Basic

Basic

Create A/C & Log On

Creating an account for first-time user

  1. On the login screen, click on Create a New Login
  2. Fill out the form to create your own account, including a username, password and your cell phone number
  3. Keep your cell phone ready. Bloomberg will text you a log-in authentication code within 5-10 minutes
  4. You will need to enter the code to confirm your new account
  5. Bloomberg will assign you a login name
  6. Login with your newly created login information

LOG ON

  1. Use your ID/password to log into the computer
  2. Double click the green Bloomberg application icon
  3. Press the key to pull up the login page OR Press to bring up the Bloomberg login box
  4. Enter the username/password into the amber boxes. Press

LOG OFF

  1. Press OR right‐click on screen > select Exit Bloomberg
  2. Remember to log off the computer

Navigation & Serach for info

Yellow Market Sector Keys

LAWBloomberg Legal resources and research
GOVTWorldwide sovereign and agency securities
CORPCorporate bonds
MTGEMortgage market instruments
M-MKTMoney market information and short-term paper
MUNIUS municipality issued debt
PFDPreferred market
EQUITYCommon stocks, mutual funds, options, warrants
CMDTYCommodities, futures, options
INDEXWorld financial markets indices, economic indices
CRNCYCurrencies market

Other Action Keys

GOActivate/execute all commands
MENUGo back one level or previous menu or screen
PAGE UP /

PAGE DOWN		Navigate between pages
NEWSTo access Bloomberg’s global online news Service
PRINTTo print the screen
SEARCHTo explore and locate across all categories of data
HELP
  • To define terminology, formulas, and commands for every screen that is unfamiliar to you

  • Type the terms you want to research, then press the key and make your selection from the menu

  • e.g. type “beta” and choose from the results screen for more information on “beta”

  • e.g. type “inflation” to get the related menu, analysis and functions about inflation

  • e.g. type “IBM” , this will launch a help page on the company IBM
    		•
    CANCELTo reset a screen or cancel a current command or to start over
    CONN DEFAULTTo log on/off
    PANELUse it to toggle between the 4 opened windows

    Ticker

    • Every financial instrument or index in Bloomberg is accessed by using a ticker symbol and followed by a yellow market sector key
    • For example
      • Microsoft company à MSFT  US   
      • Dow Jones Industrial Average à INDU
       

    Menu

    • Bloomberg is menu driven
    • There is a hierarchy of menu for each market sector
    • Within a menu, functions and commands are organised under categories

    Mnemonics

    • Mnemonics are shortcuts to functions or commands
    • For example HP for Historical Price, WEI for World Equity Indices
    • Security-specific functions: you must have a loaded security to apply the functions
    • Non-security specific functions: provide information on an entire market sector and do not require a loaded security

    Auto-complete

    • If you do not know the Ticker for example, you can start typing in the Company Name, and Auto-complete will start giving you a number of options to select from. If you find a perfect match, click on the option
    • For example, if you type “apple” (do not hit ), a drop down list will appear giving you the name of securities with “apple” in the Name (in this case AAPL US Equity is the main page for APPLE)
    • You can also use Auto-complete to figure out some of the codes. For example, type GOOG P/E will give you several options for viewing the Price to Earnings ratio for Google
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