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.

Access Telemet Orion through your Apple and Android Devices

There is an excellent, free app named LogMeIn that will allow you to run Telemet Orion from your desktop computer on your mobile devices.  It has the advantage of showing your desktop, so you can see lists and linked accounts just like you have in your office.  

For Android enabled devices you can download it from here:  https://secure.logmein.com/products/ignition/android/

For Apple devices you can download it from here:

https://secure.logmein.com/products/ios/

Adding Column Totals to a Page

Telemet Orion users may total the data fields in a Custom Price Page to show a column’s maximum, sum, average or total value.

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 you want to add a total to in the column list box.

3.                  Click on the Total Function option from the Attributes section of the Select Columns screen.  You will see a Total Function section appear on the right side of the Select Columns screen.

4.                  Click on the drop down arrow located to the right of the entry at the top of the Total Function section. You see a list of options to choose from: Text (allows you to associate a line of text at the bottom of a column of data), Sum, Minimum, Maximum, and Average. Choose the option you want.

·         The Alignment field allows you to select where the total function is aligned in the data column of the Custom Price Page. Right, Left, and Center position the data in the location of the option that you select. Choosing Decimal centers the total on the decimal place in the data field.

·         The Display When field displays the data according to the series of options that you choose. Selecting Positive, Negative, or Zero shows data when there has been positive, negative, or zero change in the data from yesterday’s close.

Note: You can-not total columns in a Custom Price page if you have selected Repeat Column Groups Across Display as an option from the Style settings.

Creating User Defined Fields to add to Custom Price Pages

Telemet Orion users can construct their own ‘User Formulas’ which will then be available to add as custom columns on Telemet Orion Pages. These formulas can contain most data fields, user defined Global Values, and even other User Formulas.  Most standard mathematical operations can be used.

For example, let’s say you want to capture a Cash Margin position on your holdings Page.  You may create a User Formula like the one below to allow for a negative Market Value and then add it as a Custom Column on your page.

To Create a New User Formula:

1.      Tools > User Formulas > New

2.      Enter a name for the formula

3.      Click in the Formula box, then click on Insert, choose what to insert into the formula, then choose OK

·         Field: Double-click on the folder that contains the field you want to insert, pick your desired field and choose OK

·         Another Formula: Select an existing User Formula and choose OK

·         Global Value: Choose an existing Global Value and choose OK (Please note that new Global Values can be created in this dialog as well. See Help Topic on Global Values for details)

·         Total on Field: Select the type of Total and whether it should be applied to a page or a Group. Choose OK and Select the Field that will be totaled.

·         Total on Formula: Select the type of Total and whether it should be applied to a page or a Group. Choose OK and Select the User Formula that will be totaled.

4.      Add other Fields, Global Values, etc as needed to the formula

5.      Add any mathematical symbols needed using the standard keys your keyboard, parentheses and brackets can be used as well

6.      Click on the Check button to test the mathematical validity of the formula, then click on OK to complete the User Formula

To Add a User Formula to a Page:

1.      Options > Columns

2.      Scroll down in the Columns box and double-click on User Formulas

3.      Click on the name of the User Formula you want to add as a column. You will see the name move into the Selected Columns box in the right-side window.

4.      If necessary, adjust the position of the column by clicking on it once to select it and then using the up and down arrow buttons below the box

5.      Choose OK to add the column and view the result on the Page

Additional Russell iShares Benchmarks added!

Per multiple client requests, Telemet now offers the iShares Russell Midcap, iShares Russell Midcap Growth, and iShares Russell Midcap Value benchmarks for Portfolio Analytics and Multi-Style Attribution in Telemet Orion.  Below is a table showing the amount of historical data currently available for each and its associated ticker.

           

iShares Russell Midcap	IWR	02/29/12
iShares Russell Midcap Growth	IWP	12/30/11
iShares Russell Midcap Value	IWS	04/03/12

Please note; iShares Russell benchmarks is a premium service. Contact Client Support at support@taquote.com for a free trial!