Using Reuters Powerplus Pro

7/28/2019 Using Reuters Powerplus Pro

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You can use Excel worksheetsto build your own displays with

Reuters data. This sectionintroduces several differentmethods of putting Reutersdata into an Excel worksheet.

If you arent already running Microsoft Excel in Reuters 3000

Xtra, go to the Windows Start button and use the menus to

select Programs /Reuters 3000 Xtra/Reuters PowerPlus Pro.

The Reuters menu on the Excel menu bar gives you access to

the relevant functions for working with Reuters data. If this is not

available, contact Reuters Customer Support.

If you are prompted to Enable Macros, you can do this with

confidence. If you tick the box marked always trust macros

from this source, then you will not receive this prompt again.

Drag and drop

To insert a single price into an Excel worksheet, simply drag the

item from a Kobra display (either a pre-built display or one you

have built yourself) and drop it in the relevant cell in the worksheet.

For example, in Kobra press F4 for a pop-up quote window. In the

command line of this window, type 0006.HKand press Enter.

Move to Excel (the pop-up will still be displayed on top).You cannow drag the Ask price (for example) from this pop-up up and

drop it in a cell in your worksheet.

Anything on screen that you need to click on i s

printed in blue bold.

RICs and other codes you use in a quote frame

are printed in blue bold.

News codes, report codes and keywords you

use in a news frame are printed in orange bold.


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Speed lists

If you want to create a quote list and you know the exact names

of the fields that you want to display, you can create the list

very quickly.

1. 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.

2. Right- click in a cell directly below one of the field names and

select Real-time Speed List in the pop-up menu. This displays

the data that you have specified.

The figures in the spreadsheet are updated automatically as

the prices change in real time. If you want to create a large orcomplex list, it is better to use the Reuters Real-time Quote

Assistant (seeAssistants later in this section).

Some of the most commonly used fields are listed below

(remember these have to be typed exactly for the speed list

to work).

DISPLAY NAME stock name

LAST last traded price

BID current best bid

ASK current best ask

NET CHANGE net change since the last open

PERCENT CHANGE percentage change since the last open

VOL ACCUMULATED volume of stock traded so far since

the last open

TRADE TIME time of the last trade

Assistants

The Reuters 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.

To 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).

TheAssistants button on the toolbar

gives you quick access to all the Assistants.

Quote list

To create a quote list with price data that is updated in real time,

click in the cell that will be the top left-hand corner of the list.

Then select Reuters /Assistants/Real-time Quotes. There are

separate steps for supplying the RICs and choosing the fields.

In the final step, note the RtUpdate and RtGet buttons. If you

have a large list of stocks, use RtUpdate; set the time to every 10

seconds (for example). This is a more efficient way of updating all

the values in near-real time without Excel constantly recalculating.

Assistantsbutton


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NOTES:

Index constituents and chains

To create a quote list showing the constituents of an index or a

chain of data (such as an options chain):

1. Click in the cell that will be the top 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.

Price history

To create a table with a detailed price history (a time series) of a

single instrument:


2. Select Reuters/Assistants/Time Series Data. Add the RIC of

the instrument, then click on the Next button.

3. In step 2 of the Assistant, click to expand LAST TRADE, then

select the data frequency (for example, Tick for every trade, or1Dfor daily). You can then select the individual values (for example,

open, high, low and close). Up to 30,000 ticks and 20 years of

daily price histories are available.

You can now complete the Assistant by accepting default values.

Fundamental data

To retrieve fundamental data, such as company accounts figures

and key ratios, for one or more companies:


2. Select Reuters/Assistants/Security Instruments. Add the

RIC of the instrument, then click on the Next button.

3. In step 2 of the Assistant, use the hierarchic list to locateand select the information you want to view. For example,

expand Company; you can then select Company Details to

include details such as the full company name, or you can

expand Company Reports to work down to specific figures.

Note the Code Converter in the list; this enables you to

retrieve alternative instrument codes, such as CUSIPS, ISINs, etc.


Because the figures are generally very large, make sure you

format the cells to view the values correctly when the list is

displayed.

For a history of fundamental data, such as five years P&L, on asingle company:


2. Select Reuters/Assistants/Security History. Add the RIC of

the instrument, then click on the Next button.

3. In step 2 of the Assistant, use the hierarchic list to locate and

select the information you want to view.



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Modifying the worksheet

Once the data is in the worksheet, its easy to change the contents.

To change any RIC in the table, simply type a different RIC in

the cell and press Enter. Similarly, you can change any field by

typing a different field name in the relevant cell. The values in

the relevant column or row will be changed automatically.

If you have used an Assistant to display a table, cells that youcan modify are displayed in orange.

Adfin functions for advanced users

Adfin functions have been designed by Reuters for

advanced users of Microsoft Excel. For access to these

functions, click on the Paste Function button on the

main Excel toolbar.

In the dialogue box, scroll down the list on the left and select

Adfin Real-time. The real-time functions are now listed on

the right.

For a real-time quote list, use RtUpdate.

For a chain of instruments, such as the constituents of an index

or a set of options on an underlying instrument, use RtChain.

(ForSourceAlias, use the value IDN; leave RtMode blank.)

For a time-series of historical prices, use RtHistory.

For fundamental data, scroll down the list on the left and select

Reuters 3000 Data Engine. Use DeList (for several instruments)

orDeHistory (for historical data on a single instrument).

Options

For options, there is a huge range of analytics. These include

options volatility and pricing functions, such as Black & Scholes

and Cox, Ross and Rubinstein. Both standard and exotic options

(Asians, Barriers, Lookbacks and others) are available.

To find these, click on the Paste Function button on

the toolbar, then scroll down the list on the left and

selectAdfin Options. Each function has a detailedhelp file for further information.

Need to know more?

To view the excellent on-screen tutorial for Reuters

PowerPlus Pro, click on the Interactive Trainingbutton on the Reuters PowerPlus Pro toolbar. Or click

on Reuters/Help/Interactive Training on the Excel

menu bar.

For further help with Reuters PowerPlus Pro, contact

Reuters Customer support.

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Documents

Using Reuters Powerplus Pro