Workspaces: Morning Review

Telemet Orion provides a variety of default workspaces designed to quickly show users the plethora of functionality and information available in the platform, with just a double click.

The Morning Review workspace provides a broad illustration of the markets by displaying last and net prices of major indices; company news, press releases, and earnings; and commercial papers bid and ask prices.

Time and Sale data - New feature!

With the newest published Telemet Orion release – version 8.1.08.14 – users can choose to view Time and Sale data in one of two ways:

 

1. To load data more quickly and view time and sale in intervals of 10 minutes per screen, choose Display > Time and Sale > Show a Selected Interval Data.  The user can then click on the links highlighted below to toggle between different time periods. 

 

2. To view the entire day’s time and sale data in one screen, choose Display > Time and Sale > Show a Full Day’s Data.  Please note this screen will take longer to load than the Show a Selected Interval Data screen.

Export Specified Time Range for Time and Sale

Telemet Orion users may export Time and Sale data for a custom defined period to Excel. 

1. Within the menu bar of the Time and Sale window,  select Display > Export

2. Select Time Range from the Data drop-down menu

3. Fill in the appropriate time frame.  Keep in mind 12:00:00 is12 noon and 23:59:59 is 11:59 PM.

4. Click Export

Wildcard Searches for Ticker Lookup

Telemet’s Orion Ticker Lookup tool can be used to find the symbol for stocks, mutual funds, economic indexes, etc.  Tools >Ticker lookup.  If you are unsure of the exact name, enter a “*” sign and then one word within the name to perform a wildcard returning all results with that word in the name.

For example, let’s say you want to know the ticker for the Unemployment Rate Index.  Typing “unemployment” in the search bar will return no results.

However, using the “*” sign in front of the word “unemployment” will deliver more results, including what you were looking for: US Unemployment Rate – EMPLOY

Spreadsheet Library: DCF Calculations

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Key Valuation Ratios

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Margin Analysis

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Ticker to Index Analysis

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

 

 

Spreadsheet Library: Portfolio Sector Charts

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Portfolio Review

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Portfolio Analysis

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Portfolio VS SP500

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

Spreadsheet Library: Peer Analysis

Make unlimited use of pre-built analytic spreadsheets from Telemet’s Spreadsheet Library: Click on Help > Contents > Spreadsheet Library

The Peer Analysis workbook is ideal for comparing a particular stock with its peers:

1. As with all workbooks with links to Orion, ensure that Telemet’s Orion is open and running before opening the workbook
2. In the Peer worksheet, enter the ticker of interest into cell B4
3. Click on the Refresh Data button just below cell B4 

NOTE:  The data in the sheet will populate in a couple of waves, so give it a minute or two.  Do not change anything in the SIC or Config worksheets.

The peer companies, based on S&P industry, are displayed in the Peer worksheet in lines 13, 14, and so on.  The industry statistics are show in rows 9 through 12.  The Comparison worksheet displays a detailed, side-by-side, comparison of the ticker of interest and all the peers.

Total Return over a Custom Date Range

Users can quickly calculate Total Return on any stock over a custom date range from a historical chart by clicking on Options > Chart Calculator

 

 

Workspaces Loaded on Startup

Would you rather have the last saved workspace you were working with open automatically when restarting Telemet Orion?  Choose Tools > Defaults > Workspace to change On Startup to “Load most recent workspace” then click on OK.

You can also select “Do not load any workspaces” to have only the Telemet Manager pane open on startup.

Creating New Workspaces

Telemet Orion allows users to create new workspaces with their own set of windows and customization features.  You may begin by editing an existing workspace or by choosing new windows through Functions > New Display.  Once you have your windows arranged on the screen the way you like, choose Functions > Workspace > Save As.  Your new workspace name will appear at the top of the Telemet Manager pane.

TIP: Name the workspace something that will help you remember its use when selecting it from the Telemet Manager pane.

Sharing Ticker Lists

Telemet Orion provides a quick and easy way to allow multiple Telemet Orion users to share centrally located Ticker Lists. You can use the Central Lists feature to give all users access to the same model or approved List of tickers without each of them having to maintain the List themselves.

To set up Central Lists please use the following steps:

1)    Create a location on a shared network drive that will contain the Telemet Orion List files to be shared. There is no restriction on the location or the folder name that you may choose. Example: P:\Telemet Central Lists

2)    The person who is responsible for maintaining the shared Lists will create and modify them using their normal Telemet Orion program. When they are done they will simply copy the List files to be shared from their Telemet\lists folder to the shared network folder designated in step one.

NOTE:  To find a file name for a specific List, select the List in question then click on Options> List> Edit and click on the General tab

3)   Telemet Orion users who wish to access the Central Lists will first need to set-up the link to the file location.   From any Telemet Orion window, choose Tools > Defaults and then click on the File Loc tab.  Enter the path to the shared network folder designated in step one into the Central Location > Lists field, and then choose OK.

NOTE: The Telemet user who maintains the shared Lists should not have the setting for the Central Location> Lists’ field. Having that setting on their workstation would cause their Telemet Orion to see two copies of the same Lists and will trigger warning messages for them.

4)    Close and reopen Telemet Orion. It will now access Lists both from the user’s personal Telemet Orion folders and the Central Lists location. Lists accessed from the Central Lists location will be read-only and cannot be modified by the user.

Analytics Holdings Page

The Holdings Page under Portfolio Analytics displays key information on an account such as: Last, Net, Basis, Basis Value, Gain/Loss, and Impact – all updating with real-time trades

Historical Performance Charts

Through Performance Charts under Portfolio Analytics, users can view historical performance charts versus a benchmark for a particular portfolio.

Historical Chart:

Real-Time Portfolio View

Portfolio View under Portfolio Analytics can be used to view real-time updates to contribution of a particular portfolio

Performance by Security

Telemet Orion can be used to view performance by security through Display > Portfolio Analytics > Performance by Security