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    T H O M S O N F I N A N C I A L

    Thomson ONE Investment

    ManagementGetting Started Guide

    www.thomson.com/financial

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    Notice

    This Thomson ONE Investment Management Getting Started Guide contains confidential andproprietary information of Thomson Financial and may be used only by a recipient designated by andfor purposes specified by Thomson Financial.

    Reproduction of, dissemination of, modifications to, or creation of derivative works from this ThomsonONE Investment Management Getting Started Guide, by any means and in any form or manner, isexpressly prohibited, except with the prior written permission of Thomson Financial. Permitted copiesof this document must retain all proprietary notices contained in the original.

    The information in this document is subject to change without prior notice. Always confirm withThomson Financial that you are using the most current version of this document. Thomson Financial isfree to modify any of its products and services, in any manner and at any time, notwithstanding theinformation contained in this document.

    Certain information, including images, graphics, numerical or textual data pertaining to assets orsecurities may be included in this document to illustrate different types of products and services of

    Thomson Financial. Such information may be fictitious or incomplete and should not be relied upon orconsidered investment advice.

    THE CONTENTS OF THIS DOCUMENT SHALL NOT CONSTITUTE ANY WARRANTY OF ANYKIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIEDWARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A PARTICULAR PURPOSE ORGIVE RISE TO ANY LIABILITY OF THOMSON FINANCIAL, ITS AFFILIATES OR ITS SUPPLIERS.

    The terms and conditions governing the use of this Thomson ONE Investment Management GettingStarted Guide shall consist of those set forth in written agreements with Thomson Financial.

    MN-104 TL 5/08 2008 Thomson Financial. All marks herein are used under licenses. This document contains trademarks of Thomson andits affiliated companies in the United States and other countries and used herein under license. Non-Thomson marks aretrademarks of their respective owners.

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    Table of Contents

    Thomson ONE Investment Management .....................................................................................1Client Support...................................................................................................................................1Navigate Thomson ONE Investment Management..........................................................................2

    Sections, Groups and Pages .....................................................................................................2Right-click Menus.......................................................................................................................3

    Portfolio Editor ...............................................................................................................................4Access the Portfolio Editor ...............................................................................................................4Import a Watchlist or Portfolio ..........................................................................................................4Create a Watchlist or Portfolio..........................................................................................................5Add Securities to a Watchlist or Portfolio .........................................................................................5Managing Watchlists and Portfolios .................................................................................................5

    Modify a Watchlist or Portfolio ...................................................................................................6Copy a Watchlist or Portfolio......................................................................................................6Delete a Watchlist or Portfolio....................................................................................................6

    Composite Portfolios ........................................................................................................................7Add Portfolios to Your Composite Portfolio ...............................................................................7

    Portfolio Importer File Format Requirements ...................................................................................8Look up Securities, Portfolios, and Markets ...............................................................................9Access Internal and External Broker Research ........................................................................10View Your Favorite Contributors or In-house Research.................................................................11Filter Research ...............................................................................................................................12Search by Keyword ........................................................................................................................13Access the Latest Estimates and Revisions .............................................................................14View Recent Estimates and Revisions for a Security ....................................................................15View the Latest Revisions for Your Portfolio ..................................................................................15Search and View News Headlines ..............................................................................................16Set News Preferences....................................................................................................................17Select News Sources .....................................................................................................................17Create Advanced News Searches .................................................................................................17

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    Chart the Price of a Security .......................................................................................................19View Price Charts ...........................................................................................................................20Chart Settings Dialog Box ..............................................................................................................20Change Time Range and Update Frequency (Thomson Charts) ..................................................20Compare Multiple Symbols.............................................................................................................21Add Indicators.................................................................................................................................22View Today's Portfolio Performance..........................................................................................23Compare Your Portfolio Characteristics to a Benchmark........................................................25Screen For New Ideas and Create Reports................................................................................27Perform a Basic Equity Screen ......................................................................................................27Perform an Advanced Equity Screen .............................................................................................28Manage Guidance, Events, and Disclosures.............................................................................29Manage Guidance ..........................................................................................................................29

    View and Print Guidance Reports............................................................................................29View Top 10 Holders and Other Ownership Data ..........................................................................30Manage Events...............................................................................................................................31

    Access Event Transcripts ........................................................................................................31View Company Filings and Delta Reports......................................................................................31Appendix .......................................................................................................................................32Release Notice ...............................................................................................................................32Release Summary..........................................................................................................................32Framework Enhancements.............................................................................................................32New in Thomson ONE Investment Management...........................................................................32

    Entity Manager Slideshow .......................................................................................................32Historical Guidance Reports ....................................................................................................32Next News in Thomson ONE...................................................................................................33Top News .................................................................................................................................33

    Enhancements......................................................................