When performing a quick
search, the system searches all products within the selected group. Simply
enter the ticker and/or portfolio on which you want to search. If you select
the Commingled Research option in the Product Menu, you receive
Notes, Research Direct, and BondCall headlines.
- Ticker/Company
You can specify any number of tickers (company symbols), separated by
a space or a comma, or you can type a company name.
Note:
If you enter a company name, you must change the symbol set to Company
Name.
- Primary Ticker
Select this to indicate that the ticker(s) you entered is the primary
ticker. A primary ticker indicates the most relevant ticker that is
indexed in a note or document.
Important: Not all historical
documents are indexed by primary ticker. When a primary ticker is not
available, the system uses the first indexed ticker as the primary ticker.
- Symbol Set
Specifies the symbol set in which to search. If you do not wish to specify
a symbol set, you may select All Symbol Sets. This produces
results form all symbol sets that match the ticker you entered.
Note: If you enter a company
name in the Ticker/Company box, you must select Company Name
in the Symbol Set box.
- Portfolio
If you want to quickly locate those securities you track regularly,
you may want to specify a portfolio you have saved previously, or create
a new one. You can select both a portfolio and a ticker to search by.
Combining these search criteria does not add the company symbol to the
portfolio.
- Days Back
Specifies a date
to use when searching for headlines. For example, if you select 38
days back, the system searches for headlines submitted only on those
days.
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- To commingle search
results from all products (Research Direct, Notes, BondCall Direct),
select Commingled Research from the Product Menu.
- For any search,
the options you have specified on the Preferences tab will be
applied. You can change those preferences at any time.
If you want to use different options for a particular search without
changing the Preference defaults, click the Advanced Search tab
and specify the desired criteria.
- Click the More link at the bottom of your search results to
retrieve more headlines on the specified search criteria.
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