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Bloomberg
Bloombergprovidesrealtimeandhistoricalfinancialmarketdataandeconomicdata,coveringallsectorsworldwide.Italso featuresanalytics,companyfinancials,news,andcustomizablecharting. ThisguideprovidesaquickintroductiontotheBloombergsystem,includingthecustomkeyboardandbasicfunctionkeys,as wellastheExcelAddinfunctionality.
LOGON
BloombergterminalsarelocatedinMakenaCapitalTradersPitoftheLibrary.Tologon: 1. 2. 3. UseyourSUNetID/passwordtologintothecomputer. OpenBloomberg,andpressCONNDFLT tobringuptheBloombergloginbox. Entertheusername/passwordpostedontheBloombergmonitor.PressGO
LOGOFF
1. 2. Press CONNDFLT orrightclickonscreen>selectExitBloomberg. Remembertologyourselfoffthecomputer.
HELP
ThreewaystouseHELPkey: 1. Pressthekeytodefineterminology,formulas,andapplications. 2. Typethetermsyoudliketoresearch,andpressthekeytogetrelateddatamenu 3. PressthekeytwicetochatwithaspecialistatBloombergsAnalyticsdeskanytimearoundtheclock. EnterBUGOtoaccessBloombergUniversityonlinetutorialsandascheduleofBloombergtrainingcourses.
THEBLOOMBERGKEYBOARD
TheBloombergkeyboardiscolorcodedtogiveusersquickaccesstodataandtospecificfunctions.
Yellow Market Sector Keys GOVTWorldwidesovereignandagencysecurities CORP Corporatedebt MTGE Mortgagemarketinstruments MMKT Moneymarketinformation MUNI U.Smunicipalityissueddebt Green Action Keys GO Executeafunction MENU Gobackonelevel
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PFD
Preferredstocks
EQUITY Commonstocks,options,mutualfunds,
companyfinancials,SECfilings
CMDTY Commodities,futures,options
INDEX
Globalequityindices,economicindices
CRNCY Currencymarkets
HELP
SEARCHINGBLOOMBERG
Uponlogin,Bloombergopensfourwindows.Press PANEL totogglebetweenthewindows. Bloombergisamenudrivendatabase.Toaccessthemenuofanyfunctions,usetheMarketSectorkeys,mnemonics,or enteratermfollowedbythe HELP key. Mnemonicsareshortcutstofunctionsandtheyaredisplayedincapitallettersnexttothenumbersonamenu,e.g.HPfor HistoricalPrice,WEIforWorldEquityIndices,MAforMergersandAcquisitions,etc. Data EnterFunction atTopofScreen Examples
Screeningequities Findingthetickerforacompany Searchingforacompany Historicalstockprices Companydescription Companyfinancials Dividends Comparingstockperformancewith S&P500 Companynews Options Historicalbeta Comparingtwostocks Totalreturnanalysis Corporatebonds
EQS GO
EQUITYTK GO companyname GO EQUITY TK GO AppleInc GO
Companyname HELP GO Ticker HELP GO Ticker EQUITY HP GO Ticker EQUITY DES GO Ticker EQUITY GO ,thenchoose 4)FundamentalsandEstimates Ticker EQUITY FA GO Ticker EQUITY DVD GO Ticker EQUITY SPX INDEX GO Ticker EQUITY CN GO Ticker EQUITY OMON GO Ticker EQUITY BETA GO Ticker1 EQUITY Ticker2 EQUITY GO Ticker EQUITY TRA GO Indexsymbol INDEX TRA GO Searchbyissuer:Ticker CORP GO Searchforspecificbond: TickerCouponRateMaturity CORP GO Worldwidegovernmentbonds:WB GO USTreasurebonds: CT10 GOVT GO forthe10yearbond CT5 GOVT GO forthe5yearbond USgenericbonds: USGG5YR INDEX GO USGG10YR INDEX GO LEAG GO MA GO WF GO
CRNCY FRD GO
AppleInc HELP GO AAPL HELP GO AAPL EQUITY HP GO AAPL EQUITY DES GO AAPL EQUITY GO AAPL EQUITY FA GO AAPL EQUITY DVD GO AAPL EQUITY SPX INDEX GO AAPL EQUITY CN GO AAPL EQUITY OMON GO AAPL EQUITY BETA GO AAPL EQUITY GOOG EQUITY GO AAPL EQUITY TRA GO SPX INDEX TRA GO GOOG CORP GO GOOG3.62505/19/21 CORP GO
Governmentbonds
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Updated:1/26/2012
BLOOMBERGEXCELADDIN
BloombergExcelAddinisapowerfultoolthatdeliversBloombergdatadirectlyintoExcelspreadsheetforcustomanalysis andcalculations.ToinstalltheAddIn,followtheinstructionpostedbytheBloombergcomputers.
DownloadTimeSeriesDataforaListofSecuritiesonaSpreadsheet
1. 2. 3. 4. 5.
1. 2. 3.
Bloomberg Formulas
UseBloombergformulastopopulatedatainyourspreadsheet.Mostusedformulasare:
BDH(BloombergDataHistory):Returnsthehistoricaldataforasecurity. Formulasyntax:=BDP(Security,Field,StartDate,EndDate)
Forexample:=BDH(IBMUSEquity,Px_Last,01/01/01,12/31/01)retrievestheclosingpricesonIBMfrom 01/01/01to12/31/01
BDS(BloombergDataSet):Returnsmulticelldescriptivedatatoyourspreadsheet. Formulasyntax:=BDS(Security,Field)
=BDP(A2,Px_Last)
=BDH(A2,Px_Last,01/01/01,12/31/01)
Calculation Override
ClickScenarioBuilderintheRibbonandfollowtheguidedprocesstoselectfieldsandinputyourowndata.
Equity Screening
UsetheEquityScreeningtaskpaneintheExcelAddIntoexecutesearchespreviouslycreatedusingtheBloombergsequity screeningfunction.
1. 2. 3. 4.
PRINT/DOWNLOAD
ClickontheExportdropdownfromthetopbar,youcanprintascreen,emailascreen(i.e.GrabScreen),orsaveascreenas afileoranimage.
Onsomescreen,youcanclickontheActionsorOutputtababovetheresultsandselectOutputtoExcel.
NeedMoreHelp? AskUsviawww.gsb.stanford.edu/jacksonlibrary/askalibrarian.html
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Updated:1/26/2012