Immediately Zoom In and Out within Charts

From any Telemet Orion Chart, users can instantly Zoom In or Out on a Chart by using their mouse scroll wheel, clicking on the Zoom tool bar icons, or using the scrollbar on the right of the Chart.

Instantly Add Upper and Lower Indicators to Charts

From any Telemet Orion Chart, users can immediately Add, Change, or Remove Upper and Lower Indicators by clicking the Quick Study icon from the Toolbar.

View Technical Analysis within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly add Technical Analysis by clicking on the Upper Indicators icon on the toolbar.

Technical Analysis Upper Indicators include:

·         Bomar Bands

·         Moving Average 1 and 2 lines

·         Moving Average – Conv/Div Percent (MACP)

·         Moving Average – Percent Bands (Envelope)

·         Moving Average – Standard Deviation Bands (Bollinger)

·         Parabolic SAR

·         Price – Channel

·         VWAP

·         Financials

·         Recession Band

Example: Bollinger Bands

Lower Indicators within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly add Technical Analysis, Volume, Relative Strength, and other data to the Lower Chart area by clicking on the Lower Indicators icon on the toolbar.

Lower Indicators include all the Technical Analysis items from Upper Indicators PLUS:

·         Advance Decline Lines

·         Arms Ease of Movement Index

·         Directional Movement (DI+. DI-) and (DX, ADX)

·         Money Flow

·         Price – Rate of Change and Spread

·         Relative Strength – Comparative, S&P 500, Index, and Stat Number

·         Stochastic

·         TICK

·         TRIN (Arms Index)

·         Volatility

·         Volume

·         Williams %R

·          Table View

Example: Table View

S&P Stock Reports

Telemet Orion users can quickly access robust, 10 page S&P Stock Reports through a double click action within a page or the Research menu.

Note: S&P Ratings and Rank is a premium service. Contact Client Support at support@taquote.com for a free trial!

Use S&P Ratings and Rankings in Search Screens and Queries

1.  Choose Display>New Display>Search Screens>New. 

2.  A box appears within a new Page prompting you to Enter query name.  Select a name that will help you identify the query then type it in and click OK.  The Query Builder window opens.

3.  Use the drop down window to browse the different query patterns.  Once you have selected the query you’d like to use, you may begin choosing the criteria.

4.  Click on the first blue line to select the S&P data field you want to query against.  The Select a Field window appears.  S&P STAR, Quality, Technical, and Bond Ratings are under the Statistical folder.

5.  Click on Equals to change to something else like greater than or equal to.  Finish building your query and choose Save As and then OK.  The query will begin running.  See example below.  You may now also use this Query on Pages within Telemet Orion. 

Example of Search Screen with Query of Stocks with S&P STAR Rating greater than or equal to 3:

Example of using Query on Page:

Note: S&P Ratings and Rank is a premium service. Contact Client Support at support@taquote.com for a free trial!

View S&P Ratings and Rankings within Page

1.  Open a Page and then double click on any column heading so that the Select Columns screen appears.

2.  Choose Set Columns in the top-left corner and then open the Statistical folder and scroll down to select S&P Bond Rating, S&P Stars Ranking, S&P Quality Ranking, and S&P Technical Evaluation.

3.  Choose OK.  The columns will now appear on your page.

Note: S&P Ratings and Rank is a premium service. Contact Client Support at support@taquote.com for a free trial!

View Relative Return vs. the Index within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly view the company’s Relative Return vs. the Index by clicking on the RR icon on the toolbar.

View Total Return vs. the Index within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly view the company’s Total Return vs. the Index by clicking on the TR icon on the toolbar.

View P/E within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly add a line for historical Price to Earnings by clicking on the PE icon on the toolbar.

View Sales per Share within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly add a line for historical Sales per Share by clicking on the GV icon on the toolbar.

View EPS within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly add a line for historical Earnings Per Share by clicking on the IN icon on the toolbar.

 

 

View Dividend History within Historical Chart

When viewing a historical chart in Telemet Orion, users can quickly add a line for historical Dividends by clicking on the DI icon on the toolbar.

Spreadsheet Library: Telemet IQ Historical Data Examples

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

The Historical Data Examples Spreadsheet is ideal for using Telemet IQ to swiftly view Prices, Net Percent Change, Volume, etc. on a specific date.

Excel Templates – Portfolio vs. S&P 500

Telemet Orion software bundles in several sample spreadsheets & templates that illustrate how Telemet IQ can be used for reporting.

                    

To access the pre-built reports

1.      Open Telemet Orion

2.      Select the Display menu

3.      Choose Research > Excel Templates

Portfolio vs. S&P 500 example:

Excel Templates – Portfolio Sector Charts

Telemet Orion software bundles in several sample spreadsheets & templates that illustrate how Telemet IQ can be used for reporting.

To access the pre-built reports

1.      Open Telemet Orion

2.      Select the Display menu

3.      Choose Research > Excel Templates

Portfolio Sector Charts example:

Excel Templates – Portfolio Review

Telemet Orion software bundles in several sample spreadsheets & templates that illustrate how Telemet IQ can be used for reporting.

To access the pre-built reports

1.      Open Telemet Orion

2.      Select the Display menu

3.      Choose Research > Excel Templates

Portfolio Review example:

Excel Templates – Portfolio Analysis

Telemet Orion software bundles in several sample spreadsheets & templates that illustrate how Telemet IQ can be used for reporting.

To access the pre-built reports

1.      Open Telemet Orion

2.      Select the Display menu

3.      Choose Research > Excel Templates

Portfolio Analysis example:

Telemet IQ

Telemet IQ, included with your Telemet Orion subscription, puts financial data into the world’s most popular spreadsheet program, Microsoft Excel.

 

Telemet clients get stunning reports and charts that are ‘presentation’ ready. The data is up-to-date with the latest real-time prices and financial information. Analysts save time and effort because no manual entry of financial data (income statements, balance sheets, ratios, and cash flows) is necessary. There is more time for company analysis, such as comparing financials and performing what if analyses on expenses or revenue.

 

Important Notes:

Telemet IQ software requirements

·         Telemet Orion (version 8 or later)

·         Microsoft Excel XP (2002 or later)

·         Microsoft Excel & Telemet Orion must be running on the same computer

Accessing Telemet IQ

 

When you open Microsoft Excel you should see a Telemet IQ icon in your toolbar.  If the Telemet IQ icon does not appear, refer to the below link with instructions or call/email our Client Service team.

 

Using Telemet IQ

Telemet Orion must be running before opening Microsoft Excel to use Telemet IQ.

 

http://65.105.114.35/orion/html-web/html/telemetiq.htm

Market Glass – Technical Indicator Alerts

Market Glass is a useful tool within Telemet Orion that allows the user to set alerts for Technical Indicators like Moving Average, Moving Average Convergence Divergence (MACD), and the Relative Strength Index (RSI).  Alerts can be set up for Telemet Symbol Lists, Queries, U.S. Stocks, the S&P 100, or the S&P 500.  Clients are also able to customize the number of days viewed in the alert window.

For example, you may set up a measurement for the RSI alert using 14-day periods; 30 as the level for oversold, and 70 as the level for overbought on a Telemet List as shown in the below.

1. Choose Display>Research>Market Glass.  The Market Glass window opens.  Right click on Technical Indicators and choose New.

2. Select your security data source; enter how many days of data to display in the window; and name the alert.

3. Click on Add to choose an Indicator.  A window appears with your choices.  Next, click on the link for the desired indicator.  You may then enter your measurements for the alert and select OK.

4. The Indicator now displays in Indicators window.  Choose OK to create the alert and run the search.  Going forward, you may right click on Technical Indicators and choose Open to run the search or Edit to make adjustments to the alert.

Report Writer

Report Writer, under the Display menu within Telemet Orion, provides many useful sample templates. 

One example is the Characteristics by Market Cap report as shown below.  Please call or email Telemet Support for instructions on how to edit Report Writer documents and change the data source.