FI 101 You have been provided with or selected a stock to obtain information about. Follow the step-by-step instructions to gather that information and download it into a Word file. You will then print (or email) that file to your instructor by the due date and time. Step-by-step Instructions for FI101 Reuters Skills Assignment:

laurelsandwichSoftware and s/w Development

Nov 25, 2013 (3 years and 7 months ago)

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FI 101

You have been provided with

or selected

a stock to obtain information about. Follow the
step
-
by
-
step instructions to gather tha
t

information and download it into a Word file. You
will then
print (or email)

that file to your instructor by the due da
te and time.



Step
-
by
-
step Instructions for FI101 Reuters Skills Assignment:


1.

Create a stock price chart with weekly one year prices of one stock, save it to the
“clipboard,” paste it into a Word file and print it out.


How to:

Click on Edit (upper left c
orner of Reuters screen) and then ADD DISPLAY (top of drop
down menu)


Select Athena (see below)






Put the cursor anywhere on the Athena screen and begin typing the symbol of the
company you are attempting to graph. A box opens up at the bottom of the

chart for you
to type the symbol. In the example below it’s MSFT (Microsoft).


Right click and select
PROPERTIES

from the drop down menu. Then select Athena for
drop down menu with items that can
be
adjusted in Athena.





Select Time Range





Change p
eriod from Daily to Weekly and Range to 1 year. Click OK




Copy the Athena graph to a Word file:

Right click,

More Actions

Copy to Clipboard

select Chart Image as Bitmap (which is default), then Paste into Word.







2.

Use the Athena chart to download

the pricing data into the same Word file as
the Athena graph.


Before extracting the data change to MONTHLY (instead of weekly) for 1 year

Right click and select
PROPERTIES

from the drop down menu. Then select Athena for
drop down menu with items that can

be
adjusted in Athena.


Extracting data from the graph to paste into Excel file:

Go back to Reuters Athena chart

Right click on graph select
MORE ACTIONS
,
COPY TO CLIPBOARD

Copy as TEXT

Click copy and paste in Word File




data.open

data.high

data.low

dat
a.close

9/30/2008 0:00:00

27.6650

27.7600

23.5000

27.1500

8/31/2008 0:00:00

25.9200

28.5000

25.0700

27.2900

7/31/2008 0:00:00

27.2650

27.9100

24.8700

25.7200

6/30/2008 0:00:00

28.2400

29.5700

27.1100

27.5100

5/31/2008 0:00:00

28.5000

30.5300

27.9500

28.320
0

4/30/2008 0:00:00

28.8300

32.1000

27.9300

28.5200

3/31/2008 0:00:00

27.2400

29.5900

26.8700

28.3800

2/29/2008 0:00:00

31.0550

33.2500

27.0200

27.1999

1/31/2008 0:00:00

35.7900

35.9600

31.0400

32.6000

12/31/2007 0:00:00

33.5000

36.7200

32.6300

35.6000

11/
30/2007 0:00:00

36.5300

37.5000

32.6800

33.6000

10/31/2007 0:00:00

29.4600

37.0000

29.2900

36.8100

9/30/2007 0:00:00

28.5000

29.8500

28.2700

29.4600


Put the cursor anywhere on the Athena screen and begin typing the symbol of the
company you are attempting

to graph. A box opens up at the bottom of the chart for you
to type the symbol. In the example below it’s MSFT (Microsoft).


Right click and select
PROPERTIES

from the drop down menu. Then select Athena for
drop down menu with items that can
be
adjusted i
n Athena.






3.

Complete a News Search for news on one company for a
two week or
one month
period prior to the current date, copy the initial page to the clipboard and paste
it into the same Word file as the Athena graph.


To right of Reuters Navigator on
the top Menu click the inverted triangle

Select: News Watch Headlines

Right click on blue background

Select Search

Select Wizard

Enter symbol of your company in include box




Click OK


Then select Date/Time

Choose a 2 week (or longer) time period


leave

time blank for this





Click OK then search


Open up one of the stories by clicking on it.


Close window


Move cursor onto Blue and right click

Copy to Clipboard

Paste to Word document


RTRS

8/15/2008 1:29:09 PM

INTERVIEW
-
Perot eyes healthcare
acquisiti
on to drive growth

MW

8/15/2008 10:21:57 AM


IBM and Vantage Deluxe World Travel
Make It Easier for Travelers to Book Vacations

MW

8/15/2008 10:19:57 AM


IBM Positioned in the Leaders Quadrant for
E
-
Commerce Magic Quadrant

RTRS

8/14/2008 3:50:09 PM

NYSE In
ternational Business Machines
Corp (us;IBM) No MOC Imbalance

RTRS

8/14/2008 3:40:09 PM

NYSE ORDER IMBALANCE <IBM.N>
113500 SHARES ON SELL SIDE

RTRS

8/14/2008 3:40:06 PM

NYSE International Business Machines
Corp (us;IBM) MOC Sell Imbalance: 113,500 shrs.

MW

8/14/2008 8:31:54 AM


University of Toronto to Acquire Canada's
Most Powerful Supercomputer From IBM

BW

8/14/2008 8:00:00 AM

Cognos Positioned as a Leader in Enterprise
Business Intelligence Platforms Report

RTRS

8/14/2008 7:33:15 AM

UPDATE 1
-
VanceInfo Q2

profit beats
Street, ups '08 revenue view

RTRS

8/14/2008 12:01:00 AM

University of Toronto, IBM to launch
supercomputer

EDG

8/13/2008 4:44:54 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/13/2008 4:44:51 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/1
3/2008 4:44:51 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

WSA

8/13/2008 4:41:24 PM

VP MOFFAT JR Sells 14,622 ($1.8M) Of
INTL BUSINESS MACHINES CORP [IBM]

WSA

8/13/2008 4:40:33 PM

VP MOFFAT JR Sells 30,959 ($3.9M) Of
INTL BUSINESS MACHINES CORP [IBM]

WSA

8/1
3/2008 4:37:00 PM

VP MOFFAT JR Sells 41,271 ($5.2M) Of
INTL BUSINESS MACHINES CORP [IBM]

EDG

8/13/2008 4:36:48 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/13/2008 4:12:42 PM

ILOG SA SC TO
-
C

RTRS

8/13/2008 3:39:06 PM

ANALYSIS
-
AMD manufacturing plan key
to chipmaker's future

MW

8/13/2008 1:44:36 PM


Automotive 2020 Global Study: New
Breed of Consumers Seek Intelligent, Connected and Hybrid Vehicles in 'Virtual

MW

8/13/2008 9:01:21 AM


Columbus State University Celebrates
Educating Over 1,000 Students on
Mainframe Skills

MW

8/12/2008 11:30:54 AM


Vision Solutions' Customer Alfa
-
Bank
Honored for IT Innovation

RTRS

8/12/2008 9:47:48 AM

UPDATE 1
-
AT&T wins Boeing contract
worth more than $400 mln

MW

8/12/2008 9:01:12 AM


Winn
-
Dixie Uses IBM System z to Deliver

Better Service, Value and Performance

RTRS

8/10/2008 11:28:36 PM

PRESS DIGEST
-

Indian Business News
-

Aug 11

RTRS

8/10/2008 12:00:03 PM

N.Y. among 21 US cities to disclose carbon
output

RTRS

8/8/2008 3:50:12 PM

NYSE ORDER IMBALANCE <IBM.N> 87000
SHARES O
N BUY SIDE

RTRS

8/8/2008 3:50:12 PM

NYSE International Business Machines Corp
(us;IBM) MOC Buy Imbalance: 87,000 shrs.

RTRS

8/8/2008 3:40:06 PM

NYSE ORDER IMBALANCE <IBM.N> 229100
SHARES ON BUY SIDE

RTRS

8/8/2008 3:40:03 PM

NYSE International Business Mach
ines Corp
(us;IBM) MOC Buy Imbalance: 229,100 shrs.

RTRS

8/8/2008 2:26:42 PM

US RESEARCH SUMMARY
-
S&P 500 Aug 8
1826 GMT

MW

8/8/2008 11:00:21 AM


IBM Positioned in Leaders Quadrant for
Storage Services

WSA

8/8/2008 10:26:51 AM

VP MILLS Sells 20,000 ($2.6M)
Of INTL
BUSINESS MACHINES CORP [IBM]

EDG

8/8/2008 10:26:39 AM

INTERNATIONAL BUSINESS
MACHINES CORP 4

MW

8/8/2008 10:00:21 AM


Saint
-
Gobain Selects IBM to Modernize Its
Technology Infrastructure to Support Growth in Brazil, Argentina and Chile

RTRS

8/8/2008

8:24:15 AM

UPDATE 1
-
CS reinitiates IT hardware sector with
"market weight"

RTRS

8/8/2008 5:42:30 AM

CREDIT SUISSE RATES LEXMARK <LXK.N>
UNDERPERFORM

RTRS

8/8/2008 5:42:00 AM

CREDIT SUISSE RATES HEWLETT
-
PACKARD
<HPQ.N>, INTERNATIONAL BUSINESS MACHINES <IBM
.N>, SUN
MICROSYSTEMS <JAVA.O> NEUTRAL

MW

8/7/2008 5:02:00 PM


IBM Embedded Software Gives AT&T and Sprint
Customers Access to Lotus E
-
mail

MW

8/7/2008 5:01:00 PM


IBM Helps People Stay Connected With New
Software and Services for Mobile Devices

RTRS

8/7/2
008 3:50:06 PM

NYSE International Business Machines Corp
(us;IBM) No MOC Imbalance

RTRS

8/7/2008 3:40:27 PM

NYSE ORDER IMBALANCE <IBM.N> 89400
SHARES ON SELL SIDE

RTRS

8/7/2008 3:40:21 PM

NYSE International Business Machines Corp
(us;IBM) MOC Sell Imbalanc
e: 89,400 shrs.

EDG

8/7/2008 12:13:42 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/7/2008 12:12:42 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/7/2008 12:11:51 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/7/2008 12:10:21 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/7/2008 12:09:21 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/7/2008 12:08:48 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

EDG

8/7/2008 12:07:24 PM

INTERNATIONAL BUSINESS
MACHINES CORP 4

WSA

8/7/2008 12:06:00 PM

VP KERN III Gifts 198 O
f INTL
BUSINESS MACHINES CORP [IBM]




4.
Create a portfolio

consisting of 3 stocks, 100 shares held in each in Reuters Portfolio
table. Include the following information (in this order by column):(All in symbol field
unless stated)


Symbol

Company Name

La
st Sale

Percent Change

Beta (S&P) (listed under ALL)

YTD Change (listed under ALL)

1Day Volatility (listed under ALL)

SIC Code 1



Note: most of this data is automatically provided with the Portfolio table.


HOW TO SET UP YOUR PORTFOLIO

Select Edit,
Add Display, Portfolio (or use the inverted triangle beside Reuters
Navigator).

When you’ve got the blank Portfolio, right click and select Insert and then Symbol. Enter
the first Symbol (one of the 3 stocks will be your stock and any 2 other stocks will b
e the
other two). Repeat until you’ve entered 3 symbols
-

no need to enter any other
purchasing information, etc. Next you need to enter information that is not on the
template (template does not start off blank). Right click, select Template, select Edit

Symbol Template. Remove all items from template (except symbol which you will need)


Symbol

Company Name

Last Sale

Percent Change

Beta (S&P) (listed under ALL)

YTD Change (listed under ALL)

1Day Volatility (listed under ALL)

SIC Code 1


Click on ALL

then type

company





Do this for all entries.




Your portfolio should look like the screen shot below: Maximize the box by hitting the
maximize symbol









It is possible to print the portfolio from Reuters but not to save it to the clipboard. In
order to keep this assignment in one file, you will copy the Reuters page into the same
Word file.

To Copy the screen: press ALT and Print Scrn simultaneously (with cursor in portfolio
screen), go to the Word file and Paste (or Ctrl V).



Get StockVal

Put

symbol of your company in upper left hand corner of Menu (beside GO)


Click Reuters Navigator

Fudamental/Performance

Fundamental News




Click on news story containing StockVal


Acrobat opens story


Copy a section of the Stock Val report into your Word f
ile


MICROSOFT CORPORATION (MSFT)

Price 26.61 09/25/08

BUSINESS DESCRIPTION

Microsoft Corporation develops, manufactures, licenses and supports a range of

software products for computing devices. The Company's software products include

operating systems fo
r servers, personal computers and intelligent devices, server

applications for distributed computing environments, information worker productivity

applications, business solution applications, high
-
performance computing applications

and software developmen
t tools and video games. It provides consulting and product

support services, and trains and certifies computer system integrators and

developers. Microsoft Corporation sells the Xbox 360 video game console and

games, the Zune digital music and entertainme
nt device, PC games, and peripherals.

The Company has five segments: Client, Server and Tools, the Online Services

Business, the Microsoft Business Division, and the Entertainment and Devices

Division.In June 2008, the Company acquired Navic Networks. In S
eptember 2008, it

acquired DATAllegro Inc.

Fiscal Year End June

Exchange NASD

Economic Sector Information Technology

Industry Computer Software

Web Site www.microsoft.com/




Show SEC data on Edgar:


Click Reuters Navigator

Fudamental/Performance

Edgar





IWEB is a Reuters webpage Internet
http://167.76.159.8:8020/

There are the same comparisons available there AND you can get ratio data on each of
the companies (and on Reuters as well), copy and paste and do yo
ur own comparison
charts.

Below are annual ratios for HD on IWEB. IWEB data can be pasted into Excel easily.






You can use IWEB to obtain comparative ratio data on competitors, sector and
S&P 500.


Under Company Information click on either S&P sector

or Bridge sector for
comparisons w/competitors.


For further pages, click on PAGE beside box that initially has

Fundamental Rank





To compare more ratios, get individual company data in the same way initial company
was obtained.



Other
items
that
are

not in FI101 assignment.


Get bond prices and YTM:


Select bond analytics from drop down menu (inverted triangle beside Reuters Navigator)

Select gov/corp bond as TYPE and put in ticker of company, click SEARCH





Double click on particular bond you want


Select CALC tab

YTM is yield

Price is expressed in 32
nd

so that 110
-
01 is 110+1/32; in dollars: (110+1/32)*10