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Refinitiv Eikon from Thomson Reuters
An analytics platform offering access to real-time market data, news, analytics, and trading tools. It provides investment insights and decision-support capabilities to investment professionals.
Product analysis by function
Investment Research Systems for Investment Banking
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
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Data Coverage
(9 Yes /9 Known /12 Possible features)
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Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
Refinitiv Eikon is renowned for its broad access to global equity, fixed income, commodities, FX, and derivatives markets. This is a core value proposition and cited prominently in official materials. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Eikon has capabilities to ingest alternative datasets such as social sentiment scores, ESG indicators, and satellite data as detailed on its product website. | |
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Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Detailed company financial statements and filings are a foundational part of Eikon’s offering, including deep point-in-time coverage. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Global and regional macroeconomic data is built into Eikon with economic calendar and macro indicators. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Consensus and snapshot earnings estimates are included for most covered public companies. | |
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Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Eikon delivers real-time streaming of prices, news, and alternative feeds. | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Forward-looking event calendars for earnings, economics, and corporate actions are core Eikon features. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
News aggregation is a highlighted feature, including filtering and search from hundreds of global sources. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Credit ratings data from major sources (S&P, Moody's, etc.) available within the Eikon platform. |
Analytical Tools
(11 Yes /11 Known /11 Possible features)
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Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Eikon delivers pre-built and custom templates for DCF, comparables, LBO and other models. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
Risk analysis modules including VaR, stress and scenario analysis, are described in analytics product sheets. | |
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Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Deep screening/filtering by custom and standard metrics is a core platform feature. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting engine is included for investment strategies according to Eikon product brochures. | |
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Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio analytics including construction, risk and attribution are emphasized for buy- and sell-side. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced and interactive charting and visualizations are prominently advertised. | |
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Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer and sector comparison tools are built into Eikon analytics. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Custom formula builder is available for analytics and screening. | |
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API Access for Analytics Exposing platform analytics via API for integration with other tools. |
APIs expose analytics for integration with external tools and apps. Confirmed via developer documentation. | |
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Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
In-built forecasting and prediction models are standard for equity and macroeconomic forecasts. | |
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Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
Analytical suite for M&A, ECM, and DCM deal benchmarking is a highlighted use-case in investment banking. |
Collaboration & Workflow
(10 Yes /10 Known /10 Possible features)
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Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Eikon supports creation of shared workspace for team research and projects. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Document management is supported including versioned research and financial models. | |
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Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Eikon offers task assignment and tracking in multi-user/team environments. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Integrated chat and commenting is available for collaboration on research within the platform. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
Approval workflows for reports/research are described for enterprise/regulated clients. | |
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Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Eikon enables publication and controlled dissemination of research through its reporting suite. | |
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Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integration is available for syncing with Outlook and other tools. | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Research version control is mentioned in documentation and user discussions. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Content searchability including full text and metadata across notes and documents is a key feature. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders for deadlines and important events are configurable. |
Integration Capabilities
(8 Yes /8 Known /8 Possible features)
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API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
Extensive documented API (REST, JSON, etc) for programmatic access. | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Third-party data feeds supported; full integration with Bloomberg, FactSet, etc. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
Single Sign-On support for corporate authentication detailed in Eikon's integration documentation. | |
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Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Data export to CSV, Excel, PDF, etc. are advertised broadly. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
CRM integration modules available (notably Salesforce and Dynamics connectors). | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Custom integrations supported via SDKs, webhooks, and developer toolkits. | |
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ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
Eikon supports ETL workflows for enterprise clients needing data pipeline connectivity. | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Supports native connection to PowerBI, Tableau, and other visualization solutions. |
User Experience & Customization
(7 Yes /7 Known /8 Possible features)
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Intuitive Navigation Clean user interface with logical navigation structure. |
Strong focus on intuitive navigation and logical platform organization. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Users can build and customize dashboards, reflected in product literature. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Theme and branding customization is supported, especially for enterprise clients. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
No information available | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
Mobile and tablet optimized versions are available (including Eikon app). | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Users can set granular preferences for alerts and notifications. | |
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Multi-Language Support Availability of platform in multiple languages. |
Platform offered in multiple languages, with localized content. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts for navigation and major workflows included. |
Performance & Scalability
(2 Yes /2 Known /6 Possible features)
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
Back-end is load-balanced for high performance and reliability as stated in infrastructure documents. | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
Handles horizontal scalability via modern cloud architecture (described on partner technical briefings). |
Security & Compliance
(8 Yes /8 Known /8 Possible features)
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Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
All data in-transit is encrypted with TLS/SSL as per compliance documentation. | |
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Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
Data at-rest uses AES-256 and other state-of-the-art encryption based on technical compliance documents. | |
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Role-Based Access Control Granular user and permission management. |
Granular RBAC is offered, with different user roles and permissions. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Extensive audit logging for all user/system actions. | |
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Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Compliance with GDPR, SOC2, ISO 27001, and other standards is specified on Refinitiv’s trust website. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication is included for user logins. | |
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Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy controls are described in security and data retention technical notes. | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Supports secure, auditable deletion of data as required by GDPR and similar regulations. |
Customer Support & Training
(5 Yes /5 Known /6 Possible features)
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24/7 Support Access to live support around the clock. |
24/7 support available as detailed in customer support documentation. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Dedicated account managers for enterprise/priority clients. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
Interactive onboarding and tutorial content provided within the platform. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Comprehensive online help, documentation, and KB resources available. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom (onsite/virtual) training sessions available to enterprise and institutional clients. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
Cost & Licensing
(5 Yes /5 Known /5 Possible features)
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Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
Transparent pricing and additional cost documentation available to clients (notes: subscription pricing is clearly described by sales reps and on the website). | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
Ability to license and pay for specific modules; popular on enterprise deployments. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Eikon offers various usage-based pricing models. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume discounts are available for large accounts and multi-year contracts. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
Free trial and/or demo access available, as indicated by the website. |
Innovation & AI
(6 Yes /6 Known /6 Possible features)
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Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP techniques are used for extracting insights from news/unstructured data, with AI-powered analytics described. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
AI-driven alerts and recommendations are a feature of Eikon’s smart analytics. | |
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Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
Automated tagging of earnings and news events, as confirmed by product literature. | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analytics available for both news and social media feeds. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics and scenario modeling available across asset classes. | |
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Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Personalized recommendations for research and analytics included in the platform. |
Audit & Reporting
(5 Yes /5 Known /5 Possible features)
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Custom report template creation and scheduling available in Eikon. | |
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Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Regulatory reporting templates available for multiple markets, as detailed in documentation. | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Usage analytics is available for monitoring who uses what within the platform. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Immutable audit logs maintained for compliance and audit needs. | |
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Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Integration with BI tools including prebuilt connectors for business intelligence feeds. |
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