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Monday, September 10, 2012

Clients may now modify attribution charts!


When exporting Telemet Orion Multi-Style Attribution reports to Excel, the below charts now have hidden modifiable charts underneath the chart pictures.  To see them move or delete the chart picture.

·         Total Active Returns

·         Sectors Allocation and Performance

·         Contributors by Sectors

·         Cumulative Returns

·         Allocation Scatterplot

·         Sector Allocation
 
 

Friday, September 7, 2012

Attribution on Composites now available!

With the latest release of Telemet Orion, portfolio analytics, including multi-style attribution, may be run on AXYS composites.  Simply add the file type to the Orion Data Storage Descriptor along with your other AXYS files. 

The newest version also allows clients to the option to exclude certain security types and transactions.

Call or email Client Services for more information!  1-800-368-2078 or support@taquote.com.  

Thursday, September 6, 2012

TeleFlash Data Monitor workspace and TeleFlash - 30 days News Query


Within the Equity Research workspace grouping, Telemet has added the TeleFlash Data Monitor workspace.  The new workspace includes a 30 day news query for TeleFlash Research Notes and also quickly shows Corporate Data by ticker.


Wednesday, September 5, 2012

New Version Available! Upgrade for free now.

Version 8.2 is now available and comes with new functionality!
 
Key Stats - Save Time getting Company Data

Telemet Orion's Key Stats page presents detailed financial data on individual stocks.  To access, use the Display menu item, select Research, and then select Key Stats.


The new Key Stats page is the "go to" page for all you need to know about a company. With single clicks of the mouse, easily get at relative performance, ratios, a company summary, ownership changes, financial trends, and much more.


TeleFlash for internal research and data.
 
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.
A Research Note appears on Telemet Orion as a flag next to a ticker symbol. Just click on the alert to drill-down for the note details. And the Research Note is stored in a database so you can find it by ticker, subject, industry, etc.
Anyone in your office with our complimentary software can publish a Research Note. Having a Telemet Orion platform is NOT required. So if you have analysts using other platforms, all they do is publish the Research Note and all Telemet users see it!
 
To perform your FREE software upgrade: http://www.taquote.com/support/instruct.html

Tuesday, September 4, 2012

Your opinion is important! We are creating a Telemet Orion App.


Telemet is currently in the beginning stages of designing an Orion app and we would really appreciate your feedback!

Please contact Client Services at support@taquote.com to be part of a brief survey (only 7 questions!) asking you to rank Telemet Orion features for the app and provide other general suggestions. We plan to begin work on this soon, so the faster you send back your responses the better!