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THOMSON ONE

USER GUIDE
THOMSON ONE
USER GUIDE
THOMSON ONE

TABLE OF CONTENTS

BASICS 3
ADDING & REMOVING SERVICES 3

SETTING UP DESKTOP SERVICES 4

CREATING A NEW WORKBOOK PAGE 4

HELP FILES 4

WORKSPACE SHORTCUTS 5

SYMBOL BOOK 6

MONITORS 7
INSERTING A ROW OR SYMBOL 7

DELETING A ROW OR SYMBOL 7

ORGANIZING SYMBOLS UNDER HEADERS 7

CREATING CUSTOM LAYOUTS 8

AUTOMATIC SORTING 8

IMPORTING A PRE-EXISTING SYMBOL LIST 8

ACCESSING A MONITOR SYMBOL LIST 8

SETTING ALERTS 8

AUTOMATIC SYMBOL ENTRY 9

QUOTES 10

TIME & SALES 11

MARKET PULSE 12

NEWS 13

TRADER PORTFOLIO 14
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THOMSON ONE | USER GUIDE

THE BASICS
The Thomson ONE workspace is comprised of:
• Workbook Pages – Services grouped into saved pages with corresponding tabs
• Fixed Services – Services that are visible at all times (eg. Quote and Monitor)
• Desktop Services – Services that appear outside the Thomson ONE workspace but that open and close with the
Thomson ONE application.

ADDING & REMOVING SERVICES


From the main Edit menu, select Edit Fixed Services or Edit Page. This will open the
Edit Fixed Services or Edit Page dialogue box.

• To add a service:
Double-click the All Services folder and scroll through the list to find the service you wish to add.
Click once and drag the service into the display area. Resize by clicking and dragging the border of
the service box to desired height and width.
• To remove a service:
Within the Edit Fixed Services dialogue box, click on Details>>> in the upper right corner. In the
column headed Del., click the x corresponding to the service you wish to remove. Click Yes to confirm
the deletion. Click OK to close the Edit Fixed Services/Edit Page dialogue box.
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THOMSON ONE | USER GUIDE

THE BASICS (continued from previous page)


SETTING UP DESKTOP SERVICES
From the main Edit menu in the application toolbar, select Edit Desktop Services.
This will open the Edit Desktop Services dialogue box.

To add a desktop service:


• Double-click the All Services folder and scroll through the list to find the
service you wish to add. Click once and drag the service into the display
area. Resize by clicking and dragging the border of the service box to
desired height and width.
To remove a desktop service:
• Within the Edit Desktop Services dialogue box, click on Details>>> in the
upper right corner. In the column headed Del., click the x corresponding
to the service you wish to remove. Click Yes to confirm the deletion. Click
OK to close the Edit Desktop Services dialogue box.

CREATING A NEW WORKBOOK PAGE


From the main File menu in the application toolbar, select New Page. In the Page Editor dialogue box
that appears, enter a page name. This name will appear on the page tab.
Select the contents of your new page by clicking on the All Services folder and scrolling through the
options. Click and drag your preferred services into your workbook. When you’re finished, click OK.

HELP FILES
Access context-specific help files by pressing F1 on your keyboard or access a
complete index by selecting the Help menu in the main toolbar and clicking
Contents and Index.
Click the Index tab to search by subject for related results.
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THOMSON ONE | USER GUIDE

WORKSPACE SHORTCUTS
QUICK QUOTE
Retrieve a quote when you double-click on a monitor or portfolio symbol. To activate, right-click the
monitor or portfolio service, select Properties from the cascading menu, and click the Enable Quick
Quote box.

DRAG & DROP


Drag & drop a symbol to a window, page tab, page icon, or service icon to retrieve data related to that
symbol.

DRILL DOWNS
Click on an underlined field in a Quote, Monitor or other designated service to automatically activate a
different service and retrieve data for the same symbol. To set up or modify drill-downs, activate the
desired service, select Edit from the toolbar, and click on Drill Downs.

FAVORITES
Access the tabbed pages and services you use most frequently by right-clicking. Activate the service you
wish to add to your Favorites and right-click. Select Add to Favorites. The service will now appear in the
blue-highlighted portion of your right-click menu.

HOTKEYS
Use function keys or key combinations to access services, rather than clicking the mouse through a
series of menus. From the main Edit menu in the application toolbar, select Hot Keys

RIGHT-CLICK MENUS
Perform common tasks by right-clicking in a display and selecting an item from the menu.

MAXIMIZE/MINIMIZE SERVICES
Expand or hide a service by using the maximize or minimize button on the title bar of the service. To
view horizontal or vertical title bars, press <CTRL+U> or <CTRL+T>. To hide, press the same again.
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THOMSON ONE | USER GUIDE

SYMBOL BOOK
The Symbol look-up tool can be found under the Tools drop-down of your Thomson ONE application.
Select Symbol Search to be directed to the Symbol Book page.

The default search is set to Company Name; to change this, use the drop-down button to the immediate
right. In the field to the immediate right, enter the name of the company (or the CUSIP, if you’re
searching by CUSIP, etc) and adjust the Exchange/Country field to accurately reflect what you’re
searching for. Click search to return a list of results.
To lock in search criteria, select Save (at the upper right corner of the search page). To clear settings
select Reset.
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THOMSON ONE | USER GUIDE

MONITORS
Monitors enable you to organize and watch a list of symbols of your preference in an efficient, easily-
navigable manner.
You can host several symbol lists within the Flex Monitor, organized into Groups of Tabs. Each Tab
represents a list of symbols.

INSERTING A ROW OR SYMBOL


Insert a row or symbol by right-clicking in the row immediately below the desired placement of the
addition. Select Row and then Insert from the cascading menu. Alternatively, select Symbol from the
right-click menu and Insert Symbol from the cascading menu.

DELETING A ROW OR A SYMBOL


Delete a row or symbol by right-clicking, selecting Symbol, and clicking delete Symbol. Alternatively,
select the symbol and hit ‘delete’ on your keyboard.

ORGANIZING SYMBOLS UNDER HEADERS


To insert a header row, right-click in the row immediately below the desired placement of the header.
Select Group and Insert. Enter a name for your new header and click OK.
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THOMSON ONE | USER GUIDE

MONITORS (continued from previous page)


CREATING A CUSTOM LAYOUT
To create a custom layout, enabling you to create your own column headings and retrieve specific data,
right-click in the monitor and point to Layout. Select Create from the cascading menu. Choose the
market instrument type (from the Available Data Fields dropdown) under which the fields you wish to
retrieve would logically exist. Select the fields you want to monitor by clicking each field name and
hitting Add. Click OK when you have finished adding the fields you desire.

AUTOMATIC SORTING
Set the Flex Monitor to automatically sort your symbols at regular intervals, based on changes in stock
value. Right-click in the column by which you would like to sort the stocks, point to Sort, and select
Automatic Sort.
You can adjust the automatic sort time-interval by right-clicking in the Flex Monitor, pointing to Sort,
and selecting Sort Setup. Click the Automatic Sort checkbox if it is not already checked. Select an
interval from the Automatic Sort Frequency drop-down (30 seconds to 15 minutes). Click OK.

IMPORTING A PRE-EXISTING SYMBOL LIST


Right-click in the monitor, point to Symbol List, and select Import from the cascading menu. Select the
monitor, ticker, or portfolio symbol list you wish to import. Name your list and click OK.

ACCESSING A MONITOR SYMBOL LIST


Right-click in the monitor, point to Symbol List, select Open, and choose a monitor symbol list before
clicking OK.

SETTING ALERTS
Right click on a symbol and select Set Alerts from the menu. Under the Basic Tab in the dialogue box
that appears, select the A-Z tab. Scroll through the options and click the alert you wish to select.
Enter the value at which you wish
to be alerted in either the >, < or = field. If
you wish, enter a message for your alert.
To set multiple alerts, repeat. Click OK
when finished.
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THOMSON ONE | USER GUIDE

AUTOMATIC SYMBOL ENTRY


By default, Thomson ONE automatically places a symbol into multiple services when you enter the
symbol once in a Quote. You can also customize a page so that some services update with one symbol
and others update with another by selecting different distribution channels. For example, in a page
containing five services, two of the services may be set to track one symbol and three may be set to
track another. When you enter a symbol in one of these services, all the services set to the same
channel will update.

MODIFY SYMBOL DISTRIBUTION


From the Edit menu, choose Edit Page, Edit Desktop Services or Edit Fixed Services. This will open a
dialogue box; in the upper-right corner, click on Details>>>. In the Distribution Channel, assign the
same letter to the services you would like to update with the same symbol.
To turn off symbol distribution, select Off from the distribution channel drop-down.
To carry over symbols between Workbook pages and Fixed Services, click in the Dist With Fixed Svcs
box and click OK.

IN A SINGLE SERVICE
Set up Thomson ONE so that when you activate a particular service, information is automatically
retrieved for either the most recently entered symbol or a saved symbol.
From the main Edit menu in your application toolbar, select Edit Page, Edit Fixed Services, or Edit
Desktop Services as applicable. Click Details>>> in the upper right of the dialogue box to expand out
and view current services.
To retrieve data for the most recently entered symbol, select Last Symbol from the On Activate
column dropdown.
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THOMSON ONE | USER GUIDE

QUOTES
To retrieve a quote, activate the Quote section of your
Trading>Flex Monitor screen. Enter the Thomson ONE
symbol associated with the instrument you wish to
retrieve. Press Enter.

EXCHANGE-SPECIFIC QUOTES
To access a quote from a specific exchange, enter your
quote as symbol-exchangequalifier (eg. IBM-P for IBM
on ArcaEx).

EXCHANGE QUALIFIERS & FREQUENTLY REQUESTED SYMBOLS


UNITED STATES OF AMERICA EXCHANGES CANADIAN EXCHANGES
AMEX A CNQ L
AMEX EM. COUNTRY J TSX T
ARCAEX P TSX VENTURE V
BOSTON B FREQUENTLY REQUESTED SYMBOLS
CBOE E DJ INDUSTRIAL AVG. .DJIA
CHICAGO BOARD OF TRADE CB COMPOSITE AVG. .COMP
CHICAGO MERCANTILE CE TRANSPORTATION 20 AVG. .TRAN
CHICAGO STOCK EXCHANGE M UTILITY 15 AVG. .UTIL
COMPOSITE US S&P 100 .OEX
INTERNATIONAL SECURITIES 8 S&P 500 .SPX
ISLAND I MAJOR MARKET INDEX .XMI
LIBERTY BOND G SHORT-TERM TRADING INDEX .TPIN
NASDAQ O NASDAQ COMP. INDEX .NDX
NASD ADF D REGIONAL VOLUME .VOLN
NATIONAL STOCK EXCHANGE C VOLUME ON NYSE .VOLNY
NYSE N UP TICKS ON NYSE .UTN
OTC BULLETIN BOARD U DOWN TICKS ON NYSE .DTN
OTC NON-BULLETIN BOARD 5 NET TICKS ON NYSE .NTN
PHILADELPHIA X ADVANCES ON NYSE .UPN

DECLINES ON NYSE .DPN

NET ADVANCES/DECLINES ON NYSE .NPN

TIME .TIME
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THOMSON ONE | USER GUIDE

TIME & SALES


Navigate to the Time & Sales Page by clicking on the drop-down next to the Trading group button in
the top row of your application.
In the Symbol text box, enter the symbol (recall that for an exchange-specific display you must add
the exchange qualifier). In the Time text box, enter the EST Start Time in HH:MM format, followed by
AM or PM. Leave blank for all trades from the current time back.
In the Date text box, enter the date in MM/DD format, or –x where x is the number of days ago.
In the Size text box, enter the minimum trade size (leave blank for all trades).
Click Enter.
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THOMSON ONE | USER GUIDE

MARKET PULSE
ACCESSING MARKET PULSE
To access Market Pulse, click on the Market Overview group button at the top of your Thomson ONE
workspace. Click on Market Trends or Market Pulse in the set of buttons that will appear immediately
below your main toolbar.

Choose the region in which the exchange you wish to examine exists. Then choose the appropriate
exchange. You will be directed to a list of display options and their related page codes (eg. ACT for most
active). Scroll through the list to find the option you wish to view and enter it in the Page Code field at
the top left of the Market Pulse window to view the associated symbol list.

EXCHANGE-SPECIFIC PAGES
To retrieve pages from another exchange, add a hyphen and the exchange qualifier to the Page Code
(eg. ACT-O for most active on Nasdaq). For a list of exchange qualifiers, see page 3.
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THOMSON ONE | USER GUIDE

NEWS
To navigate to the News page, click on the Markets Overview tab at the top of your application and
select News from the drop-down.

BASIC SEARCH
Click on the Choose Services link at the top of the News page. Select your news service(s) and click OK.
Enter a symbol or industry code in the Symbol field, select the correct Boolean operator (And/Or) and
enter a second symbol or industry code in the Symbol field.
Click the Date button to specify the date, and click Go. To view a story, click the headline.

ALL NEWS & HOT NEWS


To view all news or hot news, enter A/ for ALL or H/ for HOT in the symbol search field.

ADVANCED SEARCH
Advanced queries let you search for stories containing specific words and phrases. Follow the
instructions below to assemble a query or type queries directly into the Query box using Boolean
operators.

• Click Choose Services and select your news


service(s). Click OK.
• Click on Basic Search and switch to Advanced Search
• Select either the And or the Or radio button
• Enter the symbol, keyword, or phrase in the search
field (the left-most field) and click the corresponding
button. Repeat to further refine your search.

SEARCH BY SYMBOL LIST


To perform a search by symbol list, follow the steps above to get to the News search page. Click on the
Queries link at the top of the News page and select Open. Select either Saved Queries or Symbol Lists;
choose the desired list. Click Go.

OPERATOR RETRIEVED

AND stories containing BOTH search terms

OR stories containing EITHER search term

NOT stories containing term 1 but EXCLUDING term 2

“ “ stories containing the phrase within quotations

( ) complex logic: (term1 AND term2) OR (term3 AND term4)

* wildcard: replace unknown


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THOMSON ONE | USER GUIDE

TRADER PORTFOLIO
To navigate to the Trader Portfolio page, select the dropdown next to Market Overview and click on
Trader Portfolio.

CREATING A PORTFOLIO
To create a portfolio, right-click in the display and select Portfolio, then New. Enter the portfolio name.
To use a divisor, enter a number in the divisor text box. Enter a description in the ToolTip text box – this
description will appear when the cursor hovers over the portfolio name. Click OK to access your new
portfolio.

ENTERING SYMBOLS IN A PORTFOLIO


Enter a symbol in the symbol column. In the Qty column, enter the number of shares or the weighting
factor of the issue. Change the cost basis by removing the x next to Yest Close and entering a dollar
amount in the Price, Fees and/or the Total Cost columns. From the drop-down in the Evaluation
column, select the type of price you would like to use for the calculations.

ACCESSING A PORTFOLIO
To access a portfolio, right click in the Trader Portfolio display and select Portfolio>Open. Choose the
portfolio you wish to open and click OK.

IMPORTING A PORTFOLIO
Right-click in the display and select Portfolio>Import. Choose the monitor, ticker, or portfolio list you
wish to import, enter a name, and click OK.

EDITING A PORTFOLIO
Click on a blank cell or on a symbol you want to overwrite. Enter a new symbol, or press delete to
remove a symbol, before pressing Enter.

RENAMING A PORTFOLIO
Access the portfolio you wish to rename. Right-click in the display, point to Portfolio and select
Rename. Enter a new name; click OK.

DELETING A PORTFOLIO
Access the portfolio you wish to delete. Right-click in the display, point to Portfolio, and select Delete.
Click Yes to confirm the decision.