Download Bloomberg 101

BLOOMBERG 101
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Introduction
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What is Bloomberg?
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Current and Historical Price Data
Economic Statistics
Financial, Political, and Business News
Bloomberg Basics
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ABCs of how to use
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Topics
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How to get started
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Unique keyboard navigation
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Where do I get help?
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What can I find?
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How to Get Started
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Bloomberg terminals are available in
Lippincott Library and on the 2nd floor of
Huntsman Hall.
This is an academic account
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No customization
No automatic Excel download
No investment reports, etc.
Time delay on prices
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Keyboard Navigation
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Unique to Bloomberg.
Key function identified by color.
Yellow =Market
Sector
Green=Action
Red=log on/off
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KEY FUNCTIONS
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GREEN Action Keys
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GO Activates all commands
MENU Return to previous menu
PAGE UP/PAGE DOWN Navigate between pages
HELP From whatever screen you are on
Type: GRAB <GO> E-mail your graph or chart
Type: LAST <GO> Your command history
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KEY FUNCTIONS
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YELLOW Market Sector Keys
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CMDTY Commodities, futures, options, spot rates
CORP Corporate Debt
CRNCY Spots, futures, options on over 100 currencies
EQUITY Stocks, options, ADRs, mutual funds, warrants
GOVT Worldwide sovereign and agency securities
INDEX World financial markets, economic indices.
M-MKT Continuously issued and short-term dated paper
MTGE Mortgage-backed security pass-throughs
MUNI U.S. municipality issued debt
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Bloomberg
Personal File Manager
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Follow cut & paste instructions for your Excel
data and save it
Type: pfm <GO>
Click Compose
Click Attachments
Go to C:\User
Select your file and left click on Attach to
MSG
Email your file
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What Can I Find?
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Today’s Focus
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Company (Equities and Bonds)
Financial Market Perspectives (Indices,
Commodities, Currencies, Government
securities, Economic statistics, etc.)
News
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Ways To Get Help
Bloomberg Help: 8 BU <GO>
Example: Type beta in the search box <GO>
Bloomberg Search: SEAR <GO>
Type a word at the blue cursor in the upper left <HELP>
Sector Help:
SECTOR KEY <GO> then <HELP>
<CMDTY> <GO> then <HELP>
Go further within the sector menu and
press<HELP>
E-mail the Bloomberg Help Desk:
Press <HELP><HELP> and type your question
For a response MSG <GO> or HDSK <GO>
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Equities
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Equities – Today’s Markets
Main Equities Menu <EQUITY> <GO>
2) Current Markets/Monitors
1) Most Active Up/Down <MOST> <GO>
10) World Equity Indices <WEI> <GO>
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Equities – Finding Ticker Symbols
<EQUITY> <GO>
1) Finding and Creating Securities
1)Ticker Symbol Look Up
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Type company name at cursor and press <HELP>
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SEAR<GO> [Companies, Govts, Orgs] and enter company name
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For related equities on other exchanges
TICKER <EQUITY> REQ<GO>
IBM <EQUITY> REQ<GO>
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Single Equity
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Ticker <EQUITY> <GO>
INTC <EQUITY> <GO>
1)Today’s Markets
27) GIT Time Intervals
2)Company Information/Desc.
1) DES
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Single Equity
INTC <EQUITY>
 DES <GO> Description [Key info in one place]
 HP <GO> Price/yield history
 RV <GO> Relative value – other cos.
 FA<GO> Financial analysis
 GPO <GO> Graph and tables including open, high,
low, closing price, and volume
 MGMT <GO> Management profile
 DVD <GO> Dividends and stock splits [Hist.]
 CH1 <GO> Company financial history
 CACS <GO> Corporate action calendar
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Single Equity – Insider Trading
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Insider Filings History
INTC <EQUITY> CN WSA<GO>
Insider Transactions
INTC <EQUITY> GPTR<GO>
Insider Trading Brief Synopsis
INTC <EQUITY> DES4 <GO>
--------------All Stocks – Insider Trading:
Insiders Monitor INSD <GO>
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Single Equity – Options Monitor
INTC <EQUITY> OMON <GO>
 Call option - Example:
INTC OCT 05 20.00 NQ+JD
Left click on the option, and click DES.
The info appears on the second screen.
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Historical options - Click on the specific option
you want and type: HP <GO>
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Equity Comparative Analysis
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Compare an Equity to an Index
Intel compared to 2 major indexes
INTC <EQUITY> COMP <GO>
Compare an Equity to an Equity
FDX <EQUITY> UPS <EQUITY><GO>
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Equities
Bloomberg M&A Analysis
MA <GO>
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Mergers and Acquisitions Search
M&A League Table Search
Mergers and Acquisitions Statistics
Mergers and Acquisitions News
Top Stories Corporate Finance
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Equities
Earnings Analysis
BBEA <GO>
9) United States
1) All Earnings
2) Positive Surprises
3) Negative Surprises
-------------Quarterly Company & Industry Analysis
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21) Industry Rankings: Net Income
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Equities
 Screen for companies that meet financial (for
example, P/E ratio, market cap), geographic, and
industry criteria.
SRCM <GO> - Equity Search
Enter your criteria and press 1<GO> to save criteria and
run search
Search Example:
P/E ratio between 5 and 10
Country: United States
Exchange: New York
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Bonds
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Bonds
Main Bond Menu <CORP> <GO>
1) Finding and Creating Securities
4) FAS Finding a Security
 Specific Issuer
IBM <CORP><GO>
 Specific Bond
{Ticker} {Coupon} {Maturity}<CORP><GO>
IBM
7.00
10/30/25 <CORP> <GO>
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Bonds
IBM <CORP>
 DES <GO> Description of bond
 CRPR <GO>Current & historical debt ratings
 HP <GO> Historical price and yield
 YTC <GO> Yield to call analysis
 YAS <GO> Yield spread analysis
 TRA <GO> Total return analysis
------------ RATD <GO> Rating scales and definitions for
Moody’s, S&P, etc.
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Custom Bond Search
 To screen for bonds
<CORP> SRCH <GO>
Enter your criteria: Coupon,
Maturity, Price, Country,
Currency, etc.
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Market Perspectives
An Overview of Global Financial
and Economic Markets
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Market Perspectives – Financial
Sector
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World Bond Markets
Historical prices and yields on global
benchmark bonds
Example:
 WB <GO>
 Choose UST 30yr
10) Historical Prices
1) HP and then change date
in amber field
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Market perspectives – Financial
Sector
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Government Bonds Main Menu
<GOVT><GO>
Generic Government Rates GGR <GO>
Federal Open Market Committee
Announcements and Policy Changes
FOMC <GO>
Includes U.S.Treasury yield curves
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Market Perspectives – Financial
Sector
World Equity Market Indexes
Intra-day changes and historical prices
Example:
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WEI <GO>
Choose S&P 500
 Choose Historical Prices
 Choose HP
 Change date
---------------Find the companies in the S&P 500 Index from 1990-present
SPX<INDEX>DES<GO>
Choose 5) MEMB
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[Click on EDIT and change the date]
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Market Perspectives
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ECO <GO> Economic Releases
Click on Change Date (Data back to 1996)
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IMF <GO> Up to 50 Years of monthly
financial and economic data on over
200 countries
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Market Perspectives
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Find the Unemployment Rate for the US
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ESNP Use to display the economic statistics of a specific country.
ESNP <GO>
Choose country (example: United States)
Choose Unemployment Rate
Find the CPI for the United States
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ECST: Use to display current and historical economic statistics
ECST <GO>
Choose country (example: United States)
Then choose CPI
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Market Perspectives
Currencies
<CRNCY> <GO>
2) Current Markets/Monitors
7) Currency Rates or <CRNCY> WCR <GO>
6) World Exchange Rates by Region or <CRNCY> TKC
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1) Major Currencies
9) World Currency Value or <CRNCY> WCV <GO>
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Market Perspectives
Commodity and financial futures, options,
forwards and spot rates
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<CMDTY> <GO>
Example:
Find Coffee Prices for the United States
5) Agriculture/Soft Commodities
1) Global Commodity Prices and Data or CMDX <GO>
17) United States
5) Coffee
5) New York Cash Price
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News
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News
Main News Menu N <GO>
Top Stories (Top business, financial, and general
news stories from around the world)
TOP <GO>
General News on specific companies
CPNY <GO>
Choose 1) All Company News
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Bloomberg 101
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Please feel free to contact a Lippincott
Librarian if you have any questions
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Email: lippinco@wharton.upenn.edu
Phone: 215-898-5924
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