Presentation on theme: "Thomson Reuters Autex: Summary of Content and Features This briefly explains what the application does. It also explains the icons within the application."— Presentation transcript:
Thomson Reuters Autex: Summary of Content and Features This briefly explains what the application does. It also explains the icons within the application and what they do. Michael Raines
Summary Thomson Reuters Autex (previously known as Autex NOW or AXN) was originally released to clients in February 2009. Thomson Reuters Autex combines legacy standalone Autex and legacy stand alone BlockDATA into a single customizable interface with multiple components. The client site is available at https://www.autexnow.comhttps://www.autexnow.com
Summary Autex has buy-side and sell-side views that combine Autex and Block Data. Autex: Indications of Interests (IOIs) for recapping Block Data: Trade Advertisements (TAs) for rankings Buy-side firms can recap and see all IOIs/ATs. Sell-side firms can only see their own IOIs, but they can see all advertised trades.
Interface Basics Each user can have up to 8 total pages – The user will receive standard pages based on their entitlements – Each user can also create custom pages combining up to 5 components from the “component catalog.” User-created Portfolios are shared across components. “Primary search” criteria (e.g. Symbol selection or Broker filter) apply to all components on the page. – Secondary criteria, such as time period, are applied at the component level.
Interface Basics Test data, for display purposes only Navigate between pages by clicking on tabs Filter by broker Set preferences and manage custom portfolios Use primary search to select a symbol or symbol group Component filter Add/edit/remove pages and manage saved reports
Component Features (BS & SS) Test data, for display purposes only Select time period or other filter criteria from dropdowns Maximize the component Component settings Download to Excel Printer-friendly view Schedule report for email delivery Click on column headers to sort results ‘Spawn’ or ‘pop-out’ window from framework End of Summary Change to Pie Chart View