Training

Learn the Basics

Learn about the Refinitiv Eikon platform and find out how to access the powerful mix of news, analytics and financial content that it has to offer.

scheduled expert led training
(3:00)

Discover how Refinitiv Eikon can give you more control over the way you work, with news, financial content and analytical tools, filtered to your precise needs, and delivered to your desktop or mobile device.

Playlist

This module includes the following topics:

  • Refinitiv Eikon Quick Start (02:50)
  • About the Refinitiv Eikon Toolbar (01:59)
  • Explore the Refinitiv Eikon Menu (02:22)
  • Using the Search Box to Find Tools and Data (03:51)
  • Managing your Workspace (03:13)
  • Linking Apps (01:00)
  • Getting Help and Support (02:20)
Playlist

This module includes the following topics:

  • Creating layouts (1:56)
  • Saving, linking and additional sheets (2:37)
Playlist

This module includes the following topics:

  • Accessing and Sharing Workspaces (1.18)
  • Customizing Apps With the Toolbar and Right-Click Options (1:35)
  • Sharing Apps in Messenger (00:50)
(3:00)

An Introduction to the News content and how to access in Refinitiv Eikon.

Playlist

This course includes the following topics:

  • Introduction to the News Monitor (01:15)
  • Creating a News Search (2:34)
  • Keyword searching (1:38)
  • Filters and Sources (1:17)
  • Filtering for News by Date (01:24)
  • The Headline Highlighter Tool (01:19)
  • Customizing the News Monitor (02:41)
  • Advanced Search Filters (0:56)
(1:38)

Reuters Breakingviews is the world's leading source of agenda-setting financial insight. Use Refinitiv Eikon to expose this powerful content set, get a fresh angle on the latest stories, and generate new ideas. 

(02:43)

Watch this video to find out about the significant enhancements to the Top News (TOPNEWS) app.

(03:08)

Discover how easy it is to access Refinitiv Insider video content in Refinitiv Eikon

Playlist

This module shows you how to save news stories, research documents, filings and events to My Briefcase (BRIEF), and access them anytime anywhere. (4:11)

(06:20)

Learn about the key Refinitiv Messenger features including adding contacts, creating groups, bilateral chats, setting alerts and more.

(02:32)

Hosted on Eikon Messenger, the forums allow you to chat, post questions, debate and exchange ideas directly with Reuters journalists, industry contacts and peers at leading global companies.

(01:47)

Use the Refinitiv Policy Management tool to lock down your users to a Bilateral Enforcement Policy by blocking access to all Multilateral Managed Chat Rooms.

(02:26)

Users of Refinitiv Messenger, both on the standalone version and through the Refinitiv Eikon financial desktop, can now initiate bilateral chats in which access is systematically restricted to a maximum of two organizations.

(05:05)

Learn how to create and manage persistent topic-based chat rooms that can be accessed by Refinitiv Messenger users. Note: Chat room management is via the Refinitiv Messenger Compliance Administration Portal. Only users with specific Chat Room Organizer entitlements can manage chat rooms within this environment.

Playlist

This modules includes the following topics:

  • Introduction (00:37)
  • Loading Lists in Monitor (01:34)
  • Column Formatting (01:11)
  • Classification of Portfolios and Lists (01:09)
  • Preferences (00:57)
  • Adding Template Fields (00:59)
  • Universal Data Item Picker (UDIP) (00:50)
  • Sorting (00:40)
  • Column and Row Right Click Menus (00:40)
  • Column Wrapping (1:00)
  • Unlink Constituents (00:36)
  • Conditional Coloring (1:33)
  • Creating Formulas (00:43)
  • Formulas - Referencing Another Column (00:57)
Playlist

This module includes the following topics:

  • Introduction to Alerts (01:20)
  • Using the Alert Manager (02:33)
  • Setting Default Notification Preferences (03:20)
  • Creating a Market Data Alert (04:19)
  • Creating a News Alert (01:57)
  • Creating an Investor Brief Alert (01:50)
  • Creating a Research Alert (02:39)
  • Creating a Filings and Street Events Alert (02:57)
  • Creating an Economic Event Alert (02:10)
  • Editing Alerts (01:02)
(03:00)

This module introduces you to the Google Chrome extension that lets you access Refinitiv Eikon anywhere.

(3:00)

A short introduction to the charting options available in Refinitiv Eikon - Version 4.

Playlist

This module includes the following topics:

  • Create a Chart App (02:18)
  • Customizing a Chart App Quickly (03:03)
  • Add Analyses and Trendlines to a Chart (03:04)
  • Adding a Chart to your Favorites (01:27)
Playlist

This course includes the following topics:

  • About the Financial Chart (01:53)
  • Introducing The Financial Chart (3:28)
  • Using The Toolbar (3:16)
  • Adding Additional Instrument and further customization (2:46)
  • Charting Fundamentals and Estimates Data (2:21)
Playlist

This module includes the following topics:

  • About Datastream Charting (02:12)
  • Working with Datastream Chart Studio (DSCHART) (02:25)
  • Exploring Chart Studio (02:19)
  • Apply Datatypes, Currencies and Functions (03:08)
Playlist

This module contains the following topics:

  • I Forgot My Password (01:36)
  • Resetting My Password (01:09)

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