Bloomberg Tutorial

Green Keys & Yellow Keys The Keys to Information

The key to obtaining Bloomberg Information begins with the use of the colour coded buttons on the keyboard. Bloomberg searches are all menu driven (ie. information is retrieved by choosing options provided in a menu format)

Yellow Market Sector Keys Green Action Keys

CMDTY Commodities, futures, options, spot rates CORP Corporate Debt CRNCY Spots, futures, options on over 100 currencies EQUITY ADRs, mutual funds, rights, stocks, options, 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 PFD Preferred stock of piblic companies Getting Started with Bloomberg

HELP a term followed by the HELP key produces suggestions in a variety of categories GO Activates all commands MENU Go back one level PAGE UP/ PAGE DOWN Navigate between pages PRINT Screen print TAB Allows parameters to be changed in tables & graphs PANEL Toggle between screens Getting Started with Bloomberg

 

 

Getting Started with Bloomberg

Begin searches :

1) by choosing one of the Yellow market sector keys and then making menu choices according to preferences for that market sector Example: Equity <GO> Then #1 - Finding a Security Then TK - Ticker Symbol Lookup

2) by typing a term or company name etc. followed by the green HELP key. Example: BETA HELP

HELP HELP Hitting the HELP key twice activates the e-mail screen with which you can send questions to Bloomberg. Responses can be retrieved by pressing the MESSAGE button on the Numbers keypad. Occassionally Bloomberg will reply by phone (give your cell phone number in the e-mail message or the call will come to Bus Lib staff phone)

 

Unless you opt to use the HELP key, all search syntax in all Market Sectors follow this pattern: Once you have determined that you have the appropriate company, index, currency, bond code etc. use the CODE followed by the Yellow Market Sector Key followed by the Green <GO>

e.g. SLF CN Equity <GO> Translation: SLF is the ticker symbol for Sun Life Financial CN is the Stock Exchange (Canadian) upon which it trades and then the yellow Equity key indicates that this is an Equity search e.g. CAN CRNCY <GO> Translation: CAN is the symbol for Canadian Dollar and CRNCY is the Market Sector key related to currency information

How to determine the appropriate code. Each Market Sector provides a search mechanism for finding the equity, bond, currency etc. CODE required. The TK symbol is most commonly used key for finding codes - as is FAS. After selecting one of the Yellow market sector keys, Choose #1 of the menu choices and using the TK or FAS or similar codes, search for the appropriate CODE. Please note: for Equity searches the company code PLUS the stock exchange must be noted.

Many commands can be used in most of the Market Sector categories:
TK - Ticker Symbol look up
DES - Description
CACS - Corporate Action Calendar
HP - Historical Information in table format
GP - Historical Information in graph format
CN - News
MST - Most Active Trades

Generic Commands :
TOP - Top News TOP <GO>
LEAGUE - League Tables (Rankings) LEAG <GO> <HELP>
GRAB - Captures current screen to allow e-mailing GRAB <GO>
N - Display Bloomberg News N <GO>


BU - Bloomberg Univ. BU <GO>

 

 

EQUITY

EQUITY Use the Equity menu to display a list of sub-menus for equity market functions. The equity market includes common stocks, depository receipts, certificates, warrants, equity options, and international and U.S. mutual funds. You can also search for equity market functions.

Most commonly used functions in this category include:

TK - Search for a company's ticker symbol EQUITY TK company name <GO>
Once you have identified the correct company from the list of matching securities a search for information can be conducted. The exchange on which the equity is traded must also be noted
Sample Search : DFS CN EQUITY <GO> indicates that you are searching for Dofasco (DFS) which trades on the Canadian (CN) stock exchange . Once the relevant company appears on screen, menu choices are provided by which you can get information about the company. Choose the number which corresponds to the category of information you require.

Commonly used commands include:
CN - Company news
DES - Overview of company including executive officers, share offering info, ratios, quick financials, product segmentation and more
FA - Financial Analysis - Detailed information about the financial health of the company
GP - Historical Prices - Graph format
HP - Historical Prices - Table format
RV - Relative Value - ratios of the company in comparison to the industry and competitors
BQ - Composite Overview
RELS - Related Securities e.g. debt
ERN - Earnings Per Share
DVD - Dividends
EE - Earnings Estimates
COMP - Comparison of up to 4 equities or indices on one chart
BETA - Comparison of rates of return of the equity to the market as a whole
CACS - Corporate Action Calendar - shows acquistions, ticker symbol changes, delistings etc.
ISSD - Financial Health
CH1 - Financial Summary
CH2 - Income Statements
CH3 - Balance Sheets
CH6 - Cash Flow
TRA - Total Return Analysis
MGMT - Company Management

 

 

INDEX

INDEX Use the Index menu to display a list of sub-menus for all indicative and/or statistical data and market monitor functions. The <INDEX> key covers all sectors including the commodity, corporate bond, currency, energy, equity, government bond, money market, mortgage, municipal, and real estate markets. You can also search for specific <INDEX> functions.

Most commonly used functions in this category include:

WEI -	World Equity Index - choose from list of indicies sorted by geographic region
RSI -	Relative Strength Index
MOV -	Index Movers
WEIF -	World Equity Index Futures
CIX -	Custom Index
MEMB -	Index Member Weightings
IND -	Merrill Lynch Index System
IMOV -	Equity Index Movers
IRSI -	Relative Strength Index
IMN -	Index Monitor
CMCI -	Commodity Channel Index
WEIS -	World Equity Index Rankings
IPR -	Index Ranked Returns
HMOV -	Historical Equity Index Movers
MBRS -	Index Member Weightings
TEMI -	Performance of a specific index

Commonly Searched:

Useful Codes:	CODE	MKT Sector Key
Canadian Venture Exchange	CDNX	<INDEX>	<GO>
Dow Jones Industrial Average	INDU	<INDEX>	<GO>
FTSE 100	UKX	<INDEX>	<GO>
NASDAQ Composite	CCMP	<INDEX>	<GO>
NIKKEI	NKY	<INDEX>	<GO>
S&P 500	SPX	<INDEX>	<GO>
TSE 300	TS300	<INDEX>	<GO>
TSE 300 Total Return	0000IR	<INDEX>	<GO>
Canadian Generic Notes:
3-Month Treasury Bill	GCTB3MO	<INDEX>	<GO>
6-Month Treasury Bill	GCTB6MO	<INDEX>	<GO>
1-Year Generic Bond	GCAN1YR	<INDEX>	<GO>
5 -Year Generic Bond	GCAN5YR	<INDEX>	<GO>
10-Year Generic Bond	GCAN10YR	<INDEX>	<GO>
30-Year Generic Bond	GCAN30YR	<INDEX>	<GO>

 

 

 

 

 

 

 

 

 

 

 

 

 

CURRENCY

CRNCY Use the Currency menu to display a list of sub-menus for currency market functions. The currency market includes exchange listed contracts and currency spot rates. You can also search for specific currency market functions.

Most commonly used functions in this category include:

TKC -	Spot Rate and Tickers
NN -	Currency Key News
WCR -	World Currency Rates
GIP -	Price Graph
TAS -	Stochastics bar graph
WCV -	World Currency Value
CM -	Currency Monitors
FXEQ -	Currency Conversion Calculator
FCO -	Currency Options
TOPI -	Top Stories Currencies
WCR -	World Currency Rates
HPTC -	Historical Price Traded Currency
TKC -	Exchange Rates by Region
FE11 -	Currency Conversion Calculator

Commonly Searched	CODE	MKT Sector Key
British Pound	BPS	<CRNCY>	<GO>
Canadian Dollar	CAN	<CRNCY>	<GO>
German Deutschemark	DMS	<CRNCY>	<GO>
Japanese Yen	JYS	<CRNCY>	<GO>
United States Dollar	USD	<CRNCY>	<GO>
Key Currency Rates	FXC	<CRNCY>	<GO>

 

 

 

 

 

 

MORTGAGE

MTGE Use the Mortgage menu to display a list of sub-menus for mortgage market functions. The Mortgage market includes pools, generics, CMOs (Collateralized Mortgage Obligations), ABS (Asset Backed Securities), SBA (Small Business Administration), and Canadian pools. These securities are backed up by a pool of pools of individual mortgages or loans. Interest and principal payments from underlying loans are passed through to the holders of the securities. You can search for specific mortgage market functions.

Most commonly used functions in this category include:

ID -	Look up by CUSIP
HTR -	Historical Total Return
PT -	Price Table
YT -	Yield Table
MRTG -	All Mtge News

 

 

 

MONEY MARKET

M-MKT Use the Money Market menu to display a list of sub-menus for the money market functions. Money Market security types include Commercial Papers (CP), Bankers Acceptances (BA), Certificates of Deposit (CD), and Medium-term notes (MTN). These security types are further classified as Domestic, Yankee, Euro, and Floating Rate. Money market securities include programs, which are records that contain the specific issue information. You can also search for specific money market functions.

Most commonly used functions in this category include:

FAS -	Finding a Security
MMGR -	Money Market Directory
PRIM -	Global Prime Rates
MMR -	Money Rate Monitors
I -	Money Market Index
HMS -	4-in-1 Price Graph
BOOM -	Commercial Paper Offerings
DRAW -	Draw Down
DES -	Description

 

 

COMMODITY

CMDTY Use the Commodity menu to display a list of sub-menus for commodity market functions. The commodity sector includes all exchange listed futures and options contracts of underlying financial and physical products. You can also search for specific commodity market functions.

Most commonly used functions in this category include:

I - Spot Commodity CTM - Contract Table Menu CEM - Contract Exchange Menu OTM - Option Table Menu CU2 - 2 Security Analysis OR - Trade Recap CT - Contract Table HVG - Volitility Graph OTD - Option Description GY - Yield Graph POAT - Put Analysis Table COAT - Call Analysis Table GLCO - Global Commodity Prices & Data CTOP - Top Commodity Stories CMDX - Global Commodity Prices and Data CRR - Commodity Ranked Returns CCRV - Commodity Curve Analysis

Commonly Searched CODE Contract Futures Menu CTM <GO> CRB Index CRY <INDEX> <GO> Gas Futures NGA <CMDTY> <GO> Gold Futures GCA <CMDTY> <GO> Oil Futures CLA <CMDTY> <GO> Silver Futures SIA <CMDTY> <GO> Gold Spot GOLDS <CMDTY> <GO> Natural Gas Markets NATG <GO> Oil Prices CRUD <GO> Silver Markets SLVL <GO>

 

 

CORPORATE

CORP Use the Corporate menu to display a list of sub-menus for corporate bond market functions. The corporate market includes U.S. and non-U.S. domestic government and corporate bonds, Medium Term Notes (MTNS), eurobonds, global bonds, international and emerging market issues, structures notes, 144As, and syndicated loans. Security types include fixed, floating, variable rate, zero-coupon, convertible, and warrants. You can also search for specific corporate bond market functions.

Most commonly used functions in this category include:

FAS - ACTI - CACS - PSCA - BC7 - GPCA -

Find a Security Corporate Events Corporate Action Calendar Portfolio Corporate Action Report Corporate Bonds Corporate Action Price Graph

 

GOVERNMENT

GOVT Use the Government menu to display a list of sub-menus for U.S. Treasury and U.S. Government agencies. Actively traded U.S. Government issues include Treasury and agency bills, notes, bonds, and strips. You can also search for specific government functions.

Most commonly used functions in this category include:

WB -	Major Bonds Around the World
FAS -	Find a Security
GGR -	Global Generic Government Rates
BBNG -	Government News
C15 -	Historical Governments
GG -	Generic Government Ticker Lookup
IYCG -	Government Yield Matrix
I -	Government Indices
SRCH -	Custom Bond Search
HMS -	Multiple Security Analysis - 4-in1 price
YCRV -	Yield Curve Analysis
BRDY -	Brady Bonds
WBIS -	Ranked Returns - Bond
IM -	Treasury Market and Bond Monitors
CU 2 -	2 Security Analysis Menu
GY -	Yield Graph
YAS -	Yield and Spread Analysis
HP -	Price Yield - Table
GP -	Price Yield - Graph
WBF -	World Bond Futures
	Economics
ECST -	World Economic Statistics
ESNP -	Economic Statistics Snapshop
IECO -	Economic Statistics by Type
STAT -	Bloomberg's Global View
ECO -	Local Economic Release

Commonly Searched		MKT Sector Key
US Treasury Bills:
3 month	GB3	<GOVT>	<GO>
6 month	GB6	<GOVT>	<GO>
1 year	GB12	<GOVT>	<GO>
5 year	GT5	<GOVT	<GO>
10 year	GT10	<GOVT>	<GO>
20 year	GT30	<GOVT>	<GO>

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MUNICIPAL

MUNI Use the Municipal menu to display a list of sub-menus for the municipal bond market functions. The Municipal market consists of bonds issued by the U.S. municipalities. Bonds are grouped into series, comprised of bonds issued by the same issuer on the same day with the same characteristics. Each user is assigned a 6-digit number by the Committee on Uniform Securities Identification Procedures (CUSIP). You can also search for specific municipal functions.

Most commonly used functions in this category include:

SRC -	Municipal Search
MBIX -	Lastest Muni Bond Indices
QDES -	Muni Data/DES Questions
BC29 -	Municipal Bonds
YA -	Yield Analysis
YT -	Yield to Price Table
GY -	Yield Graph
TRA -	Total Return Analysis
FYH -	Futures Hedging
MUPC -	Muni Price Sources

 

 

PREFERRED

PFD Use the Preferred menu to display a list of sub-menus for preferred securities functions. The preferred market includes public and private securities. Security types include fixed, floating, variable rate, zero-coupon, convertible, and warrants. You can also search for specific preferred security functions.

Most commonly used functions in this category include:

FAS -	Finding a Security
ID -	Security by ID (e.g. CUSIP)
QR -	Trade Recap
GIP -	Price Graph
PT -	Price to Yield Table
YA -	Yield Analysis
GY -	Yield Graph
HRH -	Historical Return Histogram
ISSD -	Issuer Information
RATE -	Credit Rating
PSCH -	Preferred Search Utility
PFD -	Preferred Security Fund
CU -	One Security Menu
RELS -	Related Securities
CH2 -	Income Statement
NIM -	New Issue Monitor