Training for Refinitiv
financial and risk products




Getting Started (5)

  • About Eikon View description

    Discover how Eikon can give you more control over the way you work, with news, financial content and analytical tools, filtered to your precise needs, and delivered to your desktop or mobile device.

  • Getting Started with Eikon View description

    This module includes the following topics:

    • Eikon Quick Start (02:50)
    • About the Eikon Toolbar (01:59)
    • Explore the Eikon Menu (02:22)
    • Using the Search Box to Find Tools and Data (03:51) more
    • Managing your Workspace (03:13)
    • Linking Apps (01:00)
    • Getting Help and Support (02:20)

  • Working with Layouts View description

    This module includes the following topics:

    • Creating layouts (1:56)
    • Saving, linking and additional sheets (2:37)

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  • Managing the Eikon Workspace View description

    This module includes the following topics:

    • Accessing and Sharing Workspaces (1.18)
    • Customizing Apps With the Toolbar and Right-Click Options (1:35)
    • Sharing Apps in Messenger (00:50)

  • Getting Started with Eikon
    Scheduled Expert Led Training
    View description

    Eikon is our flagship product! Join this webcast for a look at the data, new functionality and capabilities Eikon has to offer. You will be surprised at how intuitive and easy it is to find data in a simple yet sophisticated interface.

News (9)

Collaborating (9)

Price Discovery (6)

  • Using the Monitor App View description

    This modules includes the following topics:

    • Introduction (00:37)
    • Loading Lists in Monitor (01:34)
    • Column Formatting (01:11)
    • Classification of Portfolios and Lists (01:09) more
    • Preferences (00:57)
    • Adding Template Fields (00:59)
    • Universal Data Item Picker (UDIP) (00:50)
    • Sorting (00:40)
    • Column and Row Right Click Menus (00:40)
    • Column Wrapping (1:00)
    • Unlink Constituents (00:36)
    • Conditional Coloring (1:33)
    • Creating Formulas (00:43)
    • Formulas - Referencing Another Column (00:57)

  • Creating and Managing Alerts in Eikon View description

    This module includes the following topics:

    • Introduction to Alerts (01:20)
    • Using the Alert Manager (02:33)
    • Setting Default Notification Preferences (03:20)
    • Creating a Market Data Alert (04:19) more
    • Creating a News Alert (01:57)
    • Creating an Investor Brief Alert (01:50)
    • Creating a Research Alert (02:39)
    • Creating a Filings and Street Events Alert (02:57)
    • Creating an Economic Event Alert (02:10)
    • Editing Alerts (01:02)

  • The Google Chrome Extension View description

    This module introduces you to the Google Chrome extension that lets you access Eikon anywhere.

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  • The Quote List (QL) App View description

    This course includes the following topics:

    • Creating a Quote List (2:22)
    • Customizing a Quote (2:54)
    • Linking a Quote list (1:45)

  • The Content Kiosk (CK) App - (2:00) View description

    Content Kiosk is an easily searchable catalog, where you can quickly discover the wealth of content available to you on Eikon.

  • Introducing App Studio - (2:00) View description

    In addition to the wealth of native apps and tools, Eikon provides access to a global library of specialist 3rd party apps. These include advanced charting, pricing calculators, unique datasets and cutting edge analytics. Watch this short video to learn more.

Charting (4)

  • About Charts in Eikon View description

    A short introduction to the charting options available in Eikon - Version 4

  • Getting Started with The Chart (CHT) App View description

    This module includes the following topics:

    • Create a Chart App (02:18)
    • Customizing a Chart App Quickly (03:03)
    • Add Analyses and Trendlines to a Chart (03:04)
    • Adding a Chart to your Favorites (01:27) more
    • Linking a Quote List with a Chart App (01:38)
    • Use Relative Performance Analysis (02:13)
    • Sharing Apps using Thomson Reuters Messenger (01:58)
    • Export Chart Data to Excel (01:33)
    • Customizing Chart Properties (03:34)

  • The Financial Chart App View description

    This course includes the following topics:

    • About the Financial Chart (01:53)
    • Introducing The Financial Chart (3:28)
    • Using The Toolbar (3:16)
    • Adding Additional Instrument and further customization (2:46) more
    • Charting Fundamentals and Estimates Data (2:21)

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  • Datastream Charting in Eikon View description

    This module includes the following topics:

    • About Datastream Charting (02:12)
    • Working with Datastream Chart Studio (DSCHART) (02:25)
    • Exploring Chart Studio (02:19)
    • Apply Datatypes, Currencies and Functions (03:08) more
    • Changing Chart Settings and Line Styles (02:00)

Power Tips (8)

Social Sentiment (1)

  • Introducing the News Discovery (NEWSD) App - (2:00) View description

    News Discovery offers a different insight of NewsWires, Global Press, and Reuters Top News through data visualization. It Provides streaming and historical news enhanced by charts, videos and tweets. Filter by story sentiment, by date and time as well as view news on the companies in your more portfolios.

Getting Help (3)

Mobile Solutions (9)

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