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.



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.

 

     

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.
 



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.

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

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.

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.

Automatic Import of CSV Files to Telemet Ticker Lists

Telemet Orion can use properly formatted CSV files as ticker lists. The file will need to be copied into the .../Telemet/CSV_TO_LISTS folder OR to the folder specified within the Central Location – CSV to Lists field in the Tools, Defaults, File Loc dialog.   it will automatically create a ticker list within Telemet Orion. The resulting List file will have the same name that the CSV file has and will have the same functionality as any other Telemet List file, including the ability to use Group Headings. 

Setting up Orion to automatically Import CSV files:

1) From any Orion window choose Tools>Defaults and then click on the File Loc tab.

2) Click on the ‘…’ button to the right of the CSV to Lists field and browse to the folder you will store the CSV files in, then choose OK.

3) You may create the CSV file(s) in the specified folder or copy them there to have Telemet Orion automatically import them.

NOTE: The original CSV file will need to be closed in order for the List to be added to Orion or to see any changes made to it.

Details on the formatting of an Orion List compatible CSV file:

1)       The file name can be any acceptable name but must have a .csv extension. The resulting Ticker List will have the same name that the CSV file has.

2)       The column separator in the file’s text strings may be any one of the following: comma, one single space, tab, or semicolon.

3)       The first line of the CSV file must be the header.

4)       The name of a column in the header may be anything, but only columns with specific names will map to Telemet Columns.

5)       The column order is not important.

6)       Telemet Columns are Symbol, Type, Exchange, Basis, Shares, Date, Commission, Document, and Note. 

7)      The specific column header formats that can be used are:

·        Symbol – ‘Symbol’, ‘SYMBOL’, ‘symbol’, ‘Issue’, ‘ISSUE’, ‘issue’, ‘Ticker’, ‘TICKER’, ‘ticker’, ‘Name’, ‘NAME’, ‘name’

·         Type – ‘Type’, ‘TYPE’, ‘type’

·         Exchange – ‘Exchange’, ‘EXCHANGE’, ‘exchange’

·         Basis – ‘Cost’, ‘COST’, ‘cost’, ‘Basis’, ‘BASIS’, ‘basis’, ‘Value’, ‘VALUE’, ‘value’

·         Shares – ‘Shares’, ‘SHARES’, ‘shares’

·         Date – ‘Date’, ‘DATE’, ‘date’.

·         Commission – ‘Commission’, ‘COMMISSION’, ‘commission’

·         Document - ‘Document’, ‘DOCUMENT’, ‘document’ (Please note that documents must be entered in the form of a file name. Example: test.doc)

·         Note - ‘Note’, ‘NOTE’, ‘note’

8)       Group Headings can be created within the CSV file by entering a line beginning with ‘##’.  For example: ##Focus Stocks   (This would create a group within the Orion List with the name ‘Focus Stocks’).

9)       If a list contains different Types of tickers (for example Stocks and Indices) you must include a Type column and it must be populated for every ticker with the abbreviation of the appropriate type of ticker. Ticker type abbreviations are:

·         S = Stock

·         I  = Index

·         B = Bond

·         F = Future

·         O = Option

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 Intraday Chart 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 IntraDay Chart 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 an intraday chart.

Syncing Windows

Using sync windows, you can enter a symbol once and see the snap quote, chart, and news pages updated simultaneously.   

1.      Start from any Workspace and select one of the windows you want synced.  Choose Window > Start Sync Group from the menu bar.

2.      Select the next window you want synced and choose Window > Add to Sync Group from the menu bar.

Ø  The two windows are now synced.  Enter a symbol in either window and the new symbol will now be reflected in both. You may also use the workspace named "Sync", which has been set up for you.

Limit Alerts

Easily set up price alerts from Telemet Orion’s Limits window:

1) Go to Tools > Limits

2) Select Criteria to create limit alerts

·         You can enter tickers individually, choosing Add or hitting Enter or your keyboard

·         You can choose a Ticker List

·         After choosing your criteria, Click OK

·         Any limit alerts triggered will be logged on the Limits screen You must leave your Limits window open to receive alerts.

Access Telemet Orion through your Apple and Android Devices

There is an excellent, free app named LogMeIn that will allow you to run Telemet Orion from your desktop computer on your mobile devices.  It has the advantage of showing your desktop, so you can see lists and linked accounts just like you have in your office.  

For Android enabled devices you can download it from here:  https://secure.logmein.com/products/ignition/android/

For Apple devices you can download it from here:

https://secure.logmein.com/products/ios/