HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY
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TABLE OF CONTENTS OW TO FIND DATA ON THOMSON H EARCH BY THE MAIN CHARACTERISTICS S WHY DO YOU NEED TO KNOW REUTERS QUICKLY AND EASILY: OF A BOND, SUCH AS RANGES OF COUPONS/ ABOUT FIDS? THIRD EDITION MATURITY DATES AND CREDIT RATINGS, FIELD NUMBERS AS WELL AS PARTICULAR FEATURES OF IN BRIEF: RIC SYMBOLS AND PAGES I NTRODUCTION TO THE THIRD EDITION THE BOND OF HOW TO FIND DATA ON THOMSON THE GENERAL RIC SYMBOL STRUCTURE REUTERS 3000 XTRA – SEARCH FACILITIES REUTERS QUICKLY AND EASILY THE RIC SYMBOLS ROOT FOR VERSION 5.1 WHAT IS THE ADVANTAGE OF KNOWING HOW THIS GUIDE IS ORGANIZED THOMSON REUTERS SEARCH ABOUT RIC SYMBOLS ROOTS? TIPS TIP PERIOD OR TIME INTERVALS IN BRIEF DISPLAYING THE RESULTS OF A THOMSON DELIMITERS REUTERS LOOKUP OR CRITERIA SEARCH HAPTER 1 – GETTING STARTED WITH C SEPARATOR INSTRUMENT HOW TO KEEP TRACK OF DATA THOMSON REUTERS DATA EXAMPLE CODES THAT HAS CHANGED SOURCE CODES WHAT DO WE MEAN BY REAL-TIME DATA? THE ALERTS SERVICE EXCHANGE IDENTIFIER EXCHANGE-TRADED REAL-TIME DATA NEW DATA IN BRIEF: GENERAL RIC WHERE CAN YOU FIND HISTORICAL HAPTER 3 – THE STRUCTURE OF C SYMBOL STRUCTURE REFERENCE FUNDAMENTAL DATA? SPECIALIST DATA THOMSON REUTERS DATA CHAPTER 4 – EQUITY MARKETS WHAT ARE RIC SYMBOLS AND PAGES? HAPTER 2 – SIMPLE WAYS OF FINDING C PEED-GUIDES, RIC SYMBOLS S WHEN TO USE UPPER OR LOWER CASE AND PAGES DATA ON REUTERS 3000 XTRA VERSION 5.1 REUTERS INSTRUMENT CODES FULL QUOTES FOR EQUITIES EUTERS 3000 XTRA – SEARCH FACILITIES R (RIC) SYMBOLS AMERICAN CONSOLIDATED QUOTES FOR VERSION 5.1 ADVANTAGES OF RIC SYMBOLS EQUITY RIC SYMBOLS INCORPORATING XTRA MENU FULL QUOTES BROKERAGE CHARACTERS INSERT INSTRUMENTS EASILY CHAINS AND TILES EQUITY INDICES REAL-TIME STATUS SO WHAT IS THE DIFFERENCE BETWEEN COMPANY NEWS ONE UNIQUE HELP SYSTEM A CHAIN AND A TILE? TOP NEWS FINDING EQUITIES HOW TO DISPLAY A CHAIN FACTIVA NEWS WATCH TO FIND AN INSTRUMENT WHEN HOW TO DISPLAY A TILE SECOND-LEVEL (ORDER BOOK YOU KNOW ITS CLEARING CODE PAGE FORMATS OR MARKET MAKER) CHAINS (FOR EXAMPLE, ISIN) SPEED-GUIDES TIP FINDING DEBT INSTRUMENTS FIELD IDENTIFIERS (FIDS) TIME AND SALES TO FIND A BOND WHERE YOU KNOW THE IDENTIFIER (SUCH AS ISIN, CUSIP OR SEDOL) previous page HOME next page 2
TABLE OF CONTENTS TIP DEPOSITS AND FORWARDS IN BRIEF: FUTURES EQUITY VIEWS FORWARDS DELIVERY YEARS FOR FUTURES BACKGROUND PAGES OUTRIGHT FORWARDS DELAYED FUTURES DELAYED EQUITIES AND INDICES CONTRIBUTED EURO CROSS FORWARDS HOW TO CONFIGURE REUTERS 3000 XTRA DEPOSITS CHAPTER 8 – OPTIONS TO HAVE DELAYED DATA AUTOMATICALLY FORWARD RATE AGREEMENTS (FRAs) EQUITY OPTIONS SWITCHED ON SWAPS CHAINS OF OPTIONS ON TIP ZERO CURVES CASH EQUITIES FIELD NAMES FOR QUOTE LISTS HOW THE ZERO CURVE IS CONSTRUCTED US OPTIONS TRADED ON OPRA IN BRIEF: EQUITY MARKETS VOLATILITIES OPRA STANDARD SERVICE FOREIGN EXCHANGE VOLATILITIES TIP CHAPTER 5 – BOND MARKETS. INTEREST RATE VOLATILITIES MONTHLY OPTION CHAINS OOLS FOR FINDING FIXED T FIXINGS AT-THE-MONEY CHAINS INCOME DATA THE STRUCTURE OF SINGLE-OPTION EURO INTERBANK OFFERED RATES BOND VIEWS SEARCH CONTRACTS OTHER FIXINGS SPEED-GUIDES, RIC EUREX CONTRACTS FIELD NAMES FOR QUOTE LISTS SYMBOLS AND PAGES FIELD NAMES FOR QUOTE LISTS AND POWER PLUS PRO NAVIGATING BY CHAINS OPTIONS ON FUTURES IN BRIEF: FOREIGN EXCHANGE AND THE GENERAL STRUCTURE OF BOND MONEY MARKETS THE ‘ALL OPTIONS’ CHAINS RIC SYMBOLS THE AT-THE-MONEY (ATM) COUNTRY CODE CHAPTER 7 – FUTURES OPTIONS CHAIN SUPER RIC SYMBOLS VOLATILITY SURFACE CONTENT PEED-GUIDES, RIC SYMBOLS S FIELD NAMES FOR QUOTE LIST AND PAGES ATM VOLATILITY INDICES BENCHMARKS FUTURES CONTRACTS OPTIONS ON FUTURES RIC SYMBOLOGY DELIVERY YEARS FOR FUTURES OTC FOREIGN EXCHANGE OPTIONS CHAPTER 6 – FOREIGN EXCHANGE CONTINUATION RIC SYMBOLS ATM FX OPTIONS AND MONEY MARKETS SERIAL FUTURES CONTRACTS RIC SYMBOL CONSTRUCTION PEED-GUIDES, RIC SYMBOLS S FUTURES CHAINS CONTRIBUTED SURFACES AND PAGES KEY DATES INFORMATION RISK REVERSALS SPOT RATES FUTURES CHAINS SHOWING RIC SYMBOL CONSTRUCTION CROSS-RATES MARKET DEPTH BUTTERFLIES CONTRIBUTED CROSS-RATES EXPIRED FUTURES SURFACE DISPLAY CALCULATED CROSS-RATES FIELD NAMES FOR QUOTE LISTS CALCULATED FX SURFACES TIP previous page HOME next page 3
TABLE OF CONTENTS CHAPTER 9 – COMMODITIES THE ADVANTAGES OF CONTRIBUTING HAPTER 13 – ERROR MESSAGES/ C RIC SYMBOLS PERMISSIONING NAVIGATION BY CHAINS RESTRICTED DATA SETS (RDS) SELECTIVE ACCESS CHAIN DESCRIPTION WHAT DO I DO WHEN I CAN’T SEE A RIC DATA NOT AVAILABLE NAVIGATION BY SPEED-GUIDES OR PAGE THAT I THINK I SHOULD BE ABLE CASH INSTRUMENTS EXCHANGE AND THIRD PARTY TO VIEW? TIP SERVICE MANAGEMENT SUPER RIC SYMBOLS CASH COMMODITIES CHAINS DATAFEED ACCESS DECLARATIONS LOGICISATION RIC SYMBOLS FOR COMMODITY CHAINS ELECTRONIC SELF-ADMINISTRATION CONTRIBUTED PAGES ENERGY CASH PRICE CHAINS HOURS OF OPERATION UPDATING YOUR PAGES RIC SYMBOLS FOR ENERGY RIC SYMBOLS HAPTER 14 – CONTACTING THOMSON C CASH CHAINS INSERTLINK REUTERS CUSTOMER SUPPORT TYPE CODE STRUCTURE REUTERS SPREADSHEET COMMODITES FUNDAMENTAL CONTACT US PUBLISHER (RSP) DATABASE (MPD) ACCESSING THE “CONTACT US” FORM MARKETLINK-IP (MLIP) FIELD NAMES FOR QUOTE LISTS HELP DESK NUMBERS CONTEX MCS IN BRIEF: COMMODITIES AND IN BRIEF: CONTRIBUTED DATA ENERGY MARKETS CHAPTER 12 – NEWS CHAPTER 10 – DELAYED DATA HOW TO SEARCH FOR NEWS DELAYED EQUITY AND INDICES NEWS SPEED-GUIDES FULL QUOTES CODES CLOSING RUNS KEYWORDS DELAYED CHAINS RIC SYMBOLS DELAYED FOREIGN EXCHANGE QUOTES HOW TO CUSTOMIZE YOUR CROSS-MARKET PACKAGE NEWS SEARCH STREAMING DELAYED DATA NEWS TOPIC CODES RIC SYMBOLS OTHER USEFUL PAGES TIP LANGUAGE CODES CHAPTER 11 – CONTRIBUTED DATA THIRD-PARTY NEWS SOURCES CONTRIBUTED DATA RIC SYMBOLS AND FIDS previous page HOME next page 4
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION INTRODUCTION TO THE THIRD EDITION OF HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY The previous editions of this guide were clear, concise and easier to use, easier to view and faster. There are sixteen well received. They provided a general explanation of code new style calculators covering the most important analytics structures and specific guides for each asset class. This requirements for currency options, forward rate agreements, edition simply brings the guide up to date. The underlying interest rate and currency swaps, swaptions, FX swaps and code structures for our data remain very much as they were, deposits. State-of-the-art pricing models are now available but the markets, technical innovations and our depth of for credit correlation products. Pricing and valuation coverage increase continually to serve you better. We have functions are provided for collateralized debt obligations. added details that direct you to this information and have In the Reuters 3000 Xtra Charts, you can now define an removed some things that are no longer valid. alert for analyses crossing each other or crossing trend lines. Since the previous edition, Reuters 3000 Xtra A new scrollbar has been introduced for more flexibility to displays have developed significantly. expand or contract the x-axis by dragging the sides of the scrollbar thumb. So, what’s new on Reuters 3000 Xtra v5.1? There have also been significant increases in the depth and Some exciting new features of Reuters 3000 Xtra v5.1 include: breadth of our market coverage. • Improved usability: Auto-suggestion, We have coverage on Daily Australia Securities Exchange Quote list enhancements. broker trading summaries, Hanoi Stock Exchange foreign • Better workflow: Integrated calculators linkable trading data, Japanese consolidated tape, new Rabobank within flex. trading prices, Australian semi-government credit curves, • Enhanced analytics: New Adfin calculation functions new Brazilian ratings information. for credit derivatives. There are several more features and added market coverage • Enhanced Charts: Automatic chart alerting, that will be discussed in length in the relevant chapters. We New Dynamic Scrollbar. hope you enjoy reading and learning more about Reuters Auto-suggestion is an auto-search feature which suggests 3000 Xtra v5.1. top ten automatic search results when you enter a text which is not a RIC symbol. Quote list (previously called Matrix object) now has features that enable you to group instruments by sector, maturity date etc. Thomson Reuters Integrated Calculators have been made more compact, previous page HOME next page 5
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION There’s a lot of information waiting for you… But how do you know that you are making the most of everything you have subscribed to? We’ve used icons throughout the book to highlight different types If you find it difficult to get hold of the information you need, read on. of information. The information that Thomson Reuters provides is HOW THIS GUIDE IS ORGANIZED constantly growing and continually changing. It’s not The world of Thomson Reuters data and news is, like the TIP always easy to keep up with the latest developments. world it covers, vast, complex and potentially overwhelming. This indicates useful or important This guide changes that. Whether you’re a new user or have But our data is all built logically, and if you break it down into information that makes finding been working with data from Thomson Reuters for years, smaller pieces, there’s nothing too difficult to understand. data even less complicated. this provides a comprehensive reference point for all the In Getting Started, we look at the different types of data codes that are used to find information. It also directs you available. From there, we look at the structure of Thomson to useful pages that help you find your way around, and Reuters data. There’s also a section on different tools for IN BRIEF tools that can find information for you. finding all the data you need. Once you’re familiar with the There is an IN BRIEF section that The guide explains the structures behind codes in simple high-level information, you can use the individual sections summarizes the key concepts at the steps, and has separate sections on those codes for each of to look in detail at each asset class, such as equities, bonds, end of each section. the major asset classes. So it’s not a directory – it’s better foreign exchange and commodities and energy. Markets and financial instruments do change constantly: companies than that. Once you’re familiar with the data structures Finally, there are sections at the back that cover contributed merge and countries change their for different asset classes, many of the codes for data will currencies. So, Thomson Reuters data (pages and records of information provided by active become instinctively familiar to you. codes change too. The codes given market players), news codes, delayed data (usually available in this book are correct at the time Real-time and historical data can be viewed on several free of charge), error messages and phone numbers for help of going to press, but are liable to different Thomson Reuters platforms and applications, desks. For convenience, there’s an In Brief section at the end change at any time. such as Reuters 3000 Xtra, Thomson Reuters Kobra and of most sections, which summarizes the key points. The point of this book is to give Reuters Trader, as well as through Thomson Reuters you intelligent ways of finding data datafeeds, the Thomson Reuters Terminal and a number without memorizing codes – this is of third-party applications. In this guide, we show you the the best way to handle the constant change that is natural in the best way to access that information. financial markets. previous page HOME next page 6
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 1 GETTING STARTED WITH THOMSON REUTERS DATA To begin understanding data from Thomson Reuters, it’s If you normally need only indicative prices, most exchanges helpful to break it up into different groups. The easiest way also provide delayed data, which is free of charge. For more is to start with these four: information on this, please refer to the Delayed Data chapter 1. Country-level: data that belongs to different countries. in this guide. 2. Asset classes: equities, fixed income, etc. WHERE CAN YOU FIND HISTORICAL REFERENCE 3. Market-level: data that belongs to different exchanges FUNDAMENTAL DATA? or other recognized markets. Historical reference fundamental data is an integral part of Reuters 3000 Xtra. It includes company reports, bond terms 4. Real-time and historical data. and conditions, ratings histories and historical price charts. The first three types are self-explanatory, but it’s worth In addition, Thomson Reuters offers a range of enterprise- looking at the fourth to understand the difference between wide financial information products, such as Thomson Reuters real-time and historical data. Why? Because, before you start DataScope, offering open access to substantial amounts of using Thomson Reuters data, you must tell Thomson Reuters historical data for department or enterprise-wide use. which real-time exchange data you need. SPECIALIST DATA WHAT DO WE MEAN BY REAL-TIME DATA? Thomson Reuters also gives access to specialist data Real time means almost immediately. When a trade is made services that provide extra depth of information, market at an exchange or a new rate is set, then you see it almost commentary and analysis by acknowledged experts. The as soon as it happens – sometimes within a fraction of a services cover all asset classes and all market segments, second – regardless of your location. This real-time data can from treasury, asset management, investment banking and come from exchanges, from registered contributors on the brokerage, through to corporate and media. Thomson Reuters network or from third-party data providers. Types of coverage include: EXCHANGE-TRADED REAL-TIME DATA • Economic indicators and macroeconomic commentary. All Thomson Reuters services supply the general financial • Specialist analysis and commentary. information and news you have subscribed to. However, • Specialist forecasting and technical analysis. exchanges reserve the right to charge a small additional fee • Specialist news services. for the delivery of real-time data to your terminal. If you wish • Specialist prices (including broker data). to know more about charges for particular exchanges, your local Thomson Reuters representative will be able to tell you For a full list of specialist services, go to page . the exact fees for the data you require. Each service is chargeable, but you can find offers and free trials on page . previous page HOME next page 7
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 REUTERS 3000 XTRA – SEARCH FACILITIES FOR VERSION 5.1 Reuters 3000 Xtra v5.1 provides a single search mechanism that enables you to perform anything from the simplest search for a company name to precise searches for data such as P/E ratios within a certain range or bonds by an issuer in a particular coupon range. XTRA MENU The Xtra Menu provides a simple way of finding every available display, relevant to a given instrument, from standalone charts through to complete pre-built models in Thomson Reuters Kobra or Thomson Reuters PowerPlus Pro (Microsoft Excel). You can click to view any display listed for instruments in any asset class. The screenshot below provides various options available in Reuters 3000 Xtra Menu. To view pricing information on a known RIC symbol, select Quote screen or press F4, type company name. The Auto suggest option will propose appropriate symbols or will prompt you back to Search. If the code proposed by the Auto suggest option is what you are looking for, input the You can search in several different ways, and then click RIC symbol code and then press enter. For example: directly to a display on one of the instruments returned. previous page HOME next page 8
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 EASILY INSERT INSTRUMENTS REAL-TIME STATUS You can very easily insert an instrument anywhere in the A new ‘traffic-light’ on the right of the menu bar gives you an Quote List: click the row above that you want to insert, immediate overview of the Thomson Reuters Market Data press the Insert key and an Insert Item box will pop-up. System sources health so you can quickly see if there are any The box also offers auto-search and auto-completion. problems with the data: - Green if all sources are available. - Orange if any but the main Thomson Reuters source is down. - Red if the main Thomson Reuters source is down. ONE UNIQUE HELP SYSTEM All help now uses the same online system that is common to all Thomson Reuters Products. Choose one entry in the Help menu or press F1 to get to the unified help system. previous page HOME next page 9
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 FINDING EQUITIES TO FIND AN INSTRUMENT WHEN YOU KNOW ITS For the simplest search for a company: CLEARING CODE (FOR EXAMPLE, ISIN): 1. Press Control + F and set the Look For field to ‘Search 1. Press Control + F and set the Look For field to Equities. All’ (also called FRD search). 2. Enter the name or part name and click on the 2. Set the Where field to ‘Code’. Search button. 3. Enter the code or part code and click on the 3. W here more than one company is found that matches Search button. your search, these are listed for your convenience – click on one to display its instruments. 4. W here more than one company is found that matches your search, these are listed. For your convenience, click one by one of the company’s instruments to drill down to find your instrument. You can also set the Look For field so that you can easily find either Funds or Indices. For complex equities, you can search at company level, such as profit/loss, income statements, balance sheet information or market ratios. Or you can search on issue-level information such as consensus estimates or growth rates. previous page HOME next page 10
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 GENERAL SEARCH 4. The results will be displayed on the bottom of the page. FINDING DEBT INSTRUMENTS Click on the Issuer to retrieve summary details and the 1. Set the Look For field to Debt. instruments available. 2. The Search functionality has the provision to customize the search based on the requirements of the clients. There are add and remove buttons to help you search on exact requirements. The Analyze Results button is very useful complement to search workflows. It allows filtering of the results through a set of pre-defined clusters. 3. Once the criteria are selected, click on Search button to retrieve the results. previous page HOME next page 11
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 TO FIND A BOND WHERE YOU KNOW THE IDENTIFIER You can also search by the main characteristics (SUCH AS ISIN, CUSIP OR SEDOL): of a bond, such as ranges of coupons/maturity dates and credit ratings, as well as particular features of the bond. 1. Set the Look For field to Debt. Once you have selected your criteria, the search will return 2. Against the Market Code button, enter the code. a result list of all matching bonds, which you can then sort 3. Click on the Search button. or select. 3. W here more than one instrument is found that matches your search, these are listed: click on one to display its instruments. previous page HOME next page 12
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 REUTERS 3000 XTRA – SEARCH FACILITIES FOR There are three types of search, depending on how you set VERSION 5.1 the topmost field in the Search dialog box: TIP Reuters 3000 Xtra v5.1 search include cross-asset, name • ame search searches by company or issuer name to N For convenience, you can set and code look-up facility, as well as a criteria search that retrieve securities and their live quotes. default values in the search to avoid provides sophisticated criteria results for each asset class, having to select them individually covering equities, debt, forex & money, commodities and • sset class search uses basic criteria, such as name, A each time. Use the command energy, funds and economic indicators. ticker, quote price etc. Tools/Options/Services/Reuters Database Search. • Code search searches by any full or partial security THOMSON REUTERS SEARCH CRITERIA SEARCH ID or any clearing code. The Thomson Reuters Search facility is a quick search This enables you to perform function for finding companies, stocks, indices, bonds or With Bond search, you can add a more specific search in a criteria search through your database, including indices, economic data via a single name or code lookup. Given the the line where you enter the name, such as maturity date options, futures, funds and full or partial name or any clearing code such as SEDOL, ISIN or coupon rate. For example: input in Name field, economic indicators. There are two or CUSIP, you can browse through all information and quotes select a maturity date criteria to drill down on the issue you ways of starting a criteria search: associated with it. are interested in. • Click on the button on your toolbar. There are two ways of getting into the Thomson Reuters • Press CTRL + F. Search tool: 1. B y clicking on the Thomson Reuters Search button on your toolbar , located on the right-hand side of the command line. 2. Press CTRL + F. Always start by defining what type of search you are making: a name search, asset class search or code search. previous page HOME next page 13
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 Once you have your search results you may The change notifications are driven by Thomson Reuters, view the results by right-clicking on the RIC exchanges, contributors and other institutional market data TIP symbol in the Results screen, which will put providers. These notifications are worth checking regularly, a) A flex sheet is the technical term the RIC symbol into the active frame in your as they could affect your operations. for a display screen in Reuters Reuters 3000 Xtra Quote screen. 3000 Xtra container. This can Each notification includes a brief summary, a detailed a) A flex sheet is the technical term for a display screen in display real-time prices, graphs and description of the underlying changes and appropriate Reuters 3000 Xtra container. This can display real-time news, or historical, fundamental details for technical users. and analytical information. There prices, graphs and news, or historical, fundamental and are hundreds of pre-built displays analytical information. There are hundreds of You can find this information at the following locations: in Reuters 3000 Xtra, covering pre-built displays in Reuters 3000 Xtra, covering all asset classes. Some of these Thomson Reuters page lists daily all asset classes. Some of these are based on Kobra are based on Kobra flex sheets; RIC symbol additions/drops or changes sorted by country. others are based on Microsoft Excel flex sheets; others are based on Microsoft Excel spreadsheets. You can also build spreadsheets. You can also build custom screens Alternatively, you may view and subscribe to emails from custom screens to suit your exact to suit your exact information needs. the below link on Customer Zone: information needs. b) S electing the item and right-clicking will give you a http://customers.reuters.com/a/symbolchanges/search.aspx b) Selecting the item and right- selection of different information types for which you clicking will give you a selection can use the RIC symbol. of different information types for which you can use the RIC symbol. c) W hen using the search facility in Microsoft Excel, the search result will be loaded directly into a cell. c) When using the search facility in Microsoft Excel, the search result HOW TO KEEP TRACK OF DATA THAT HAS CHANGED will be loaded directly into a cell. Thomson Reuters provides enhanced change notifications that help you navigate the steady flow of detailed data changes that sweep across the world’s markets. This service provides easy, timely and comprehensive access to details of the changes that affect Thomson Reuters data, including new, changed and deleted data. previous page HOME next page 14
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 2 SIMPLE WAYS OF FINDING DATA ON REUTERS 3000 XTRA version 5.1 THE ALERTS SERVICE Alerts provide details of unforeseen service interruptions affecting data, plus indications of problem resolution times. This now includes coverage of historical data. You can find the Alerts service on the page . Alternatively, you may register at our Customer Zone link given below to receive notifications. https://customers.reuters.com/Home/alerts.aspx For more information on changes to data and Alerts, please contact your local Thomson Reuters sales office. A full list of offices can be found on our web site. https://customers.reuters.com/kccontactus/telephone.aspx NEW DATA To ensure that you are aware of all the latest key datasets that have become available, please check the following pages regularly: , . previous page HOME next page 15
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA To handle the complexity and diversity of the financial markets and their instrument types, Thomson Reuters has designed a flexible data structure that supports all asset classes. All data is identified by codes. To find a particular piece of information, you need to know the correct code. All codes in this guide appear in a box like this: REUTERS. In this guide, (the Return key on your keyboard) is the default. If no other key is mentioned, just press after you have typed the code in your command line. WHAT ARE RIC SYMBOLS AND PAGES? • ages – these are whole pages of information provided P Thomson Reuters provides enhanced change notifications either by Thomson Reuters or by other contributors to that help you navigate the steady flow of detailed data the Thomson Reuters network. They can include text changes that sweep across the world’s markets. This service information or sets of different prices. provides easy, timely and comprehensive access to details For example, is the code for JP Morgan Chase of the changes that affect Thomson Reuters data, including London spot and forward rates. new, changed and deleted data. WHEN TO USE UPPER OR LOWER CASE There are two main types of code you need to know about to Reuters 3000 Xtra allows you to enter pages or RIC symbols start with: in either upper or lower case. • IC symbols – these are Reuters Instrument Code R There are exceptions: if a code consists of upper and lower- symbols that define individual financial instruments. case letters, such as this continuation future or RIC The code for the spot rate of the Swiss Franc is , symbols that contain brokerage characters, such as and the code for Microsoft stock on NASDAQ is . , you need to type that syntax exactly. RIC symbols are mapped to display templates, according to There is more information about brokerage characters various rules based on the instrument asset class, location, and continuation futures in the relevant market sections and exchange, which enables Thomson Reuters to tailor the of this guide. display according the set of data that needs to be displayed to the end user. previous page HOME next page 16
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA REUTERS INSTRUMENT CODES (RIC) SYMBOLS IMPORTANT NOTE: Remember that RIC symbols are protected by copyright, database rights and trademarks owned by Thomson Reuters. You are only allowed to use RIC symbols in the manner and for the purposes specified in your agreement with us. If you have any questions about your rights to use RIC symbols, please contact your Thomson Reuters sales representative. The technical term RIC symbol is used to describe the set of proprietary alphanumeric codes that are the retrieval mechanism provided by Thomson Reuters to its customers as an integral part of their Thomson Reuters financial information services to identify, navigate and retrieve a structured set of related data items (known as a “logical record”) from the Thomson Reuters network. The acronym “RIC” originally stood for “Record Identification Code”. It later became known as either “Reuters Instrument Code” or “Reuters Identification Code”. The information that is displayed when you enter a RIC symbol depends on the type of instrument it defines. The display you get for a RIC symbol on a stock traded on the London Stock Exchange is different from the display you get when you enter the RIC symbol, for example, for a bond. The bond display will show maturity date, coupon, price or yield, whereas the stock display will show bid, ask and last-traded price. previous page HOME next page 17
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA ADVANTAGES OF RIC SYMBOLS SO, WHAT IS THE DIFFERENCE BETWEEN A CHAIN • They have structured coding (which simplifies AND A TILE? data manipulation). The main difference between them is their retrieval method. • They are clearly identifiable. Chains require the chain key or F3 key, whereas tiles require the key. We will cover this in more detail later. • hey can easily be transferred into spreadsheets, T Thomson Reuters Graphics or the Graphics Object All market sectors make use of either chains or tiles, but not (RGO) in Reuters 3000 Xtra, or into Thomson Reuters both. The FX and money market sectors use tiles, whereas Kobra for further processing. most of the other market sectors use chains. Both chains • hey usually have a market-consistent data location T and tiles can show all constituents of an index, all delivery and format. months of a future, European spot rates, all at-the-money strikes of an option, all world indices and so on. • IC symbols exist in two forms, as a full quote and as R a chain or tile. However, this rule does not apply to our A chain is defined either by Thomson Reuters or by the entire RIC symbol universe. organization that contributes the data. FULL QUOTES A chain’s content and format and the fields displayed A full quote provides full information on the requested can only be changed by the owners of the chain within financial instrument, for example: certain limitations. for the euro spot rate. When you have a chain or tile on display, you can double- click on the code for any individual instrument to view a CHAINS AND TILES full quote on that instrument. Equally, you can copy one or A chain or tile is a code that displays a set of related more instrument codes and paste these into a spreadsheet instruments, such as options on a specific stock or an Index for further manipulation. chain. With a chain or tile, you can display a whole set of instruments using a single code, for example: . previous page HOME next page 18
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA HOW TO DISPLAY A CHAIN There are three ways of displaying a chain: • ouble-click on any of the chain codes displayed D in brackets, such as . (All chain codes, when displayed, can be recognized by the 0# at the beginning). • imply type the RIC symbol code, then press the S function key F3. This is your chain key. It executes chain requests and automatically inserts the prefix 0# in front of the RIC symbol. For example, enter the RIC symbol without the 0# e.g. INDEX and press the F3 key to request the code. • You can enter the full command including the 0# and press, e.g. . If you have any problems when calling up chains, make sure you have used the correct syntax. See the chapter Error messages/permissioning for further information. Here is an example display of the Italian FTSE MIB index chain: F3. previous page HOME next page 19
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA HOW TO DISPLAY A TILE In some cases, access to these pages is restricted. A tile can be called up in the display application just like Brokers, for example, will not be able to see the pages of their any ordinary page or RIC symbol, simply by typing in the tile competitors. In such cases, it is up to the owner of the page to name e.g. . grant access to the user. To gain access rights to one of these pages, please contact your Thomson Reuters representative. For markets such as foreign exchange and money markets, which use a lot of tiles to show market information, it’s more PAGE FORMATS intuitive than calling up a chain. Some pages are larger than others: For example, this is the display for European spot rates. • 64 x 14 (64 characters across x 14 rows down). By double-clicking on any field in the display, you will • 80 x 25 (80 characters across x 25 rows down). retrieve a full quote with more information. All pages are accessible the same way – just type the For more information on tiles, look at the MONEY code and press. speed-guide. If you are interested in displaying your data on the Pages can contain text or numbers, and are mainly used Thomson Reuters network, you’ll find more information for speed-guides, over-the-counter traded instruments and about customer-owned pages in the Contributed Data emerging markets. chapter of this guide. Alternatively, contact your local Not all pages are owned by Thomson Reuters; contributors Thomson Reuters representative to discuss which to the Thomson Reuters network own some. Many of these contribution methods suit you best. are market players who want to offer their current rates or comment on the state of the market. There are also specialist data providers who offer expert analysis and market commentary. previous page HOME next page 20
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA SPEED-GUIDES is then displayed, and you can keep double-clicking on the Use speed-guides to find any data item worldwide on any codes you see displayed until you reach what you need. Thomson Reuters datafeed. Alternatively, you can display a speed-guide by typing the These pages are provided by Thomson Reuters to give easy code and pressing. access to codes for different markets. FIELD IDENTIFIERS (FIDS) You can find anything you want if you start by displaying the Field identifiers, as the name indicates, are part of the RIC page . symbol and enable the specific identification of a particular item of data within a particular logical data record created by This is the main speed-guide. Simply type in Thomson Reuters. Using a RIC symbol you can retrieve the the command line of your display application. LAST or NET CHANGE for any given RIC that has this data The speed-guides are organized in a tree structure, so you item within its logical record. can move down the hierarchy to find anything you want. Each RIC symbol has a given set of FIDs, which reflect the The page contains all top-level market pages. fields that Thomson Reuters has for that given instrument The next level down is either broken down into country or asset type. On a display, you will see the most relevant names, which is a very popular option, or into two parts information about a RIC symbol. However, there are usually separated by /. One part is a reference to the marketplace more FIDs available for a RIC symbol than you see on or instrument involved and the second is a reference to the a display. overall market sector, for example: To know more about Field Identifiers (FIDs) kindly refer to . the Customer Zone link given below. To display the next level of information, just double-click on https://customers.reuters.com/a/support/data/fids/ the appropriate code in the display. The page for that code default.aspx previous page HOME next page 21
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA WHY DO YOU NEED TO KNOW ABOUT FIDS? RIC symbols (Thomson Reuters Instrument Codes) are codes You will need FIDs when using RICs in spreadsheets, and that provide a unique structured means of retrieving data. when creating your own lists of RICs and you want to look at They can be displayed as: your own set of fields. a) Full quotes (showing all information about one financial In Reuters 3000 Xtra, there is a button on the toolbar called instrument) or Display All Fields , which allows you to toggle between the full quote and all available FIDs. b) Chains and Tiles (showing key information on several financial instruments). FIELD NUMBERS Every FID has a unique field number, which you can use as an To call up full quotes and tiles, simply press the key. alternative to the FID. To call up chains, which can be identified by 0#, type the For example, the field number for “closing price” is “21”. code without the 0# and press F3 to retrieve the chain key. Field numbers are the same for Reuters 3000 Xtra and the Pages are used by Thomson Reuters for speed-guides, such Thomson Reuters Terminal, whereas the FIDs are not. as , and by financial institutions, such as banks Using numbers instead of FIDs can fractionally improve and brokers, to display prices or market commentary. the update rate of your spreadsheet. To help you with the See and . most frequently used FIDs and field numbers per market, we have included a table at the end of most of the chapters Third-party data providers, who use the Thomson Reuters in this book. network to distribute specialist data or commentary, also use the pages. See for a list of all IN BRIEF: RIC SYMBOLS AND PAGES specialist data providers. Thomson Reuters uses RIC symbols and pages to display data. previous page HOME next page 22
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA THE GENERAL RIC SYMBOL STRUCTURE WHAT IS THE ADVANTAGE OF KNOWING ABOUT RIC symbols are built from different elements that are RIC ROOTS? SYMBOLS used to identify different aspects of the information you If you know the RIC root and the other elements that make want to view. RIC symbols generally include some, but not up specific instrument or code types, then you can just add necessarily all, of the following elements: these together to obtain the code you need. For example, if you know that the RIC root for a future is FES (for the euro • A RIC symbol root. Swiss franc future traded at LIFFE) and you know that a • Period or time intervals. future chain is indicated by a colon, then you automatically • The instrument identifier. know that the chain RIC symbol for that future is FES: F3. • One or more delimiters. They also make your life very easy when you use data in other • A source code. applications, for example spreadsheets. You can split RIC symbols into their components and therefore make efficient These elements are necessary because of the diversity of use of your live links in Excel. markets that Thomson Reuters covers, and to avoid possible duplication of codes. In the example below, we have split up the cross-rate GBPMYR=R into its components. So, if we wanted to change THE RIC ROOT SYMBOLS the cross-rate from Malaysian Ringgit to another currency, As there are often several different issues or financial e.g. HKD for Hong Kong dollar, all we need to do is replace instruments based around a single entity, the RIC root the contents of the cell D5 with HKD, and Microsoft Excel identifies the most basic aspect of the instrument. will immediately update the information. This also works Examples: well for looking at benchmarks in different countries or any other instrument. Equity RIC roots: The RIC root for FIAT traded in Milan (FIA.MI) is FIA. Money RIC roots: The RIC root for the euro one-month deposit (EUR1MD=) is EUR. Futures RIC roots: The RIC root for the short sterling future traded at LIFFE (FSSZ0 ) is FSS. previous page HOME next page 23
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA PERIOD OR TIME INTERVALS SEPARATOR INSTRUMENT EXAMPLE CODES The delivery period is a characteristic of the transaction, as opposed to maturity or expiration, which are characteristics ! Bond Issuer (chain) (Sometimes used within US=AA! F3 a dummy code for Reuters internal RICs) of the instrument. = Foreign exchange, money and capital markets JPY1MD= Examples of period or time intervals can be found in foreign exchange and money RIC symbols: / (used as a prefix) Closing or delayed data speed-guides /.FTSE / (used within a speed-guide ON (overnight), SW (Spot week), 3X6 (3 months over name) WORLD/INDICES1 6 months), 1Y (one year). =X Delayed data for currencies EUR=X (10 min delay) Here are those periods within some RIC symbols: =S EUR=S (2 min snapshot) These are primarily used in foreign exchange or money . Equities and equity options BP.L or BP*.L F3 market RIC symbols. For more information on period or * (plus market separator) Equity options (chain) time intervals, please see the Foreign exchange and money BAYG*.EX F3 markets chapter of this guide. : Futures chains FEI: F3 DELIMITERS Delimiters are used to separate different components of a ^ Expired futures (only available in Graphics YANF8^9 or spreadsheets) RIC symbol. The following separators are currently used in RIC symbols: . Indices and statistics .GDAXI SOURCE CODES + Options on futures (chain) FSSZO+ F3 The source code is used to indicate the source of the data. It is usually the last component of a RIC symbol. ++ At-the-money options BP*.L++ F3 or FSS++ F3 The most common source codes are: - Physical commodities SUG-RCANE-EU • Contributor code or Market Maker identifier. • Exchange identifier. CONTRIBUTOR CODE OR MARKET MAKER IDENTIFIER previous page HOME next page 24
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 3 THE STRUCTURE OF THOMSON REUTERS DATA A contributor code is used to identify any organization that IN BRIEF: GENERAL RIC SYMBOL STRUCTURE contributes information to the Thomson Reuters network. A RIC symbol can be constructed by simply knowing its TIP 1 components, which is a very effective way of working in The Market Maker identifier is used to identify a market To see a full quote from chain of data display applications or spreadsheet applications. maker who contributes quotes to a particular instrument. data, just double-click on the item. Diverse market conventions and instrument types make The code is unique and consists of four upper-case letters: it necessary to have different RIC symbol structures for e.g. NL009260749=DBBL each market. This code identifies a Dutch Government bond, with the rate The main elements of a RIC symbol are: TIP 2 supplied by Deutsche Bank in London (DBBL). 1. RIC ROOT To view news stories of all EXCHANGE IDENTIFIER companies in an index chain, Codes like SUG, EUR, and CHF. just activate the window with the The exchange identifier identifies the exchange where an 2. PERIOD AND TIME INTERVALS chained information and then press instrument is traded. It consists of up to three upper- or the News key (F9). lower-case letters. Codes like ON, SN, SW, 1M, 2M, 3M, 6M, 9M, 1Y, 2Y, 1X4, 2X5, 1X6, etc. Exchange identifiers for cash prices can be found on page STOCL and beyond. 3. DELIMITERS Identifiers for derivatives exchanges are on page RULES3. Characters such as + =. / : ! * ^ Example: The RIC symbol , which we used earlier, 4. SOURCE CODES consists of . The Exchange Identifier for Milan RIC • Contributor/Market Maker identifier. Root Delimiter. • Exchange identifier. previous page HOME next page 25
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS SPEED-GUIDES, RIC SYMBOLS AND PAGES For example: The equity speed-guide provides all codes for Microsoft Corp (NASDAQ). real-time data, news and economic data. Unilever plc (LSE). All equity indices. Adidas AG (Xetra). All brokerage characters. In all these cases, the characters before the dot are Index to all countries with time and sales the RIC root and the characters after the dot are the information with explanations of the meaning of the fields exchange identifier. in the display. You can find a list of all exchange identifiers on pages List of exchanges offering delayed to . information, including the length of the delay. In most cases, the RIC root is the same as the code used by Information on new data and codes. the exchange. For this reason, some equity RIC symbols are A good place to find other useful numeric. Most in this category are Asian, for example: speed-guides. HONDA motor Co. (Tokyo Stock Exchange). For speed-guides that begin with , you can usually China Mobile (Hong Kong) Ltd. go straight to a specific country by using the two-character (Hong Kong Stock Exchange). country code at the beginning. For example, shows all indices in Germany; gives you AMERICAN CONSOLIDATED QUOTES brokerage characters for Italy. In North America, there are consolidated quotes, where the best available rates can be taken from one of several FULL QUOTES FOR EQUITIES exchanges (rather than a single exchange). Most equity RIC symbols are based on short alphabetic codes that reflect the company name. This is followed by For these, all you need to use is the RIC root. an identifier that indicates where the instrument is traded. For example: . previous page HOME next page 26
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS EQUITY RIC SYMBOLS INCORPORATING BROKERAGE KEYBOARD SPREADSHEET BROKERAGE CHARACTERS CHARACTER FUNCTION KEY SYMBOL Brokerage characters can be incorporated into the RIC Units Shift F4 _u symbols of many equity instruments. Preferred Shift F5 _p These characters usually appear as an extension to the RIC root, and are used to distinguish different types of Rights Shift F6 _r share from ordinary shares of a security issue. They can be a combination of special characters and/or lower-case Warrants Shift F7 _t letters, and differ from country to country. When issued Shift F8 _w You will find reference information on all brokerage characters in the speed-guide, under and . You can go directly to a or type press shift F7 then type . specific country by using the two-character country code at the beginning, instead of . For Chile, for example, go to . Please note that brokerage characters are one of the few cases when you need to be exact in your use of upper- and lower-case characters in a RIC symbol. RIC roots must appear in capital letters, brokerage characters in lower-case letters, and the exchange identifier again in capital letters. For example: for rights issue of Continental BZR Warrants. There are some special function keys on the keyboard that allow you to enter the most common brokerage characters easily: previous page HOME next page 27
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS EQUITY INDICES By contrast, a chain will show the constituents of the index. All major equity indices always begin with a dot in front of For example, F3 shows the constituents of the the code. The best example is the chain that retrieves all Swiss market index: equity indices globally: F3. There are two ways of viewing an equity index: • You can view the index value itself as a full quote. This shows information such as current value, the previous day’s close and today’s open, and the day high and low. Exchanges provide most equity indices free of charge. Reuters 3000 Xtra users can use the Equity Views to check for • ou can view the constituents of the index as a chain – Y index constituents, leavers and joiners, and more. Right-click showing the instruments that make up the index on the index RIC symbol and select Related Company Data. This type of display also shows the key values of the index itself. So, to view the Swiss market index, type . This is a full quote that displays all information about the index itself: If you are building your own screens, use the Index Movers object in Reuters 3000 Xtra to see which stocks are exerting the greatest influence (both up and down) on an index. previous page HOME next page 28
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS COMPANY NEWS • A time displayed in the News field. Double-click Many displays give an indicator if there is a recent news item on the time to display all the recent news headlines. related to the instrument. This could be: If you’re building your own screen, insert a News object, then enter the company RIC symbol on the command line. Wherever a RIC symbol is displayed in Reuters 3000 Xtra, you can right-click and select Related News. TOP NEWS This provides Reuters 3000 Xtra users with newspaper-like pages in a convenient browser format. Go to: http://topnews.session.rservices.com From here, the menu on the left will take you to specific sectors. • An asterisk symbol (*) near to a RIC symbol. Double-click on the asterisk to view the news item. previous page HOME next page 29
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS FACTIVA NEWS WATCH SECOND-LEVEL (ORDER BOOK OR MARKET TIP Factiva News Search is a research tool, which is available MAKER) CHAINS Use CTRL+L to link your NASDAQ Level 2 Summary to the Chart or to all Reuters 3000 Xtra users. Use this to access news Some order-driven exchanges offer market-maker or Market Maker display. Then you from more than 550 different publications, including The depth-of-market information. need to double-click on a specific Economist, The Washington Post and The Financial Times. stock in the summary to change the The depth of the market can be viewed by simply typing the When building your own screens, insert the Factiva News other two displays. RIC symbol and confirming with the Chain key F3. For the Search object. Most news codes are the same as those for order book on Vodafone, you would type F3. Reuters news, for example, Equity for equity news. So, finds headlines of articles relating to pharmaceuticals in Belgium. previous page HOME next page 30
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS TIME AND SALES Begin with a specific country code to go directly to that TIP A Time and Sales display logs all trading activity for a given country; for example: For more details about Time and Sales, see page exchange-traded company over the last 13 calendar days. for Canadian exchanges. The Time and Sales log is a snapshot, and is up-to-date If you are building your own screens EQUITY VIEWS at the moment it is requested. The display is not updated in Reuters 3000 Xtra, use the Reuters 3000 Xtra users have access to Equity Views. Intraday Viewer object to view automatically. To update a log that is already on display, These are web-based displays that give you easy access filtered Time and Sales for a stock press F8. over a selected period. This also to a whole range of information on a company. displays VWAP for the selected The trade details in the log are displayed in reverse To view these details on a company, right-click on the period. Right-click on empty flex chronological order: the most recent trades are listed first. RIC symbol and select Related Company Data. screen navigate to Intraday The fields of information displayed for each trade Viewer object. are determined by the relevant stock exchange, so they differ from country to country. For Fiat Milan, for example, type F8. The overview provides summary details of key ratios, Alternatively, just put a lower-case t in front of the RIC performance, details from the company report, share details symbol and press . For example: and consensus estimates. Tabs give access to detailed . information on ownership, comparisons, share data and all the other topics covered by the summary. There is also a See for an explanation of the fields full search feature built in: this includes web links to other displayed for each country. services, such as online company reports, corporate websites and Google search. previous page HOME next page 31
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS BACKGROUND PAGES DELAYED EQUITIES AND INDICES TIP B2 – AVAILABLE FOR ALL COMPANIES GLOBALLY WITH If you need the price level of a share or index but don’t Reuters 3000 Xtra users can find all this background information – and COMPANY ACCOUNTS COVERAGE have access to the relevant exchange, try a delayed quote. more – in a more convenient format B2 shows summary-level annual profit and loss account Most exchanges offer delayed data free of charge, and using the Equity Views. Right-click (income statement), and balance sheet information for delay times depend on what the exchange is prepared on a company’s RIC symbol and the last five years, where available. It also provides a to make available. Check the page select Related Company Data. brief description of a company’s activities and offers the for delay times by exchange. company’s registered address and telephone numbers, For a delayed full quote on equity data and equity indices, as well as its principal directors’ names. put a forward slash (/) in front of the RIC symbol. For To display this page for a stock, add B2 to the end of the example, for Peugeot traded in Paris, type . RIC symbol. For example: instead of typing for Delayed data on index constituents works the same way: a full quote on Vodafone, just type . put a forward slash (/) between the chain command • An asterisk symbol (*) near to a RIC symbol. and the RIC symbol (.DJI), e.g. or type F3. Double-click on the asterisk to view the news item. previous page HOME next page 32
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS How to configure Reuters 3000 Xtra to have Within RDMC, select Custom Configuration -> TIP delayed data automatically switched on Miscellaneous -> Delayed Data. Choose the Use Delayed Right-click in the displays and select Refresh to ensure that you Data checkbox to enable delayed data on your PC. have the most recent data from Now click Execute Actions -> Configure Xtra. You may be the database. asked to save the file. Click Yes. Close Kobra and re-open. You will now be able to view delayed data. For further assistance please click on the link below: http://customers.session.rservices.com/a/ knowledgecentre/Resolution.aspx?id=56486 To enable automatic delayed data in Reuters 3000 Xtra v5.1, use the Reuters Desktop Management Console (RDMC) tool available under Reuters Administrative Tools. This tool should be available in your Start -> Programs -> Reuters Administrative Tools menu. It is recommended to ask your system administrator for assistance because you need to have admin rights to perform the changes. previous page HOME next page 33
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS FIELD NAMES FOR QUOTE LISTS If you want to set up a quote list in an Excel spreadsheet, then these are the most commonly used fields. For each field of information, you can use either the PowerPlus Pro identifier, the FID (field number) or the field identifier used by Reuters 3000 Xtra. FIELD POWERPLUS PRO IDENTIFIER FID NUMBER REUTERS 3000 XTRA IDENTIFIER RIC CODE RIC NAME -1 X_RIC_NAME Name of equity DISPLAY NAME 3 DSPLY_NAME Up/down arrow TICK: UP/DOWN 14 PRCTCK_1 News indicator NEWS 28 NEWS Last LAST 6 TRDPRC_1 Net change NET CHANGE 11 NETCHNG_1 Bid BID 22 BID Offer ASK 25 ASK Opening price OPENING PRICE 19 OPEN_PRC Official closing price HISTORIC CLOSE 21 HST_CLOSE VOLUME VOL ACCUMULATED 32 ACVOL_1 Day’s high TODAY’S HIGH 12 HIGH_1 Day’s low TODAY’S LOW 13 LOW_1 VWAP VOLUME1xPRICE1 1379 VOL_X_PRC1 Ex dividend date EX DIV DATE 39 EXDIVDATE previous page HOME next page 34
HOW TO FIND DATA ON THOMSON REUTERS QUICKLY AND EASILY: THIRD EDITION CHAPTER 4 EQUITY MARKETS IN BRIEF: EQUITY MARKETS OTHER NEWS FULL QUOTES Reuters 3000 Xtra users can view Top News in a web Full quotes are Reuters Instrument Codes (RIC) symbols browser at: that give you the full breadth of real-time price information, http://topnews.session.rservices.com e.g. . For equities, they include fields such as the last traded price, bid and offer, accumulated volume, For research taking in articles from more than 550 today’s and this year’s highest and lowest prices, closing respected publications, use Global Press Watch. price, references to news, sectors and much more. Codes are similar to those used in Reuters News. Most real-time exchange data and services from third-party EQUITY INDICES data providers are charged separately. You should check Index RIC symbols always begin with a dot. A full quote on your requirements with Thomson Reuters before you start an index displays all information about the index itself e.g. using the system. . Look up all equity indices on page: BACKGROUND DATA To view the last five years’ profit and loss figures, type B2 Index constituents are available by typing the same code, after the RIC symbol, e.g. . but using the chain key, for example, F3. Note that For the United Kingdom, Ireland, Egypt, Ghana and Turkey this code shows real-time information, so you must have you also have B1 background pages, showing summary- access to the underlying exchange. level interim and preliminary profit & loss figures, e.g. SECOND-LEVEL (ORDER BOOK OR MARKET MAKER) CHAINS . Some equity exchanges offer market maker information, COMPANY NEWS for which separate permission is needed. You can view this An asterisk symbol (*) beside a RIC symbol on a display by typing the RIC symbol and pressing the chain key F3. indicates that there is a recent news story on the company. For example, F3. Double-click on the asterisk to view the news item. Reuters 3000 Xtra users have purpose-built objects Alternatively, you can type the RIC symbol and press the News for viewing NASDAQ order books in depth. function key F9 instead of . For example, F9. previous page HOME next page 35
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