Eikon provides real-time and historical pricing, charts and graphs, customized analytics, and market news on markets such as equities, commodities, fixed income, forex.
2. What is Eikon?
• Financial database from Thomson Reuters
with company fundamentals, analyst research,
latest news, economic data, and various tools
for charting and analysis
• Worldwide geographical coverage
3. In this presentation
How do I…
• Access Eikon?
• Retrieve and export data in Eikon?
• Use Eikon Excel to build custom spreadsheets?
• Find help?
4. Where to start?
1. Logging in
• Log in to the computer
with your SMU ID and
password
• Eikon shortcut on
the desktop
• Wait for password to load
automatically – do not
click in the fields
2. Using the database
• Click on the Eikon
button on the menu bar
to see options.
• Go to the Home screen,
or use other Eikon apps
8. … or use the search bar
• Start typing into the
search bar
• Dropdown shows list of
possible results
• You can also type in a
question such as “what
is the meaning of life”
11. Retrieving and exporting data
• Other key menu bar options:
• Price: historical price, volume information
• Research: analyst reports
• Fundamentals: financial information
• Chart: charting function
• Transactions: offerings and M&A data
• 360 menu: “sitemap” linking to all available options for current
instrument
15. Other useful functions
• Country pages
Country page menu options:
• News & Events
• Financial Markets
• Investment Focus
• Central Bank
• Credit
• Debt
• Economics
• Research
• Country Comparisons
21. Screener
• Use the Quick Filters or
search for filters
• E.g. filter by exchange
enter exchange
name directly
22. Screener function
• Once you have filtered for a list of companies, display more data by
adding columns. Start typing to see what data points are available.
26. Formula builder
• Search for instruments or use cell referencing
Previously screened list
Use cell
referencing to
select tickers
27. Formula Builder
Referenced cells
• Search for data items in the second search bar, enter parameters
Click “Select Date” to
enter a specific date
28. Formula Builder
• Once you have selected the necessary data items, click on “Insert” to
return to Excel
Selected items: Price Close; Volume;
Market Cap
29. Formula Builder results
• Note the cell you have placed your cursor on. I placed the cursor on
E3 before using Formula builder. Data will start displaying from F4.
30. Formula Builder results
• Note the cell you have placed your cursor on. I placed the cursor on
E3 before using Formula builder. Data will start displaying from F4.
Referenced cells
Selected data items
Retrieved data using
Formula Builder
31. Formula Builder results
• To edit the retrieved date, place cursor on cell E3 and click on Formula
Builder button again, or edit formula from Excel Formula Bar.