Thomson Reuters Eikon: Eikon Web Guide

QUICK START GUIDE TO EIKON - WEB ACCESS

MAY 2016

CONTENTS HOW TO EDIT DISPLAY SETTINGS 10
HOW TO CHANGE THE TIME AND DATE SETTINGS 10
ACCESS, SIGNING IN/OUT, PASSWORD, AND PERMISSIONS HOW TO DISPLAY THOMSON REUTERS EIKON IN CHINESE OR JAPANESE 10
COMPATIBLE BROWSERS 2 HOW TO EDIT YOUR PROFILE AND CONTACT DETAILS 10
COMPUTER REQUIREMENTS 2
HOW TO ENABLE ACCESS IN INTERNET EXPLORER 11 2 PRINTING DATA 11
HOW TO ENABLE ACCESS IN SAFARI 7 2 HOW TO PRINT SECURITY PAGES AND OVERVIEWS 11
HOW TO LOG IN 3 HOW TO DOWNLOAD FACT SHEETS 11
HOW TO GET THOMSON REUTERS EIKON FROM GOOGLE WEB STORE 3 HOW TO HIDE THE MENU AND BANNER FOR PRINTING 11
SINGLE LOGIN 4 QUICK ACCESS CODES
HOW TO SIGN OUT AND BACK IN 4 12
HOW TO STOP AUTOMATIC SIGN-IN 4
HOW TO CHANGE YOUR PASSWORD 4
HOW TO VIEW YOUR PERMISSIONS 4
HOW TO INSTALL THOMSON REUTERS EIKON CHROME EXTENSION 4
5
EXPERIENCE THOMSON REUTERS EIKON ON THE WEB
KEY DATA AND TOOLS 6
SYNCHRONIZE WITH YOUR DESKTOP AND MOBILE DEVICE 6
ACCESS TO PROPRIETARY DATA 7
ACCESS TO STREAMING DATA 7
STREAMING DATA MAXIMUM 7
CHOOSE YOUR LANDING PAGE 7
MAKE THE MOST OF YOUR BROWSER FUNCTIONS 7
8
PROFILE, LANGUAGES, DATE/TIME, AND DISPLAY PREFERENCES
10

–1

ACCESS, SIGNING IN/OUT, COMPUTER REQUIREMENTS
PASSWORD, AND PERMISSIONS
Minimum n OS: Windows 7 or Mac OS X 10.7 (Lion)
IN THIS TOPIC n CPU: 1.5 GHz
n Memory: 2GB
n Compatible browsers n Display/Monitor: 1024 x 768
n Computer requirements
n How to enable access in Internet Explorer 11 Recommended n OS: Windows 7 SP1 (and above) or Mac OS x Mavericks
n How to enable access in Safari 7 n CPU: 2 GHz
n How to log in n Memory: 4GB+
n How to get Thomson Reuters Eikon from Google Web Store n Display/Monitor: 1280 x 1024
n Single login
n How to sign out and back in HOW TO ENABLE ACCESS IN INTERNET EXPLORER 11
n How to stop automatic sign-in
n How to change your password To access Thomson Reuters Eikon on Internet Explorer 11, follow this procedure:
n How to view your permissions
n How to install Thomson Reuters Eikon Chrome Extension 1. In Internet Explorer 11, click  > Compatibility View Settings.
2. In the dialog box, clear Display intranet sites in Compatibility View.
COMPATIBLE BROWSERS
3. Click Close.
You can access key Thomson Reuters Eikon features on the web, via any of the
following Internet browsers (these versions and higher):

n Chrome (latest 5 versions)
n Internet Explorer 11
n Safari 7

This additional access point provides a selection of the most important features and
information you depend upon without having to install a desktop or mobile
application.
iJavaScript and cookies must be enabled in your browser. An automatic test checks
that your browser meets these requirements when you sign in to Thomson Reuters
Eikon.

2 – Eikon - Web Access

HOW TO ENABLE ACCESS IN SAFARI 7 HOW TO LOG IN

Before you start Thomson Reuters Eikon in Safari 7, make sure pop-up windows are To access Thomson Reuters Eikon on the web, follow this procedure:
enabled.
1. Paste the following URL in your browser:
1. Open Safari, and go to Safari > Preferences. http://eikon.thomsonreuters.com/login

2. Type your existing desktop username and password.

Tip: The URL is also available from the Thomson Reuters Eikon download page
(http://eikon.thomsonreuters.com/). Click and drag the Thomson Reuters Eikon -
Web Access Sign In button to the bookmark bar of your browser to bookmark the
URL.

2. In Preferences, go to Security and clear the Block pop-up windows option.

How to enable access in Safari 7 – 3

HOW TO GET THOMSON REUTERS EIKON FROM GOOGLE WEB HOW TO STOP AUTOMATIC SIGN-IN
STORE
The Automatic Sign In option allows you to quickly start Thomson Reuters Eikon
Thomson Reuters Eikon is conveniently available from Google Web Store. without having to type your username and password.

1. Open a tab in Chrome, and click Apps on the bookmarks bar. 1. On the Home page, click My Eikon > Change Password.

2. Click Web Store, type eikon in the search box, and press Enter. 2. Click Stop automatic sign in.
3. Click the Thomson Reuters Eikon - Web Access App.
HOW TO CHANGE YOUR PASSWORD
This adds Thomson Reuters Eikon - Web Access to the App library in Chrome.
4. Click the Eikon app, and enter your existing desktop username and password. To modify your password and request assistance if you forget your password, click My
Eikon > Change Password on the Home page.
SINGLE LOGIN
HOW TO VIEW YOUR PERMISSIONS
You can sign in to only one Thomson Reuters Eikon session at a time. If you are signed
in to a Thomson Reuters Eikon session on the Internet or on a desktop and then try to To view your entitlements to product functionalities and datasets, follow this
start another session, you will be signed out from the first session. procedure:

HOW TO SIGN OUT AND BACK IN 1. On the Home page, click My Eikon > My Preferences.

To close a Thomson Reuters Eikon session, and sign back in, follow this procedure: 2. Scroll down to the Profile area, and click View Product Permissions.

1. Click > Close on any Thomson Reuters Eikon tab or window.
All tabs and windows are now signed out.

2. Click a Sign In link on any Thomson Reuters Eikon tab or window to start a
new session.
iIf you have selected the Automatic Sign In option, you will automatically
reconnect to your Thomson Reuters Eikon session.

4 – Eikon - Web Access

HOW TO INSTALL THOMSON REUTERS EIKON CHROME
EXTENSION

This extension helps you gain insight , and review information on web pages by using
the web access of Thomson Reuters Eikon.
The extension is available from Google Web Store here.

1. Open a tab in Chrome, and click Apps on the bookmarks bar.

2. Click Web Store, type eikon in the search box, and press Enter.

3. Click the Thomson Reuters Eikon - Web Access Extension.
This adds the Thomson Reuters Eikon extension icon to left of the
bookmarks bar.

4. As you browse the web, click the extension icon to view relevant Thomson
Reuters Eikon links.
The first time you open the extension, a Welcome page opens that allows you
to set your preferences.

5. On the Welcome page, click Set Preferences.

6. In Open content in, choose Web access and click Save & Close.
Next time you click the extension on a web page, it will display a list a relevant
Thomson Reuters Eikon Apps. Click one app to launch it in Thomson Reuters
Eikon - Web Access.
Tip: If Thomson Reuters Eikon is installed on your machine, choose Desktop
from the drop-down list.

See also Make the most of your browser functions.

How to install Thomson Reuters Eikon Chrome Extension – 5

EXPERIENCE THOMSON KEY DATA AND TOOLS
REUTERS EIKON ON THE WEB
On the web, Thomson Reuters Eikon provides a selection of the most important data
IN THIS TOPIC and tools, tailored to suit your needs when you are away from the office.

n Key data and tools iWorkspaces are currently not available in Eikon - Web Access.
n Synchronize with your desktop and mobile device
n Access to proprietary data Explore n Cross-asset and country guides
n Access to streaming data n Streaming news
n Streaming data maximum n Research
n Choose your landing page n Funds and Equity Screeners (Chrome only)
n Make the most of your browser functions n Industry App
n Macro Explorer App

Monitor n List Monitor
n Portfolio Dashboard
n Portfolio Intraday
n Routines
n SDR View
n Social Media Monitor
n Watchlist Pulse

Analyze n StarMine models
n Datastream and interactive charts (Chrome only)

Get Alerted n Alerts

Collaborate n Messenger (Chrome only)

Read Later n Briefcase storage to save articles and documents for offline
viewing

n Download PDF Factsheets about an equity, a bond, or a fund
instrument.

6 – Eikon - Web Access

SYNCHRONIZE WITH YOUR DESKTOP AND MOBILE DEVICE STREAMING DATA MAXIMUM

The screens, lists, and spreadsheets you create on the web are automatically available On the web, Thomson Reuters Eikon supports up to 500 instruments per monitor and
when you log in to your desktop application or mobile device. Likewise, changes you 1,000 streaming securities per session, regardless of the number of tabs or windows
make to your screens and items you add to the Briefcase and Alerts on the web are open at any given time. For example: if you display the same streaming security in
seamlessly passed on to your desktop application and mobile device. multiple tabs or windows, it counts as only one security. For the securities you add
above the maximum limit, the application displays snap data.
iExcept Macro Explorer screens, which cannot be saved on the web application. To retrieve streaming data for the new securities, follow this procedure:

ACCESS TO PROPRIETARY DATA 1. Remove securities to under the maximum limit, for example by closing a tab
or window.
The estimates you upload to your Thomson Reuters Eikon desktop via the Proprietary
Data Manager App are also available on the web version of the application. You can 2. Refresh the page to restore streaming.
use them in the Company Overview page, as well as in the Industry, Screener, and
Watchlist Pulse Apps. iThe streaming icon on the Eikon toolbar turns red if you have connectivity
problems, click it to get further information about your connection.
ACCESS TO STREAMING DATA
CHOOSE YOUR LANDING PAGE
Streaming data refers to data that is dynamically updated every three seconds, without
you needing to refresh it. Streaming data is color-coded and flashes when it changes: When you log in, Thomson Reuters Eikon - Web Access opens the Home page.
You can use any Eikon page as your landing page.
Green Up movements
1. Open the page you want to use as your landing page.
Red Down movements
2. Click on the top right of the page, and select Set Landing Page.
White Stable
3. Select Set to current page, and click Apply.
Tip: To change these colors, go to My Eikon > My Preferences > Instrument Movement
Color.

Synchronize with your desktop and mobile device – 7

MAKE THE MOST OF YOUR BROWSER FUNCTIONS Open in a new tab/window
Right-click a link or page, and choose a navigation option.
Browser access means you can make full use of the ultra flexible bookmarks bar, and
tab/window navigation to leverage the power of Thomson Reuters Eikon.

You can also use other browser add-ons, such as Wunderlist or Evernote, in
conjunction with Eikon.

Download the Thomson Reuters Eikon Chrome Extension to seamlessly integrate
Thomson Reuters Eikon data and tools to your Internet browsing. See How to install
Thomson Reuters Eikon Chrome Extension.

Personalized access via the bookmarks bar

Use the bookmark feature of your browser to access your favorite news, lists, searches,
etc. directly from the bookmarks bar.

When you are in an app, and want to open a second app in a new tab or window, go
to the Eikon menu available by clicking and choose a new app.
Tip: To open a hyperlink in a new window, press Shift+Alt+Ctrl.

8 – Eikon - Web Access

Side-by-side comparison Add notes
If you use the Evernote Web Clipper add-on, right-click a Thomson Reuters Eikon
Click and drag a tab to a new window, and type the name of the instrument you want tab/window, and select Evernote Web Clipper.
to compare in the Search box.
Bridge the web and Thomson Reuters Eikon
The Thomson Reuters Eikon Chrome Extension allows you to launch relevant Eikon
Apps from a web page.

Copy link

To share a Thomson Reuters Eikon page by email or chat, right-click a link or page,
and choose a copy option.

Make the most of your browser functions – 9

PROFILE, LANGUAGES, HOW TO DISPLAY THOMSON REUTERS EIKON IN CHINESE OR
DATE/TIME, AND DISPLAY JAPANESE
PREFERENCES
Thomson Reuters Eikon is available in English, Chinese, and Japanese.
HOW TO EDIT DISPLAY SETTINGS
1. Click My Eikon > My Preferences.
You can modify certain display preferences such as languages, decimals, instrument
movement colors, and more. 2. Scroll down to the Profile area, and click Change Language.

1. Click My Eikon > My Preferences. 3. Choose a language and click OK.

2. Click Edit to make changes to the settings. 4. Restart Thomson Reuters Eikon.
The page displays View instead of Edit for settings you cannot change.
HOW TO EDIT YOUR PROFILE AND CONTACT DETAILS
3. Click Save Preferences.
You can view your registration details, such as your name, company and a basic job
HOW TO CHANGE THE TIME AND DATE SETTINGS profile. You can edit this profile, as well as manage your personal profile and contact
details. The privacy settings enable you to choose which profile information you want
You can view your time and date settings in My Eikon > My Preferences > Time and Date. to share and with whom.
They reflect the regional settings defined on your computer. To change them, follow
this procedure: 1. Click My Eikon > My Profile & Directory.

1. Open the Microsoft Windows Control Panel, and go to Region and Language. 2. Make the necessary changes, and click OK.

2. Change the settings, and click OK. iInformation displayed on the Home page, as well as the default selection displayed
in the app menu available when you click , are tailored to the professional profile
3. Restart your computer to apply the changes. you choose in Job Role.

10 – Eikon - Web Access









MARKET APPS

CDS Dashboard CDSD

Earnings Season EARN

Equity Screener SCREENER

Private Equity Screener PESCREENER

FX Spot Monitor FXSM

Healthcare Intelligence HCARE

Industry App INDUS

Macro Explorer App MACROX

SOCIAL MEDIA SOCIAL

Social Media Monitor

LIST MONITORING MON
DASH
Monitor INTRA
Portfolio Dashboard RTNE
Portfolio Intraday PULSE
Routines
Watchlist Pulse

Quick Access Codes – 15

THOMSON REUTERS EIKON 17

SCREENER