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

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.

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.