Thomson One Quick Reference Guide
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THOMSON ONE QUICK REFERENCE GUIDE Thomson ONE (www.thomsonone.com) provides integrated access to comprehensive market and company information. All of the intelligence you need to power your knowledge gathering and drive smarter decision-making. This Quick Reference Card offers some quick tips on customizing your workspace, setting up alerts, searching and more. LOOKING UP A COMPANY To add a service to your Favorites, open the page, click , and then select Add to Favorites. PUBLIC COMPANIES: To organize your favorites 1. If the company symbol is not known, click the 1. Click , and select Organize Favorites. Search icon. 2. If you want to create and name folders, click 2. Select either Contains or Begins With, then type all or Create Folder, and type in a name. part of the company name. 3. Drag a favorite into any folder, or click up or down 3. (Optional) Click the Home Listing Only check box to arrows to move it to a different place in the list. limit results to a company’s primary (Home) exchange. 4. Click OK. 4. Click Search. 5. Select the company symbol to display content related To set any page as your Home Page to that company. Click , and select Set as Home. PRIVATE COMPANIES: To return to your home page at any time, click . 1. Click the Symbol drop-down, and select Private Co. FLEX MONITOR: MONITORING A 2. Type the private company name (use , if needed), and click Go. COVERAGE LIST 3. Select the private company name to display content Flex Monitor allows you to create and save an unlimited related to that company. number of symbol lists so you can easily monitor the latest quotes data. Each symbol list can include up to 1024 4. Go to Company Insight > Company Overview for a stocks, bonds, options, commodities, market indexes, and Private Company Profile. statistics. Note: The components available for private companies To create a Symbol Watch List may include the company overview, filings, and deals. Most other components respond only to public Click , and give your list a name. Click OK. company content. To add a symbol to Flex Monitor Left-click within a Flex Monitor cell, and type a symbol. SETTING & ORGANIZING FAVORITES Click outside the entry field to activate. When you set up a service as a Favorite, it appears under To delete a symbol from Flex Monitor for easy access. Select a symbol in your list, right-click it, and then choose Delete. ©2009 Thomson Reuters. All marks herein are used under license. THOMSON ONE QUICK REFERENCE CARD SETTING ALERTS To turn off automatic symbol entry You can set alerts on Price & Volume, News, and Filings. Click the yellow icon in the service title bar so that it When an alert is triggered, you have the option of viewing turns gray (indicating “Not Listening” to the broadcast the alert in your inbox, receiving an e-mail, or showing a box). pop-up alert indicator. You may want to turn off automatic symbol entry when To set Alerts you want to freeze content on a page. 1. Click Alerts in Flex Monitor or go to Tools/Alert Manager. USING MY PAGES 2. Select the content set and criteria for your alerts (Price My Pages allows you to configure and customize a set of & Volume, News, and/or Filings). pages of your own choosing in your workspace. It has been pre-set with a sample. 3. Select a company or a watchlist. My News – A sample (set to A/) shows all news. 4. Set your delivery options. Another sample (set to N/TMN) shows news on 5. Click Save. acquisitions, and mergers & takeovers. You can change these displays by entering codes for your preferred settings. USING THE DRILL DOWN Note: These components are set to “Not Listen” to the CAPABILITY broadcast box so they will maintain your current settings. Drill down fields are the underlined fields in Flex Monitor To set up and manage your custom pages that link to other ThomsonONE.com windows, known as 1. Click Customize, and choose Organize Workspace. target windows. Clicking a drill down field activates the target window and retrieves a display for the symbol 2. To add a group or page to My Pages, select My selected. Pages, and click Add Group or Add Page. To create/edit a drill down 3. Name the page, and then drag a service from the Insert Option menu. You can add multiple services to Right-click in Flex Monitor, and select Drill Downs. a page. Select a field from the Fields box. 4. To change the order of a page, right-click it and choose Select a service to link to from the Available Services Move Up or Move Down. to link to box. 5. To move a group or page into a different group, click it, Click Link to create a link or Unlink to disable a link. and then drag it to the target group. Click OK. MODIFYING THE APPEARANCE OF A AUTOMATIC SYMBOL ENTRY OR PAGE “LISTENING” You can change the appearance of a workspace page by rearranging and resizing the service. To move a service section, click its title bar and drag it to a new location. To resize a service, use the cursor to drag the bottom When a symbol (e.g., IBM-US) appears in the broadcast (or top) border of the service to shrink or expand its box, ThomsonONE.com automatically applies this symbol viewing area. (“Listens”) when you switch to a different page and To hide the title bar of a service, right-click within the populates it with related data. service and choose Hide Titlebar. 2 of 4 THOMSON ONE QUICK REFERENCE CARD SETTING PREFERENCES FOR COMMONLY USED NEWS SYMBOLS RECENT DEALS You can set your Recent Deals pages to focus your review on the Industry and/or Region of your choice. To set preferences for Quick Category Codes recent deals Earnings N/ERN All News A/ 1. Click Customize to open Headlines its menu. IPOs N/INI Hot Stories H/ 2. Select Preferences. M&As N/TNM US Economy C/ECO 3. Choose the asset class, and select the industry and/or Commonly Used Regional News Codes region for each report. US R/US Hong Kong R/HK Europe R/EU Canada R/CN ONLINE HELP & CUSTOMER Asia R/ASI Japan R/JA SUPPORT Commonly Used Industry Codes Click to open the Aerospace & I/ARO Internet I/IAS Help/Support menu: Defense Help Contents – Opens Airlines I/AIR Media I/MED Help for the currently Automobiles I/AUT Medical Products I/MTC displayed feature and other Banks I/BNK Mining & Metals I/MNG help topics. Biotechnology I/BTC Networking I/CMT Customer Support – Chemicals I/CHM Oil & Gas I/OIL Contains support e-mail address and contact phone Producers numbers for global customer support. Computer I/CPR Oil & Gas I/OIL Asia +61 2 9373 1200 Hardware Services Consumer I/HOU Pharmaceuticals I/DRG France / Luxemburg +33 1 53 32 39 15 Consumer I/HOU Real Estate I/REA Germany / Austria / Hungary / +49 69 714 405 333 Products Poland / Russia Electronic I/ELC Retailers I/RTB Japan +81 3 5218 6580 Utilities & Portugal & Spain +34 91 745 2020 Generators Energy I/GAS Semiconductors I/SEM United Kingdom / S. Africa +44 870 458 1052 Financials I/FIS Services I/SVC North America 1 800 262 6000 Financial I/FIS Shipping, I/TRK Services Trucking, Rail CHANGING YOUR PASSWORD Food & I/FOD Software & I/SOF Beverages Services 1. Go to www.thomsonone.com. Healthcare I/HEA Telecommuni- I/TEL 2. Enter the login name and password provided. cations 3. Select Thomson ONE Account Services. Health I/HEA Tobacco I/TOB Services 4. Select Set Up Security Questions, and complete the Insurance I/INS Travel & Leisure I/ENT security questions. 5. Once completed, click Continue, and then you can change your password. 3 of 4 THOMSON ONE QUICK REFERENCE CARD EXCHANGE SPECIFIC QUOTES Europe AEX-AE AEX-Index To access a quote from a specific exchange, type a symbol-exchange qualifier as a suffix to a symbol AFGX-SX AFFARSVARLDENS General Ind. (e.g., IBM-P, for IBM trading on ArcaEx). CAC40-FR CAC 40 DAX-XE DAX (Performance Index) US Exchange Qualifiers SX5E-STX Dow Jones EURO STOXX 50 A AMEX I Island SX5P-STX Dow Jones STOXX 50 J AMEX Emerging Co. G Liberty Board UKX-LN FTSE 100 Index Marketplace ASX-LN FTSE All Share P ArcaEx O NASDAQ E3X-LN FTSE EUROFIRST 300 B Boston D NASD ADF E1X-EB FTSE EUROTOP 100 E CBOE C National Stock Ex. IB-MC IBEX-35 CB Chicago Board of N NYSE MA-MC MADRID Index Trades MIBTEL-MI MIBTEL CM Chicago Mercantile U OTC Bulletin SMI-EB Swiss Market Index Board M Chicago Stock 5 OTC Non-Bulletin Asia Exchange Board XAO-AU All Ordinary (ASX) Index US Composite X Philadelphia XJO-AU ASX 200 8 Int’l Securities SET50-TH BANGKOK SET50 Index Canadian Exchange Qualifiers HSI-HK HONG KONG HANG SENG KCI-SE Korea Stock Exchange Composite L CNQ T TSX NK225-OK NIKKEI 225 Index R Montreal V TSX Venture ALLCP-NZ NZX All European Exchange Qualifiers NZ50CP-NZ NZX 50 Index AT Athens MI Italian SHGAIDX-SH Shanghai A Index BC Barcelona LN London SHGBIDX-SH Shanghai B Index BE Berlin MD Madrid STRAITS-LN Singapore Straight Times IL European Energy MU Munich SZAIDX-SZ SZSE A Share Index LN FTSE Int’l EB Swiss SZBIDX-SZ SZSE B Share Index IP Int’l Petroleum WA Warsaw TPEW-TW Taiwan Stock Exchange Weighted TPX-TO TOPIX Index Asia Pacific Exchange Qualifiers AU Australia PH Philippines FREQUENTLY USED RATES HK Hong Kong SH Shanghai US Rates JA JASDAQ SG Singapore US.PR-G Prime Rate SE Korea TW Taiwan US.DR-G Discount Rate KQ KOSDAQ TO Tokyo US.FED-G Federal Funds Rate LIBOR FREQUENTLY USED INDICES BBUSD1M-IR US Interbank 1 Month Americas BBUSD2M-IR US Interbank 2 Months .DJIA-DI Dow Jones Industry Actual BBUSD3M-IR US Interbank 3 Months IBOV-BR IBOVESPA BBUSD4M-IR US Interbank 6 Months MER.VAL-BA INDICE MERVAL EURIBOR IPC-MX Mexican IPC EIBOR1W-IR EURIBOR 1 Week .NCOMP-O NASDAQ Composite EIBOR1M-IR EURIBOR 1 Month .RUT-E Russell 2000 EIBOR3M-IR EURIBOR 3 Months .SPX-E S&P 500 Index EIBOR6M-IR EURIBOR 6 Months .TTT-T TSX Composite EIBOR9M-IR EURIBOR 9 Months EIBOR1Y-IR EURIBOR 12 Months 4 of 4 THOMSON ONE QUICK REFERENCE CARD 5 of 4 .