Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Introduction to Bloomberg
Jiaxin Low
Research Librarian, Finance
January 2017
BLOOMBERG
"You keep using that word. I do not think it means what you think it
means."
What is Bloomberg?
• A financial, news, economic database
• “Real-time” information – 15 min delay for
academic subscriber...
Bloomberg keyboard
• Most
recognisable
feature
• Special keyboard
– from this…
Bloomberg keyboard
• …to this
• Yellow keys are for different asset classes (eg
equity, fixed income, commodity, etc)
• Bl...
Where to start?
Available in the Investment Studio only
• Log in to computer with your SMU ID and password
• Click on Bloo...
Where to start?
• Home screen after login:
Home Screen
• It is a command-and menu-based system
(command line is NOT a search box)
Using the database
• Take a top-dow...
Using the command line
• Start typing and wait for drop down
• Select relevant option from dropdown
Using the command line
• If you know the ticker (e.g. MSFT)
• Type “MSFT”, press“Equity” (F8) key
• Hit <GO>
Security Finder: SECF <GO>
• Allows you to filter and search for all securities
available on Bloomberg
Security Finder: SECF <GO>
• Type into orange boxes to search
• Sort the column by clicking on header
1. FIND COMPANY INFORMATION
Company information
• Type Google in the command bar
• Click to view information for GOOG US Equity
ticker
• Shortcut: Typ...
Company information
 GOOG US Equity Menu Screen
 Equity overview: DES <GO>
Company information
 Financial Analysis: FA <GO>
Company information
 Price graph (chart): GP <GO>
Company information
 Price graph (table)
Company information
 Historical price table: HP <GO>
Company information
 Analyst recommendations: ANR<GO>
Company information
 Broker/analyst reports: BRC <GO>
Company information
 Broker/analyst reports: BRC <GO>
Company information
 Comparable Analysis: RV <GO>
Company information
2. FIND INDUSTRY INFORMATION
Industry information
• Go to Bloomberg Intelligence
• Enter BI<GO>
• Select industry and drill down to dashboard
Industry information
 Bloomberg Intelligence: BI <GO>
Industry information
 Drill down to specific industry dashboard
3. EQUITY SCREENING
Equity screening
 Equity screening: EQS <GO>
Equity screening
 Add screening criteria (e.g. exchanges)
Equity screening
 Use “Fields” button to search for screening criteria
Equity screening
 Click on “Fields” button to search for screening criteria

Equity screening
 Click on “Results” button
Equity screening
 Results list
Equity screening
 View Statistics (e.g. minimum, average, standard
deviation)
Equity screening
 Analyse
Equity screening
 Grouping by industry
4. BOND SCREENING
Bonds screening: SRCH <GO>
Bonds screening: SRCH <GO>
• Go to “Example Searches” tab for pre-made
screens
• Load Search to view results
Bonds screening: SRCH <GO>
• Example: Dim Sum Bonds
5. OTHER USEFUL COMMANDS
Other commands to note
• Commodity Price Forecast: CPFC <GO>
Other commands to note
• Economic Forecast: ECFC <GO>
Other commands to note
• Bloomberg Resource Centre Cheatsheets with
commonly used commands: BPS <GO>
Other commands to note
• Cheatsheets in PDF format, can be downloaded
Other commands to note
• To register for Bloomberg seminars, use BU
<GO> for Bloomberg University
Other commands to note
• Bloomberg Market Concepts BMC <GO>
• 8-hour course with 4 modules
• On the terminal: For help, press <HELP> once
for help screen, and <HELP><HELP> or click
on “Live Chat” button to contact...
Upcoming SlideShare
Loading in …5
×

Introduction to Bloomberg

Introduction to the Bloomberg terminal

  • Login to see the comments

Introduction to Bloomberg

  1. 1. Introduction to Bloomberg Jiaxin Low Research Librarian, Finance January 2017
  2. 2. BLOOMBERG "You keep using that word. I do not think it means what you think it means."
  3. 3. What is Bloomberg? • A financial, news, economic database • “Real-time” information – 15 min delay for academic subscribers (that means us) • Scope – Global coverage – Includes news and analyst reports
  4. 4. Bloomberg keyboard • Most recognisable feature • Special keyboard – from this…
  5. 5. Bloomberg keyboard • …to this • Yellow keys are for different asset classes (eg equity, fixed income, commodity, etc) • Blue “Panel” key to toggle between windows • Enter key is known as <GO>
  6. 6. Where to start? Available in the Investment Studio only • Log in to computer with your SMU ID and password • Click on Bloomberg icon on the desktop • Use the unique login ID and password for each terminal http://researchguides.smu.edu.sg/login
  7. 7. Where to start? • Home screen after login:
  8. 8. Home Screen • It is a command-and menu-based system (command line is NOT a search box) Using the database • Take a top-down approach • Begin with asset class and narrow down
  9. 9. Using the command line • Start typing and wait for drop down • Select relevant option from dropdown
  10. 10. Using the command line • If you know the ticker (e.g. MSFT) • Type “MSFT”, press“Equity” (F8) key • Hit <GO>
  11. 11. Security Finder: SECF <GO> • Allows you to filter and search for all securities available on Bloomberg
  12. 12. Security Finder: SECF <GO> • Type into orange boxes to search • Sort the column by clicking on header
  13. 13. 1. FIND COMPANY INFORMATION
  14. 14. Company information • Type Google in the command bar • Click to view information for GOOG US Equity ticker • Shortcut: Type in GOOG into command line, press F8 key and hit <GO>
  15. 15. Company information  GOOG US Equity Menu Screen
  16. 16.  Equity overview: DES <GO> Company information
  17. 17.  Financial Analysis: FA <GO> Company information
  18. 18.  Price graph (chart): GP <GO> Company information
  19. 19.  Price graph (table) Company information
  20. 20.  Historical price table: HP <GO> Company information
  21. 21.  Analyst recommendations: ANR<GO> Company information
  22. 22.  Broker/analyst reports: BRC <GO> Company information
  23. 23.  Broker/analyst reports: BRC <GO> Company information
  24. 24.  Comparable Analysis: RV <GO> Company information
  25. 25. 2. FIND INDUSTRY INFORMATION
  26. 26. Industry information • Go to Bloomberg Intelligence • Enter BI<GO> • Select industry and drill down to dashboard
  27. 27. Industry information  Bloomberg Intelligence: BI <GO>
  28. 28. Industry information  Drill down to specific industry dashboard
  29. 29. 3. EQUITY SCREENING
  30. 30. Equity screening  Equity screening: EQS <GO>
  31. 31. Equity screening  Add screening criteria (e.g. exchanges)
  32. 32. Equity screening  Use “Fields” button to search for screening criteria
  33. 33. Equity screening  Click on “Fields” button to search for screening criteria 
  34. 34. Equity screening  Click on “Results” button
  35. 35. Equity screening  Results list
  36. 36. Equity screening  View Statistics (e.g. minimum, average, standard deviation)
  37. 37. Equity screening  Analyse
  38. 38. Equity screening  Grouping by industry
  39. 39. 4. BOND SCREENING
  40. 40. Bonds screening: SRCH <GO>
  41. 41. Bonds screening: SRCH <GO> • Go to “Example Searches” tab for pre-made screens • Load Search to view results
  42. 42. Bonds screening: SRCH <GO> • Example: Dim Sum Bonds
  43. 43. 5. OTHER USEFUL COMMANDS
  44. 44. Other commands to note • Commodity Price Forecast: CPFC <GO>
  45. 45. Other commands to note • Economic Forecast: ECFC <GO>
  46. 46. Other commands to note • Bloomberg Resource Centre Cheatsheets with commonly used commands: BPS <GO>
  47. 47. Other commands to note • Cheatsheets in PDF format, can be downloaded
  48. 48. Other commands to note • To register for Bloomberg seminars, use BU <GO> for Bloomberg University
  49. 49. Other commands to note • Bloomberg Market Concepts BMC <GO> • 8-hour course with 4 modules
  50. 50. • On the terminal: For help, press <HELP> once for help screen, and <HELP><HELP> or click on “Live Chat” button to contact helpdesk. • Research guide: http://researchguides.smu.edu.sg/bloomberg • Email: library@smu.edu.sg • Schedule a consultation with a research librarian: http://jiaxinlow.youcanbook.me

×