S&P 500 Value benchmark now available!

The S&P 500 Value benchmark is now available in Telemet Orion to subscribers of S&P benchmark data.  Portfolio Analytics as well as Multi-Style Attribution can be run for periods starting as far back as 02/23/10. Telemet will continue to add history to this benchmark in the future.

Call or email Telemet Support for a complimentary trial of the S&P benchmarks! 800-368-2078 or support@taquote.com

Attribution on AXYS composites now available

With the 8.2 release of Telemet Orion, portfolio analytics, including multi-style attribution, may be run on AXYS composites.  Simply add the file type to the Orion Data Storage Descriptor along with your other AXYS files.  The newest version also allows clients the option to exclude certain security types and transactions.

1) Click Functions, Add In Console, Portfolio Accounts from the Telemet Manager window

 

 

 

2) Click on Data Storage Descriptors and right click on Axys3 or Axys38 depending upon the version of Advent Axys you use  (For any version prior to Axys 3.8 you should use Axys3) 

 

3) Click on Edit from popup menu when you right-click on the proper version

 

4) Define the correct folder for the location of the Portfolio (cli), Group (grp), and Composite (cpg) files using the blue dots hyperlinks

 

Please contact Telemet America Client Services at 800-368-2078 or support@taquote.com if you have any questions.



Key Stats - Save Time getting Company Data

Telemet Orion's Key Stats page presents detailed financial data on individual stocks. To access, use the Display menu item, select Research, and then select Key Stats.


The new Key Stats page is the "go to" page for all you need to know about a company. With single clicks of the mouse, easily get at relative performance, ratios, a company summary, ownership changes, financial trends, and much more.

TeleFlash Research Distribution Tool

Here is the problem. You have great research - you want to get to colleagues fast.  How do you do it?  E-mails and memos get misplaced or misfiled.
 
Now there is a new way to distribute your internal research notes on companies, colleague's comments, data, and files all by using Telemet Orion. Just click on Add Research Note, type in a headline and any text, link to a ticker (and documents if you wish) and the Research Note appears on every Telemet Orion monitor in your office. You can attach Microsoft Excel, Word, or Adobe PDF documents to any Research Note.
 
The “TeleFlash Data Monitor” workspace within the Equity Research workspace grouping includes a 30 day news query for TeleFlash Research Notes and also quickly shows Corporate Data by ticker.



Telemet releases version 8.2 with major enhancements!

Telemet's new version 8.2 bundles in some significant and complimentary enhancements!

• TELEFLASH: Distribute internal research notes and proprietary data on companies, colleague's comments, data, and files with TeleFlash. Users may attach MS Excel, Word, or Adobe pdf documents to any Research Note. Proprietary data may also be put in Telemet reports. A Research Note appears on Telemet Orion as a News flag next to a ticker symbol. Just click on the alert to drill-down for the note details. The Research Note is then stored in an internal database so you can find it by ticker, subject, industry, etc. Nothing could be simpler! Anyone in your office can publish a Research Note, having a Telemet Orion login is not required.
• REDESIGNED KEY STATS PAGE:   With the new version get one click access to research reports, sales and earnings estimates, 10K/Q data, SEC filings, and insider and institutional ownership.
• ATTRIBUTION ON COMPOSITES:  Version 8.2 allows clients with AXYS to run Multi-Style Attribution on composites. 
 

Call or email Telemet Support for details!  800-368-2078 or support@taquote.com

Function Keys (continued)

Function Keys are a great way to customize window toolbars.

Ø  The F3 Function Key can be used to remove menu listings from the title bar, making the Telemet Orion window slightly smaller or larger.

 

     

Function Keys (continued)

Function Keys are a great way to quickly minimize or maximize windows.

Ø  Press the F4 Function Key to cycle between maximize, minimize, and restore windows. 

Function Keys (continued)

The following Function Keys may be used in any Telemet Orion display to easily view news:

Ø  Press the F11 Function Key to launch a Snap Report

Ø  Press the F6 Function Key to launch Snap News

Function Keys (continued)

The following Function Keys may be used in any Telemet Orion display to easily view charts:

Ø  Press the F7 Function Key to launch an Intraday chart

Ø  Press the F8 Function Key to launch a Historical chart

Ø  Press the F9 Function Key to launch Supply and Demand chart

Function Keys

Function Keys are a great way to quickly open new pages in Orion.  These shortcuts may be used in any Telemet Orion display to easily view market data:

Ø  Press the F5 Function Key to launch a Snap Quote

Ø  Press the F12 Function Key to launch a NASDAQ Level II

Ø  Press the F10 Function Key to launch a Time & Sale window

SEC Filings on Edgar

Users have access to SEC 10K and 10Q filings and other Edgar data within Orion with Double Click Actions.

Within any page, choose the column of data you would like to assign a double click action to view Edgar.  For example, if you would like to bring up an Edgar filing for a particular issue by double clicking on the Net % change value, you would choose the Net % column.

1)  Double click on the Column Header Name.  The Select Columns window appears.

2)  Choose Double Click Action under the Attributes section.

3)  Choose Edgar File under the Double Click Action drop-down menu.

4)  Finish by selecting OK.

 

 

Once the setting is saved, you may double click on any Net % change value on that page to open Edgar.

 

 

Find the symbol for a company, mutual fund, index, etc.

Telemet Orion Ticker Lookup tool can be used to find the symbol for stocks, mutual funds, economic indexes, etc.  Tools >Ticker lookup.   OR use the toolbar and select the binoculars with a “?” mark symbol.

If you are unsure of the exact name, enter a “*” or “%” 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 “*” or “%” sign in front of the word “unemployment” will deliver more results, including what you were looking for: US Unemployment Rate – EMPLOY

Foreign Data Indicators in Upper Chart Design

Telemet Orion offers International Economic Indicators! Some of the regions covered include:

·         Asia

·         Central Europe

·         Developed Asia

·         Emerging Nations

·         EU

·         Latin American & the Caribbean

·         Middle East & North Africa

·         Sub-Saharan Africa

Foreign Economic Indicators may be added to Telemet Orion Charts through the Upper Chart Design menu within Options.  Simply browse and select the data you want to chart from the expandable sections in the upper left-hand corner of the Upper Chart Design window. 

 

 

New Printing Options for Multi-Style Attribution Reports

Users may now select multiple attribution screens and reports for printing. Selection can also be saved for future usage.  Preferences are set up within Print Setup.
 



Clients may now modify attribution charts!

When exporting Telemet Orion Multi-Style Attribution reports to Excel, the below charts now have hidden modifiable charts underneath the chart pictures.  To see them move or delete the chart picture.

·         Total Active Returns

·         Sectors Allocation and Performance

·         Contributors by Sectors

·         Cumulative Returns

·         Allocation Scatterplot

·         Sector Allocation

 

 

Attribution on Composites now available!

With the latest release of Telemet Orion, portfolio analytics, including multi-style attribution, may be run on AXYS composites.  Simply add the file type to the Orion Data Storage Descriptor along with your other AXYS files. 

The newest version also allows clients to the option to exclude certain security types and transactions.

Call or email Client Services for more information!  1-800-368-2078 or support@taquote.com.  

TeleFlash Data Monitor workspace and TeleFlash - 30 days News Query

Within the Equity Research workspace grouping, Telemet has added the TeleFlash Data Monitor workspace.  The new workspace includes a 30 day news query for TeleFlash Research Notes and also quickly shows Corporate Data by ticker.

New Version Available! Upgrade for free now.

Version 8.2 is now available and comes with new functionality!   Key Stats - Save Time getting Company Data Telemet Orion's Key Stats page presents detailed financial data on individual stocks.  To access, use the Display menu item, select Research, and then select Key Stats. The new Key Stats page is the "go to" page for all you need to know about a company. With single clicks of the mouse, easily get at relative performance, ratios, a company summary, ownership changes, financial trends, and much more.

TeleFlash for internal research and data.   Here is the problem. You have great research - you want to get to colleagues fast. How do you do it? E-mails and memos get misplaced or misfiled. Now there is a new way to distribute your internal research notes on companies, colleague's comments, data, and files all by using Telemet Orion. Just click on Add Research Note,  type in a headline and any text, link to a ticker (and documents if you wish) and the Research Note appears on every Telemet Orion monitor in your office. You can attach Microsoft Excel, Word, or Adobe PDF documents to any Research Note. A Research Note appears on Telemet Orion as a flag next to a ticker symbol. Just click on the alert to drill-down for the note details. And the Research Note is stored in a database so you can find it by ticker, subject, industry, etc. Anyone in your office with our complimentary software can publish a Research Note. Having a Telemet Orion platform is NOT required. So if you have analysts using other platforms, all they do is publish the Research Note and all Telemet users see it!   To perform your FREE software upgrade: http://www.taquote.com/support/instruct.html

Your opinion is important! We are creating a Telemet Orion App.

Telemet is currently in the beginning stages of designing an Orion app and we would really appreciate your feedback!

Please contact Client Services at support@taquote.com to be part of a brief survey (only 7 questions!) asking you to rank Telemet Orion features for the app and provide other general suggestions. We plan to begin work on this soon, so the faster you send back your responses the better!

Chart Price Spread

Telemet Orion users can chart the Price Spread between two securities through the Lower Indicators menu within Options.  Simply select Price Spread from the drop down menu.

Chart Moving Averages

When viewing a historical chart in Telemet Orion quickly add Moving Averages by clicking on the Upper Indicators icon within the chart window toolbar.  Examples include Moving Average Line 1, Moving Average Line 2, Moving Avg – Conv/Div (MACD), Moving Avg – Conv/Div Percent (MACP), Moving Avg – Percent Bands (Envelope), and Moving Avg – Std Dev Bands (Bollinger).  Within each users may customize various settings such as Smoothing, Days, and Oscillator.

Chart Relative Strength

Relative Strength can be added to many Telemet Orion Charts through the Lower Indicators menu within Options.  Simply select Relative Strength from the drop down menu.  Choices include Relative Strength – Comparative, S&P 500, Index, and Stat Number.

 

 

New columns added for EBITDA!

• “Enterprise Value / EBITDA TTM including MS” – this modification allows for Marketable Securities to be included in the Enterprise Value
• “Enterprise Value / EBITDA current” – the value of EV/EBITDA is based on Market Cap and calculated with current (last) price
• “Enterprise Value / EBITDA TTM including MS curr” – this formula is the same as “Enterprise Value / EBITDA TTM including MS”, but uses the current Market Cap value

Back Up Your Telemet Orion Settings and Customizations

Back up your Telemet Orion settings or transfer them to another computer with our Replication utility:

 

Tools > Replicate > with Registration to make a copy of your settings, then Tools > Import > Replication Files to import saved settings. 

 

You can also set a schedule to perform automatic backups.  Choose Tools > Replicate > Schedule.

Viewing Sector and Industry Groups on a Page

From a Page you can easily break out your Telemet Lists into their S&P or Russell Sector or Industry groups with just three clicks: 

1.      From the menu bar choose Options

2.      Then select Group By

3.      Select S&P Industry, Sector, etc depending on how you would like to see your data

*To turn off the grouping use the same menus to unselect the grouping you chose.

Copy Entire Custom Page to Excel with Live Links

Clients can easily copy columns of data and tickers to Excel with the Copy Entire Page functionality within Telemet Orion.  From any Custom Price Page, choose Edit>Copy Entire Page.  Next, choose Paste within Excel.  All columns of data and the current symbol list will be copied onto an Excel worksheet.  In addition, the data elements will automatically update through Telemet Orion’s Excel Add-In, Telemet IQ.

Note: Telemet Orion must remain open for links to continue to update.

Market Overview in One Window

Quickly see how the markets are doing by choosing Markets under the Display Menu.  You can view Most % Up, Most % Down, and Most Active for the NYSE, AMEX, and NASDAQ exchanges.

Classify Sector and Industry for Stocks

Clients may use the Exceptions list to define Sector and Industry for stocks that appear as Unclassified or to assign a different Sector/Industry based on user preference on your portfolio analytics reports.  Changes cannot be made Stock’s S&P or Russell classifications.

1.      Open the Exceptions dialog by selecting Tools > Exceptions from any Telemet Orion window

2.      To assign an Industry to a stock enter the stock symbol in the Symbol field, select Sector from the Sector list and then select Industry from the Industry list

3.      Hit Enter on your keyboard or click on the Append button to add Symbol to the Exceptions list

4.      Save changes to the Exceptions list and close the dialog by clicking on the Ok button

To Remove Symbol from the Exceptions list and restore the default Telemet classification highlight the Symbol line by clicking on it and then click on the Remove Line button.

Alerts on a Page

Telemet Orion offers hundreds of Data Fields that can be displayed in the columns on Telemet Orion pages. Many of these data elements can be used as Alerts on a Page.

For example:

·         Count – Trades

·         Last Sale Size; Time; Date

·         Trading Status

·         News Count

·         Edgar Alert

·         Corporate Action Announced

·         High/Low – Intra Day (7, 30, 90 …Day)

·         High/Low – Historical (7, 30, 90 …Day)

·         Mvg Avg Cross 7x30; 7x90; 7x180; 7x360; 30x90; 30x180; 30x360; 90x180; 90x360; and, 180x360