Introduction to Eikon
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![Page 1: Introduction to Eikon](https://reader035.fdocuments.us/reader035/viewer/2022081503/58855ad01a28ab47268b6103/html5/thumbnails/1.jpg)
Introduction to Eikon
Jiaxin LowResearch Librarian, Finance
Singapore Management University
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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
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In this presentation
How do I…
• Access Eikon?• Retrieve and export data in Eikon?• Use Eikon Excel to build custom spreadsheets?• Find help?
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Where to start?
1. Logging in• Log in to the computer
with your SMU ID and password
• Click on Eikon on the desktop
• Use the unique login ID and password for each terminal
• Menu on desktop:
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
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Click on Eikon button to open this menu
Home screen
Other apps
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Home screen
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Browse content by asset class…
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… 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”
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Smart searchingwhat is facebook revenue past 2 years
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Retrieving and exporting data• Instrument overview page – e.g. Facebook
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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
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Retrieving and exporting data• Quote history page
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Retrieving and exporting data• Quote history page
Click on [X] icon to export data on this page to an Excel spreadsheet
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Other export options• Fundamentals page
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Other useful functions• Country pages
Country page menu options:• News & Events• Financial Markets• Investment Focus• Central Bank• Credit• Debt• Economics• Research• Country Comparisons
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Other useful functions• News & Research portal
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Other useful functions• Advanced Research Search – search/filter for analyst reports
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Where to find the Excel Add-in
Click on the Log In button in the Thomson Reuters tab
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Screener function• Filter for a list of companies or other instruments
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Screener• Use the Quick Filters or
search for filters
• E.g. filter by exchange enter exchange name directly
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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.
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Screener function• Use Insert Screen to export data into Excel
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Screener function - results
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Formula builder• Use the formula builder to add and customize more data points
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Formula builder• Search for instruments or use cell referencing
Previously screened list
Use cell referencing to select tickers
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Formula Builder
Referenced cells
• Search for data items in the second search bar, enter parameters
Click “Select Date” to enter a specific date
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Formula Builder• Once you have selected the necessary data items, click on “Insert” to
return to Excel
Selected items: Price Close; Volume; Market Cap
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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.
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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
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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.
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• Research guide: http://researchguides.smu.edu.sg/eikon
• Email: [email protected]• Walk-in: the Desk at Library Level 2• Schedule a consultation with a research
librarian