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Business: Financial Databases: Eikon

Financial databases provide mostly financial data but also textual information for students studying finance, economics, accounting and financial mathematics

Accessing Eikon via the Excel Add-in

  • Click on the "Sign in & Download" button and follow the instructions

  • Once Eikon is installed, the Eikon Excel add-in (Thomson Reuters tab) is automatically loaded when Excel is launched

Using the Eikon add-in for Excel

  • In Excel, click. and choose Excel Options
  • In Excel Options dialog, click Add-Ins
  • At the bottom of Add-Ins, in Manage choose COM Add-Ins, and click Go
  • Select Thomson Reuters Eikon - Microsoft Office and click OK
  • Restart Excel. The ribbon will display the Thomson Reuters tab when you reopen Excel

If you experience problems following these instructions, please go HERE to book an appointment or Contact Me  



Screening with Eikon

Load the Screener from the Eikon ribbon in Excel and use the left-hand panel to add your criteria

Try this search -  Create a list of equities that fulfill the criteria for a medium sized enterprise and select those companies that were incorporated in Germany 

  • Begin by changing the currency to Euros  

  • Define what an ME is: 

  •  Add number of employees as your first criteria - less than or equal to 250 

  • Turnover less than or equal to 50m Euro (Or Balance sheet total or Assets less than or equal to 48m Euro)

  • Country of Incorporation = Germany 

  • Save your screen as MEs Germany 

If you experience problems following this search, please go HERE to book an appointment or Contact Me  

Building a Formula with Eikon

Building a Formula 

  • Begin by defining you instruments 

  • You can either use the Cell Reference Icon import information, in the form of tickers, ISIN codes, RICs etc., from a spreadsheet into Eikon and then add datatypes


  • You can also type directly into the instruments search box: ticker codes, text, or lists/portfolios that you have previously created 


  • You can use the funnel icon which will allow you to create a list according to your own criteria (taking you to the Eikon screener to do so)

Try this search - Create a list of Indian Pharmaceuticals with an EPS growth of over 15%

Create you list of companies:

  • Click on the funnel icon 

  • Click on equities and then on companies 

  • Select the country link and search for India – add – OK

  • Click on the sector link and search for pharma – add – OK 

  • Add a criteria – EPS Growth 5 Years – greater than 15% - search 

  • Select all -  Send and Create a list – close the screen 

  • The instruments now appear in the box at the top 

  Add your Data items: 

  • click once for a definition and then double click to add – these can also be dragged to reorder at the bottom of the page (either search for them or browse by category) 

  • Make sure that you have clicked on the time series icon  

  • Closing price, volume, market capitalisation, total assets - actual, total debt, price to book 

  • For each data type, you can look at a description and also change the parameter 

  • Click on Series to change the output parameters such as date range and to change the output scale (thousands, millions etc.) 

Click on layout at the bottom of the page 

  • Drag the labels to the rows and columns as appropriate 

  • Look at the preview at the bottom of the page 

Click on insert 

If you experience problems following these instructions, please go HERE to book an appointment or Contact Me  

Using Templates in Eikon


Find templates in the Excel ribbon              

  • Use the left hand panel to select by either categories or by asset class 

  • You can search or browse by topic tags, e.g. ratings or ratios 

Try this search - 

  • From ratios, select Peer Analysis 

  • Once it has loaded, look at the tabs running at the bottom of the workbook 

  • Change the RIC from Thomson Reuters to Apple – you can use the Search icon for this 

If you experience problems following these instructions, please go HERE to book an appointment or Contact Me