Global Equity Analytics 1.

2 Quick Reference Guide

Global Equity Analytics (GEA) is a real-time analytics suite. It provides insight into the complete
trading cycle via a tabular and graphical interactive interface. The architecture of the system
provides coverage of all equities available via your Bloomberg feed, with data items including
real-time prices, stock descriptions and recent news.
GEA Standard
Toolbar & Menu
Side Panel Top Panel Main Grid Portfolio View
Control
Enables the user to
complete various
portfolio associated
and application-
wide tasks.
Enables the user to
access commonly
used features: Grid
Views, Charts,
Reports and Tools.
Select tabs to view
Summary Portfolio
Analytics, Liquidity
Dispersion, Current
News Alerts and use
the Optimal Portfolio
Liquidation and
Post-Trade
functionality.
Displays instrument
information.
Columns can be
sorted by clicking
on the Column
Header. Assets can
be typed or pasted
in.
The Portfolio View
control enables the
user to switch
between the
different views of a
portfolio.
For more information :
- Contact your local Merrill Lynch sales representative. See GEA Contacts from the Help file (F1 key).
- Use the Help file (F1 key).
- Technical Questions e-mail: GEASupport@exchange.ml.com
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Global Equity Analytics 1.2 Quick Reference Guide
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Setting GEA Start-up Preferences
Access GEA Preferences from the Tools menu. Preferences enable the user to manipulate
the application by various criteria.
Offline mode as default: To set the default connection mode of GEA as offline, click on
the box to the left so a check mark appears.
Always retrieve Post-Trade data for executions: If selected, GEA will automatically
retrieve data for Post-Trade as soon as executions are entered into a portfolio. If not
selected, the user has to request Post-Trade data on demand.
Include 'today' in price returns: If selected, GEA is enabled to use the latest
price for analytics and charts in addition to the closing price from the previous
day.
Recalculation defaults to every: Select the default time between
recalculations of portfolio data from the dropdown menu.
List of Currencies to Load: To set the currencies loaded at start-up. Select a
currency from the Available Currencies menu and click the Add button. The
chosen currency appears in the Currencies to be loaded menu.
List of Indices to Load: To set the indices loaded at start-up. Select an index
from the Available indices menu and click the Add button. The chosen index
appears in the Indices to be loaded menu.
Subsequent Preference tabs enable the user to manipulate general settings,
views and values for the application.
Creating a Portfolio
1. To launch GEA, double-click on the icon from your
desktop or start menu.
2. Edit the Connection Mode and Accept the Disclaimer.
(Online provides live Bloomberg prices, Offline
requires a previously saved Workspace.)
3. Create a new portfolio from File/New Portfolio,
Ctrl & N, or use the New button.
4. Add the instruments: Portfolio data can be
copied from Microsoft Excel and pasted into an
existing or new portfolio.
Notes:
- Positions can be copied and pasted from Microsoft Excel.
Acceptable Pre-Trade headers include shares, side & symbol.
Acceptable Post-Trade headers include symbol, trades, price &
time.
- GEA ignores columns not displaying an acceptable header label.
- For a full list of acceptable headers go to Help (F1), Contents tab,
Application Wide, Portfolio Menu, Paste Portfolio.
- See example or contact us for more information.
Running a Report
1. Access GEA Reports from the Side Panel or Toolbar.
2. Select required report. Report Data can also be sent to various output destinations such as Microsoft Excel or a PDF file.
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