DatabaseGuide

Bloomberg
Bloombergprovidesrealtimeandhistoricalfinancialmarketdataandeconomicdata,coveringallsectorsworldwide.Italso
featuresanalytics,companyfinancials,news,andcustomizablecharting.

ThisguideprovidesaquickintroductiontotheBloombergsystem,includingthecustomkeyboardandbasicfunctionkeys,as
wellastheExcelAddinfunctionality.
LOGON
BloombergterminalsarelocatedinMakenaCapitalTradersPitoftheLibrary.Tologon:
1. UseyourSUNetID/passwordtologintothecomputer.
1
Updated:1/26/2012

2. OpenBloomberg,andpressCONNDFLTtobringuptheBloombergloginbox.
3. Entertheusername/passwordpostedontheBloombergmonitor.PressGO
LOGOFF
1. PressCONNDFLTorrightclickonscreen>selectExitBloomberg.
2. Remembertologyourselfoffthecomputer.
HELP
ThreewaystouseHELPkey:
1. Pressthekeytodefineterminology,formulas,andapplications.
2. Typethetermsyoudliketoresearch,andpressthekeytogetrelateddatamenu
3. PressthekeytwicetochatwithaspecialistatBloombergsAnalyticsdeskanytimearoundtheclock.

EnterBUGOtoaccessBloombergUniversityonlinetutorialsandascheduleofBloombergtrainingcourses.

THEBLOOMBERGKEYBOARD
TheBloombergkeyboardiscolorcodedtogiveusersquickaccesstodataandtospecificfunctions.
Yellow Market Sector Keys

GOVTWorldwidesovereignandagencysecurities

CORP Corporatedebt

MTGEMortgagemarketinstruments

MMKT Moneymarketinformation

MUNIU.Smunicipalityissueddebt

PFD Preferredstocks

EQUITYCommonstocks,options,mutualfunds,
companyfinancials,SECfilings

CMDTY Commodities,futures,options

INDEX Globalequityindices,economicindices

CRNCY Currencymarkets
Green Action Keys

GOExecuteafunction

MENUGobackonelevel

HELP Getdefinitions,relateddatamenu;
presstwicetochatwithaBloombergspecialist

PRINT Printascreen
2
Updated:1/26/2012

SEARCHINGBLOOMBERG
Uponlogin,Bloombergopensfourwindows.PressPANELtotogglebetweenthewindows.

Bloombergisamenudrivendatabase.Toaccessthemenuofanyfunctions,usetheMarketSectorkeys,mnemonics,or
enteratermfollowedbytheHELPkey.

Mnemonicsareshortcutstofunctionsandtheyaredisplayedincapitallettersnexttothenumbersonamenu,e.g.HPfor
HistoricalPrice,WEIforWorldEquityIndices,MAforMergersandAcquisitions,etc.

Data EnterFunction atTopofScreen Examples

Screeningequities EQSGO
Findingthetickerforacompany EQUITYTKGOcompanynameGO EQUITYTKGOAppleIncGO
Searchingforacompany
CompanynameHELPGO AppleIncHELPGO
TickerHELPGO AAPLHELPGO
Historicalstockprices TickerEQUITYHPGO AAPLEQUITYHPGO
Companydescription TickerEQUITYDESGO AAPLEQUITYDESGO
Companyfinancials
TickerEQUITY GO,thenchoose
4)FundamentalsandEstimates
AAPLEQUITYGO
TickerEQUITY FA GO AAPLEQUITYFA GO
Dividends TickerEQUITYDVDGO AAPLEQUITYDVDGO
Comparingstockperformancewith
S&P500
TickerEQUITYSPXINDEXGO AAPLEQUITYSPXINDEXGO
Companynews TickerEQUITYCNGO AAPLEQUITYCNGO
Options TickerEQUITYOMONGO AAPLEQUITYOMONGO
Historicalbeta TickerEQUITYBETAGO AAPLEQUITYBETAGO
Comparingtwostocks Ticker1EQUITYTicker2EQUITYGO AAPLEQUITYGOOGEQUITYGO
Totalreturnanalysis
TickerEQUITYTRAGO AAPLEQUITYTRAGO
IndexsymbolINDEXTRAGO SPXINDEXTRAGO
Corporatebonds
Searchbyissuer:TickerCORPGO GOOGCORPGO
Searchforspecificbond:
TickerCouponRateMaturityCORPGO
GOOG3.62505/19/21CORPGO
Governmentbonds
Worldwidegovernmentbonds:WBGO
USTreasurebonds:
CT10GOVTGOforthe10yearbond
CT5GOVTGOforthe5yearbond
USgenericbonds:
USGG5YRINDEXGO
USGG10YRINDEXGO
Leaguetablesforequityorbonddeals LEAGGO
M&A MAGO
Futurescontracts WFGO
Spotandforwardrates CRNCYFRDGO
Exchangerates
Searchbyregion:CRNCYTKCGO
Forworldcurrencyrages:CRNCYWCRGO

BLOOMBERGEXCELADDIN

BloombergExcelAddinisapowerfultoolthatdeliversBloombergdatadirectlyintoExcelspreadsheetforcustomanalysis
andcalculations.ToinstalltheAddIn,followtheinstructionpostedbytheBloombergcomputers.

Data Wizard

ClicktheRealTime/HistoricalicontoopentheDataWizard.

Market,Reference,Analytical,DataSets:themostrecentdatafrom
500+fields,includinganalytics,realtimeprices,fundamentals,etc.

HistoricalEndofDay:timeseriesdataforaspecifiedtimeperiodin
incrementsofdays,weeks,months,quarters,oryears

HistoricIntradayBars:intradaydataforvariousmarketparameters
forupto50dayswithanintervaldowntooneminute

HistoricalIntradayTicks:Intradaymarketticksfortimeincrements,
basedonbig,ask,ortradeevents.

DownloadTimeSeriesDataforaListofSecuritiesonaSpreadsheet

1. Openaspreadsheetcontainingalistofsecurities,intheformatwithBloombergidentifiers,e.g.AAPLEquity.
2. ClickonRealTime/HistoricalicontoopentheDataWizard,andselectthetypeofdatayouneed.
3. UsetheSelectsecurities>FromdropdownlisttoselectSpreadsheet.
4. Entertherangeofinputfields,e.g.$A$2:$A$4
5. ClickImport>Next.FollowthestepsintheWizardtoselectsearchcriteria,periodicity,andtimeframe.

Fundamental Analysis wizard

ClickonFinancials/Estimatestoopenthewizard.

FundamentalData:UsetheFundamentalWizardtoselecttemplatesfor
securitiesandretrieveendofdaydataforaspecifiedperiodoftimein
incrementsofdays,weeks,months,quarters,oryears.

EarningsEstimates:UsetheEarningEstimateswizardtodisplayearnings
projections,foraspecificequityorgroupofequities,soyoucanquicklygauge
marketexpectations.

Field Search

ClickonFindFieldstocreateadatatablebyselectingandapplyingavailabledatafieldsdirectlytoaroworcolumnofthe
spreadsheetandpopulatethetablewithdataextractedfromBloomberg.Forexample:

1. Enteralistofsecuritiestothefirstcolumn,startingfromA2.Youmustaddthemarketsectoridentifieraftertheticker,
e.g.AAPLUSEquity.
2. Placethecursorinthefirstrow,startingfromB1,andclickFindFieldsintheBloombergRibbon.Selectasmanyfieldsasyou
need;clickApply.
3. PlacethecursorinA1.ClickPopulateTableFieldsintheRibbon.Bloombergdatawillpopulateyourspreadsheet.
3
Updated:1/26/2012
4
Updated:1/26/2012
Bloomberg Formulas

UseBloombergformulastopopulatedatainyourspreadsheet.Mostusedformulasare:

BDP(BloombergDataPoint):ReturnsdatatoasinglecellinyourExcelspreadsheet.Thisformulacontainsonlyone
tickerandonlyonefield.Formulasyntax:=BDP(Security,Field)

Forexample:=BDP(IBMUSEquity,Px_Last)retrievesthepriceofthelasttradeonIBM.

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)

Forexample:=BDS(IBMUSEquity,CIE_DES_BULK)retrievesIBMcompanysbusinessdescription.

AmoreflexiblewaytoperformcalculationsusingBloombergformulasistouseExcelcellreferencesinsteadofentering
tickersorfieldmnemonics.Forexample,typeIBMUSEquityincellA2,thenchangetheformulasshownaboveto:

=BDP(A2,Px_Last)

=BDH(A2,Px_Last,01/01/01,12/31/01)

=BDS(A2,CIE_DES_BULK)

InsertFunction:usethefunctionbuildertoolintheBloombergRibbontocreateformulas.Inthepopupwindow,select
BloombergintheCategorydropdown.

Calculation Override

ClickScenarioBuilderintheRibbonandfollowtheguidedprocesstoselectfieldsandinputyourowndata.

Thisfeatureallowsyoutoinputyourowndataforspecificfieldstocreateawhatifscenarioforvariableswhichdependon
eachother,suchaspriceandyield.Bloombergusesitscalculationlibrariestoprojectthevalueofadependentvariablebased
onyourinput.Forexample,youcancalculatewhatwillbetheAskYieldtoConversionprice(YLD_CONV_ASK)ofa$90bond.

Equity Screening

UsetheEquityScreeningtaskpaneintheExcelAddIntoexecutesearchespreviouslycreatedusingtheBloombergsequity
screeningfunction.

1. InBloomberg,typeEQSGO
2. ClickCreateScreen,andenteryourscreeningcriteria.
3. Ontheresultsscreen,clickonOutputdropdownonthetopandselectExcel.AnExcelspreadsheetwillopenwithyour
results.
4. Alternatively,youmaysavethescreeninginBloombergandthenusetheExcelAddIntoretrievedatafromBloomberg:
a. ClickActionstab>Save,andenteraname.
b. OpentheExcelAddIn,andclickEquityScreening.
c. KeeptheGeneralGroupdropdown>ClickMyScreens>Highlightyourscreenname>ClickExecute

PRINT/DOWNLOAD
ClickontheExportdropdownfromthetopbar,youcanprintascreen,emailascreen(i.e.GrabScreen),orsaveascreenas
afileoranimage.

Onsomescreen,youcanclickontheActionsorOutputtababovetheresultsandselectOutputtoExcel.

Need More Help? AskUsviawww.gsb.stanford.edu/jacksonlibrary/askalibrarian.html