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Bloomberg Alexandre Beaulne Introduction Getting Started News Equities Fixed Income Excel API Conclusion Introduction to the Bloomberg Terminal Alexandre Beaulne February 1, 2011

Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

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Page 1: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Introduction to the Bloomberg Terminal

Alexandre Beaulne

February 1, 2011

Page 2: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Quick history

• In 1981, Michael Bloomberg was fired from SalomonBrothers and was given a $10 million severance package.

• Using this money, Bloomberg went on to set up acompany named Innovative Market Systems

• In 1986, the company was renamed Bloomberg L.P.• Bloomberg has since grown to be the most-used and

arguably the best financial information platform• Michael Bloomberg came to be the 10th richest person in

the United States and NYC mayor from 2002 until today

Page 3: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Quick facts

• a subscription is around US$1500 per month, dependingon status and included package

• 30,146 functions

• 300 000 subscribers

... and growing

Page 4: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Key keys

Page 5: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Key keys

Page 6: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Key keys

Page 7: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

The Bloomberg software roughly has a tree structure, with theMain menu as the trunk and the market sectors as the mainbranches:

Page 8: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Main menu

Page 9: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Command bar

Page 10: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

News

Bloomberg is also a comprenhensive, intuitive news platform,with:

• 2000 journalists + 6000 news contributors

• customization

• Search filters

• Archives

• Alerts

• etc

Page 11: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Equities

• >410000 equities

• Useful functions:• NSE <GO>: Filter news by region, market sector, etc• EQS <GO>: Equity screening• ANR <GO>: Analyst recommendations, precision,

sentiments, etc• PPC <GO>: Peers comparison

Page 12: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Fixed Income

Useful functions:

• ECO <GO>: Economic calendar

• BTMM <GO>: All major interest rates benchmarks bycountry

• BYFC <GO>: Bond yield forecasts

• GC <GO>: Term structure

• SRCH <GO>: Bond search

• YAS <GO>: Yield and Spread analysis

• DDIS <GO>: Debt distribution of a company

Page 13: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Page 14: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Demonstration of Import datawizard

Page 15: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Demonstration of Import datawizard

Page 16: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Demonstration of Import datawizard

Page 17: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Demonstration of Import datawizard

Page 18: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Demonstration of Import datawizard

Page 19: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Demonstration of Import datawizard

Page 20: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Excel functions

The two most important excel-bloomberg functions:=BDP() and =BDH()

Page 21: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

=BDP()

=BDP() stands for “Bloomberg Data Point”, and is used toobtain all kinds of contemporary data about securities onBloomberg.Syntax:=BDP(‘security’,‘field’)

Page 22: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Example

Page 23: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Example

Page 24: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

=BDH()

=BDH() stands for “Bloomberg Data History”, and is used toobtain all kinds of historical data about securities onBloomberg.Syntax:=BDH(‘security’,‘field’,‘start date’,‘end date’)

Page 25: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Example

Page 26: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Example

Page 27: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

How to get help:

• If at the Markets Room, ask an operator, there is alwaysone present

• Press <HELP>key once to access help pages on a topic

• Press <HELP>key twice to chat with Bloomberg helpdesk

Page 28: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Useful/Often-used functions

• TOP <GO>: Top news for the day, by order ofimportance

• ECO<GO>: Important economics releases calendar

• CHEAT <GO>: Cheat sheets of Bloomberg functions inpdf

• GP <GO>: If on the page of a securities, graph its pricetime series

Page 29: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

People profile

Page 30: Introduction to the Bloomberg Terminal - Masaryk Universitymrezac/Bloomberg/PresBloomberg.pdf · Using this money, Bloomberg went on to set up a company named Innovative Market Systems

Bloomberg

AlexandreBeaulne

Introduction

GettingStarted

News

Equities

Fixed Income

Excel API

Conclusion

Practice

Build an excel spreadsheet to find the price, dividends per shareand Beta of Brazilian oil companies.