INTRODUCTIONTOBLOOMBERG

ONLINEGUIDE http://mannlib.cornell.edu/instruction/tutorials/bloomberg/index.cfm LibraryGatewayforallLibraryServices http://library.cornell.edu MannLibrarywebsite http://mannlib.cornell.edu BLOOMBERGSPECIALIST BaseemaBanooKrkoska Librarian,AlbertR.MannLibrary Email:[email protected] EMAIL,PHONEORCHAT Email:[email protected] Call:(607)2555406 24/7Chatathttp://ask.library.cornell.edu

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Getting Started with Bloomberg

TheBloombergStationisastandalonetwopanelsetupinthepubliccomputingarea. UsernameandPasswordareprovidednexttothecomputer.Ifyouneedassistanceloggingin, pleaseaskthecomputeroperator'sdeskforassistance. HittheREDkeycalledCONNDFLTtoLOGIN TypetheusernameandpasswordprovidedandhitGreenkey<GO>

ThecomputeralsohasInternetExplorer,andthecompleteMicrosoftOfficesuite.Justrollthecursoratthe bottomofthescreenandyoushouldseeWindow'sStartMenushowup.Bloombergotherwisedominates thescreen.

After Logging in, what?

Attheflashingcursoratthetop,typeanywordthatyouthinkisafinancialconcept,security,ora businessentity(equity,Microsoft,etc).Theautocompletefeaturesstartgivingyouoptions Ifyoufindaperfectmatch,clickontheoption Ifyoudonotknowwhattodo,seethenextsectiononHelpfeatures

Help Features on the Bloomberg Terminal

I.Typethekeywordfollowedbythe<HELP>key Example:CREDITRATING<HELP> Thehelpkeyworkslikeasearchengine.Itprovidesdefinitions,FAQanddirectaccesstoBloomberg functions II.Chatwith24/7LiveHelp Hitting<HELP><HELP>bringsupthechatroomtosendamessagetoBloombergsupportandaskyour question. III.Atanydatascreenhitthe<HELP>keytoinvokedetailedhelponthespecificfunction Example:Letssayyouarelookingforinformationaboutmergersandacquisitions TypeMergeratthecursorandBloombergautocompletefeaturewillprovidesomeoptions ChooseOptionMAMergerandAcquisitionSearch TolearnmoreaboutMergers&AcquisitionSearch,clickon

IV.GotoBloombergUniversityBU<GO>

BloombergCertificationProgramCERT<GO> BloombergOnlineTrainingVideos BloombergCheatsheets

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The Keyboard
Apartfromtheregularkeyboardfunctions,Bloombergworkswithshortcuts&mnemonics.Pleasereferto thehandoutthatdescribesthekeyboard. REDKEYS <CONNDFLT>Hitthiskeytobepromptedforlogininformation. <CANCEL>DoesnotlogyououtifyouhititonceinsteadtakesyoutotheBloombergsupportnumbers. GREENKEYS Greenkeysareactionkeys.Youdonothavetohitanythingelse.TheytellBloombergthatarequesthas beenmade. <GO>workslikethe'enterkey'Hitittoactivateanyfunction. <NEWS>bringsuptheheadlinesthatarearchivedindefinitely. <MENU>takesyoutotheMAINmenuorreturnstopreviousmenusthatyouwereviewing.Itworkslikea backbutton. YELLOWKEYS YellowKeysdefinethemarkets.EveryfinancialinstrumentorindexinBloombergisaccessedbyusinga tickersymbolandfollowedbyayellowmarketsectorkey(e.g.,MSFT<EQUITY>)

Downloading: BBXL <GO>

MannLibraryhasanacademiclicensethatpermitsdownloading.Thisisnotwithinthescopeofthe introductoryworkshop.Ifyouneeddirections,pleasecontactinstructororgotothefunctionBBXL<GO>to learnmore.Youcanalsodownloadprint,emailimagesofmostofthescreens,whichwillbecoveredinthe session.Anytopicthatisgrayedoutisnotavailableintheacademicversion.

Export Options
Ifitispossibletodownload,thenthe"Export"tabatthetopofthescreenwillcontainactivelinksto"Print Screen"and"Grabscreen."IftheoptionsunderExportaregrayedout,thenyouwillnotbeableto print/sendthescreenshot.Thisisoftenthecasefortoplevelmenusformarketsectors.TheGREENPrint buttononthekeyboardalsosendsthescreenshottotheprinter. GrabScreen:

Alternatively,typeGRABatthecursorandhit<GO>. Thispromptsyoutoenteryouremailaddress.Hit<GO> Enterthesubjectline.Hit<GO> Youwillseethevariousoptionsatthetop.Ifyouarereadytosend,thentype1<GO>

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Creating your own login

1. 2. 3. 4. 5. 6. 7. 8. AttheBloombergterminal,donotloginwiththepubliclogin. Createyourownloginbyhitting<GO>attheloginscreen Fillouttheformtocreateyourownlogin Keepyourcellphonehandy.YouwillneedtoprovideanumberthataBloombergrepresentative cancallyouback.Ifyoudonothaveacellphone,thenborrowthecordlessphonefromthe computeroperatorsdesk.Thenumberis6072553240.Providethisnumberontheform. Onceyouhavesubmittedtheform,youwillreceiveacallwithin510minutes. Loginwithyournewlycreatedlogininformation. TheBloombergrepresentativewillsendaconfirmationnumberwhichyouwillseeonthe Bloombergscreen.Youwillneedtoreadthisnumberofftotherepresentative. Andyouareallset!

Product Certification
Useyourownpersonallogintogetcertified.TypethewordsBloombergUniversityorBUandhittheGO button.Bloombergpermitsallacademicuserstoearnproductcertificationcompletelyonlineandthereis nofeeforthiscertification.Theimportantfeaturesofthiscertificationprocessare: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. ClickonthesectiontitledProductCertification Intheoverviewsection,youwillfindinformationaboutthemodules Youcanearncertificationin2tracksequityorfixedincome. Whenyouearnbothequityandfixedincomecertificates,youarefullycertified.Butyoudonothave tocertifyinboth.Youcanchoosethespecializationthatinterestsyouthemost. Threeintroductorymodulesarecommontoboththespecializations. Inadditiontothethreeintromodules,youneedtopass5moremodulesinyourchosenareaof specialization. Ifyoudonotpassanymodule,youcanchooseamongotherelectivemodulestosubstituteforthe modulesyoudidnotpass. Youneedascoreof70%orabovetopasseachmodule.Testsarenotreset,soyougetonlyone chancetopassthetest. BackonthemainBloombergUniversityscreen,youwillfindlinkstovideosthatyouwatchbefore youtakethetests. Thecertificationcanbecompletedatyourownpace.Youwouldwatchvideotutorialsandpractice asmuchasneeded. Eachvideoalsohasanaccompanyinghandoutwithaspecificdocumentnumber.Thevideotutorial pageprovidesyouthedirectionstoobtainthedocuments. Youcanexpecttospendatleastonehourpermodule.Youarestronglyencouragedtotakethetime youneedtoexplorethesystemandpracticebeforetakingthetest.

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BLOOMBERGCHEATSHEETI
SelectBloombergFunctions&Definitionsfor:

EquityIdeaGeneration&PortfolioFunctions
MA<GO> Displayscurrentandhistorical mergerandacquisition(M&A) detailsforpublic&private transactions. (clickonmergersand AcquisitionsSearch) LEAG<GO> Listunderwriter/legaladviser ranking. ECDR<GO> Monitorinitialpublicofferings andsecondaryequityofferings toanalyzehowtoraisecapital andgaugemarket receptiveness. ECO<GO> Display,customizeandmanage multipleeconomiccalendarsby region/country/eventona historical,currentorupcoming basis. ECST<GO> Displaycurrentandhistorical economicstatisticsforselected nations. BBEA<GO> Displaysamenuforearning analysisrelatednews.Find earningssurprisesandtrends fromselectedcountries. N<GO> Thefrontpageforallnews options. BBSA<GO> Asearchforanalystresearch includingrecommendations, ratingchanges. WEI<GO> Compareregionalindices againstoneanotherand determinecurrentand historicallevels. WPE<GO> Displaysprice/earningsratios anddividendyieldsof benchmarkequityindicesfrom aroundtheworld. MOST<GO> Displaysthedaysmostactive stocksbyvolume,theleading advancersanddeclinersby percentageornet/gainloss, andstockswiththemostvalue traded. MOV<GO> Analyzestocksthatdrive movementofaselectedindexto determinewhichstocksare underoroverperforming comparedtotheindex. EMI<GO> Monitorcurrentmarket informationinglobalequity markets. SPX<INDEX>GRR GRRranksreturnsofall industrygroupsinaselected indexduringaspecifictime. SubstitutetheindexsymbolSPX withanyindexyouwishto dissect. PRTU<GO> Displaysalistofportfoliosthat youhavecreatedandshared portfolios. PFST<GO> Update,create,ordeletea portfolio. PLST<GO> Displayalistofyourportfolios RVP<GO> Performacustomizedpeer groupanalysistobenchmark thecompanysperformance againstindustry.After choosingtheportfolioorequity orindex,typeRVPatthecursor andhit<GO> QSRC<GO>orEQS<GO> Screenforequitybasedon varietyofcriteria. Shortcutmnemonicfor accessingmainpageofa securitydirectly MSFTUS<EQUITY><GO>

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BLOOMBERGCHEATSHEETII
SelectBloombergFunctions&Definitionsfor:

Fundamental&TechnicalAnalysis
Choose a company or security first and then type these functions
Shortcut Example: MSFT US <EQUITY> FA <GO>

BR<GO> Searchanddisplayresearch reports,newsstoriesand multimedia. EVTS<GO> Displaycorporateevents informationforavarietyof companies.Useforearning announcements. EE<GO> DisplayBloombergsearnings projections,andthirdparty projections. EM<GO> Comparereporteddataitems withfutureestimatesinaneasy format. GUID<GO> Evaluateacompanysown estimatesinone comprehensiveview. RV<GO> Performcustomizedpeergroup analysistobenchmarka companysperformanceor capitalstructureagainstthe industry.

FDO<GO> Displaycalculationsand definitionsforacompanys fundamentalinformation. FA<GO> Evaluateacompanysfinancials inonecomprehensiveand customizableviewthatiseasier tochartandanalyze. CH<GO> UseCHtodisplaythefinancial historyforaspecificcompany. BQ<GO> Displayacompositeoverview ofkeypriceandtradedata, fundamentalinformation,and newsforaselectedequity. CF<GO> Searchforcorporatefilingsby basicandadvancedsearch criteria. DVD<GO> Displayinformationabouta selectedsecuritys dividend/splithistory.

FINL<GO> Displaysinformationon analytics,documentationand trainingrelatedtoequity fundamentalsproduct. GPO<GO> BarChartGraphhigh,low, open,andclosinghistorical pricesandtwomovingaverages foraselectedsecurity. GPC<GO> CandleChartGraphhigh,low, open,andclosinghistorical pricesandtwomovingaverages foraselectedsecurity. CNDL<GO> Candlestickgraphofhistorical pricesandpatternformations foraselectedsecurity. GEG<GO> Displayamenuofsamplegraph worksheets G<GO> Createandmaintain customizedtechnicalchartsfor specificsecurities.

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BLOOMBERGCHEATSHEETIII
SelectBloombergFunctions&Definitionsfor:

FixedIncomeIdeaGeneration&Credit Analysis

TOP<GO> DisplaytopBloombergnews headlinesforstoriesfrom marketsectorsaroundthe world. FOMC<GO> Displayannouncementsand policychangescarriedoutby theFederalOpenMarket Committee(FOMC). NIM<GO> Monitornewbondandequity offeringsandanalyzehowto raisecapitalinthemarket place. SRCH<GO> SearchBloombergsfixed incomedatabasesothatyou canfindbondsthatbestmeets yourinvestmentneeds. CDSD<GO> Setupcurvepreferencesforpar creditdefaultswapspread curves.

ECO<GO> Display,customizeandmanage multipleeconomiccalendarsby region/country/eventon historical,currentorupcoming basis. <GOVT><GO> Theyellowsectorkeythattakes youtothemainmenuofall governmentsecurityfunctions. YCRV<GO> Displaybond,moneymarket, swap,municipalfairmarket,or corporatefairmarketyield curvesthatyoucanusefor relativevaluecomparisonson bothacurrentandhistorical basis. FWCV<GO> Analyzeprojectedforward ratesforfairmarketcurves, interestrateswapcurves,and governmentcurves. NICRA<GO> Searchanddisplaynews stories,researchreports,and multimediapresentationson corporateandcountrydebt ratings.

NIDRA<GO> Searchanddisplaynews stories,researchreports,and multimediapresentationson bondandloanratings. RATC<GO> Displayalistofcurrentand historicalcreditratingsfor variousissuers. RELS<GO> Overviewofacompanyscapital structureincludingdetailed companydescription. CF<GO> Searchforcorporatefilingsby basicandadvancedsearch criteria. DDIS<GO> Displaymaturitydistributionof outstandingdebtandloansfor aselectedissuer. WCDS<GO> Monitorcurrentvaluesand changestocreditdefaultswap spreadsandcompareissuers historicalspreadsorterm structureofinterestrates.

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