DatabaseGuide

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

ThisguideprovidesaquickintroductiontotheBloombergsystem,includingthecustomkeyboardandbasicfunctionkeys,as
wellastheExcelAddinfunctionality.

LOGON
BloombergterminalsarelocatedinMakenaCapitalTradersPitoftheLibrary.Tologon:
1.
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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

PFD

Preferredstocks

EQUITY Commonstocks,options,mutualfunds,

companyfinancials,SECfilings

CMDTY Commodities,futures,options

INDEX

Globalequityindices,economicindices

CRNCY Currencymarkets

Green Action Keys

GO Executeafunction

MENU Gobackonelevel

HELP

PRINT

Getdefinitions,relateddatamenu;
presstwicetochatwithaBloombergspecialist
Printascreen

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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

EQS GO

Findingthetickerforacompany

EQUITYTK GO companyname GO

EQUITY TK GO AppleInc GO

Searchingforacompany

Companyname HELP GO
Ticker HELP GO

AppleInc HELP GO
AAPL HELP GO

Ticker EQUITY HP GO

AAPL EQUITY HP GO

Ticker EQUITY DES GO

Ticker EQUITY GO ,thenchoose
4)FundamentalsandEstimates
Ticker EQUITY FA GO
Ticker EQUITY DVD GO

AAPL EQUITY DES GO

Ticker EQUITY SPX INDEX GO

AAPL EQUITY SPX INDEX GO

Ticker EQUITY CN GO

AAPL EQUITY CN GO

Ticker EQUITY OMON GO

AAPL EQUITY OMON GO

Ticker EQUITY BETA GO

AAPL EQUITY BETA GO

Ticker1 EQUITY Ticker2 EQUITY GO

AAPL EQUITY GOOG 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

AAPL EQUITY TRA GO

SPX INDEX TRA GO
GOOG CORP GO

Historicalstockprices
Companydescription
Companyfinancials
Dividends
Comparingstockperformancewith
S&P500
Companynews
Options
Historicalbeta
Comparingtwostocks
Totalreturnanalysis
Corporatebonds

Governmentbonds

Leaguetablesforequityorbonddeals
M&A
Futurescontracts
Spotandforwardrates

AAPL EQUITY GO
AAPL EQUITY FA GO
AAPL EQUITY DVD GO

GOOG3.62505/19/21 CORP GO

MA GO
WF GO
CRNCY FRD GO

Searchbyregion: CRNCY TKC GO

Forworldcurrencyrages: CRNCY WCR GO

Exchangerates

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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

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Openaspreadsheetcontainingalistofsecurities,intheformatwithBloombergidentifiers,e.g.AAPLEquity.
ClickonRealTime/HistoricalicontoopentheDataWizard,andselectthetypeofdatayouneed.
UsetheSelectsecurities>FromdropdownlisttoselectSpreadsheet.
Entertherangeofinputfields,e.g.$A$2:$A$4
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:

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Enteralistofsecuritiestothefirstcolumn,startingfromA2.Youmustaddthemarketsectoridentifieraftertheticker,
e.g.AAPLUSEquity.
Placethecursorinthefirstrow,startingfromB1,andclickFindFieldsintheBloombergRibbon.Selectasmanyfieldsasyou
need;clickApply.
PlacethecursorinA1.ClickPopulateTableFieldsintheRibbon.Bloombergdatawillpopulateyourspreadsheet.
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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.

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InBloomberg,typeEQS GO
ClickCreateScreen,andenteryourscreeningcriteria.
Ontheresultsscreen,clickonOutputdropdownonthetopandselectExcel.AnExcelspreadsheetwillopenwithyour
results.
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.

NeedMoreHelp? AskUsviawww.gsb.stanford.edu/jacksonlibrary/askalibrarian.html
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