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USER GUIDE
THOMSON ONE
USER GUIDE
THOMSON ONE
TABLE OF CONTENTS
BASICS 3
ADDING & REMOVING SERVICES 3
HELP FILES 4
WORKSPACE SHORTCUTS 5
SYMBOL BOOK 6
MONITORS 7
INSERTING A ROW OR SYMBOL 7
AUTOMATIC SORTING 8
SETTING ALERTS 8
QUOTES 10
MARKET PULSE 12
NEWS 13
TRADER PORTFOLIO 14
3
THE BASICS
The Thomson ONE workspace is comprised of:
• Workbook Pages – Services grouped into saved pages with corresponding tabs
• Fixed Services – Services that are visible at all times (eg. Quote and Monitor)
• Desktop Services – Services that appear outside the Thomson ONE workspace but that open and close with the
Thomson ONE application.
• To add a service:
Double-click the All Services folder and scroll through the list to find the service you wish to add.
Click once and drag the service into the display area. Resize by clicking and dragging the border of
the service box to desired height and width.
• To remove a service:
Within the Edit Fixed Services dialogue box, click on Details>>> in the upper right corner. In the
column headed Del., click the x corresponding to the service you wish to remove. Click Yes to confirm
the deletion. Click OK to close the Edit Fixed Services/Edit Page dialogue box.
4
HELP FILES
Access context-specific help files by pressing F1 on your keyboard or access a
complete index by selecting the Help menu in the main toolbar and clicking
Contents and Index.
Click the Index tab to search by subject for related results.
5
WORKSPACE SHORTCUTS
QUICK QUOTE
Retrieve a quote when you double-click on a monitor or portfolio symbol. To activate, right-click the
monitor or portfolio service, select Properties from the cascading menu, and click the Enable Quick
Quote box.
DRILL DOWNS
Click on an underlined field in a Quote, Monitor or other designated service to automatically activate a
different service and retrieve data for the same symbol. To set up or modify drill-downs, activate the
desired service, select Edit from the toolbar, and click on Drill Downs.
FAVORITES
Access the tabbed pages and services you use most frequently by right-clicking. Activate the service you
wish to add to your Favorites and right-click. Select Add to Favorites. The service will now appear in the
blue-highlighted portion of your right-click menu.
HOTKEYS
Use function keys or key combinations to access services, rather than clicking the mouse through a
series of menus. From the main Edit menu in the application toolbar, select Hot Keys
RIGHT-CLICK MENUS
Perform common tasks by right-clicking in a display and selecting an item from the menu.
MAXIMIZE/MINIMIZE SERVICES
Expand or hide a service by using the maximize or minimize button on the title bar of the service. To
view horizontal or vertical title bars, press <CTRL+U> or <CTRL+T>. To hide, press the same again.
6
SYMBOL BOOK
The Symbol look-up tool can be found under the Tools drop-down of your Thomson ONE application.
Select Symbol Search to be directed to the Symbol Book page.
The default search is set to Company Name; to change this, use the drop-down button to the immediate
right. In the field to the immediate right, enter the name of the company (or the CUSIP, if you’re
searching by CUSIP, etc) and adjust the Exchange/Country field to accurately reflect what you’re
searching for. Click search to return a list of results.
To lock in search criteria, select Save (at the upper right corner of the search page). To clear settings
select Reset.
7
MONITORS
Monitors enable you to organize and watch a list of symbols of your preference in an efficient, easily-
navigable manner.
You can host several symbol lists within the Flex Monitor, organized into Groups of Tabs. Each Tab
represents a list of symbols.
AUTOMATIC SORTING
Set the Flex Monitor to automatically sort your symbols at regular intervals, based on changes in stock
value. Right-click in the column by which you would like to sort the stocks, point to Sort, and select
Automatic Sort.
You can adjust the automatic sort time-interval by right-clicking in the Flex Monitor, pointing to Sort,
and selecting Sort Setup. Click the Automatic Sort checkbox if it is not already checked. Select an
interval from the Automatic Sort Frequency drop-down (30 seconds to 15 minutes). Click OK.
SETTING ALERTS
Right click on a symbol and select Set Alerts from the menu. Under the Basic Tab in the dialogue box
that appears, select the A-Z tab. Scroll through the options and click the alert you wish to select.
Enter the value at which you wish
to be alerted in either the >, < or = field. If
you wish, enter a message for your alert.
To set multiple alerts, repeat. Click OK
when finished.
9
IN A SINGLE SERVICE
Set up Thomson ONE so that when you activate a particular service, information is automatically
retrieved for either the most recently entered symbol or a saved symbol.
From the main Edit menu in your application toolbar, select Edit Page, Edit Fixed Services, or Edit
Desktop Services as applicable. Click Details>>> in the upper right of the dialogue box to expand out
and view current services.
To retrieve data for the most recently entered symbol, select Last Symbol from the On Activate
column dropdown.
10
QUOTES
To retrieve a quote, activate the Quote section of your
Trading>Flex Monitor screen. Enter the Thomson ONE
symbol associated with the instrument you wish to
retrieve. Press Enter.
EXCHANGE-SPECIFIC QUOTES
To access a quote from a specific exchange, enter your
quote as symbol-exchangequalifier (eg. IBM-P for IBM
on ArcaEx).
TIME .TIME
11
MARKET PULSE
ACCESSING MARKET PULSE
To access Market Pulse, click on the Market Overview group button at the top of your Thomson ONE
workspace. Click on Market Trends or Market Pulse in the set of buttons that will appear immediately
below your main toolbar.
Choose the region in which the exchange you wish to examine exists. Then choose the appropriate
exchange. You will be directed to a list of display options and their related page codes (eg. ACT for most
active). Scroll through the list to find the option you wish to view and enter it in the Page Code field at
the top left of the Market Pulse window to view the associated symbol list.
EXCHANGE-SPECIFIC PAGES
To retrieve pages from another exchange, add a hyphen and the exchange qualifier to the Page Code
(eg. ACT-O for most active on Nasdaq). For a list of exchange qualifiers, see page 3.
13
NEWS
To navigate to the News page, click on the Markets Overview tab at the top of your application and
select News from the drop-down.
BASIC SEARCH
Click on the Choose Services link at the top of the News page. Select your news service(s) and click OK.
Enter a symbol or industry code in the Symbol field, select the correct Boolean operator (And/Or) and
enter a second symbol or industry code in the Symbol field.
Click the Date button to specify the date, and click Go. To view a story, click the headline.
ADVANCED SEARCH
Advanced queries let you search for stories containing specific words and phrases. Follow the
instructions below to assemble a query or type queries directly into the Query box using Boolean
operators.
OPERATOR RETRIEVED
TRADER PORTFOLIO
To navigate to the Trader Portfolio page, select the dropdown next to Market Overview and click on
Trader Portfolio.
CREATING A PORTFOLIO
To create a portfolio, right-click in the display and select Portfolio, then New. Enter the portfolio name.
To use a divisor, enter a number in the divisor text box. Enter a description in the ToolTip text box – this
description will appear when the cursor hovers over the portfolio name. Click OK to access your new
portfolio.
ACCESSING A PORTFOLIO
To access a portfolio, right click in the Trader Portfolio display and select Portfolio>Open. Choose the
portfolio you wish to open and click OK.
IMPORTING A PORTFOLIO
Right-click in the display and select Portfolio>Import. Choose the monitor, ticker, or portfolio list you
wish to import, enter a name, and click OK.
EDITING A PORTFOLIO
Click on a blank cell or on a symbol you want to overwrite. Enter a new symbol, or press delete to
remove a symbol, before pressing Enter.
RENAMING A PORTFOLIO
Access the portfolio you wish to rename. Right-click in the display, point to Portfolio and select
Rename. Enter a new name; click OK.
DELETING A PORTFOLIO
Access the portfolio you wish to delete. Right-click in the display, point to Portfolio, and select Delete.
Click Yes to confirm the decision.