Workspaces: Charting

The Charting workspaces offer a quick view at the variety of functionality in Telemet Orion.  The group also provides helpful reports containing charts plus tables full of Zacks, IBES, First Call, or Statistics data.  An example of the Chart Table View Statistic is shown below.

Workspaces: Good Morning

The workspace, Good Morning, under NewsSpace, allows users to quickly see the WSJ Front Page stories, news on World Stocks and Global Indices, and Calendar of Events reports.

Note: News is a premium service. Contact Client Support at support@taquote.com for a free trial!

Workspaces: Hot News and Stocks

The workspace, Hot News & Stocks, under NewsSpace, instantly shows you news on the day’s market moving stocks and NYSE’s hot stocks.

Note: News is a premium service. Contact Client Support at support@taquote.com for a free trial!

Workspaces: Commentary

The Commentary workspace, under NewsSpace, offers commentary from 4 different sources in one double-click: Dow Jones “Point of View”, “Analyst Comments”, “Market Commentary”, and Wall Street Journal Front Page news.

Note: News is a premium service. Contact Client Support at support@taquote.com for a free trial!

Workspaces: Company Financials and Comparisons

The Company Financials and Comparisons workspace, under Equity Research, promptly displays the two screens in order to view company Balance Sheets, Cash Flow, Income Statements, and Ratios as well as compare them with other firms.

Workspaces: Corporate Actions

The Corporate Actions workspace, under Equity Research, is a useful starting point for looking up a company’s dividend, IPO, name change, splits, and etc. history.  User may search by a specific date range or type of corporate action. The workspace also shows the last EDGAR filing and indicators of any new corporate actions, dividends, or splits on a list of tickers.

Workspaces: IBES Earn Estimates

The IBES Earn Estimates workspace, under Equity Research, is a great way to quickly view all the aspects of an IBES Earnings Estimate report: Current report, Consensus trend, Earnings surprises, and Price impact at once.

Note: IBES is a premium service.  Please contact Client Support at support@taquote.com for a free trial!

Workspaces: Vickers

The Vickers workspace, under Equity Research, highlights the Vickers Insider and Institution Reports.  The report columns can be sorted with just a double click.

Note: Vickers is a premium service.  Please contact Client Support at support@taquote.com for a free trial!

Workspaces: Company Snapshot

The Company Snapshot workspace provides a detailed yet concise one-page report for individual companies.  Key Statistics, Earnings, Valuation, and Performance are just some of the data points included.

Workspaces: Portfolio Risk Statistics

The Portfolio Risk Statistics workspace is ideal for quickly viewing valuation statistics of a portfolio like Alpha, Beta, R-Squared, Volatility, and the Sharpe ratio.

Workspaces: Intraday Contribution

The Intraday Contribution workspace can be found under Portfolio Analytics.  It identifies the portfolio’s top contributors for the day and also displays the security weights versus the S&P 500 Index.

Workspaces: Total Return

The Total Return workspace, under Portfolio Analytics, illustrates a portfolio’s total return over specified periods as well as the Net % Change, Indicated Dividend and Yield.  It also provides charts with the total return relative to the company’s corresponding sector.

Workspaces: Impact - Contribution

The Impact – Contribution workspace is ideal for swiftly viewing a portfolio’s impact report and recent news.

Note: News is a premium service. Contact Client Support at support@taquote.com for a free trial!

Workspaces: Valuation

The various Portfolio Analytics workspaces provide Telemet Orion users with a deeper understanding of a company’s worth.

For example, the Valuation workspace shows various financial ratios such as Yield, Price to Sales, and Earnings Estimates. 

Please note, the Zack’s Estimates data shown in the above screenshot is a premium service. Contact Client Support at support@taquote.com for a free trial!

Workspaces: Mutual Fund Performance

To quickly view the Impact and Returns of the most popular mutual funds, double click on the Mutual Fund Performance workspace.  This workspace also reveals characteristics like Alpha, Beta, and R-squared versus the S&P 500 and Russell 1000 Growth Indices.

Please note Mutual Fund data is a premium service.  Contact Client Support at support@taquote.com for a free trial!

Workspaces: Industry Performance

The Industry Performance workspace illustrates the S&P 500 Index against the DJ 30 Industrials and NASDAQ composite.  It also provides the industries’ net % change WTD, MTD, QTD, and YTD.

Workspaces: Key SP Sectors

The Key SP Sectors workspace provides pages with net change and % change for the S&P sectors over defined intervals of time like 7, 30, and 90 days.  The workspace also includes synched charts for the sectors versus the Historical and Intraday S&P 500 Index data.

Workspaces: Market Overview

The Market Overview workspace is an excellent starting point for understanding movement in the marketplace.  It explains which sectors and companies are the most up, most down, and most active for the NYSE, AMEX, and NASDAQ by displaying prices, volume, currency, news, and charts.

Workspaces: Major Indices

The Major Indices workspace, under Market Overviews, promptly displays major indices charts, prices, and volume.

Workspaces: New HighLow

The New HighLow workspace, under Market Overviews, is based on a query of companies trading above or below the 360-day high/low.  As with most queries, these screens may take a little longer to load.

Workspaces: Popular ETFs

The Popular ETFs workspace, under Market Overviews, is a great way to instantly view ETF prices and volume along with their corresponding charts.