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Thomson Reuters Autex: Summary of Content and Features

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.

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Thomson Reuters Autex: Summary of Content and Features

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  1. 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

  2. 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.com

  3. 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.

  4. 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.

  5. Interface Basics Use primary search to select a symbol or symbol group Add/edit/remove pages and manage saved reports Set preferences and manage custom portfolios Navigate between pages by clicking on tabs Filter by broker Component filter Test data, for display purposes only

  6. Component Features (BS & SS) Change to Pie Chart View Download to Excel Schedule report for email delivery Select time period or other filter criteria from dropdowns Component settings Printer-friendly view Maximize the component Click on column headers to sort results ‘Spawn’ or ‘pop-out’ window from framework End of Summary Test data, for display purposes only

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