Protect your Telemet Orion accounts!

It is common for the Telemet Orion users at your firm to change due to staff movements or changes in roles.  Let Telemet help you protect your licenses by calling or emailing Customer Support to change the login details.  The process is quick, painless, and can often be completed in only 15 minutes. 

Print or Export Historical Data

Instantly display historical price information from a Snap Quote by clicking on the Data button on the toolbar

From the Data window, you may:

·         Modify the date range

·         View the data in Daily, Weekly, or Monthly segments

·         Print or Export the data

Track Historical Economic Indicator Prices in Excel

Clients may create spreadsheets in Excel tracking historic Open, Close, High and Low prices for Economic Indicators using the Telemet IQ Excel add-in tool.

1.      In adjacent cells, enter the Symbol for your economic indicator in all capital letters followed by a “-I” to denote Index.  For example, EMPLOY is the symbol for the US Unemployment Rate Index.  So, I would type EMPLOY-I into my reference cell.

2.      Use the Telemet IQ Add-in tool to choose the historic prices data and periods.

Example:

Batch Print Charts, Pages, Snap Reports, and More!

Batch Schedule printing saves you time and effort and prints during hours when your printer is not being used. You can have a fresh set of chart handouts every morning automatically. Batch Schedule printing allows you to set up a particular date and time to print historical, intraday, and performance charts; snap reports; estimates reports; dividend, sales, and splits company history reports; custom prices pages, and attribution reports.

Example – Batch Print Charts:

1.      Select Tools > Batch Print Setup from the Tools menu.

2.      You will see an edit screen. On this screen select:

• The ticker list you want to use to print charts
• The type of chart you want printed, either Historical or Intraday
• Select the cycle limit; thirty is the default and thus thirty charts will print
• Select the batch days and times

3.      Select OK when done

4.      To run the batch select Tools > Batch Print

You will note a "check mark" next to the Batch Print selection. The Batch will print, nightly, weekly etc. according to the schedule set up.

NOTE: ORION MUST BE OPEN AND RUNNING FOR THE SCHEDULED PRINT TO COMPLETE

Add Symbol List Names to Printed Custom Price Pages

Telemet Orion users may customize Headers, Footers, Logos, etc. through the Print Setup options. 

1.      From your custom price page, choose Display>Print Set Up.

2.      Click on the tab for Header/Footer.

3.      Select the Customize Header button.

4.      In the desired location (Left, Center, Right), choose Title. This places the Symbol List Title at the top of the printed page.

5.      Choose a Name for the Print Setting, type it in the area for Print Setting and choose Save.

Custom Benchmarks

Did you know Custom Benchmarks can be imported into Telemet Orion?  Also, model portfolios from accounting platforms like AXYS may be used.  Once added, these benchmarks can be accessed in Multi-Style Attribution as well as various pages throughout the platform.

1) From your Telemet Manager window, click Functions>Add-In-Console>Portfolio Accounts.  The Portfolio Accounts Console window will appear

 

 

 

2) Click “Benchmarks” on the left side of the screen and then select New.

A.  Choose “Model Portfolio” if a portfolio that contains transactions is wanted as the benchmark – such as an Advent Axys cli file.

B.  Choose “Text – Delimited” if the file containing the Benchmark data is in a delimited format, such as a csv or tab delimited file.

C.  Choose “Telemet Ticker List” if the data is currently viewable as a Telemet Orion Ticker List.

·         Any name can be entered for the Benchmark

·         Visit the following link within the Help Menu for detailed instructions or call our client services team!  http://65.105.114.35/orion/html-web/html/orio55ik.htm

Price your Equity Securities and Mutual Funds with Televista

If you are using another vendor to price your AXYS or APX files and paying per download, you could be saving lots of money! 

Telemet’s Televista application is capable of updating prices, dividends, and splits – all for one flat monthly fee.  Please email support@taquote.com for more details and a free trial!

View Press Releases in Telemet Orion

Telemet Orion offers access to Press Wires.  This premium service delivers economical, informative news releases provided by public relations writers. Subscribers can search for Press Wires by industry, company, or keyword.

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

for a free trial!

Cost Efficient News Service

Telemet Orion offers access to Real Time Traders News (RTTN) for clients seeking headlines and bulletins, relative to the day’s trading market, on specific stocks and selected industry groups.  It is an excellent service for trading information and cost efficient.

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

Access Market Makers with One Click!

Market Maker data can be quickly accessed by clicking the market maker icon within the toolbar menu.

 

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

 

 

 

Time and Quote and Trader’s View Workspace

The Time & Quote and Trader’s View workspaces, under Trading, are perfect starting points for traders.  The combination of Snap Quote, Time & Sale, News, and Supply/Demand Chart windows along with the Tape for the major indices quickly demonstrate how the market is doing.

Time and Sale data – View Full Day or Intervals

Clients running Telemet Orion version 8.1.08.14 or higher 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 is 12 noon and 23:59:59 is 11:59 PM.

4.      Click Export

Quickly View Time and Sale

Within the Snap Quote window, you may double-click on the ‘T’ to quickly view that company’s Time and Sales data. 

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.

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

View the Wall Street Journal Online

Telemet Orion users with the Dow Jones news subscription also have access to the Dow Jones Plus website offering a link to WSJ.com.

To quickly access, click on the green DJ+ icon from the Telemet Manager Pane or other Telemet Orion Menu Bars.  Once the webpage opens, click on the WSJ.com button.

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

Cycle View Charts

You can cycle through a series of charts, viewing them one after another using the Cycle View within Telemet Orion.

From any Custom Price Page select Display > Cycle View. Charts from the symbol list showing in your Custom Price Page will begin popping up one after another.

Classify “Unclassified” Stocks

Clients may use the Exceptions list to define Sector and Industry for stocks that appear as Unclassified 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.

Use Color to Display Net Change or Gain/Loss on a Page

Telemet Orion clients are able to specify if they want color to represent Net Change or Gain/Loss within a Custom Price Page.  For example, the default is usually to show Green and Red for Net Change.  However, users can choose to show Gain Loss values in say Blue for Gain, White for Break Even, and Black for Loss.

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

-or-

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

2.      Select the column that you want to revise the Color or Gain/Loss for.

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

4.      Edit the Data Text drop down as desired, then click Options to change the Colors.  Click OK on the Edit Colors window and OK again in the Select Columns window.  The changes will now appear on the Custom Price Page.

Change Data Field on a Page

Telemet Orion users can customize when data appears on a Custom Price Page.  For example, users can choose to only show Positive Last Sale Prices, Scale Large Values, Show as a Bar, and more.

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

-or-

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

2.      Select the column that you want to revise the Data Field.

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

4.      Edit the Data Field as desired, then click OK.  The changes will now appear on the Custom Price Page.