How to extract Accounting Data from Refinitiv (Thomson Reuters) Eikon Screener

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  • เผยแพร่เมื่อ 10 ม.ค. 2025

ความคิดเห็น • 114

  • @Tt19887
    @Tt19887 8 หลายเดือนก่อน +7

    Dear Dr. ı am currently in the 4th minute and could not wait till the end to thank you. I am sincerely quite impressed by your presentation.

  • @fredcox9155
    @fredcox9155 ปีที่แล้ว +5

    Saved my master's dissertation. With love from England, thank you so much Dr. Scarpin for your amazing tutorial for a platform that I was completely inexperienced with before starting this dissertation.

  • @matteopierangelini6670
    @matteopierangelini6670 4 ปีที่แล้ว +31

    Hello, this video basically saved my life right now. I'm super late for my thesis and I needed the data asap! Thank you so much, it was super clear!

    • @baolamnguyen7963
      @baolamnguyen7963 4 ปีที่แล้ว +4

      This video saved my life also. Thanks.

    • @ctda8
      @ctda8 3 ปีที่แล้ว +1

      Mine as well

    • @messadkhaled877
      @messadkhaled877 3 ปีที่แล้ว +1

      Me also i have problem to get the data I need it in my thesis
      Can you help me

    • @satriopramudito
      @satriopramudito 9 หลายเดือนก่อน

      same as Matteo

  • @almasarshalov8239
    @almasarshalov8239 2 ปีที่แล้ว +6

    Perfect! thank you, Mr. Scarpin. I wish we had such professors at my university in Germany

  • @sirias27
    @sirias27 3 ปีที่แล้ว +8

    You basically answered all the questions I had, it will probably save my thesis, thank you so much.

  • @asmaaish694
    @asmaaish694 3 ปีที่แล้ว +4

    Thank you for this detailed video on how to use Refinitiv! You saved my life

  • @alexandroalmeida1738
    @alexandroalmeida1738 2 ปีที่แล้ว +3

    Thank, Sir. I really apreciate this video. It's wonderfull.

  • @naidaarif2238
    @naidaarif2238 ปีที่แล้ว +3

    very informative✌

  • @alix743
    @alix743 3 ปีที่แล้ว +3

    60 pages in 20minutes! Bless you

  • @JohnSmith-zm9pf
    @JohnSmith-zm9pf 3 ปีที่แล้ว +1

    You're a lifesaver!!! Thank you so much for this!!!

  • @vivigakki7795
    @vivigakki7795 8 หลายเดือนก่อน +1

    this video helps me a lot. Thank you very much:-)

  • @drimms8060
    @drimms8060 2 ปีที่แล้ว +2

    Man you're a life saver

  • @lanaschludi5466
    @lanaschludi5466 4 ปีที่แล้ว +6

    When I want to download yearly time series data, I have the opportunities to choose between "Actual Year", "Yearly", "Calendar Year" and "Fiscal Year". Do you know the difference between the first 3? Thank you!

  • @giacomocosta7225
    @giacomocosta7225 3 ปีที่แล้ว +2

    Thank you so much for this content 😁

  • @paulpv7
    @paulpv7 3 ปีที่แล้ว +4

    How do i get data from the STOXX600 list? You can't filter on that

  • @TonyStark-ir8ke
    @TonyStark-ir8ke ปีที่แล้ว +2

    Hey professor...I cannot find the screener app any more. Do you have knowledge of where I can conduct such analysis still? Thank you very much

    • @JorgeEduardoScarpin
      @JorgeEduardoScarpin ปีที่แล้ว +1

      It is hidden. Type screener on the search tool, just like if you search for a specific company.

    • @searatali
      @searatali ปีที่แล้ว

      You may try Datastream Request Table, th-cam.com/video/zaTQzVHcXVw/w-d-xo.html. And, yes, search for the Screener App in the search bar; see in this tutorial th-cam.com/video/UtHDSVFMWbc/w-d-xo.html

  • @bhawanisingh15
    @bhawanisingh15 2 ปีที่แล้ว +2

    Thanks for your help

  • @sceps100
    @sceps100 4 ปีที่แล้ว +1

    How do you retrieve consolidated balance sheets for a panel of say banks, just like in orbis bank focus, rather than one item at a time

  • @iffraim
    @iffraim 2 ปีที่แล้ว +1

    Thanks for the video sir.
    Please can you help me out with how to generate managerial ownership (director's or CEO's equity holding) data?

  • @bartruempol7686
    @bartruempol7686 3 ปีที่แล้ว +2

    Hey, do you by any chance know how to extract the monthly stock returns of different stock exchanges over a period of for example 10 years?

  • @markuskamot9910
    @markuskamot9910 ปีที่แล้ว +1

    Do you know if you can download time series msci esg ratings including pillar scores on eikon?

  • @RandunuKumara
    @RandunuKumara ปีที่แล้ว +2

    This is a great stuff

  • @kostaspol6405
    @kostaspol6405 ปีที่แล้ว +1

    Hello professor! Thank you for the video. I would like to ask, if there is a way to obtain the date reference of the data. I saw what you suggested using the "Balance sheet period end date" but if, for example, i want to download corporate governance data, such as board size, their date is common with others' data date in order to proceed to panel data analysis? Thank you in advance!

  • @GideonGlaser
    @GideonGlaser 2 หลายเดือนก่อน

    Is it possible to extract the data for lets say the S&P 500 but I want to get all the companies in the S&P 500 at first of January 2015? In your video I can only get the companies in the S&P 500 right now, correct?

  • @ADEYYASINTARAWNEH
    @ADEYYASINTARAWNEH 2 ปีที่แล้ว +1

    Hello dr. Kindly I am looking to know how to find Tobn's q on Eikon please

  • @kittycat9091
    @kittycat9091 ปีที่แล้ว +1

    Hello! thank you for your video! is there a way to extract the data for specific companies at the same time? I have a list of company names and their ISINs and would need their financials for my master thesis. Thank you so much

    • @markmarkucy
      @markmarkucy ปีที่แล้ว +2

      Hey, I'm in the same boat hahaha... Did you manage to do it?

    • @searatali
      @searatali ปีที่แล้ว

      Dear @kittycat9091, you asked if it is possible to download data for a specific list of firms using their ISIN codes, and the answer is yes. There are various ways to do this, including using the Refinitiv/LSEG 'formula builder' function in Excel. Have you been able to use this before? In case you haven't, I plan to release a video tutorial in December!

  • @juliettenicolas2518
    @juliettenicolas2518 2 ปีที่แล้ว +1

    Hello, thank you so much for this video! Is there anyway to do the same for an index? I would like to get the market capitalisation, return on assets etc... for all constituents of the Eurostoxx 50. Thank you so much!

    • @searatali
      @searatali ปีที่แล้ว

      Dear Juliette Nicolas, it is possible to download data for all constituents in the index. You can refer to the tutorial where I have demonstrated how to download data for a list of ASX300 firms. th-cam.com/video/UtHDSVFMWbc/w-d-xo.html

  • @karansamlal3113
    @karansamlal3113 2 ปีที่แล้ว +1

    Is it possible to do this for all listed stocks on the NYSE to create a large panel data-set?

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  2 ปีที่แล้ว +1

      You need to also filter by industry because of the max number of companies Eikon can extract at once (5k)

    • @karansamlal3113
      @karansamlal3113 2 ปีที่แล้ว

      @@AccountingHubbyDrScarpin Alright thanks!

  • @ILoveGlasgow
    @ILoveGlasgow ปีที่แล้ว +1

    Hi,
    I hope you are fine
    I have instructions to download financial data but I need some guidance to understand those instructions for data collection. Can you look into those instructions and help me to understand how can I collect data via Refinitiv??
    I am looking forward to hearing from you.

  • @timo8405
    @timo8405 3 ปีที่แล้ว +2

    You are awesome!

  • @riccardobarbato4978
    @riccardobarbato4978 2 ปีที่แล้ว +1

    Hi Sir, I'm currently working on my thesis and I'm using the Refinitiv Eikon version of my University. They do not have the screen app, is there such a way to find financials from a lot of different companies by using other apps of Eikon?

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  2 ปีที่แล้ว +1

      That is weird. Try to type Screener on the row where you would type the name of a company. It usually works.

    • @souadmecibah6348
      @souadmecibah6348 2 ปีที่แล้ว +1

      Hi sir, how did you manage to log in and download the data? Because i need it for my thesis

    • @searatali
      @searatali ปีที่แล้ว

      You may try the Datastream Request Table, th-cam.com/video/zaTQzVHcXVw/w-d-xo.html

  • @holyday732
    @holyday732 2 ปีที่แล้ว +2

    how can i see the esg datas for each year from the s&p index ?

    • @sophia9157-k8h
      @sophia9157-k8h 23 วันที่ผ่านมา +1

      Have you managed to find out how to do this? I need the exact same thing for my thesis..

  • @ctda8
    @ctda8 3 ปีที่แล้ว +2

    Wow, thank you sooooooo much!

  • @odaytarawneh7795
    @odaytarawneh7795 ปีที่แล้ว +1

    hi dr. Kindly I need how to find the Tobin's Q from Eikon ?

  • @letmesay2035
    @letmesay2035 10 หลายเดือนก่อน

    did this program allow you to earn more money or do you treat it as just an extra and you don't use it always?

  • @gv0911
    @gv0911 9 หลายเดือนก่อน +1

    Great video!

  • @lucab.8328
    @lucab.8328 4 ปีที่แล้ว

    Hi, thanks for this video, and for your approach, it's really helpful and not boring. One question, Is possible track data regarding Informal Debt (Loans provided from family and friends) regarding SMEs? Thank you!

  • @juliaast373
    @juliaast373 4 ปีที่แล้ว +1

    Hello, this video is so helpful, thank you so much!
    I just tried the screener app for M&A deals and I got good results. Now I need additional information, namely the accounting method of the deals. But I cannot find this information in the screener app for deals. How could I possibly find this data?

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  4 ปีที่แล้ว

      You can only find if the company presents the statement based on IFRS or USGAAP. I don't know if there is anything else.

  • @suelenvilabranca8372
    @suelenvilabranca8372 18 วันที่ผ่านมา

    Olá professor,tudo bem? Eu consigo coletar dados do Bndes e de concentração acionaria de uma vez só pelo refinitiv?

  • @zahraalnasser8156
    @zahraalnasser8156 4 ปีที่แล้ว +2

    Thanks you so much but I have difficulty to arrange it

  • @zoubeidasahraoui3575
    @zoubeidasahraoui3575 2 ปีที่แล้ว +1

    hello sir, thank you so much for this helpful video, could u tell me the exact way to extract mergers and acquisitions data from this program.

    • @souadmecibah6348
      @souadmecibah6348 2 ปีที่แล้ว +1

      مرحبا، هل يمكنك اخباري حول كيفية فتح حساب في هذا الموقع مع العلم انا طالبة دكتوراه. أرجو منك مساعدتي اختي

  • @AndyGuns-w7f
    @AndyGuns-w7f 11 หลายเดือนก่อน

    Is it possible to extract certain accounting data (sales, total assets, net income.. from a specific list of companies? For my thesis I need to get these accounting items for companies that had an ipo after having a VC investment. I have the list of tickers on dealscreener and also available on an excel file, can I import any of these to extract that data for just these companies?

    • @searatali
      @searatali 11 หลายเดือนก่อน +1

      Yes, it is possible. You can generate your own list based on ISIN code, and then extract the data for your list.

    • @jessietsai8261
      @jessietsai8261 11 หลายเดือนก่อน +1

      @@searatalihi sorry may I know how to extract data from the list? I am doing FTSE 100 companies, however, I found no way to screen that. There is no filter for that😢

    • @searatali
      @searatali 11 หลายเดือนก่อน

      @@jessietsai8261 Please see the comments under this video in which I have addressed question related to list of firms in FTSE/United Kingdom. th-cam.com/video/tvpbPlgWj4I/w-d-xo.htmlsi=PLXrNXDyaCdTNeed

  • @marc-andreschliewe6756
    @marc-andreschliewe6756 4 ปีที่แล้ว +1

    Hi, it is now Refinitiv EIKON ;-)

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  4 ปีที่แล้ว

      I know, but everybody knows the old name. It is easier to find the video.

  • @hbfit3854
    @hbfit3854 3 หลายเดือนก่อน

    I need all the stocks that are currently in the nasdaq, do you know how to screen this?

  • @sanderraeymaekers9618
    @sanderraeymaekers9618 3 ปีที่แล้ว +1

    Hello, I'm searching for M&A data. I try to add accounting data from some more years but the 'series' button isn't available. Is there another way to find accounting data of more years?
    Thanks in advance!

    • @zoubeidasahraoui3575
      @zoubeidasahraoui3575 2 ปีที่แล้ว +1

      hi, it is my topic also please could you tell the exact method to download merger and acquisition data from this program????

  • @barhom11eriqat98
    @barhom11eriqat98 4 ปีที่แล้ว +1

    Hi Dr. Scarpin
    I'm interested in ESG data, but I have no permission at the website, how can I have the permission?

  • @zino3301
    @zino3301 3 ปีที่แล้ว +1

    Hello, Thank you very much for the videos. It's very appreciated. But, I have a question. How to download data from a very specific list of firms. For example, I have the list of ISINs or CUSIPs from another database and I need to extract their accounting data fromEikon. Thanks for your help.

    • @kittycat9091
      @kittycat9091 ปีที่แล้ว

      hey did u figure it out?? im struggling as well

    • @searatali
      @searatali ปีที่แล้ว +1

      Dear @zino3301, you asked if it is possible to download data for a specific list of firms using their ISIN codes, and the answer is yes. There are various ways to do this, including using the Refinitiv/LSEG 'formula builder' function in Excel. Have you been able to use this before? In case you haven't, I plan to release a video tutorial in December!

    • @zino3301
      @zino3301 ปีที่แล้ว +1

      @@searatali Thank you very much...Finally i did it but i am waiting for you video :)

    • @searatali
      @searatali ปีที่แล้ว

      @@zino3301 Well done for figuring it out :-). This is a commonly asked question, and I appreciate you raising it.

  • @peterclint87
    @peterclint87 2 ปีที่แล้ว +1

    When I try to download the data (export all as values), the screener shows a loading page and does not react anymore.
    Same when I try to download with the screener Add-In in Excel.
    Any solutions?

    • @peterclint87
      @peterclint87 2 ปีที่แล้ว

      I am not able to download the data from the screener

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  2 ปีที่แล้ว

      How much data are you trying to download?

  • @lanaschludi5466
    @lanaschludi5466 4 ปีที่แล้ว +1

    How can I get ESG data for all global companies and industries? If I don't set any filters, the screener app asks me to use more filters, because otherwise there are too many datasets.

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  4 ปีที่แล้ว +1

      Yes there is a maximum of 5,000 companies per searching. You need to slice your search.

    • @lanaschludi5466
      @lanaschludi5466 4 ปีที่แล้ว

      @@AccountingHubbyDrScarpin Thank you for your answer! I have another question: How do I categorize annual fiscal year data? I also extracted the period end date of the balance sheet as you have shown in the video. Would I match a fiscal year to a calendar year based on the amount of months which are in the actual year? E.g. end date March 31 2018 -> 2017, end date Sept 30 2018 -> 2018, end date Dec 31, 2018 -> 2018.

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  4 ปีที่แล้ว

      @@lanaschludi5466 you are not able to filter the fiscal year. However, you can see what fiscal year you are getting data.
      The name of the variable is balance sheet date (or something like that).
      Later you can export it to Excel and filter.

    • @lanaschludi5466
      @lanaschludi5466 4 ปีที่แล้ว +1

      @@AccountingHubbyDrScarpin Yes I did that! My question is, if a balance sheet end date is e.g. March 31 2018. Since the "majority of month" is in 2017, would you match this data set to 2017? The problem is that I have annual data with fiscal year and actual years, so now I have to decide if 2017/18 belongs to either 2017 or 2018. Thanks for your help!

  • @Cezare-h2k
    @Cezare-h2k 8 หลายเดือนก่อน

    how should i filter all IPOs from certain year through EIKON?

  • @felipecarvalho8791
    @felipecarvalho8791 ปีที่แล้ว +1

    Hello everyone, How do we have access to this system? Would someone help me?

    • @searatali
      @searatali ปีที่แล้ว

      Please see this tutorial on how to Access Refinitiv; th-cam.com/video/tqoovGdsZ2c/w-d-xo.html

  • @hushjay3134
    @hushjay3134 5 หลายเดือนก่อน

    may I ask how to save the company list to check next time

  • @qamarishtiaq1983
    @qamarishtiaq1983 7 หลายเดือนก่อน

    Dr. Can I extract Dividend Tax Rate Data from Refinitiv?

  • @messadkhaled877
    @messadkhaled877 2 ปีที่แล้ว +1

    Please sir i need data of all shariah compliant firms and I don't have the access please help me

  • @MCMANY-sp9gv
    @MCMANY-sp9gv ปีที่แล้ว

    Hi sir, I need to know the payment method of each merger and acquisition transactions (using cash/stock/other payment), do you know how can I get the data from refinitiv? Thankyou

  • @marjoriealcones1078
    @marjoriealcones1078 2 ปีที่แล้ว

    Do you know how to value expired put options from thomsonreuters?

  • @lm0879
    @lm0879 ปีที่แล้ว +1

    I need data, can someone help me please?

  • @bigb401
    @bigb401 3 ปีที่แล้ว

    The cost ?

  • @yousefmoha5857
    @yousefmoha5857 2 ปีที่แล้ว

    how can i access to this database?

    • @AccountingHubbyDrScarpin
      @AccountingHubbyDrScarpin  2 ปีที่แล้ว +1

      Hello Yousef, you need to get a subscription. You can google on Refinitiv-Eikon and you will get additional info.

    • @souadmecibah6348
      @souadmecibah6348 2 ปีที่แล้ว

      @@AccountingHubbyDrScarpin how subscription because i'm PhD student pleas help me

    • @searatali
      @searatali ปีที่แล้ว

      Please see this tutorial about the various options to access Refinitiv; th-cam.com/video/tqoovGdsZ2c/w-d-xo.html

  • @Aliarain786
    @Aliarain786 2 ปีที่แล้ว +1

    I need access can anyone help me
    CGVSO02S Thomson Reuters ASSET4

  • @masum98316
    @masum98316 2 ปีที่แล้ว

    thank you

  • @NiazMuhammad-vl9nb
    @NiazMuhammad-vl9nb 11 หลายเดือนก่อน

    sir i need ownership data of India NIFTY 50 STOCK INDEX FIRMS .can you help me sir. i have no acces

    • @searatali
      @searatali 11 หลายเดือนก่อน

      You should ask your institution for the access to Refinitiv!

    • @NiazMuhammad-vl9nb
      @NiazMuhammad-vl9nb 11 หลายเดือนก่อน

      @@searatali sir I am from Pakistan.our university has also have no access to Refinitive..

    • @searatali
      @searatali 11 หลายเดือนก่อน

      Dear Niaz, you should discuss with your supervisors about data constraints.

  • @generosochianca2675
    @generosochianca2675 3 ปีที่แล้ว +1

    if he screamed less the video would be perfect

  • @bmebri1
    @bmebri1 ปีที่แล้ว

    Useful info, but my ears hurt after all the yelling.