Search This Blog

Friday, June 29, 2012

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!


Thursday, June 28, 2012

Telemet Orion offers integration with Advent and Portfolio Center

Did you know Telemet Orion offers integration with Advent AXYS and APX, as well as Charles Schwab’s Portfolio Center, allowing users to view portfolios directly though custom pages, multi-style attribution, and other portfolio analytics windows?
Telemet Orion v8 can import portfolio data from any portfolio management, order management, or trust accounting system that can export to standard text based files. Please note that, assuming your exported portfolio files will be consistently saved with the same formatting, the setup process will only need to be followed once. Once the Data Storage Descriptor is successfully created and the exported Portfolio Account files are identified, the Portfolio Accounts can be selected within Orion as needed.
Please contact Telemet America Client Services at 800-368-2078 or support@taquote.com for instructions.


Wednesday, June 27, 2012

Research Mutual Funds (cont.)

Within Telemet Orion, users may view Mutual Fund reports by navigating to Research > Mutual Funds from the Display menu.  Next, enter the symbol and click Get Quote.  The report generated contains the Investment Strategy and Information, Performance, and Distributions.


Tuesday, June 26, 2012

Research Mutual Funds

View the Best and Worst Performing Mutual Funds within Telemet Orion.  Choose Display > Research > Mutual Funds.  The Trailing Returns for various periods like 1 Day, 1 Week, 4 Weeks, 3 Months, and YTD can then be printed or exported.


Monday, June 25, 2012

Upside, Downside Capture Ratios now available!

Upside and Downside Capture Ratios are now available!  They can be found under the Statistical folder as shown below and used on Custom Price Pages and Queries.

Upside Capture ratios are calculated by taking a stock’s weekly return during weeks where the benchmark had a positive return and dividing it by the benchmark return during that same week.

Downside Capture ratios are calculated by taking the stock’s weekly return during the periods of negative benchmark performance and dividing it by the benchmark return during that same week.

Ratios over one-, three-, five-, 10-, and 15-year periods use the geometric average for both the stock and index returns during the up and down weeks, respectively, over each time period.

Capture Ratios are similar to Beta but calculate only specific periods. 

An Upside Capture ratio over 1.00 indicates a stock has generally outperformed the benchmark during periods of positive returns for the benchmark.

Meanwhile, a Downside Capture ratio of less than 1.00 indicates that a stock  has lost less than its benchmark in periods when the benchmark has underperformed.

All Capture ratios are calculated versus the S&P 500.


Friday, June 22, 2012

PEG Ratios for Zacks Estimates now available!

For clients with Zack’s Earnings Estimates, 8 new Zacks PEG columns are available!  They can be found under the Earnings Estimates folder as shown below and used on Custom Price Pages and Queries.


Thursday, June 21, 2012

BNY Mellon Global ADR Indices now available!

Telemet Orion clients may now view current and historical information on over 300 BNY Mellon ADR indices.  

Using the Lookup Ticker function, select Index/Fund and enter BNY as shown in the example below.  They can be used throughout the platform, including historical charts.


Wednesday, June 20, 2012

Historical Performance Charts

Through Performance Charts under Portfolio Analytics, users can view historical performance charts versus a benchmark for a particular portfolio.



Historical Chart:


Tuesday, June 19, 2012

Real-Time Portfolio View

Portfolio View under Portfolio Analytics can be used to view real-time updates to contribution of a particular portfolio.



View your portfolios against S&P and/or iShares Russell benchmarks with a subscription to our premium Benchmarks service.  Email Client Services at support@taquote.com for a complimentary trial!

Monday, June 18, 2012

Performance by Security

Telemet Orion can be used to view performance by security through Display > Portfolio Analytics > Performance by Security


Friday, June 15, 2012

Trading Impact

Telemet Orion can display trading impact on any portfolio.  Choose Display then Portfolio Analytics and Impact.


Thursday, June 14, 2012

Creating New Workspaces

Telemet Orion allows users to create new workspaces with their own set of windows and customization features.  You may begin by editing an existing workspace or by choosing new windows through Functions > New Display.  Once you have your windows arranged on the screen the way you like, choose Functions > Workspace > Save As.  Your new workspace name will appear at the top of the Telemet Manager pane.

TIP: Name the workspace something that will help you remember its use when selecting it from the Telemet Manager pane.

Wednesday, June 13, 2012

Sharing Ticker Lists

Telemet Orion provides a quick and easy way to allow multiple Orion users to share centrally located Ticker Lists. You can use Orion’s Central Lists feature to give all users access to the same model or approved List of tickers without each of them having to maintain the List themselves.

To set up Central Lists please use the following steps:

1)      Create a location on a shared network drive that will contain the Telemet Orion List files to be shared. There is no restriction on the location or the folder name that you may choose. Example: P:\Telemet Central Lists
2)      The person who is responsible for maintaining the shared Lists will create and modify them using their normal Telemet Orion program. When they are done they will simply copy the List files to be shared from their Telemet\lists folder to the shared network folder designated in step one.
NOTE:  To find a file name for a specific List, select the List in question then click on Options> List> Edit and click on the General tab
3)      Orion users who wish to access the Central Lists will first need to set-up the link to the file location.   From any Telemet Orion window, choose Tools > Defaults and then click on the File Loc tab.  Enter the path to the shared network folder designated in step 1 into the Central Location > Lists field, and then choose OK.



NOTE: The Telemet user who maintains the shared Lists should not have the setting for the Central Location> Lists’ field. Having that setting on their workstation would cause their Orion to see two copies of the same Lists and will trigger warning messages for them
4)      Close and reopen Telemet Orion. Orion will now access Lists both from the user’s personal Orion folders and the Central Lists location. Lists accessed from the Central Lists location will be read-only and cannot be modified by the user.

Tuesday, June 12, 2012

View Forward Earnings Tied to Current P/E

Telemet Orion users subscribing to Earnings Estimates can chart Forward EPS through Upper Chart Design.

1.      Open Historical Snap Chart by using the F8 function key.
2.      Click on Options, Upper Chart Design. The Upper Chart Design window opens.
3.      In the lower left portion of the Upper Chart Design window, select Tr 4 Q EPS - ADJ OR Tr 4Q EPS under Financials, Valuation.
4.      Next, choose your parameters for Smoothing.
5.      Lastly, choose your criteria for Show Next Days.
6.      Click OK when done to view chart.


Contact Client Support at support@taquote.com for a free trial of earnings estimates!

Monday, June 11, 2012

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.


Friday, June 8, 2012

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.


Thursday, June 7, 2012

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.


Wednesday, June 6, 2012

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.


Tuesday, June 5, 2012

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.


Monday, June 4, 2012

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.

Friday, June 1, 2012

Total and Relative Returns over a Custom Date Range

Users can quickly calculate Total or Relative Return on any stock over a custom date range from a historical chart by clicking on Options > Chart Calculator or using the "Calc" icon on the toolbar.