I. FINANCE LAB RULES AND PROCEDURES
II. AUDIO VISUAL (AV) EQUIPMENT
B. MONITOR CONTROLS
E. PROGRAM & SPEECH VOLUME
F. OTHER WAYS TO USE DISPLAY
G. DISPLAYING TV ON DELL 30” LCD’S
H. LOCKING OUTPUT CONTROLS
B. PRICE GRAPH
D. EQUITY FUTURES AND OPTIONS
E. INTEREST RATE AND CREDIT SWAP
F. IMF INFORMATION AND TRADE BALANCES
A. FEED STATUS INDICATOR
B. PERSONAL NAVIGATOR TOOL TABS
C. MARKET STATISTICS DISPLAY BOX
D. ATHENA EXPERT
E. NEWS SCREEN
F. TIME AND SALES SCREEN
G. MARKET WTCH
H. DYNA Q1
J. EXCEL UPDATES
L. CALCULATING AND RESEARCHING BETA
M. CORRELATION OF TWO STOCKS
N. BOND DURATION
VI. SDC PLATINUM
I. FINANCE LAB RULES AND PROCEDURES
1. Only lab interns, VU staff, and professors are permitted in the back office room
unless authorized in advance by Profs. Nawrocki, Pagano, or Jablonski.
2. Visiting students are not permitted to use the printers for personal or non-lab related
3. E-mail is restricted on the lab computers.
4. Electronic trading web-sites are strictly forbidden to be accessed by anyone in the lab
without prior approval from Profs. Nawrocki, Pagano, and Jablonski. Visiting
students seen accessing any personal trading web-site will be informed of the rule and
asked to stop immediately. Second time offenders wil be banned from the room.
5. Cellular phone use in the lab is not permitted by any visiting student, intern, VU staff,
or Professor, without approval from Professors Jablonski, Nawrocki, or Pagano.
II. AUDIO VISUAL (AV) EQUIPMENT
The flat panel monitor labeled ‘Creston’ on the right-hand side of the central podium
controls the vast majority of all audio and visual components in the finance lab. There
are other abbreviated procedures that will be covered later in the manual.
To begin operation of the control monitor, tap the screen twice.
The user will then be greeted with a set of controls, intuitively designed to allow the user
to present desired material to the rest of the classroom.
On the left hand side of the control panel, a set of six instructor presets are available to
alter the default display settings. For the most part, this feature will be restricted to
professors using the lab to teach their courses. A student who runs into a technical issue
can use the preset number ONE to restore the panel to its default setting.
In order to store a new preset, the user must engage the store button below the listed
presets and arrange the display functions to their preference. Again, this function should
not be used by students as they should not be saving over saved instructor presets.
B. Monitor Controls
Below the presets, are a set of monitor controls that allow the user some functionality in
display capabilities. From here, the user can clear the two large plasma screens to the
right and left of the central podium if they are currently being used to show 2 screens
simultaneously. More specifically, if the split monitor function is engaged so the one
screen is divided into 2 images, then the monitor controls here can be used to clear the
split plasma screen.
In addition, the user is able to use the ‘All On’ and ‘All Off’ buttons in the monitor
control portion of the panel. This feature can be particularly useful when the user would
like to cancel any display session and return the classroom’s attendance to the central
podium and/or marker board.
The main outputs that the majority of users will be most concerned with are: left wall
plasma, right wall plasma, left near LCD, left far LCD, right near LCD, and right far
LCD. These are controlled from the central panel of the control screen.
When the user selects the appropriate output, they are then able to designate which input
they would like to display. The main inputs are as follows: PC left, PC right (podium),
laptop docking station, alternative laptop docking station, Bloomberg left, right and
center, VCR/DVD (television) and the room’s security camera.
In order to display a particular screen on the desired output, the user must first select the
output by pressing the button with their finger. This will prompt them whether they are
using the Scene A (blue) or Scene B (yellow) inputs. From here, the user simply selects
which input they would like to use on either the upper or lower portion of the screen. For
example, if the user wanted to display the center console of the Bloomberg terminal on
the right plasma at the front of the room, then all they would have to do is press the
‘Right wall’ output button then press the ‘Bloom center’ button.
E. Program & Speech Volume
The audio can be controlled as well from the control panel on the right hand side of the
podium. In the upper right hand portion of the screen, the user has the ability to control
the program volume. They can use the arrow buttons to toggle up or down or use the
mute button to shut off the volume immediately. Below the program volume is the speech
volume control which allows the user to control the volume level that is produced from
the microphone to the left of the Crestron control monitor.
F. Other Ways to Use Display
An alternative method to using the control monitor on the podium is to use the smaller
control panels located next to each particular output. For example, for the large wall
plasmas, these control panels are immediately to the side. By simply pressing the
appropriate button you can send a particular input to that desired output. The control
panels for the 30” Dells are located on top of the individual pods. If the user wanted to
display the left PC on the left near LCD, then they would simply press the ‘PC L’ button
on the leftmost pod.
G. Displaying TV on Dell 30” LCD’s
The large plasmas can display the television through the Crestron monitor; however, the
Dell LCD’s settings need to be changed to display the television. In order to change the
LCD’s settings, press the leftmost button on the bottom of the Dell television. The default
setting is for PC analog. We need to cycle through and select Composite. Use the
Channel Up/Down arrows to cycle through until Composite is reached. Then hit the
second button from the right to select your choice. Once Composite is selected, the
television can now be viewed from the Dell LCD’s.
H. Locking Output Controls
It is important to utilize the lock function on the output portion of the control monitor. If
you press a particular output three times, then the output itself will lock and cannot be
overridden by a change in the ordering of the output. For example, if you want to display
different inputs on both the left near and left far monitors, you have to display your input
of choice on the left near monitor, lock it, then repeat for the left far monitor.
Bloomberg is a host to thousands of sources of information. It is split generally into the
twelve categories that can be seen on keys F1 through F12. By pressing one of these keys
and then GO (the enter key), it takes the user to a general screen for that category
(Equity or Corporate Bonds, etc). Users are able to click through the different options to
try and find what they are looking for. There is always a search function at the top of the
category in the red area that allows a more specific search within that category. At the
very top of the screen is an entry space for a Bloomberg wide search that will encompass
If at any time the user wishes to go back to previous pages, typing LAST and then GO
will bring up the last 8 functions performed.
Some of the more common functions will probably relate to the finding of non-equity
securities (bonds, commodities, etc). If the user does not know the ticker or symbol for a
specific security then pressing the category key and then GO is the best option.
Every category has a finding security option (usually the #1).
Using Commodities as an example:
Once the user goes into finding securities, there is the ability to do a straight ticker
look up or to browse via a contract table menu as well as 10 other search
functions. By choosing the search function best suited to the user, it will enable
him/her to customize the best search.
B. Price Graph
In order to display a price graph directly from the introduction screen, the user needs to
know the ticker. If the ticker was acquired through a search process then there is probably
a host of menus available to the user that will enable them to click through what is best.
By searching for Sugar in the Commodity category, I have clicked on and brought
up the general options for that security. This means that I can click on different
options such as Today’s Markets, Historical Prices, Intraday Graphs, etc. Thus,
the user does not have to know the quick key to get to a specific graph.
If the ticker is known then to bring up a graph type: the TICKER the CATEGORY and
GPO then GO.
IBM EQUITY GO will bring up a historical price graph of IBM common stock.
The user can then pick which type of graph at the bottom is best suited for the analysis.
There is always the ability to customize screens in Bloomberg and users can click on the
Graph Template tab to utilize this ability.
When Users are on the Security Page (he/she has either typed in or searched for a security
and he/she is at the main option page) the last option will allow the user to view a list of
all the functions available alphabetically.
To view which exchanges we have real time data for, type EXCH and press the GO key
To get to the main menu at any point type MAIN and press the GO key
To display the top news headlines relating to stocks type TOP STK and press the GO
If you are looking for information on a specific stock:
1. Type the stock symbol or the company name
2. Press the EQUITY (F8) key
3. Press the GO key
Once the information is up you can use any of the following shortcuts by typing the
letters and pressing the GO key or you can use the menu on the current page to navigate
by typing the number of the section you want and pressing the GO key:
• DES background information and financial data
• RELS comprehensive overview of the company
• BQ key price and trade data
• ERN earnings-per-share summaries
• DVD dividend history
• EE earnings projections
• FA financial analysis
• ANR list of analyst’s recommendations
D. Equity Futures and Options
Type CEPR to display a menu of futures and options exchanges or CTM for a list of
contracts and then press the GO key.
E. Interest Rate and Credit Swap
Type IRSM followed by the GO key to display a menu of functions used for analyzing
interest rate swaps and derivatives.
Typing USSW followed by the GO key will allow you to monitor current interest rate
F. IMF Information and Trade Balances
In order to find IMF information as well as trade balances and current account balances
type the letters ECST and then hit the <GO> key. A screen with a list of countries and
their corresponding flags will appear.
Once the user clicks on a country another menu will appear. Each menu is different
because each country has different information; however, they are all pretty self-
explanatory. Most countries have a section for trade balances. Through this display the
user is able to retrieve different economical statistics for the country including
GDP, BOP, CPI etc.
A market data provider with an emphasis on news.
A. Feed Status Indicator, located on top right-hand corner of screen:
Green Circle: Indicates a live feed on incoming data.
Red/Yellow Circle: Indicates feed is down. Contact administrator.
B. Personal Navigator Tool Tabs
• Color coordinated and located horizontally along the top portion of the screen (i.e.
News, Equities, etc…)
• Scroll down menu for each.
• Able to get news for different sectors.
• Scrolling Ticker at Top of screen, just below Navigator Tool bar.
C. Market Statistics Display Box
• Double-click each ticker to obtain more information.
• Double-click box to switch between point change and percentage change.
D. Athena Expert
Right Click- Clear Chart
Then just type in symbol to bring up chart.
Or Drag a ticker symbol to feature in order to chart
Lower right hand corner right click to change time frequency (i.e. tick, 5 minute, 1
Double Click lower right hand corner to change time period displayed (i.e. 1 year, 5 year)
User has the ability to scroll through multiple listings using page up and page down. This
feature can be accessed by separating ticker symbols with a caret ^ in the white input
box. (For example msft^IBM^c.)
+ [ticker] adds a second company to the chart.
To add an index to data screen, press the plus sign and the code (DJI- the Dow).
+spx adds S&P 500
To get both tickers to appear in similar screen right click on axis- Properties –
Price Axis. Then click on Plot tab, and move one data set to the other side.
Or if you want to show percentage changes Right click on axis – Properties –
Price Axis. General tab click percentage.
To add in different panes use “/ “, to add in a second pane use “//” and to add in a third
pane use “///”.
Panes can be added using the right click menu and click on add pane.
Right click-tools-copy to clipboard
Chart Image as Bitmap
Will copy actual chart to Excel
Data Content as Text
Copies only the data in Table form
data.open data.high data.low data.close data2.open data2.high data2.low data2.close
0:00 26.1 26.12 26.01 26.06 49.3 49.99 48.75 49.37
0:00 26.8 27.1 25.64 26.28 49 49.3 47.25 49.05
0:00 26.95 27.44 26.679 26.72 45.03 49.06 44.93 48.18
0:00 28.15 30.2 24.86 26.81 44.45 47.1 44.21 44.75
1:00 27.81 28.89 27.55 27.97 44.47 45.18 42.1 44.37
0:00 27.24 27.79 26.74 27.65 46.57 47.47 43.54 44.12
0:00 28.29 28.55 26.85 27.3 43.55 46.81 42.99 46.58
0:00 28.68 29.65 27.25 28.49 46.5 46.75 43.55 44.09
0:00 26.11 28.8 25.86 28.56 46.46 47.62 46.06 46.5
Right click- add analysis
Adds in studies. Use help if you don’t know what they are.
Right click – Help
Athena Help is very good.
E. News Screen
Left column tells user the news source.
Double click the article and separate window appears where each article can be read.
To look at a category of news articles, right click “symbolist,” click LOAD, then chose.
F. Time & Sales Screen
Gives an overview of trades as they occur.
G. Market Watch
• Provides user with real time prices of securities.
• To add, right click, go to templates, and add (volume).
o Green: Up Tick
o Red: Down Tick
o White: Flat
• Double click on grey bar able to change template of Market Watch
• To create individual market watch list:
o Right click Symbol List New
o Start typing symbols.
• To find an index or a pre-formulated template:
o Right click symbolist, then load
o Browse through.
• To see more tickers:
o Right click Properties Market Watch
o Make rows & column numbers higher.
• News stories for individual stocks can be brought up by clicking on the N next to
• Use the space bar to add a space in the market watch list.
• “Control C” and “Control V” to allow user to copy and paste into Excel.
• Right click in market watch screen, click symbolist, & click Save in order to save.
H. Dyna Q1
• ZoomDynaQ shows market depth and order book information for order book
• Shows how a stock is trading, shows best bid price and best ask price.
Able to look up companies symbols using the look up box
J. Excel Updates
Able to update excel spreadsheets with live information.
• Add in Statistics you want (hi, lo, close, beta, div)
• Always keep top left cell blank (i.e.- A1)
hi lo close beta div
BFus;AA 29.58 29.34 29.55 1.4 0.15
BFus;AIG 70.96 69.39 70.96 1.24 0.125
BFus;AXP 55.05 54.79 54.98 1.1 0.12
BFus;BA 54.4 54 54.36 1.11 0.25
BFus;C 49.5 49.18 49.36 1.15 0.44
BFus;CAT 91.35 90.91 91.24 1.15 0.41
BFus;DD 50.01 49.64 49.99 0.96 0.35
BFus;DIS 29.57 29.32 29.43 1.32 0.24
BFus;GE 36.23 36.07 36.22 1.09 0.22
BFus;GM 36.92 36.62 36.75 1.08 0.5
BFus;HD 42.03 41.86 41.99 1.13 0.085
BFus;HON 38.1 37.79 38.09 1.23 0.2063
BFus;HPQ 21.43 21.04 21.34 1.37 0.08
BFus;IBM 93.1 92.7 92.92 0.94 0.18
• Click the blank cell above the first quote and then click Reuters tools.
• A drop down menu appears click on the symbol table option and the chart will be
• Companies may also be dragged in from the market watch lists
• Reuters has a portfolio feature, which allows the user to input a number of stocks
• Able to save entire workbook using the save workbook function.
L. Calculating and Researching Beta
1. Double click on background of Reuters window bringing up the display screen.
2. Choose Analytics and click OK.
3. To display beta for stock with symbol (sym), type sym[beta at bottom of screen.
4. Other commands:
Examples us;MSFT[BETA Beta analysis of
stock to S&P500
jp;7235[BETA Beta analysis of a
Japanese stock to
MSFT[BETA;5 Uses 5-day price
change instead of
the default 1-day
MSFT[BETA;2]/WK Uses 2-week
M. Correlation of Two Stocks
Click on Sectors tab on the top (colored tabs) – Correlation to Industry
Then change tickers:
SPX change to [company ticker]
us!0 change to [company ticker]
N. Bond Duration
Bond Analytics-type in corporation, choose an offering and look under Vals
Ford Motor Co
Under Hist Tab:
Choose Frequency and Date Range, click Display
Click save to save as .CSV
Five Common Tasks for the FIS database
1. Print out (or save to an Excel file via the CSV format) a Financial Profile for an
individual bank holding company (BHC).
2. Compare and contrast the BHC obtained in task #1 above with its relevant peer
group over the past 3-5 years (based on asset size and / or geographic region).
3. Perform a hypothetical merger analysis by merging two BHCs and then
generating a financial analysis of the combined entity.
4. Compare and contrast the top 10 BHCs in the U.S. (or within a specific state) over
the past 3-5 years.
5. Aggregate relevant financial performance data (by peer group or state) and
perform trend / ratio analysis with these data. (For example, you can look at the
trend in average
ROE and ROA for all banks with assets greater than $50 billion.)
Holding Company Analyst HTTP download:
Holding Company Analyst FTTP download:
VI. SDC PLATINUM
1. Click Login
2. Enter: iraft
3. Enter whatever project description you want
For Capital Issues (Raising Money)
1. Select Global New Issues tab
2. Select relevant markets to search
3. Again select relevant types of securities (Click Select All Items to choose everything)
4. Depending on your company choose a date range. (Most recent date must be 1 month
prior to current date)
5. To select by company, select top selection of Issuer/Borrower & Subsidiaries
6. Type in company name not symbol
7. Select relevant company from list by double clicking on company and hit OK
8. If that is the only company to search hit Close
9. To get the most comprehensive report for issuance details select League from the top
10. Select Managing Underwriters by double clicking
11. Enter titles if you wish and hit OK
12. Click Execute and wait for the information to be retrieved
13. To see deal specifics, click on any manager or go to bottom and click on subtotal to
get a list of all deals with information
14. To see specific information, double click on deal itself
All of these are printable