In-Depth Toolkit

Market Data Charts Training

Make sure you've been added to the IDT user list - to get on the list go to iSite and submit an access request.

Step By Step Guide

  • Step 1: Log into iSite, and click on 'Create New->Market Data Charts' (top-right): Create New Market Data Chart
  • Step 2:

    You will see a message telling you to "Categorise the CPS page as 'Interactive'". This is important, we'll come back to this later.

    Choose a name for your chart. You may want to re-use your chart or encourage your colleagues to use it, so it's best to name it something descriptive:

    Add a name for your chart
  • Step 3: Select the type of chart you want to make. There are 4 options: Choose Chart type: Company, Currency, Exchange, Commodity Whichever type you selected, now click the 'Launch Market Data Chart Builder' link in the 'Chart Builder' box: Launch the Market Data tool
  • Step 4: Company charts

    The interface for companies is a little different from the others. It was built earlier and works slightly differently.

    In the new window, choose your required Stock Exchange:

    Choose your Exchange
  • Step 5:

    Enter a company name or ticker symbol or choose a company from the list if necessary. You will need to know the ticker rather than the name. You can google this or use an online tool like this one.

    Choose a company from the list
  • Step 6:

    Choose a time period. The default is 1 day.

    Choose time period (Note: Commodity prices are NOT available for 1 day)

    You must then click the search button.

    Click search icon
  • Step 7: After clicking the search button, your chart will be generated. If you're happy with your chart, click 'Save and Exit' in the top-right (see screenshot above). You will be returned to iSite. Happy. Save and close.
  • Step 8: Other Chart Types

    The interface for Currency, Exchange and Commodity charts are all very similar. Select the chart you want from a dropdown. Choose the time period you are interested in and click "Go"

    The other steps are the same as for companies.

    choose chart from dropdown
  • CPS

  • If you decide to use the include, copy the url from iSite.

    copy the url

    Then in CPS, add an 'Include File' to your page.

    Add a name

    Finally, paste the include path from iSite into the 'Web' field, then put a name in the Title field.

    Add a name

    You should now have an IDT Market Data chart included in your CPS page.

  • As the warning in iSite says, if you have decided to use an interactive chart, you MUST now add the "interactive" category to you CPS page. If you don't the chart will not display in the News Mobile App.

    Add a name

Using Market Data charts

Create charts based on stock market data.

The IDT Market Data tool allows journalists to generate market data charts for putting in stories.

The available chart types are: Company, Currency, Exchange, Commodity. Time Periods available are: 1 day, 1 month, 3 months, 1 year and 5 years. (Note: Commodity prices are NOT available for 1 day)

Companies

Exchange: London, Company: Tesco (TSCO) - 1 day

Example Market Data Chart

Currencies

Example Currency Chart - 12M

Example Currency Chart The following options are available:
  • GBP/USD
  • GBP/EUR
  • GBP/JPY
  • EUR/GBP
  • EUR/USD
  • EUR/JPY
  • USD/GBP
  • USD/EUR
  • USD/JPY
  • JPY/EUR
  • JPY/GBP
  • JPY/USD

Exchanges

Example Currency Chart - 5Y

Example Dow Jones Chart The following exchange options are available:
  • FTSE 100
  • FTSE 250
  • Pan European
  • AEX
  • DAX
  • IBEX 35
  • Cac 40
  • FTSE MIB
  • Dow Jones
  • NASDAQ
  • S&P 500
  • BSE Sensex
  • Hang Seng
  • Nikkei 225
  • SSE Index

Commodity Charts

Example commodity Chart - 3M

Example commodity Chart The following Commodity options are available:
  • Brent Crude Oil Futures
  • WTI Crude Oil Futures
  • Natural Gas (Henry Hub Futures)
  • Gold (Forex Index pm fix)
  • Gold (Forex Index am fix)