Introduction to Eikon

Jiaxin LowResearch Librarian, Finance

Singapore Management University

What is Eikon?

• Financial database from Thomson Reuters with company fundamentals, analyst research, latest news, economic data, and various tools for charting and analysis

• Worldwide geographical coverage

In this presentation

How do I…

• Access Eikon?• Retrieve and export data in Eikon?• Use Eikon Excel to build custom spreadsheets?• Find help?

Where to start?

1. Logging in• Log in to the computer

with your SMU ID and password

• Click on Eikon on the desktop

• Use the unique login ID and password for each terminal

• Menu on desktop:

2. Using the database• Click on the Eikon

button on the menu bar to see options.

• Go to the Home screen, or use other Eikon apps

Click on Eikon button to open this menu

Home screen

Other apps

Home screen

Browse content by asset class…

… or use the search bar

• Start typing into the search bar

• Dropdown shows list of possible results

• You can also type in a question such as “what is the meaning of life”

Smart searchingwhat is facebook revenue past 2 years

Retrieving and exporting data• Instrument overview page – e.g. Facebook

Retrieving and exporting data• Other key menu bar options:

• Price: historical price, volume information• Research: analyst reports• Fundamentals: financial information• Chart: charting function• Transactions: offerings and M&A data• 360 menu: “sitemap” linking to all available options for current

instrument

Retrieving and exporting data• Quote history page

Retrieving and exporting data• Quote history page

Click on [X] icon to export data on this page to an Excel spreadsheet

Other export options• Fundamentals page

Other useful functions• Country pages

Country page menu options:• News & Events• Financial Markets• Investment Focus• Central Bank• Credit• Debt• Economics• Research• Country Comparisons

Other useful functions• News & Research portal

Other useful functions• Advanced Research Search – search/filter for analyst reports

EIKON EXCEL ADD-INUse the Excel Add-In to create custom spreadsheets

Where to find the Excel Add-in

Click on the Log In button in the Thomson Reuters tab

Screener function• Filter for a list of companies or other instruments

Screener• Use the Quick Filters or

search for filters

• E.g. filter by exchange enter exchange name directly

Screener function• Once you have filtered for a list of companies, display more data by

adding columns. Start typing to see what data points are available.

Screener function• Use Insert Screen to export data into Excel

Screener function - results

Formula builder• Use the formula builder to add and customize more data points

Formula builder• Search for instruments or use cell referencing

Previously screened list

Use cell referencing to select tickers

Formula Builder

Referenced cells

• Search for data items in the second search bar, enter parameters

Click “Select Date” to enter a specific date

Formula Builder• Once you have selected the necessary data items, click on “Insert” to

return to Excel

Selected items: Price Close; Volume; Market Cap

Formula Builder results• Note the cell you have placed your cursor on. I placed the cursor on

E3 before using Formula builder. Data will start displaying from F4.

Formula Builder results• Note the cell you have placed your cursor on. I placed the cursor on

E3 before using Formula builder. Data will start displaying from F4.

Referenced cells

Selected data items

Retrieved data using Formula Builder

Formula Builder results• To edit the retrieved date, place cursor on cell E3 and click on Formula

Builder button again, or edit formula from Excel Formula Bar.

• Research guide: http://researchguides.smu.edu.sg/eikon

• Email: library@smu.edu.sg• Walk-in: the Desk at Library Level 2• Schedule a consultation with a research

librarian