Bloomberg Help Guide
Bloomberg is an online service providing analysis and quotes for equities and indices around the globe, current company, industry and market news, and economic data for the countries of the world. Current students, faculty and stafff may use Bloomberg at Bobst Library, at the 5th Floor Research Commons. Stern students may also use Bloomberg in the K-MEC UC-70 computer lab, the K-MEC 5th floor reading room, the K-MEC CRC, and Tisch LC11-13-15 computer lab.
This Guide Contains Information on:
Using the Bloomberg Keyboard
Logging In: To log in, press the RED CONN DEFAULT key on the upper right hand corner of the keyboard. The username and password are available at the 5th Floor Research Commons.
Beginning Your Search: Select one of the YELLOW keys at the top of the keyboard. After selecting the appropriate YELLOW key, hit the GREEN key. After familiarizing yourself with Bloomberg, you may wish to search with codes, rather than the keyboard menu.
Finding What You Need
- Equity Information: YELLOW key
- Stock Indexes: YELLOW key
- Economic Indicators: YELLOW key or YELLOW key
- Bonds: YELLOW key
Navigating within Bloomberg: Use the key to go back one level. Use the key to move forward when there are multiple pages, and the key to move back a page. There are two screens operating in Bloomberg. Use the key to move back and forth between screens.
Help: The GREEN key is useful. Press the key to get information about the screen you are on. This is good for deciding which menu selection to use, because descriptive information is given for each. You can also use the key by entering keyword(s) to bring up a menu with different options. These include FAQs and definitions.
ORANGE dialog boxes allow you to modify the information in them. This is most often dates and time intervals.
Codes: Everything in Bloomberg is assigned a code. After becoming a more proficient searcher, you may opt to use codes instead of menus. For example, to get historical stock prices for Pepsi, you could enter PEP key key, select 4) "Historical Prices" key, then 2(HP). Alternatively, you could simply enter PEP EQUITY key HP GO key.
Getting the Company Ticker: Enter the following sequence of keys: YELLOW key key key, select 1 "Finding Securities", key. You will be prompted to enter at least 3 letters of the company's name. Select the line number corresponding to the company you want, and hit the key. The company page with menu will appear with current ticker information at the top. Note: If you know the company ticker symbol, you may go directly to the company screen, by entering the COMPANY TICKER, the key and the key. Example: PEP .
Company News: To get news on a specific company from within the company page, select 7) "News", the key, then 1)CN key for all news, or 2)CN1 for latest news. To use codes, simply input the information at the blue prompt in the upper left hand corner of the screen. For example, for news on the company Zila, enter Zila CN .
Getting Financial Analysis: Within the company menu, select 9) "Fundamentals and Earnings Analysis", select the line number corresponding to "Financial Analysis", and hit the key. To print the full report, select 25 and then the key.
Getting Financial Filings/Information: Within the company menu, select 9) "Fundamentals and Earnings Analysis", select the line number corresponding to "Company Filings", and hit the key. To print financial filings, enter the number of pages to be printed and hit the GREEN key. Example: 18 .
Getting Stock Prices: Stock prices are available in various different ways. From the company menu, select 4) "Historical Prices". This will bring up a menu with 8 output choices. Most people want historical data either in readable tabular form (HP), or in a graph (GP). Select the option you want, and hit the key. Alternatively, to get historical prices for Pepsi, you may use codes: PEP HP .
Getting Comparative Analysis: You may compare one company to another company or to a stock index by entering the codes for both. Example: To compare IBM to the S&P500, enter: IBM SPX . This will bring you to a menu of output options. Select the option you want, and hit the
To start, select the YELLOW <INDEX> key or the YELLOW <EQUITY> key, hit the key, and then select "Economic Indicators". This will bring you to a menu of options; select the option you want. Different options offer differ output features. For instance, for OECD statistics, you select the specific data you want, and the results will be returned to you for as far back as they are available. For EUROSTAT, after the indicator is selected, a box pops up with different options. The most useful option is 85(BQ) from which you can select HP to get the results in a tabular form. To find out what the other options mean, select one, then hit the key, and then the key. This will bring up a description of the option.
Company News: To get news on a specific company from within the company page, select 7) "News" and the key, then 1)CN key for all news, or 2)CN1 for latest news. To use codes, simply input the information at the blue prompt in the upper left hand corner of the screen. For example, for news on the company Zila: Zila CN .
Top News: At the blue cursor in the upper left hand corner of the screen, type TOP key.
Archival News: At the blue cursor in the upper left hand corner of the screen, type TNI key. This feature allows you to search for news by keyword, subject or name.
Bloomberg Forum: At the blue cursor in the upper left hand corner of the screen, type BFM key. This is a series of interviews of CEOs, analysts, political leaders and others speaking about current events, their own industries or areas of expertise.
Printing and Downloading Bloomberg does not allow downloading with academic accounts. It is possible to copy and paste individual screens into Excel using CTRL-C and CTRL-V. First launch Excel, then minimize. Press ALT/TAB to toggle between Excel and Bloomberg. Place the cursor on the Bloomberg screen with the data you want, and hit CTRL-C. Tab over to Excel using ALT/TAB, and hit CTRL-V with the cursor on the appropriate cell. To print, hit the GREEN key, or right click on the mouse. To print the full text of financial analysis reports, select 25 from the "Financial Analysis" screen. To print financial filings, enter the number of pages to be printed and hit the GREEN key. Example: 18 .