REUTERS 3000XTRA - PP PRO
WHAT IS POWERPLUS PRO?
It enables you to use Reuters data in the Microsoft Excel environment. You could create
sophisticated spreadsheet displays that can include different types of financial data, such as
real-time prices, historic prices, analytics, reference data, and even news and graphs.
USING REUTERS POWERPLUS PRO IN MICROSOFT EXCEL
Go to the Windows Start and use the menus to select Programs/ Reuters 3000Xtra/Reuters
PowerPlus Pro.
REUTERS PULL-DOWN MENU OVERVIEW
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Real-time Quotes
Real-Time Chain
Security Instruments
Security History
Treasury Instrument
Treasury History
Treasury RICs, Ids and Agencies
Treasury Schedule
Time Series Data
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1 DOWNLOADING DATA IN PPPRO
1.1
Drag & Drop from Kobra
To insert a single price into an Excel worksheet, simply drag the item from a Kobra display and
drop it in the relevant cell in the worksheet.
E.g. in Kobra press F4 for a pop-up quote window. In the command line of this window type
EUR= and press Enter.
You can now go back to Excel (the pop-up window remains on top) and drag a Bid price (for
example) for this pop-up and drop it in a cell in your worksheet.
1.2
Speed Lists
If you know the exact names of the fields that you want to display in a quote list, you can create
the list very quickly. In the worksheet, type the RICs of the instruments in a column of cells.
Type the names of the fields in a row immediately above the column.
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In any cell directly below a column heading, right-click and select Real-time Speed List in the
pop-up menu. This displays the data that you have specified.
1.3
Assistants
The Assistants give you step-by-step processes for creating different types of table.
One advantage is that you can scroll through all the available fields to find the
ones you want. So start creating a table of data, click on the cell that will be the
top left corner of the table in the worksheet. Then select the relevant Assistant (as
described below).
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2.
QUOTE LISTS
To create a quote list where the data is updated in real time, use Reuters/Assistants/Realtime Quotes. The advantage here is that you can scroll through all the available fields to
find the ones you want. And, as with all Assistants, you have different options for
formatting the table once you have specified the RICs and the fields.
In the final step, note the RtUpdate and RtGet buttons. If you have a large list of
instruments, use RtUpdate; set the time to every 10 seconds (for example). This is a more
efficient way of updating all the values in real time without Excel constantly recalculating.
If a large file, please
use RtUpdate()
3.
CONSTITUENTS AND CHAINS
To create a quote list showing the constituents of an index or a chain of data (e.g. HKDDEPO=,
.HSI, HKBMK=)
1. Click in the cell that will be the tope left-hand corner of the list.
2. Select Reuters/ Assistants/ Real-time Chain.
Once you have entered the chain RIC, the process is the same as for a quote list.
Change
RIC
4.
TIME SERIES / PRICE HISTORY
To create a table with a detailed price history (a time series) of a single instrument:
1. Click in the cell that will be the top left-hand corner of the list.
2. Select Reuters/Assistants/Time Series Data. Add the RIC of the instrument, and then
click on the Next button.
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3. In Step 2 of the Assistant, click to expand Last Trade, then select the data frequency (e.g.,
Tick for every trade, or 1D for daily). You can then select the individual values (e.g. open,
high, low and close). Up to 30,000 ticks and 20 years of daily price histories are available.
STEP 1
STEP 2
5.
KNOWING HOW TO EASILY RETRIEVE IN EXCEL: CURRENT BONDS TERMS AND
CONDITIONS AND FUNDAMENTAL COMPANY AND STOCK INFORMATION, USING
REUTERS ASSISTANTS
5.1
Building a portfolio of stocks or bonds: finding data
Open a new sheet in PPPro.
a.
FOR A STOCK
Click on the Find Reuters Data button on the PPPro Toolbar
Select the Equity category from the drop down list on the top left corner of the Reuters Search
engine:
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Type in the name of the company you are looking for and click on Search. The search might bring
back several names, especially if you have chosen the “where Company Name – Contains” option
in your initial search.
Click on the company name you are interested in and you will see a list of RICs appearing under
the Quote By Issue area:
The main listing of the company is displayed at the top. Highlight the one you want by clicking on
it and click on the Send button above.
Your RIC is now in your spreadsheet. This way you can build your list of stocks.
Note: you can also use ISIN or Sedols codes to retrieve fundamental data. However, if you sheet
contains real time data as well, you will need to use RIC codes.
b.
FOR A BOND
Click on the Find Reuters Data button on the PPPro Toolbar
Select the Fixed Income category from the drop down list on the top left corner of the Reuters
Search engine:
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Choose the option Fixed Income where Issuer Contains and type in an issuer name of your choice,
for example Vodafone. Click on Search.
The search will return a list of bonds with all issuers which contain the name Vodafone. You can
sort the list returned by clicking on any of the column headers: Coupon, Maturity, etc.
Once you have clicked on a particular issue you are interested in, the search might return more
than one code. Select the Super RIC (the RIC to which all contributed prices go to) and click on
Send to insert the code in your spreadsheet.
5.2
Security Instruments Assistant
Now that you have built your list, you can use this list to retrieve fundamental information about
the stocks.
In this example we will retrieve:
1. The company name
2. The description of the company
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3. Performance ratios: 1 month, 3 month and 6 month percentage change
4. Key ratio: Return on Equity
5. Company Report information: Total Assets and Total Liabilities
Select your list of stocks and right mouse click. Choose Insert Favourites and Security.
Click on New Group:
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Name your list of stocks and click on Create, and finally on Add, to add your stocks into your new
list.
Now we are ready to go and look for fundamental information using this list of stocks.
Go the Reuters menu and select Security Instruments. The assistant will take you to a number of
steps.
Step 1: select your stocks from the Favourites folder:
Click on Next at the bottom and step to Step 2: choosing your fields. Go through the list in All
Fields and find all the values we are looking for:
Click on Next at the bottom of Step 2 to go to Step 3: do not change any options, this will leave the
default values to the latest Consolidated, Audited reported values.
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In Step 4 choose the Reuters format. The Reuters format contains some colour coding: the colour
orange highlights the values you are able to change which will automatically update. If you choose
the Excel auto format option, you will be prompted by an Excel table formatting wizard.
5.3
Treasury Instruments Assistant
Now that you have built your list of bonds, you can use this list to retrieve terms and conditions for
each issue.
In this example we will retrieve:
1. Issuer name
2. Ticker
3. Coupon
4. Maturity date
5. Amount Outstanding
From a list of bonds which you have built using the Search tool, highlight the list, right click and
add to Treasury Favourites:
Go to the Reuters menu, Treasury Instruments.
In Step 1, select your list from the Favourites folder.
In Step 2, select your list of fields using the All Fields folder:
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In Step 3, select a Reuters format.
6.
KNOWING HOW TO EASILY RETRIEVE: HISTORICAL FUNDAMENTAL COMPANY
AND STOCK INFORMATION, AS WELL AS PRICE AND YIELD HISTORIES FOR
BONDS, USING REUTERS ASSISTANTS
6.1
Downloading historical fundamental data for stocks using the Security History
assistant
Go to the Reuters menu and choose Security History. The history assistant contains historical
fundamental series: for example, histories of dividend payments or Balance sheet figures. With this
assistant, you can only pick one stock at a time.
In Step 1, choose a RIC from your favourites list.
In Step 2, pick your fields from the Company Report view: Period end date, preliminary flag,
Revenue figure, Total Assets and Total Liabilities:
Leave Step 2a as it is and explain that as a default the assistant will retrieve 5 years of data for
audited and preliminary figures from the parent company.
In Step 3, choose a Reuters format and tick enable refresh.
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Repeat the same process using the Dividend History view with the following fields: announcement
date, dividend ex date, DPS net adjusted and DPS pay date.
6.2
Downloading history of price and yield and coupon payments for bonds using the
Treasury History assistant
Go to the Reuters menu and choose Treasury History. Explain the data content of the assistant and
that you can only pick one bond at a time.
In Step 1, choose a straight bond using the search tool. Type in VODAFONE in the Code or Ticker
section and click on the Ticker…button. Pick the right issue from the list and click on Lookup.
Then you can choose which issue you are interested in:
In Step 2, pick your fields from the Price/Yield History:
In Step 2a only change the number of events to 100 and explain the other fields but do not change
them.
End.
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