DatabaseGuide

Bloomberg
Bloombergprovidesrealtimeandhistoricalfinancialmarketdataandeconomicdata,coveringallsectorsworldwide.Italso featuresanalytics,companyfinancials,news,andcustomizablecharting. ThisguideprovidesaquickintroductiontotheBloombergsystem,includingthecustomkeyboardandbasicfunctionkeys,as wellastheExcelAddinfunctionality.

LOGON
BloombergterminalsarelocatedinMakenaCapitalTradersPitoftheLibrary.Tologon: 1. 2. 3. UseyourSUNetID/passwordtologintothecomputer. OpenBloomberg,andpress CONNDFLT tobringuptheBloombergloginbox. Entertheusername/passwordpostedontheBloombergmonitor.Press GO

LOGOFF
1. 2. Press CONNDFLT orrightclickonscreen>selectExitBloomberg. Remembertologyourselfoffthecomputer.

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

THEBLOOMBERGKEYBOARD
TheBloombergkeyboardiscolorcodedtogiveusersquickaccesstodataandtospecificfunctions.

Yellow Market Sector Keys GOVT Worldwidesovereignandagencysecurities CORP Corporatedebt MTGE Mortgagemarketinstruments MMKT Moneymarketinformation MUNI U.Smunicipalityissueddebt Green Action Keys GO Executeafunction MENU Gobackonelevel
1

PFD

Preferredstocks

EQUITY Commonstocks,options,mutualfunds,

companyfinancials,SECfilings
CMDTY Commodities,futures,options

INDEX

Globalequityindices,economicindices

CRNCY Currencymarkets

HELP

PRINT

Getdefinitions,relateddatamenu; presstwicetochatwithaBloombergspecialist Printascreen

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
EQUITY TK 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

Leaguetablesforequityorbonddeals M&A Futurescontracts Spotandforwardrates Exchangerates

Searchbyregion: CRNCY TKC GO Forworldcurrencyrages: CRNCY WCR GO

2
Updated:1/26/2012

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. 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