Training

On-demand and instructor-led courses to help you fully leverage
the power of Refinitiv’s solutions

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ANNOUNCEMENT
Refinitiv is now part of LSEG (London Stock Exchange Group), a leading global financial markets infrastructure and data provider.

EIKON

FEATURED TRAINING

LEARN THE BASICS VIEW

Getting Started (5)

  • Getting Started with Eikon*
    Scheduled Expert Led Training
    View description

    Access an incredible depth and breadth of financial analysis data to make smarter decisions. Eikon is a flexible, open platform that provides access to an extraordinary range of data and capabilities. *For Clients in Hong Kong only: it is an eligible CPD course approved by Treasury Markets more Association (TMA). Participant who attended the course can apply for 1 hour CPD activity from TMA. .

  • 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)
    .

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  • Working with Layouts View description

    This module includes the following topics:

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

  • 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)
    .

News (5)

Collaborating (5)

Price Discovery (3)

  • 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. .

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 Refinitiv 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)
    .

Getting Help (2)

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