexsheets and pop-up windows,
see Managing data in Flexsheets
and pop-ups.
6
… into a blank pane. Release the mouse to
display the dragged data in the new pane.
Instant views
Use an instant view when it is more
convenient to look at a single piece
of information instead of looking at
a whole Flexsheet with different
information. Alternatively, you can
place an instant view in any of the
Flexsheets you build yourself.
There are no limits to the number
of views you can add to a
Flexsheet, but a large number can
cause performance issues.
All the items that you can add to a
Flexsheet pane are also available as
instant views:
•
•
•
•
•
This is an instant view
for a quote.
Here is a chart instant
view. You can easily
include analysis and
trend lines.
Charts
Quotes and Chains
News
Time and Sales
Quotelists and Portfolios
This is a chain instant view
displaying the constituents and
values from the CAC40 index.
In the pages that follow, we look at
each type.
You can use myStore to save any
of these items and create alerts for
instruments contained in these
views.
If you mistype an instrument, the
Powersearch window is displayed
to help you.
NOTE
Flexsheets and pop-up windows,
see Managing data in Flexsheets
and pop-ups.
This is a news instant view
about Vodafone. Click on
a headline for the latest
information about events
affecting the company.
Here is a quotelist instant view. You
can build your own quotelists or use
chains RICs to create the display.
You can easily
display all the
instant views in a
single Flexsheet.
7
Charts
This is a simple chart....
Charts enable you to perform
technical and graphical analysis
using real-time, delayed or
historical data.
To display a chart, type the index
or instrument into the command
line, click on the view menu and
select the Chart command.
Alternatively, press SHIFT+F10.
The chart displays in a pop-up
display. This is known as a fully
interactive chart and has
extensive tools and options. A chart
in a Flexsheet is a simple chart
with a limited number of tools. To
make changes to a chart, the chart
must be in fully interactive mode.
Managing data
Use the following commands to
manage data in the chart:
•
•
•
•
Display data as a line, bars or
candles.
Display or hide non-trading
periods, such as weekends
and national holidays.
Display absolute or relative
values.
Select a data type and field
type from the drop-downs.
Note these depend on the
instrument and the type of
display. Field types are only
available for inter-day charts.
To switch between the
interactive and simple
chart modes, click here.
This is an interactive
chart...
Select the
field type,
such as
Bid, Ask,
Earnings
and
Turnover
from the
drop-down
menu.
Enter an instrument
here and then click
here......
… to display the RICs
in this list.
To add
multiple
RICs, hold
down the
Ctrl button
and click on
the RICs...
.. and
click
here.
All the
RICs are
displayed
in the
chart are
colourcoded.
8
Click here to
remove nontrading days.
Select the
data type
(open,
close,
high, low
and
volume)
from the
drop-down
menu.
You can add up to ten RICs to a
chart display and display more than
one instrument at a time.
It’s straightforward to add trend
lines and trend channels to your
graph.
Select the display
type from candle,
line or bar.
To remove a RIC
from the list, click
here.
Click here to add a
trend line.
.....click here to add
a trend channel.
Understanding labels
Moving the mouse over the chart
displays lots of information. In the
corner of the chart, up to 5 key
data values are displayed for the
data point: open and closing
prices, low and high price and
volume.
Here are
some more
key
values...
This vertical line indicates the
position of the mouse pointer on the
x-axis for the main chart, sub-charts
and analysis.
This is the closing
price...
The
icon indicates that news
within 90 days of the data point is
available.
The
icon indicates that time
and sales data within 13 days of
the data point is available.
... the values of
the data point
in the analysis.
Right-click in the chart. In the popup menu, click on the show ->
news or time and sales
commands. This opens a pop-up
window.
Select from 23 types of analysis for
your chart. There are two different
types: in-chart and off-chart
analysis.
You can have up to four analyses
on a chart: one in-chart and three
off-chart.
To remove all analyses, select
analysis – none selected from
the drop-down.
Information
about the
nearest
point is
displayed...
... the date of
the data point...
Select analysis from
the drop-down to
display an analysis in
the chart...
…and click here
to reset them.
…control your analysis
with these
parameters....
Use this
group of
buttons to
manage
your
display.
Managing the display
You can manage the display by:
•
•
•
Moving along the x- and y-axis.
Using the scroll option to click
in the chart and drag the
mouse to focus on a particular
area.
Expanding and contracting
chart views and zooming in and
zooming out.
Alexander’s Filter is an off-chart analysis,
displayed below the main chart.
Bollinger bands are an inchart analysis, displayed
as part of the main chart.
For Intraday time periods ….
Historical time-series data
...you can view all
the data points for up
to the previous 5
days.
You can add historical time series
data to your chart. There are two
types of time period you can
display:
•
•
9
Intraday – time periods within
a single day. They range from
tick to 60mn.
Interday – time periods above
a single day. These range from
daily (year to date and
monthly) to monthly (10
years)
For interday time
periods....
...you can use the start and end date
fields for an exact time period and
press Enter.
This is an example of an instrument
(BAY.L) British Airways quote...
Quotes
Quotes enable you to view price
data on a single instrument (BAY.L
for British Airways), or an index,
(.FTSE displays data on FTSE 100),
or pages of information (such as
RBM12 for money market
operations from the Bank of India).
...a commodities quote
for gold (XAU=)…
To display a quote, type the
instrument into the command line
and press Enter or click on the
view menu and select the Quote
command. Alternatively, press
SHIFT+F4.
...a tile for
key US spot
prices
(EFX=)…
You can also use a quote pane (or
instant view) to display:
•
•
•
Tiles – groups of instruments
typically used within FX and
Money Markets. For example,
type EFX= and press Enter for
key spot prices.
Pages – these are Speed
Guides, data from individual
contributors and emerging
market information. For
example, type JAPAN and
press Enter for key information
codes for Japan.
Here are some more codes:
EQUITIES, NEWS, REUTERS,
MONEY, COUNTRIES and
USER/HELP.
Key commodities – for
example, type XAG= and press
Enter for silver prices, BRTfor Brent crude and Clc1= for
crude oil (Nymex).
... an index
(.FCHI) for the
Euronext Paris
CAC40...
… a Speed Guide
for JAPAN...
... and FX and Money Market operations
for the Bank of India (RBM12).
Here is a summary of the main index, currency and reference rate
codes.
10
Country
Main indices (index value not
Main currency
constituents)
Reference rates
France
.FCHI, .SBF120
EUR=
EURIBOR=, EONIA=
US
.DJI, .GSPC, .NDX, .IXIC
EFX=
LIBOR=
Germany
.GDAXI
EUR=
EURIBOR=, EONIA=
Spain
.IBEX
EUR=
EURIBOR=, EONIA=
GB
.FTSE
GBP=
LIBOR=
Italy
.SPMIB, .MIBTEL
EUR=
EURIBOR=, EONIA=
Switzerland
.SSMI
CHF=
LIBOR=
Japan
.N225
TIBOR=
Europe
.STOXX50E
EURIBOR=, EONIA=
Chains
To add the pop-up to
a Flexsheet, click
here.
This chain is 0#.FCHI for the
Euronext Paris CAC40 index.
A chain displays a set of related
instruments, such as futures or
overnight deposit rates.
A 0# identifies a chain, for example
0#.FCHI for the constituents of the
Euronext Paris CAC40 index.
To display a chain, type the
instrument into the command line
and press Enter or click on the
view menu and select the Chain
SHIFT+F3.
These are the constituents of the chain... with
prices, percentage and actual changes.
Here are some key chain indexes and future codes:
Country
Index
constituents
Index
futures
Benchmarks
Zero Coupon
Benchmarks
France
0#.FCHI,
0#.SBF120
0#FCE:
0#FRBMK=
0#FRTSY=
0#EURZ=R
US
0#.DJI,
0#.GSPC,
0#.NDX,
0#.IXIC
0#DJ:,
0#SP:,
0#ND:
0#USBMK=
0#USDZ=R
Germany
0#.GDAXI
0#FDX:
0#DEBMK=
0#EURZ=R
Spain
0#.IBEX
0#FMXI:
0#ESBMK=
0#EURZ=R
GB
0#.FTSE
0#FEU:
0#GBBMK
0#EURZ=R
Switzerland
0#.SSMI
0#FSMI:
0#CHBMK=
0#EURZ=R
Italy
0#.SPMIB
0#.MIBTEL
0#IFS:
0#ITBMK=
0#EURZ=R
Japan
0#.N225
0#SSI:
0#JPBMK=
0#JPYZ=R
Europe
0#STOXX50E
0#STXE:
0#EUBMK=
0#EURZ=R
Code
Future code
Bund
0#FGBL:
Schatz
Bobl
0#FGBM:
Liffe Euribor
Future code
11
Code
0#FGBS:
0#FEI:
News
News displays real-time and
archived news stories for an
instrument or an area of business.
This is the latest headline followed
by another 14 headlines.
Click on a headline to
display the full details.
To display news, type in the
instrument or business area into
the command line, click on the
view menu and select the News
SHIFT+F9
You can use a search filter to find
any combination of news topics by
clicking on do -> set news filter.
NOTE
The news you receive depends on
the service you are subscribing to.
For more information, contact your
Reuters representative.
For more headlines, click
here.
To search for headlines on
a specific date, click here.
Time and Sales
Click on a blue RIC link top open a
quote service pop-up for the
instrument.
This is the time and sales data
for Imperial Tobacco (IMT.L).
Time and sales enable you to view
a log of every trade for a selected
instrument.
To display time and sales, enter the
instrument, click on the view menu
and select time and sales.
If you have permissions, you can
view the instrument during the
current trading day. If you do not
have permissions, you can only
view the previous 13 days’ data but
not the current day’s data.
NOTE
For more information on
permissions, see your Reuters
representative.
12
Click here to view
data immediately
prior to the data
displayed in the
pane.
Click here to select a
specific date. You can view
up to the previous 13 days.
Quotelists
Use a quotelist to create a list of
different instruments, rates or
index values. You can then select
exactly what values you want to
monitor using real-time price
information and fundamental data.
Here is a list of instruments in the quotelist. To modify an instrument,
click on the instrument. Edit the code to change the data.
To create a quotelist, click on the
view menu and select quotelist.
A blank matrix is displayed in the
pop-up or Flexsheet pane.
•
•
•
To add instruments, click on
the first blank code cell and
enter the instruments one by
one pressing Enter after each
instrument.
Alternatively, type in a code
chain, for example, 0#.FTSE
and press Enter to display all
the constituents of the chain (in
this case the FTSE 100).
Drag an instrument from a
quote, chart or news pane but
not from pop-up windows.
Once you have added your data,
you can add and remove
instruments and field columns,
resize columns and change the
order of instruments and headers.
NOTE
The commands for the Quotelist are
similar to the Portfolio commands.
Portfolios
Use a portfolio like a quotelist to
create a list of different
instruments, rates or index. As well
as selecting what values you want
to monitor, with a portfolio, you
can also track the value of your
holdings – both individually and for
the whole portfolio – by entering
quantity, pricing and currency
information.
To change the header or instrument
order, hold down the Ctrl button, click
on the header or instrument (not the
code field) and drag to a new location.
To sort by ascending or
descending order, click on
the column header.
To search for a specific column, enter the
criteria and click on the Go button. All
relevant fields are displayed.
To add or remove
columns, click on the do
-> edit columns
To insert an
instrument,
highlight the row
below where you
want to insert and
click on the do ->
insert row
command.
To delete an instrument, highlight
the row and click on the do ->
delete row command. To delete
multiple instruments, repeat the
above procedure but hold down
the SHIFT + Ctrl buttons.
Alternatively, select a
header from here and
click on the Add button.
Enter the
Qty/Nom figures
and...
Use these buttons to
change the field order.
The selected
fields are
displayed here.
... the buy price to calculate
the market value (last price
x quantity expressed in the
base currency) and...
When you are finished,
click on the OK button.
... the P&L in
percentage and base
currency terms.
To create a portfolio, click on the
view menu and select portfolio.
All other portfolio commands are
the same of those of the quotelist.
13
You can view the value of your
portfolio in 18 different
currencies. To change the
base currency, click here and
select a currency from the
drop-down menu.
You can update all
the cells with a
blacked out
corner.
The total row sums all the
values in the selected
(base) currency.
To create a pop-up from any Flexsheet
pane... click here.
Managing data in
Flexsheets and
pop-ups
Flexsheets and pop-ups use similar
methods to manage data.
In and out of pop-ups
To add a pop-up to
a Flexsheet... enable
the pane where you
want to add the
pop-up....
You can copy information displayed
in a pane so that it is displayed in a
pop-up window.
Equally, if you have information
displayed in a pop-up window, you
can transfer the information
directly to the highlighted pane in
your Flexsheet. If you don’t have
any of your own screens open, a
new Flexsheet will be opened
automatically.
…and click here
to add the pop-up to the Flexsheet pane.
In this pop-up.... the latest quote
(VOD.L) has been added...
Adding extra panes
In this Flexsheet
pane, there are
more than two
views....
To add extra panes (quotes, charts
and news) to a Flexsheet pane or
pop-up:
•
•
•
•
If you are adding views to a
Flexsheet, first enable the
pane.
Enter a RIC into the command
line, such as VOD.L and press
Enter.
The instrument quote is
displayed in a pop-up window.
Repeat the process, adding a
second and third quote to the
command line.
You can now move through the
views using the backward
and forward
•
buttons.
button to add the
Click the
information to the enabled
pane.
To view the previous
quote in the pop-up,
click on the back
arrow button.
...click here to look at the
previous one (click on the
back button)...
From a chart displaying Vodafone, you can
view Telecom news and other views.
From a pane
displaying
Imperial tobacco
you can view
tobacco and
beverage news.
Context-sensitive
navigation
Flexsheet panes offer contextsensitive navigation. Use the go
and show menu commands to
display related information or
functions, depending on the data
on display in the pane.
In a quotelist, right-click on an instrument to
view related main and sector indices.
14
...or click here to
view the next one
(by clicking on the
forward button).
Alerts
Alerts notify you of any market or
news events for any RIC. When the
event occurs, you are automatically
informed by:
•
•
•
Email
Reuters Messaging (RM)
SMS to your mobile phone
To use Reuters
Messaging (RM) as
your alert method,
enter your RM address.
For SMS, enter your
mobile phone number.
For emails, enter your
email address...
There are two types of alert: price
and news. To set up, create or
view alerts, click on the Alerts
icon. A dialog is displayed.
To create an alert, enter a RIC for a quote alert and press the add button...
Setting up alerts
To set up alerts, enter the relevant
information for your alert methods
you want Reuters to use and click
on the set button. Enter the
verification code into the dialog for
each method that is sent back.
… for a news alert, enter a RIC or expression and press the add button.
NOTE
To receive RM verification, you
must be logged in to RM at the
same time.
This is the latest real-time
price information for the RIC.
Select your alert criteria from
the dropdown and enter your
low and high values. You are
notified if the values have
already been reached.
Creating a price alert
After set up, you can create alerts
by clicking on the Alerts button or
by clicking on the do-> menu in a
pre-defined, Flexsheet or instant
view.
Select the delivery method
and click on Set to set the
alert.
Enter a RIC or news expression
and click on the add button.
•
•
For a quote, add the
thresholds, select the field and
the alert methods and press
Set.
For a news item, just select the
alert methods and press Set.
All news alerts have a
24-hour expiry limit.
Select a delivery
method. Only methods
you have verified are
available.
Click here to set
the alert.
The alert is set and displayed in the
dialog. For more alerts, repeat the
process.
NOTE
The email and RM services are
unlimited. The SMS service is
limited to 30 per month. When this
is reached, the alerts default to
email.
15
The alerts are
displayed on the
View Alerts dialog.
All price alerts have
a 90-day expiry
limit.
Searching
Use these links to search for the type of
information you require. This example is a
name and code search for Volkswagen.
Powersearch is a sophisticated
but easy-to-use search tool that
enables you to find the information
you require. To use search, click on
the
line.
This is an equity focus
search. Use drop-down
menus to select your criteria.
At each stage you
can see the
number of
companies and
quotes that match
a given criteria.
icon next to the command
From the pop-up display, you can
search for the following types of
information:
•
•
•
•
•
•
•
•
Name and code
Equity, bond and warranty
Money and FX
Commodities and energy
Funds
Index member
Industry sector
News
Click
here to
start the
search.
Enter your specific details and start
your search.
NOTE
The search window automatically
opens if RWM does not recognise
the data you enter in the command
line.
These are the number
of quotes and
companies that meet all
the specified criteria.
This is a news
search. Use dropdown menus to
select your criteria.
Understanding results
Depending on your search criteria,
different search results are
displayed.
•
•
•
•
A simple unlinked result is
displayed in black.
A simple linked result is
displayed in bold and blue.
A group of results in blue with
links to other search results.
A composite result in blue. This
has a linked result and a popup option.
Click here to start
the search.
Add a RIC to
your search...
Use the & and OR buttons to determine
how your dropdown selections combine.
Click here to start a new
search, refine the search or
save the search to myStore.
A group of results are displayed in blue.
Click for links to further search results.
Click on further results, to display a
new result page.
If you click on a result, a quote is
displayed if you are searching from
a Flexsheet and a market view
page if you are searching from a
pre-defined view.
Depending on your
search results, a simple
linked result is displayed
in blue....
16
....or a composite result has two options. Either
click on the result or right-click to display the
result as a quote, chain, news item or chart
from the pop-up menu.
Find and compare
funds
The best place to begin is the
Searches page.
For a custom search, use
these top boxes.
The classes available
depend on the
classification scheme
you have selected.
(You can select more
than one class.)
The funds search gives you a
completely separate area where
you can find funds, examine and
compare them.
There are two ways to get to this
area:
•
•
From the do -> menu, click
on world -> funds. This
takes you to the Home
page for funds. To find a
fund, click the Searches
link at the top.
From the search window,
click on fund focus. This
takes you straight to the
Searches page for funds.
As you select, the
number of funds
that match the
selection is shown.
By default, non-primary
funds are also filtered out.
Go to step 2 or 3.
Select a criterion
and add it.
For a custom search, where you
can drill down by country and
category, use the upper part of the
Searches page.
For a quick search where you know
all or part of a company or fund
name, use the lower part of the
Searches page.
In both cases, you get the chance
to filter the funds by percentage
value or by ranking (by Lipper).
Once you have displayed your list
of funds, you can view them in
different ways
Here we have
added two
criteria – one
for ranking and
one for
performance.
View the funds that match these criteria.
You can add
more funds or
market indices
for comparison.
You can also display research
(including holdings and quantitative
analysis) on a fund or view a range
of charts (including rolling growth,
percentage growth and TNA
History).
Use the Research or Charting
links at the top of the Global Funds
Screener window to view these.
For a search by name, use the lower
boxes in the Searches page.
View different
details –
calendar year
performance, or
performance
relative to the
Lipper Global
Index.
Search for a name…
Select a company
from the dropdown and add it.
Check the number
of funds found
before moving to
the next step.
17
myStore
Use myStore to store and find
information that is important to
you.
myStore is displayed in a separate
window which you can choose to
hide or display by clicking on the
myStore ->Hide/Display
myStore command. Alternatively,
press Alt+M to view or remove
myStore.
Pre-built screens are already stored
there, but you can add your own
instant views and Flexsheet too.
Use the My favourites folder
to store your views. You can
create subfolders to group
your views in different
categories.
The Reuters folder contains country and
region folders that contain a number of
pre-defined screens and subfolders.
These may be instant views and
Flexsheets (but they cannot be edited).
To hide or
view
myStore, you
can also click
here.
Use
Shared
favourites
to share
views
between
user
groups.
Click on the
button to see the screens in
the folder that you can use and on
to hide
the screens.
Each screen has a name and an icon. The
icon represents the type of service, for
example,
is a Quote and
is a
Reuters View. The icons correspond to the
commands available from the View menu.
To view an item, just click on it.
Saving items to myStore
To save an instant view, click on
the do -> save as command. To
save a Flexsheet, click on the Save
As
Click on do ->save as to
display a window.
Enter a Name and Description
and click on the folder where
you want to save the file.
button.
You can only save screens to the
My Favourites folder or related
subfolders.
To add a new
folder, click
here. In the
example, My
Charts has
been added.
NOTE
Use the Save button or do ->
save command to save an existing
screen when the data has only
been refreshed. If you save an
instant view or Flexsheet for the
first time, the Save as window is
always displayed.
Creating shortcuts
Alternatively, you can create up to
nine shortcut buttons for your
favourite screens. Click on the
myStore -> Hide/Display
myStore command.
Enter a group name and path for
the shortcuts. Add up to ten
shortcuts and click on the Save
button.
The shortcuts are displayed to the
right of the Home button.
Click on the
Save button.
Enter a name and path
for the shortcuts.
Click here to select a different
path than the My Favourites
folder.
Enter a shortcut name and click
here to select the pre-defined
view, a Flexsheet or an instant
view using the pop-up menu.
When you have added all your
shortcuts, click on the Save
button.
You can add up
to
nine
shortcuts.... which are displayed
on the toolbar to the right of the
Home button.
18
Managing folders and
screens
Use the My
your views.
click on the
menu, click
It is not a problem if you want to
store a large number of items. You
can create folders within myStore
to group your views and make
them easily accessible.
To create a folder, right-click on the
My Favourites folder and in the
pop-up menu, click on Add Folder.
Enter a name and description and
click on the Save button. The new
subfolder is created in the My
Favourites folder.
To delete a folder, right-click on the
folder and in the pop-up menu,
click on Delete. Click on Yes to
delete the folder and all contents or
No to keep them.
favourites folder to store
To create a subfolder, rightfolder and in the pop-up
on Add Folder.
Here are some
instant views
and your own
screens now
saved in
myStore.
Right-click on a subfolder to add another folder
to the hierarchy or to delete the folder.
NOTE
You can only create new folders in
My Favourites. You can only
delete folders you have created.
To rename a screen, right-click on
the screen and in the pop-up menu,
click on Rename. Enter a new
name and delete the old name.
Click outside the box to enable the
name change.
To delete a screen, right-click on
the screen and in the pop-up menu,
click on Delete. Click on Yes to
delete the folder and all contents or
No to keep them.
NOTE
You can only delete and rename
screens that you have created.
To refresh the myStore display,
click on the
19
button.
Right-click on a screen to
rename or delete screen.
© Reuters 2007. All rights reserved.
Reuters, Reuters Wealth Manager and the
sphere logo are the trademarks or
registered trademarks of the Reuters group
of companies around the world.
Any third party names or marks are the
trademarks or registered trademarks of the
relevant third party.
Published by Reuters Limited,
The Reuters Building, South Colonnade,
Canary Wharf, London E14 5EP.
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Reuters Wealth Manager

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