Historical Performance Charts

Through Performance Charts under Portfolio Analytics, users can view historical performance charts versus a benchmark for a particular portfolio.

Historical Chart:

Real-Time Portfolio View

Portfolio View under Portfolio Analytics can be used to view real-time updates to contribution of a particular portfolio.

Performance by Security

Telemet Orion can be used to view performance by security through Display > Portfolio Analytics > Performance by Security

Trading Impact

Telemet Orion can display trading impact on any portfolio.  Choose Display then Portfolio Analytics and Impact.

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.