Basic Bloomberg API Baker Library
[email protected] Prepared by: James Zeitler Baker Research Services
[email protected]
Fall 2006
Basic Bloomberg API
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Agenda • Housekeeping – Logins – Bloomberg terminal
• Using API – From within Bloomberg – From within Excel
• Saving results – PFM – Webmail – Flashdrive
• Help Fall 2006
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Housekeeping • Logins • Exchange Login – http://www.library.hbs.edu/intraonly_cgi/secure/exchange
• Bloomberg Login – By kiosk – Personal » Press “GO” without entering username/password
• Bloomberg terminal • 4 Windows – Blue “Panel” key
• Keyboard () – – – –
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Green “Action” keys Yellow “Market Sector” keys Red “Stop” keys Lilac » Panel » Currency and Fractions Basic Bloomberg API
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Bloomberg Keyboard
Source: Bloomberg Document 2017365 Fall 2006
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Bloomberg Yellow/Sector Keys •
GOVT –
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CORP –
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Commodity markets
INDEX –
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Equity shares
CMDTY –
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Preferred shares
EQUITY –
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Municipal Debt
PFD –
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Money market, including Commercial Paper, CDs, Bankers’ Acceptances, Medium Term Notes
MUNI –
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Mortgages
M-MKT –
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Corporate debt
MTGE –
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Government (US Treasury and non-US government agency securities)
Indices
CRNCY –
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Currency markets
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Using API: Bloomberg to Excel • From Bloomberg terminal to Excel – E.g.: IBM FA 16
• Or: – IBM – 9) Fundamentals and Earnings Analysis – 1) Financial Analysis – 16) Income Analysis
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Bloomberg To Excel (2) • From Bloomberg terminal to Excel – Options • Excel Download
• Note: – Mnemonics – Template • Change ticker • Change currency
– Bloomberg function calls (cell C8)
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Push-Pin Drag and Drop • From Bloomberg terminal to Excel – WEI • 4) DOW JONES INDUS.AVG – 11) Equity Index Analysis » 2) MEMB Index Members
– Or • INDU MEMB
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Push-Pin Drag and Drop (2)
• Left-click and drag Push-Pin to open worksheet Fall 2006
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Bloomberg API Wizards In Excel • Wizards – Table Wizard • Select data items for a list
– Fundamentals Wizard • Standard format reports – E.g.: Cash Flow, Income Analysis, Balance Sheet
– History Wizard • Time series data items for one or more entities
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Table Wizard Field search
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Fundamentals Wizard
•Note: •Change ticker in B1
•BLP…Refresh •Fundamentals
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History Wizard (1)
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History Wizard (2)
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Bloomberg API Functions E.g.: BLPH (Bloomberg History) function
=BLPH(Security,Field,Start Date,End Date*,Points*,Reverse*,Period*, Non-trading days*,Filler*,Dates*,Rows,Columns,Direction*,Show Price*, Currency*,GPA*) Fall 2006
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BBXL
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Bloomberg Worksheet Functions
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BLPH Function
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Demo Spreadsheets
• BBXL – 8) Equity Fall 2006
or Basic Bloomberg API
• DOCS APIEQ 19
Company Financial Comparisons
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Saving Results • PFM (Personal File Manager) – Compose • Attachments • Send
• Webmail • Flashdrive
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PFM in Bloomberg
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Help With API • BBXL • DOCS – E.g.: IDOC API
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