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.

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.

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.