THOMSON ONE WEALTH - Thomson Reuterstraining.thomsonreuters.com/portal/docs/pdf/raymondjames/Thomson... · THOMSON ONE WEALTH ... Analyzer Sample Page Additional Content Quick Quote

QRG-309b Date of issue: 21 April 2015

UNDERSTAND THE WORKSPACE RELEASE 5.8

THOMSON ONE WEALTH ON THE SMART CLIENT PLATFORM

Contents

Contents

Chapter 1 Workspace Layout .............................................................................................. 1

Chapter 2 Site Map ............................................................................................................ 2

Chapter 3 Available Services .............................................................................................. 3

Group: Markets ........................................................................................................................................................ 3 Group: Company ..................................................................................................................................................... 7 Group: Tools .......................................................................................................................................................... 14 Group: My Pages ................................................................................................................................................... 14 Additional Content ................................................................................................................................................ 15

Index ......................................................................................................................... 16

Legal Information

© Thomson Reuters 2015. All Rights Reserved.

Thomson Reuters disclaims any and all liability arising from the use of this document and does not guarantee that any information contained herein is accurate or complete. This document contains information proprietary to Thomson Reuters and may not be reproduced, transmitted, or distributed in whole or part without the express written permission of Thomson Reuters.

Chapter 1 Workspace Layout

THOMSON ONE WEALTH ON THE SMART CLIENT PLATFORM - UNDERSTAND THE WORKSPACE PAGE 1 OF 20

Chapter 1 Workspace Layout

The Thomson ONE Wealth Management workspace is organized by groups, pages, and services. You can navigate the groups, pages, and services within Thomson ONE using the top navigation toolbars. Groups are displayed on the bar at the top of your screen. Pages within the active group are displayed on a smaller bar below it.

To get to a service quickly, click , click Site Map, and type all or part of the name of the service that you want. Site Map shows where the service is in the context of other services and groups in your workspace. Click the service name to open it.

C H A P T E R 1

Chapter 2 Site Map

THOMSON ONE WEALTH ON THE SMART CLIENT PLATFORM - UNDERSTAND THE WORKSPACE PAGE 2 OF 20 QRG-309B

Chapter 2 Site Map

Following is a sample navigational structure for Thomson ONE Wealth Management. Services and functionality vary based on permissions. For inquiries, contact your account manager.

Markets Company Tools My Pages

My Symbol Lists Market Overview Reuters Top News Charting News & Events All News Scrolling Significant Developments Reuters Insider Economic Calendar Economic Event List Economic Indicators DJ News Plus Equity Movers Most Active Most Up Most Down By Index or Sector Market Pulse Business Pulse Pre Market After Hours Options & Futures Options Options Analytics / Strategy Futures Futures Options Fixed Income & Forex Pricing Menu Benchmark Rates LIBOR Forex Canadian Key Rates Composite

Quotes & News Charts Snapshot Stock Report Stock Reports+ Trading Analysis Time and Sales TradeWatch Canadian Block Trades Level II Quote Montage Technical Summary Volume at Price Indices & Sectors Total Return Historical Prices Short Interest Event Analysis Net House Events & Filings Corporate Actions Significant Developments Reuters Insider Events Filings Fundamental Info Estimates Financials Extended Overview Officers & Directors Ownership Bond Analysis Bond Lookup Bond Description Enterprise Ratings Quick Yield Price Yield Calc OAS Calc TRACE T&S

Alert Inbox Alert Manager Symbol Book Globe-Lipper Fund Analyzer

Sample Page

Additional Content

Quick Quote

C H A P T E R 2

Chapter 3 Available Services



Group: Markets

Page Service Description

My Symbol Lists Flex Monitor Use Flex Monitor to create and track different lists of trading instruments, which can be saved, retrieved for future use, and shared with colleagues. Each list can contain up to 1024 stocks, bonds, options, commodities, market indexes, and statistics to mirror individual customer portfolios, baskets, or industry groups. BETA users can view all the financial instruments from their Book of Business in Flex Monitor. Flex Monitor also has a heat map mode, a visual representation of a symbol list that helps assess its performance.

The Flex Monitor is often used as a dashboard to quick link to useful pages. Click the symbol to drill down into the company summary page; click on the spark lines to drill down into the portfolio summary; alternatively, right click, then select "Drill Downs…" to create custom links of your own.

Flex Quote Flex Quote is a quote display that allows you to build your own layouts. You determine which data fields appear and where they are placed. Most of the fields from Flex Monitor are available for your layouts. Flex Quote supports all international symbol types, and updates in real time.

News Provides access to the latest news headlines for securities in your portfolio.

Market Overview Market Overview Use Market Overview to gauge the performance of major asset classes across regions in real-time or historically by reviewing and comparing benchmarks.

C H A P T E R 3




Reuters Top News Top News Top News provides an overview of the day's most important news stories from Thomson Reuters, offering links to news on different categories, sectors, and regions. It offers quick and easy access to stories about specific market segments, regional news, and sector commentaries, without the need for retrieval codes, and brings you the news you need without extensive searching or scrolling through news retrieval or scrolling headlines. Top News helps you factor current events into your investing/trading strategies to gain a fresh perspective on the markets and enhance your performance and investment potential.

Charting Thomson Charts Advanced

Whether you want to view a simple price chart or perform advanced technical analysis, Thomson Charts offers a wide variety of

• Technical indicators • Fundamental indicators • Drawing tools and text entry tools • Performance, relative performance and rebased

charts

All News Scrolling News With News you can search for news across multiple sources using a variety of search criteria including symbols, portfolios, text, and categories. You can create complex searches and save them for future use, specify which news sources you want to search, and view search results that update in real time.

Significant Developments Market Significant Developments

Significant Developments is a news analysis and filtering service that identifies important market news on a real-time basis. It screens through multiple press releases and briefly summarizes major market events.

Reuters Insider Reuters Insider for Wealth Management

Reuters Insider is a powerful new video experience that gives financial professionals the ability to go beyond the headlines and access in-depth analysis on the markets they follow.

Exclusive programming is available from our experts such as Reuters Breakingviews, IFR, Lipper and our 2800 journalists in over 190 countries. In addition, 150+ partners in the Reuters Insider Network distribute video content through their own branded channel. Live and on demand shows are delivered over a cutting edge video player, giving users the ability to manage their experience through a personalized interface.




Economic Calendar Economic Calendar / Market - T1

This event calendar provides a comprehensive weekly listing of all publicly announced economic events sortable by event type and date. The data can be organized into groupings: Surveys & Cyclical Indexes, National Accounts, Money & Finance, Prices, Labor Market, Consumer Sector, Industry Sector, Government Sector, and Other.

Economic Event List Economic Event List View / Market - T1

You can view a comprehensive daily listing of all publicly announced economic events sortable by event type and date. The events list data can be organized into groupings: Surveys & Cyclical Indexes, National Accounts, Money & Finance, Prices, Labor Market, Consumer Sector, Industry Sector, Government Sector, and Other.

Economic Indicators Economic Indicators This service displays the key economic indicators available on the Datastream system for 65 countries, covering approximately 5,000 series. For each indicator covered, an interactive chart and overview are available to view.

DJ News Plus DJ News Plus US Equities Dow Jones News Plus US Equities provides an overview of the day's most important stories, as well as access to the latest North American equity news stories and commentary summarized at the industry level.

Most Active Market Pulse The Most Active page shows the most active stocks on the NYSE and NASDAQ.

Most Up Market Pulse The Most Up page shows the securities with largest percentage change in price (up) on the NYSE and NASDAQ

Most Down Market Pulse The Most Down page shows the securities with largest percentage change in price (down) on the NYSE and NASDAQ.

By Index or Sector Industry Groups & Sectors

With Industry Groups and Sectors, you can analyze market activity across industry groups, sectors, and indices as well as compare a security's performance against its peers. You can also

• Study industry groupings, from macro and micro sector views

• Target new opportunities for investment • Analyze relative performance and valuation




Market Pulse Market Pulse Market Pulse contains hundreds of pages to track trends as they occur in securities from exchanges around the world. Market data includes: most active, most up/down, new highs/lows, as well as market summary pages with statistics like the advance/decline ratio, Trade Price Index (also known as the Arms Index), etc.

Business Pulse Business Pulse Business Pulse offers a brief overview of the economic and business environment for the current week.

Pre Market Business Pulse The Pre Market page shows the most active pre-market trades on the NYSE and NASDAQ.

After Hours Business Pulse The After Hours page shows the most active after hours trades on the NYSE and NASDAQ.

Options Options Montage The Options Montage displays and dynamically updates options and the most recent expanded quote for the underlying security requested.

Options Analytics / Strategy

Options Analytics / Strategy

With Options Analytics/Strategy, you can:

• Study equity and index option prices and underlying volatilities.

• Simulate market data to identify options that may be overpriced or underpriced.

• Test strategies for writing stock options at different lot sizes, commissions and margin requirements.

Futures Futures Montage The Futures Montage lists up to 20 futures contracts and the spot price (if available) for a commodity or financial instrument.

Futures Options Futures Options Montage The Futures Options Montage displays all options for a particular future contract, in one of three formats: Paired, Extended or Extended2. All three allow you to display calls and puts.

Pricing Menu Pricing Pages Menu The Pricing Page menu provides hyperlinks to market data broken down by asset class and/or vendor. You can use it to access a specific market data page or to find and access any/all pages of a specific vendor, asset class or instrument type. In addition, you can "bookmark" a useful pricing page or page list for easy retrieval.




Benchmark Rates Benchmark Rates Benchmark Rates provides a quick read on short-term bank lending rates, Fed funds (bid/ask) and LIBOR term rates out to one year, including effective Fed funds, call money rate, and prime and discount rates.

LIBOR Pricing Page Menu Is a Pricing Page for LIBOR.

Forex Forex Pages Forex Pages provide foreign exchange pricing data. They display cross rates for major currencies; major and non-major world currencies against the US dollar, British pound, euro, Canadian dollar, Japanese yen, Swiss franc and Singapore dollar; and the US dollar against forwards as well as currencies grouped into geographical regions. Times displayed are in Greenwich Mean Time.

Canadian Key Rate Composite

Canadian Key Rate Composite

The Canadian Key Rates is a composite of instruments (Canadian Bond, US Treasury, money market and key rates, futures) that drive the Canadian market.

Group: Company


Quote & News News Provides access to the latest news headlines for selected company. In addition, you can search for news across multiple sources using a variety of search criteria including symbols, portfolios, text, and categories.


Charts Thomson Charts Advanced

Whether you want to view a simple price chart or perform advanced technical analysis, Thomson Charts offers a wide variety of

• Technical indicators • Fundamental indicators • Drawing tools and text entry tools • Performance, relative performance and rebased

charts





Snapshot Company Overview Page The Company Overview Page displays information on a company, including address, website, identifiers, business description, key executives, key financials, key fundamentals, price chart, analyst ratings, estimate revisions, and forecasts.

Stock Report Stock Report (10-page) Stock Report offers an in-depth analysis of the stock and side-by-side peer comparisons for a thorough picture of a company's performance and outlook. It also includes stock ratings and the indicator components used to calculate them.

Stock Reports+ Stock Reports+ combines Thomson Reuters independent research, market data, and proprietary ratings for companies within the U.S., Canada, the United Kingdom, and the Asia Pacific region to create in-depth reports covering a company's fundamentals, earnings, relative valuation, risk, price momentum, and insider trading.

Time and Sales Trades and Quotes Trades and Quotes provides up to 30 days' worth of information on equities, options, and futures transactions. The information is available in five different views, so you can focus on the information that most interests you.

TradeWatch TradeWatch With TradeWatch, you can track current trading trends tick by tick, as they occur, as well as view the last 50 trades from the previous market session. Data is available for stocks, indices, bonds, futures, options, and futures options and may be viewed in three layouts: TradeWatch, QuoteWatch, or Trade and Quote.

Canadian Block Trades Canadian Block Trades The Canadian Block Trades display provides block trade history including time, price, size, buyer and seller ID and trade conditions. The display is filterable by user or exchange defined block sizes. Information can be retrieved on a single stock or exchange basis.




Level II Level II Level II provides real-time access to thorough market-depth information for securities trading on a wide range of exchanges worldwide. Depending on the exchange, global level II data may include the five (or ten) best bids and asks, bid and ask size, and trade time and volume, as well as trade quote summary information and, if applicable, Level I quote data.

Quote Montage Quote Montage Quote Montage displays and dynamically updates equity and equity option quotes from all of the exchanges on which an issue trades. Depending on which layout you choose, exchanges are listed either alphabetically (by exchange qualifier) or by best bid/offer. The primary exchange for the instrument is listed first.

Technical Summary Thomson ONE Summary Page

The Thomson ONE Summary Pages consolidate information from other features for buy- and sell-side traders, sales-traders and portfolio managers. The Technical Page contains seven categories of data, including Quote, Trades Summary, Averages, Performance, Pricing, Ownership and Risk that include price, volume, float, performance and volatility data.

Volume at Price Volume at Price Volume At Price provides analytical data to help determine support and resistance levels of US equities. It displays trade volume and percentage of volume at the bid, mid and ask for the past thirty days, and includes the inquiry time, block percentage, average trade and the Volume Weighted Average Price (VWAP) for the period the equity data is requested. The peak volume levels for the bid, mid and ask, as well as the totals, are highlighted.

Indices & Sectors Industry Groups & Sectors

With Industry Groups and Sectors, you can analyze market activity across industry groups, sectors, and indices as well as compare a security's performance against its peers. You can also

• Study industry groupings, from macro and micro sector views

• Target new opportunities for investment • Analyze relative performance and valuation

Total Return Total Return Advance Total Return Advance lets you view and compare the investment returns for up to five securities (stocks or indices) over a specified period of time. You can view the calculated returns in tabular format and as a chart, and you can export the data to Excel.




Historical Prices Historical Prices Historical Prices can display either adjusted or unadjusted market prices and related data for securities. This data dates back 30 years or more, depending on the trading instrument. You can choose which securities to display, the time period from which you want to view prices, the time intervals in which the prices are displayed, and whether to use price padding. You can also view the data in a chart, print the data, or export the data to an Excel spreadsheet.

Short Interest Short Interest The Short Interest page shows volume and shares of a particular security that have been sold short by investors, but have not yet been covered or closed out, allowing for gauge of market sentiment.

Event Analysis Event Analysis Event Analysis shows how specific events, such as corporate earnings announcements, dividend payouts, significant developments, or stock splits, have affected a company's stock price in the past. To help you pinpoint and predict trends, you can specify the type of event, date range, and columns to display, as well as view the information in a chart and compare the company's performance to a relevant index. You can also set up custom drill-downs for quick access to more detailed information, which you can use to spot price trends that occur after these events are reported, which can help you make informed trading decisions.

Net House Net House The Net House display tracks stocks that are actively being bought and sold by brokerage houses on the following Canadian exchanges: TSX (T), TSX Venture(V), CNQ (L), Pure Trading (PT), CHI-X (IC), and Alpha (AC and AV). Net House compiles all trades on these exchanges and then aggregates and organizes the data for presentation in several report layouts. Information can be exported to an Excel spreadsheet for further analysis.

Corporate Actions Corporate Actions Corporate Actions provides a central location for retrieving information about past and future actions of international corporations. This information includes dividends data since 1980, stock splits that have taken effect, and global takeover/reorganization data. It is useful for building stock reports and verifying the accuracy of a financial model.

Significant Developments Company Significant Developments

Significant Developments is a news analysis and filtering service that identifies important company news on a real-time basis. It screens through multiple press releases and briefly summarizes major company events.




Reuters Insider Reuters Insider for Wealth Management

Reuters Insider is a powerful new video experience that gives financial professionals the ability to go beyond the headlines and access in-depth analysis on the markets they follow.

Exclusive programming is available from our experts such as Reuters Breakingviews, IFR, Lipper and our 2800 journalists in over 190 countries. In addition, 150+ partners in the Reuters Insider Network distribute video content through their own branded channel. Live and on demand shows are delivered over a cutting edge video player, giving users the ability to manage their experience through a personalized interface.

Events Company / Events List View - T1

The event coverage universe is based on companies listed in major indices and by market capitalization. Additional coverage is added based on high subscriber watch list interest. Events may include a company's earnings releases, earnings conference calls, news conferences, shareholders meetings, etc.

Filings Company Filings Company Filings includes access to information on domestic and international company filings and reports, business articles, and much more, including

• SEC filings, insider trading filings and analysis, state and federal agency documents, criminal and civil filings, and bankruptcy filings for over 12,000 companies traded on the major U.S. stock exchanges

• Recent company announcements from thousands of global companies, real-time and historical SEC EDGAR filings, scanned images of company annual reports, foreign exchange filings, and hard-copy SEC filings

• New Issues featuring complete issue-by-issue coverage of all sizable US debt and equity offerings from 1990 to present day

Estimates Company Consensus Page

The Company Consensus Page shows summary and surprise data for a number of measures, including EPS, CFPS, EBIT, EBITDA, Net Debt, Net Income, Operating Profit, Revenue and ROE/ROA. You can also view detailed analyst coverage (including broker name, analyst, and phone number) for the security.

Financials Financial Reports - All Financial Reports provides current and historical fundamental data covering 43,000 companies and over 95% of the global market capitalization. You can quickly access related source filings, print reports and export reports to Microsoft Excel. Financial Reports includes five pages: Financial Summary, Income Statement, Balance Sheet, Statement of Cash Flow, and Key Ratios.




Extended Overview Thomson Fundamentals Provides detailed financial information, including selected financial statements, fundamentals and key ratios, for thousands of North American companies.

Information included in the report is obtained by Worldscope and collected from documents filed with the Securities and Exchange Commission (SEC) as well as from annual reports, press releases and newswires.

Content includes:

• Fundamental statistics such as: Issue Data, Per Share Data, Standard Ratio (EPS, P/E), Growth Rates, etc.

• Company Summary, Equity Summary, Quarterly Report, Income Statement, Cash Flow and Balance Sheet.

• Summary institutional and insider ownership. • Financial statements for the last four year ends and

the last four quarter ends.

Officers & Directors Company Officers and Directors Report

Officers & Directors provides you with a detailed overview of the people who make up the senior management of a company. You can search for officers and directors, the corporate affiliations between the executives, and the links from one officer and director across organizations to other officers and directors.

Ownership Ownership Summary The Ownership Summary report is organized into the following different perspectives:

• Firms (the default) - a firm-oriented overview report • Funds - a funds-oriented overview report • Insider Summary - a listing of inside traders (a

company's management executives or board of directors members who buy or sell their own company's shares)

• Insider Transactions - details of insider trading transactions

• Non-Holders - lists the investors that are not holding the chosen stock in their portfolio but are holding its peers, based on certain parameters.

• UK Raw Beneficial - a United Kingdom report of beneficial owners (people who enjoy the benefits of ownership even though title is in another name)

• UK Raw Nominee - a United Kingdom report of nominee owners (people or firms, such as a bank official or a brokerage house, into whose name securities are transferred by agreement)




Bond Lookup (Start Here) Bond Look-Up Bond Look-Up lets you find specific bonds quickly using Quick Search or perform broader screens with Advanced Search to find bonds that fit your investment strategy. Bond Look-Up's detailed bond description includes pricing, coupon, redemption, offering, agent and ratings data.

Bond Description Bond Description Bond Description provides terms and conditions with agent and industry details, complete ratings history, redemption and coupon data, call/put/sink schedules, and more. The Symbol text box is also a Bond Look-up search engine that provides on-line look-up for corporate, government, agency, and municipal bonds. You can perform a price-yield calculation for most bonds.

Enterprise Ratings Enterprise Rating Analysis

Enterprise Ratings Analysis offers quick centralized access to Standard & Poor's issuer and issue-specific credit ratings, bringing you bonds from every category of the issue's capital structure - the total rating picture - rather than piecemeal access to each bond's individual rating. ERA tells portfolio managers, traders, investor relations officers, treasurers and corporate development professionals how the experts have rated a bond (a key indicator of risk) so they can weigh the likelihood that a debt issue will meet scheduled interest and principal repayments.

Quick Yield FI Quick Calc FI Quick Calc leverages terms and conditions data from Thomson Reuters' central database and real-time pricing data so you can quickly run price/yield and sensitivity analyses on multiple fixed income security types.

Price Yield Calc Price Yield Calculator Price Yield Calculator provides indicative data, market convention yields, standard risk measures, and net money calculations. For each workout, static risk measures are calculated. The Invoice section shows proceeds for both settlement and (forward) workout dates along with total return for holding the security over the horizon period.

OAS Calc OAS Use OAS (Option Adjusted Spread model) to evaluate the embedded option in callable bonds and bonds with prepayment options. This service is a complete pricing and risk-evaluation tool for bonds with embedded optionality. For bonds with no optionality remaining, a zero-volatility OAS is calculated.




TRACE T&S FI Time and Sales FI (Fixed Income) Time and Sales lists six months of transactions for NASD bonds trading under the NASD TRACE rule. The display includes execution date and time, quantity, price, yield, spread and Treasury information.

Group: Tools


Alert Inbox Alert Inbox 2.0 Alert Inbox is the primary repository for all of your alert notifications. Alert notifications are the result of a triggered alert, and an alert is triggered (or generated) when the criteria within an alert subscription has been met. Alert subscriptions are created and managed in Alert Manager, and the columns that appear in Alert Inbox are set in Preferences.

Alert Manager Alert Manager 2.0 Alert Manager is a tool for creating and managing alert subscriptions. Alert subscriptions contain the criteria that is used to automatically generate alerts. When an alert is generated (or triggered), you receive an alert notification either in the Alert Inbox service, in an e-mail, or as a desktop pop-up, depending on the type of information and which notification method(s) you have chosen for it.

Symbol Book Localized Symbol Book The Localized Symbol Book is an online reference for US and International trading instruments. It contains the symbol, name, description of the trading instrument, primary exchange on which it is traded, and its ISIN or ML number. You can search the Localized Symbol Book using the name, description of the trading instrument, symbol, ML number, or ISIN.

Globe-Lipper Fund Analyzer

Globe-Lipper Fund Analyzer

Lipper’s Global Fund Flows tools provide industry leading sales and redemptions content and analysis to provide you with the knowledge needed to understand current and historical market sentiment no matter your role in the finance industry.

Group: My Pages

This is an example of a custom page. To create a custom page with services relevant to your workspace, select Customize Workspace under the gear icon.




Sample Page Thomson Charts Advanced Whether you want to view a simple price chart or perform advanced technical analysis, Thomson Charts offers a wide variety of

• Technical indicators • Fundamental indicators • Drawing tools and text entry tools • Performance, relative performance

and rebased charts

Flex Quote Flex Quote is a quote display that allows

you to build your own layouts. You determine which data fields appear and where they are placed. Most of the fields from Flex Monitor are available for your layouts. Flex Quote supports all international symbol types, and updates in real time.

Additional Content

Click Quick Quote in the upper-right corner of the workstation.


Quick Quote Quick Quote is an independent workflow window that allows you to monitor a security, separate from that in your workspace, while completing other tasks in your day.

Index

Index

A Additional Content • 15

Available Services • 3

G Group: Company • 7

Group: Markets • 3

Group: My Pages • 15

Group: Tools • 14

S Site Map • 2

W Workspace Layout • 1

C H A P T E R 4

Documents

THOMSON ONE WEALTH - Thomson Reuterstraining.thomsonreuters.com/portal/docs/pdf/raymondjames/Thomson... · THOMSON ONE WEALTH ... Analyzer Sample Page Additional Content Quick Quote