DatabaseGuide

Bloomberg
Introduction
Bloombergprovidesrealtimeandhistoricalfinancialmarketdata,economicdata,coveringallsectorsworldwide.Italso featuresanalytics,companyfinancials,news,andcustomizablecharting.Thisguideisintendedtoprovideaquickintroduction totheBloombergsystem,includingthecustomBloombergkeyboardaswellasbasicfunctionkeys,andtheExcelAddin functionality.

Logon
1. 2. 3. UseyourSUNetIDandpasswordtologintothecomputer. OpenBloomberg,andpress<CONNDFLT>tobringuptheBloombergloginbox. Entertheusername/passwordpostedontheBloombergmonitor.Press<GO>

Logoff
1. 2. Press<CONNDFLT>;orrightclickonscreenandselectExitBloomberg. Remembertologyourselfoffthecomputer.

Help
Threewaystouse<HELP>key: 1. Pressthekeytodefineterminology,formulas,andapplications. 2. Typethetermsyoudliketoresearch,andpressthekeytogetrelateddatamenu 3. PressthekeytwicetochatwithaspecialistatBloombergsAnalyticsdeskanytimearoundtheclock. EnterBU<GO>toaccessBloombergUniversityonlinetutorialsandascheduleofBloombergtrainingcourses.

TheBloombergKeyboard
TheBloombergkeyboardiscolorcodedtogiveusersquickaccesstodataandtoperformspecificfunctions.

YellowMarketSectorKeys

PFD Preferredstocks EQUITYCommonstocks,options,mutualfunds, companyfinancials,SECfilings CMDTY Commodities,futures,options INDEX Globalequityindices,economicindices CRNCY Currencymarkets HELP Getdefinitions,getrelateddatamenu,press twicetochatwithaBloombergspecialist PRINT Printascreen

GOVTWorldwidesovereignandagencysecurities CORP Corporatedebt MTGEMortgagemarketinstruments MMKT Moneymarketinformation MUNIU.Smunicipalityissueddebt

GreenActionKeys
GOExecuteafunction MENUGobackonelevel

SearchingBloomberg
Uponlogin,Bloombergopensfourwindows.Press<PANEL>totogglebetweenthewindows. Bloombergisamenudrivendatabase.Toaccessthemenuofanyfunctions,usetheMarketSectorkeys,mnemonics,or enteratermfollowedbythe<HELP>key. Mnemonicsareshortcutstofunctionsandtheyaredisplayedincapitallettersnexttothenumbersonamenu,e.g.HPfor HistoricalPrice,WEIforWorldEquityIndices,MAforMergersandAcquisitions,etc.

PopularQueries
Data Screeningequities Findingthetickerforacompany Searchingforacompany

Historicalstockprices Companydescription Companyfinancials

Dividends Comparingstockperformancewith S&P500 Companynews Options Historicalbeta Comparingtwostocks Totalreturnanalysis

EnterFunction atTopofScreen EQS<GO> <EQUITY> TK <GO> companyname <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> Ticker 2 <EQUITY> <GO>

Examples
<EQUITY>TK<GO> AppleInc <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>

Ticker<EQUITY> TRA <GO> Indexsymbol<INDEX> TRA <GO> Searchbyissuer:Ticker<CORP> <GO> Corporatebonds Searchforspecificbond: TickerCouponRateMaturity<CORP><GO> Worldwidegovernmentbonds:WB <GO> Governmentbonds USTreasurebonds: CT10<GOVT><GO>forthe10yearbond CT5<GOVT><GO>forthe5yearbond USgenericbonds: USGG5YR<INDEX><GO> USGG10YR<INDEX><GO> Leaguetablesforequityorbonddeals LEAG <GO> MA<GO> M&A WF<GO> Futurescontracts <CRNCY> FRD <GO> Spotandforwardrates Searchbyregion:<CRNCY> TKC <GO> Exchangerates Forworldcurrencyrages:<CRNCY> WCR <GO>

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. 2. 3. 4. 5.

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:

1. 2. 3.

Enteralistofsecuritiestothefirstcolumn,startingfromA2.Youmustaddthemarketsectoridentifieraftertheticker, e.g.AAPLUSEquity. Placethecursorinthefirstrow,startingfromB1,andclickFindFieldsintheBloombergRibbon.Selectasmanyfieldsasyou need;clickApply. PlacethecursorinA1.ClickPopulateTableFieldsintheRibbon.Bloombergdatawillpopulateyourspreadsheet. 3

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. 2. 3. 4.

InBloomberg,typeEQS<GO> ClickCreateScreen,andenteryourscreeningcriteria. Ontheresultsscreen,clickonOutputdropdownonthetopandselectExcel.AnExcelspreadsheetwillopenwithyour results. Alternatively,youmaysavethescreeninginBloombergandthenusetheExcelAddIntoretrievedatafromBloomberg: a. ClickActions>Save,andenteraname. b. OpentheExcelAddIn,andclickEquityScreening. c. KeeptheGeneralGroupdropdown>ClickMyScreens>Highlightyourscreenname>ClickExecute

Print/Download
ClickontheExportdropdownfromthetopbar,youcanprintascreen,emailascreen(i.e.GrabScreen),orsaveascreenas afileoranimage. Onsomescreen,youcanclickontheredActionsorOutputtababovetheresultsandselectOutputtoExcel.

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