How to

Logging in

1. Click on the “Log On” box
2. Type in the User ID and Password provided to you by the Exchange

Setting up peer group

1. Click on “My Peers” on side menu bar
2. Click on the magnifying glass
3. Type in company of choice
4. Click on “Add a Company” to add to your peer list
5. Repeat steps 1-4 for up to 10 peer companies
6. To delete a company click on the X in the far right column

Setting up your reports

1. Click on “My Reports” on the side menu bar
2. Click on “Add New Report”
3. Give your report a name
4. Choose “dispatch frequency” of your report
5. Enter email addresses of those you wish to receive the report
6. Click on “Add a New Section”
7. Choose “Report type” from: “Prices Reports”; “Volume Reports; “Shareholder  Reports”; “Broker Forecast Reports”; “News Reports”; “Fund Management Reports”

Each report type can be configured as follows:

Prices Reports

1. Click on “Add a new section” & select “Prices Reports”
2. Select which type of price graph you would like to see
    (you will see an example of this graph below)
3. Click on “Add”
4. Choose which of your peer companies, or indexes, you would like compared
5. Select “rebase type”, “chart type” or “time period” - this is dependant on which graph you are setting up
6. Click on “Update parameters” to confirm
7. Repeat steps 1 to 6 for each company/section you would like to include

Volumes Reports 

Repeat Steps 1-7 as per Prices Report 

Broker Forecast Reports

1. Click on “Add a new section” & select “Broker Forecast Reports”
2. Select which section you’d like to see from: “consensus earnings estimates”; “EPS estimates trends”; “consensus estimates”; “individual broker estimates”; “broker recommendations”
   (an example of the data will be shown below)
3. Click on “Add”
4. Select company you wish to see data on
5. Click on “Update parameters” to confirm
6. Repeat steps 1 to 5 for each peer company/section

Fund Management Reports (For FTSE 350 Companies only)

1. Click on “Add a new section” & select “Fund Management Reports”
2. Select which section you require from: “Fund management weightings”; “Fund management weightings by sector”; “Fund management weightings by Manager & Fund”
3. Click on “Add”
4. Select companies you wish to see data on
5. Click on “Update parameters” to confirm
6. Repeat steps 1 to 5 for each peer company/section

Shareholder Reports

1. Click on “Add a new section” & select “Shareholders Reports”
2. Select which section you’d like from: “Share ownership”; “share ownership change”; “comparison share ownership”
3. Click “Add”
4. Select which company you would like to see shareholder data on
5. Choose the “breakdown” and “holding threshold” that you require
6. For “comparison share ownership” please choose the companies you wish to compare against
7. Click on “Update parameters” to confirm
8. Repeat steps 1 to 7 for each peer company/section

News Reports

1. Click on “Add a new section” & select “News Reports”
2. Select “Intraday news” or “News history” section
3. Click on “Add”
4. Select company you wish to see data on
5. Select “% impact” and “Data” type you require
6. Click on “Update parameters” to confirm
7. Repeat steps 1 to 6 for each peer company/section