Bloomberg-funktionsliste - Vigtigste funktioner på terminalen

For at være mere produktiv, hurtigere og mere effektiv, når du udfører økonomisk analyse eller forskning, er det vigtigt at være dygtig til at bruge Bloomberg Terminal. Det betyder at kende de vigtigste Bloomberg-funktioner.

Uanset om du arbejder i investment banking Investment Banking Career Path Investment banking karrierevejledning - planlæg din IB karrierevej. Lær om investeringsbanklønninger, hvordan man ansættes, og hvad man skal gøre efter en karriere i IB. Investeringsbankafdelingen (IBD) hjælper regeringer, virksomheder og institutioner med at rejse kapital og gennemføre fusioner og opkøb (M&A). , equity research Equity Research Analyst En aktieforskningsanalytiker giver forskningsdækning af offentlige virksomheder og distribuerer denne forskning til klienter. Vi dækker analytikerløn, jobbeskrivelse, indgangspunkter i branchen og mulige karriereveje. eller andre områder på kapitalmarkederne bliver du nødt til at lære at bruge Bloomberg Terminal til at få fat i historiske økonomiske oplysninger om et selskab, aktiekurser, transaktioner, obligationer / fastforrentede oplysninger og meget mere.

Her har vi samlet en liste over, hvad vi mener er de mest almindelige og vigtige funktioner, tastetryk og genveje at kende på Bloomberg Terminal, indefra og ud. Bloomberg fungerer mestring er nøglen til at blive en stor finansanalytiker Analyst Trifecta® Guide Den ultimative guide til, hvordan man kan være en finansanalytiker i verdensklasse. Vil du være en finansanalytiker i verdensklasse? Ønsker du at følge branchens førende bedste praksis og skille sig ud fra mængden? Vores proces, kaldet The Analyst Trifecta®, består af analyse, præsentation og bløde færdigheder.

Liste over Bloomberg-funktioner

Nyheder

De vigtigste nyhedsfunktioner inkluderer:

GenvejBeskrivelseAnvendelser
NNyhederMenuen Main News
TOPTop nyhedshistorierFiltreret visning af nyhedsfunktionen viser overskrifter af dagens tophistorier fra BLOOMBERG NYHEDER
TOPCATop nyhedshistorier CanadaFiltreret visning af nyhedsfunktionen viser overskrifter af dagens tophistorier fra BLOOMBERG NYHEDER for Canada

NSESøgning efter nyhederBrugerdefineret nyhedssøgning
NSE CNSCanadiske aktiemarkederFiltreret tilpasset nyhedssøgning begrænset til Canada
NSE USSAmerikanske aktiemarkederFiltreret tilpasset nyhedssøgning begrænset til USA
NSE MNAFusioner / erhvervelserFiltreret tilpasset nyhedssøgning begrænset til fusioner og erhvervelser
NSE OPNÅbning af markedskommentarerFiltreret tilpasset nyhedssøgning begrænset til åbningskommentarer
NSE US COSVirksomhedsnyhederFiltreret tilpasset nyhedssøgning begrænset til amerikanske og virksomhedsnyheder
NSE BBEAIndtjening op & nedgraderinger

Filtreret tilpasset nyhedssøgning begrænset til indtjening og nedgradering

Brede markedsskærme

De største brede markedsundersøgelsesfunktioner inkluderer:

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GenvejBeskrivelseAnvendelser
WEIVerdensaktieindekser  

Giver dig mulighed for at overvåge og sammenligne data i realtid om priser og volumen for verdens aktieindekser.

WPEVerden P / EGiver dig mulighed for at overvåge og analysere vigtige nøgletal, såsom pris / indtjening, på tværs af større aktieindekser og sammenligne intradag-indeksniveauforhold med analytikerestimater og andre regioner.

ECO CACanadiske (og amerikanske) økonomiske udgivelser

Økonomiske kalendere med realtids og kommende økonomiske udgivelser, råvare, regering, centralbank og brancheoplysninger og begivenheder.
ECST

Økonomiske statistikker efter land

Tilbyder økonomiske data med organisation og kontekst og giver mulighed for at analysere flere datasæt ved hjælp af grafiske formater og tabelformater.

MOV

Index & Industry Group Movers

Viser aktier, der driver bevægelsen i et valgt indeks eller en anden aktiekoncern.

MA

Fusion / Erhvervelsesdatabase

Giver mulighed for at spore og analysere fusioner og erhvervelsesdata i realtid og nemt filtrere efter tilbud efter en række dimensioner, såsom handelstype, størrelse og rådgiver. Tillader også at finde data på dealniveau. Tillader desuden søgning efter sammenlignelige transaktioner.

WFX

Cross Currency Rate Monitors

Giver et overblik over valutakurser i realtid og giver også information om priser på timer for bedre overvågning.

FXC

Valutakursmatrix

Tillader overvågning af krydsvaluta spot, forward og fastsættelse af kurser.

RATC

Rating Revisionsovervågning

Viser en liste over aktuelle og historiske kreditvurderinger for op til 10.000 udstedere, der gør det muligt at spore opgraderinger, nedgraderinger og andre træk, der afspejler udstederens finanspolitiske styrke og grad af risiko.

BTMM

Renter og obligationsmarkedet

Viser alle større renter, værdipapirer og økonomiske frigivelser for et valgt land.

USSW

Treasury I Swaps Monitor sider

Tilbyder aktuelle renteswapsatser sammen med stats-, agentur-, indeks-, LIBOR- og futuresmarkedsrenter plus økonomiske statistikker.

PASSE

Handel med fast indkomst

Elektronisk handelsplatform med fast indkomst til amerikanske renter og et bredt sæt af global statsgæld.

WB

Verdensobligationsmarkeder

Overvåg og kortlæg statsobligationsrenter, spreads og historisk præstation på en skærm sammen med aktuelle renter, spreads og aktuelle rente 'statistiske afvigelse fra gennemsnit.

CDR

Markets Kalender

Viser, hvornår markederne er åbne / lukkede, og hvornår de opererer på en delvis dagsplan.

MMR

Pengemarked / LIBOR-renter

Viser en menu med real-time globale pengemarkedsrentemonitorer til sammenligning med sammensatte priser, tredjepartspriser og elektroniske handelspriser.

SRCH

Corp / Govt / Convert Bond Search

Opret tilpassede lister over lån, stats- og virksomhedsobligationer, strukturerede noter, kommunale obligationer og foretrukne værdipapirer fra Bloomberg-databasen.

CRVF

Alle afkastkurver - Treas / Muni / Corp.

Giver mulighed for at søge efter kurver, filtrering efter aktivklasse og land / region og / eller sektor.

PLUKKE

Muni-tilbud

Overvåg amerikanske kommunale obligationsmarkeder, tilbudte bud og rapporterede transaktioner ét sted.

Markedsresultater / screeningsværktøjer

Genveje til markedsresultater inkluderer:

GenvejBeskrivelseAnvendelser
BI

Bloomberg Intelligence

Underplatform, der leverer forskning i brancher, virksomheder og ekspertemner, der leverer nøgledata og interaktiv kortlægning.

MEST

Mest aktive værdipapirer

Viser forskellige handelsaktivitetspræstationsmålinger for en bestemt sikkerhed, såsom volumen, Chg Up, Chg Down, Value, Delta AVAT, 52Wk Highs og 52Wk Lows.

FPC

Gensidig fond klassificeret afkast

Allows comparing the returns and monitor the performance of a list of funds over a given period, and filtering by country, fund type, sector, and fund family name.

ECDR

IPO Calendar

Allows monitoring equity offerings by stage, region, industry, and other criteria.

PDF

Default Settings:  Graphs, News, Messages

Allows configuring service default settings all in one screen, including country/region, primary and secondary exchanges, news sources, and other defaults.

Company Screens

Bloomberg company screens include:

ShortcutDescriptionUses
DES

Corporate Description

Consolidated financial information for a specific financial instrument, such as a bond, loan, swap, index, futures contract, stock, warrant, option, fund, money market program, currency, or preferred security.

MGMT

Executives & Board Directors

Displays company management information about top-ranking executives and board members for a selected security.

CN

Company News

Filtered view of the News (N) function for a loaded security.

ISSD

Financial Overview

Displays the issuer description in the Security Description (DES) function for bonds.

RELS

Related Securities

Provides a comprehensive overview of a security's issuer, including company description and fundamentals, debt obligations, equities, and related financial instruments.

Fundamentals & Earnings

Fundamental and earnings research functions on Bloomberg are:

ShortcutDescriptionUses
FA

Company Fundamentals

Provides comprehensive financial information for a company, including historical fundamental data and future estimates, as well as aggregated fundamental data for global equity indices.

DVD

Dividends, Stock splits

Displays the history of a company's distributions. History includes cash dividends and other distributions, such as stock splits.

ERN

Earnings Summary

Allows for comparison of historical announcements for the stock against consensus estimates.

EE

Earnings Estimates

Provides a snapshot of aggregated broker earnings projections, surprise earnings data, and a summary of earnings history.

GE

P/E Graph - Valuation

Filtered view of the Graph Fundamentals function (GF), allowing for visual comparison of a company's fundamentals with those of other companies, indices, commodities, and economic data.

EM

Estimates  Matrix

Provides comprehensive earnings trend analysis for a selected equity, including an annual and quarterly breakdown of actual and estimated earnings trends.

ANR

Analyst Recommendations

Shows analysts recommendations for a selected equity and allows for monitoring of changes in opinion and analyzing the quality of analyst predictions.

PHDC

Institutional & Insider Holders

Menu that allows searching for holders whose trading activity may influence the price of a selected security.
CRPR

Credit Ratings

Allows for analysis of credit worthiness of a debt issuer or specific fixed income security by displaying both current and historical credit ratings from different ratings agencies in one screen.

CACS

Corporate Action Calendar

Displays a calendar of corporate and municipal actions for a single security, including events such as stock buybacks, capital changes, and distributions.

CF

Corp Filings – SEDAR/EDGARProvides access to publicly available filings for research purposes.

Today’s Markets

Recent events:

ShortcutDescriptionUses
GIP

Intraday Price Graph – up to 240 days

Visual time series analysis tool used to evaluate a security's intraday price trends for a period of up to 240 days.

QR

Time/Sales  (Quote Recap)

QR displays a quote-by-quote and trade-by-trade history for a selected equity.

BQ

Customizable  Company  Overview

Povides detailed quotes, valuation and earnings ratios, peer activity, consensus forecasts, past performance trends, and related news headlines for an equity, equity option, or fund.

BAS

Broker Activity Summary

Provides broker activity summaries for exchanges, preferreds, equities, commodities, futures, warrants, REITs, funds, ETFs, and bonds.

AQR

Average Quote Recap

Displays the Top Trades in the Price and Volume Dashboard (VWAP) function.

VAP

Volume At Price

Displays the Volume at Price tab in the Price and Volume Dashboard (VWAP) function.

TSM

Trade Summary Matrix

Displays the Trade Summary Matrix tab in the Price and Volume Dashboard (VWAP) function.

OMON

Customizable Option Monitor

Provides real-time pricing, market data, and derived data for exchange-traded call and put options for a selected underlying security in a customizable screen.

Comparative & Historical Analysis

Powerful Bloomberg screens for fundamental research:

ShortcutDescriptionUses
RV

Competitor  Relative Value

Allows performing relative valuation analysis on a security against comparable companies or examining the relative richness/cheapness of a bond.

COMP

Comparative Total Return

Allows comparing of returns of a selected security for up to five other selected securities, including its benchmark index and industry group (if available).

TRA

Total  Return  for 1 Security

Allows for calculation of the total return for a security over a specified period of time, using criteria such as price at horizon, commissions, and reinvestment rate.

GP

Historical Graphs/Table

GP and its related charts (GPC, GPO, GPF, GPL) and study functions (RSI, MACD, BOLL) are visual time series analysis tools used to put financial data into context.

GPO

Bar Chart

Displays the open/high/low/close chart view of the Price Chart (GP) function.

HP

Historical Price Table

Displays a security's price, yield, and/or volume plus the close, open, high, and low prices. The historical price table shows pricing and volume data for a security over a specified period of time.

SI

Short Interest

Allows reviewing short interest information for equity securities that trade on certain exchanges.

G

Custom Technical Charts

Allows you to create and organize all of your custom charts.

Index Analysis

For analyzing an index or indices:

ShortcutDescriptionUses
TRAY

Total Return

Displays the simple, annualized, and semi-annualized price appreciation of an index for 20 different time periods.

MOV

Index Movers

Allows analysis of the stocks that drive the movement of a selected index or other equity group.

MRR

Member Returns

Ranks the members of an equity index, basket, or portfolio by price appreciation or total return.

MEMB

Member Weights

Displays the members of an index and its current weightings, along with shares and price performance.

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Bloomberg in financial analysis

In addition to using Bloomberg functions on the Terminal, analysts also have to be good at integrating Bloomberg into Excel.

Analysts will often build custom formulas that pull data directly from the Terminal to their desktop where it can be integrated into financial analysis, financial modeling What is Financial Modeling Financial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model. , and valuation work.

Below is a screenshot of the Bloomberg Terminal Bloomberg Terminal The Bloomberg Terminal (aka Bloomberg Professional Services) connects finance professionals to a dynamic network of information, people, and ideas. At the core of this network is the ability to deliver real-time data to finance professionals around the world. .

bloomberg terminal with bloomberg functionsSource: Wikipedia

Analysts are expected to be efficient at using the Terminal and need to be able to quickly pull information.

The most common professions to use this data provider are investment banking What do Investment Bankers do? What do Investment Bankers do? Investment bankers can work 100 hours a week performing research, financial modeling & building presentations. Although it features some of the most coveted and financially rewarding positions in the banking industry, investment banking is also one of the most challenging and difficult career paths, Guide to IB , equity research Equity Research Overview Equity research professionals are responsible for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in. The Equity Research Division is a group of analysts and associates. This equity research overview guide , and sales & trading Sales and Trading Career Profile The sales & trading division (S&T) of an investment bank helps mutual funds, hedge funds, pension funds, etc. facilitate equities transactions (buy/sell). A career in sales & trading can be extremely strenuous with a very fast paced environment. The competition for positions is intense, compensation can be very high, .

Additional resources

Beyond this list of Bloomberg functions, there are many more tools at your disposal at Finance to become a world-class financial analyst. Finance is the official global provider of the Financial Modeling and Valuation Analyst designation FMVA® Certification Join 350,600+ students who work for companies like Amazon, J.P. Morgan, and Ferrari .

A good analyst will use Bloomberg in a variety of ways including:

  • Comparable company analysis Comparable Company Analysis How to perform Comparable Company Analysis. This guide shows you step-by-step how to build comparable company analysis ("Comps"), includes a free template and many examples. Comps is a relative valuation methodology that looks at ratios of similar public companies and uses them to derive the value of another business
  • Precedent transactions Precedent Transaction Analysis Precedent transaction analysis is a method of company valuation where past M&A transactions are used to value a comparable business today. Commonly referred to as “precedents”, this method of valuation is used to value an entire business as part of a merger/acquisition commonly prepared by analysts
  • DCF financial modeling DCF Model Training Free Guide A DCF model is a specific type of financial model used to value a business. The model is simply a forecast of a company’s unlevered free cash flow
  • IBES estimates IBES Estimates IBES (also known as I/B/E/S) stands for Institutional Broker’s Estimate System, a database that was created by the Lynch, Jones, and Ryan brokerage. This system basically compiles the analysis and forecasted future earnings of publicly traded companies. With the help of this database, users can see the different predictions, along with the forecasts of analysts.
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