Adding Column Totals to a Page

Telemet Orion users may total the data fields in a Custom Price Page to show a column’s maximum, sum, average or total value.

1.      To open the Set Attributes menu, choose Options>Columns> and click the Set Attributes button on the dialog window

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1.      Double click on any column heading on the Custom Price Page

2.      Select the column you want to add a total to in the column list box.

3.      Click on the Total Function option from the Attributes section of the Select Columns screen.  You will see a Total Function section appear on the right side of the Select Columns screen.

4.      Click on the drop down arrow located to the right of the entry at the top of the Total Function section. You see a list of options to choose from: Text (allows you to associate a line of text at the bottom of a column of data), Sum, Minimum, Maximum, and Average. Choose the option you want.

·         The Alignment field allows you to select where the total function is aligned in the data column of the Custom Price Page. Right, Left, and Center position the data in the location of the option that you select. Choosing Decimal centers the total on the decimal place in the data field.

·         The Display When field displays the data according to the series of options that you choose. Selecting Positive, Negative, or Zero shows data when there has been positive, negative, or zero change in the data from yesterday’s close.

Note: You can-not total columns in a Custom Price page if you have selected Repeat Column Groups Across Display as an option from the Style settings.

View Scrolling Tape for Custom Ticker List

Using the View Tape functionality under the Display menu, Telemet Orion users can view trade notifications for their specific ticker list and block size requirements.  Scrolling tape is available only for Stocks.    

Set the Block Size

To filter trade size select Options > Block Size. Enter in the Block Size field the trade size to display. For example enter 1000 to display only trades of 1000 shares or more. Click Ok to close the dialog.

Editing Ticker List for Tape

Select Options from the menu bar then Edit Ticker List.  See an edit box with all the tickers you have created… insert or delete tickers, just as you do for a custom page, and then press OK. Your scrolling tape will now include the new ticker. It will not be added to your permanent list.

Read Barron’s before it gets delivered!

With the increased delivery time of the USPS, you may be able to read Barron’s online through Telemet Orion before it is delivered to your home or office!

In Telemet Orion, go to News>Open>Barrons This Week to run the news query.  You may also already have it as part of the Barrons, WSJ workspace under NewsSpace in the Telemet Manager.

Note: Clients must be subscribed to the Dow Jones Broad Tape news service in order to access Barrons through Telemet.  Contact Client Support at support@taquote.com for a free trial!

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.

            Note:  Telemet Orion must be running for a scheduled Replication to run.

S&P Estimates Plus

In addition to S&P consensus revenue, EPS, broker recommendations, target price, and other estimate data; Telemet clients can also subscribe to S&P Earnings Plus – an add-on to the S&P Estimates service.  S&P Estimates Plus offers gross profit, EBIDTA, and free cash flow estimates.

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

S&P Consensus Earnings Estimates

Telemet has teamed with Standard and Poor's to provide clients with S&P consensus revenue, EPS, broker recommendations, target price, and other estimates data.  Subscribers also have access to company three page reports showing detailed estimates. These exclusive reports show revenue and EPS, margin, and other metrics as well as charts and tables highlighting trends in estimates, target prices, and broker recommendations.

S&P Estimates data may also be used throughout the Telemet Orion platform in custom pages and queries - allowing clients to identify new investment ideas by searching and screening on the consensus estimate data.

Example S&P Estimates Report:

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

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.
6. 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 Stock Reports and Ratings 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!

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.

Making Changes to Multi-Style Attribution Report

To change your choices when looking at the results of a Multi Style Attribution report, there is no need to start with a new screen.   Simply click on the two little grey arrows in the upper left corner of the screen (located underneath the Display menu choice). This will reopen the report's query options on the left-hand side of the report results so you may change the selected portfolio, date range, benchmark, and/or other analytics.  Once all edits are made, select Run to rerun the report.

Viewing Sector and Industry Groups

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.

R-squared EPS Growth 3, 5, and 10 year values now available

New Custom Columns are now available for R-squared EPS Growth 3 year, R-squared EPS Growth 5 year, and R-squared EPS Growth 10 year! They show how well a stock’s trailing adjusted EPS for a corresponding period matches the exponential growth model. The value is between 0 (does not match at all) and 1 (a perfect match).

Wildcard Searches for Ticker Lookup

Telemet 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 “*” 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

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

1.      Use the toolbar and select the binoculars with a “?” mark symbol.  

2.      Type only the first part of the name so that no companies are excluded in your search.    

3.      Under the Type section, be sure to use Index for mutual funds or indexes and Stock for equities or ETFs. 

4.      Press the Look Up button once you have selected all your criteria.  Double click the name you want from the results window OR click once and press OK.  The Snap Quote for that name will then open in a new window.

Ø  The Ticker Lookup tool can also be accessed from the menu bar under Options then Ticker Lookup.

Dow Jones News Plus

Telemet Orion users with the Dow Jones news subscription also have access to the Dow Jones Plus website offering a webpage view of the top news stories.

To quickly access, click on the green DJ+ icon  from the Telemet Manager Pane or other Telemet Orion Menu Bars.  Once the webpage opens, you may save it to your Internet Favorites.

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

Personalize what report opens with a double click

Users have the ability to customize which report opens when double-clicking a value within a page as well as other windows in Telemet Orion.

Popular examples include:

·         Company Financials

·         Company 3 page reports

·         Company Snapshot

·         Corporate Actions

·         Historical or Intraday Charts

·         Key Statistics

·         SEC 10K and 10Q filings and other Edgar data

·         Snap News

·         Time and Sale and Market Makers

Within any page, choose the column of data you would like to assign or edit a double click action to.  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.

                        OR

1)  Choose Options>Columns> and then click on the Set Attributes button

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.

After Hours Client Support

Clients with general usage questions should feel free to contact our after-hours support through 8:30 EST.  When calling after 5:30 EST, be sure to select the correct prompt for After Hours Support to be connected to a client service representative.

Sharpe, Treynor, and Information Ratios Now Available

Telemet Orion users may now view Sharpe, Treynor, and Information Ratios within Multi-Style Attribution under the Performance Characteristic report.

Dollar signs ($) can now be added to custom columns

Dollar signs ($) can now be added to custom columns on a Page by going to Options> Columns> Set Attributes> Data Fields and selecting the checkbox for “Add $”.