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Tuesday, May 8, 2012

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!

Monday, May 7, 2012

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.

Friday, May 4, 2012

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.

Thursday, May 3, 2012

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
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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.


Wednesday, May 2, 2012

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.