Baker%20Library

1
Basic Bloomberg API

• Baker Library
• refquest_at_hbs.edu
• Prepared by
• James Zeitler
• Baker Research Services
• jzeitler_at_hbs.edu

2
Agenda

• Housekeeping
• Logins
• Bloomberg terminal
• Using API
• From within Bloomberg
• From within Excel
• Saving results
• PFM
• Webmail
• Flashdrive
• Help

3
Housekeeping

• Logins
• Exchange Login
• http//www.library.hbs.edu/intraonly_cgi/secure/ex
  change
• Bloomberg Login
• By kiosk
• Personal
• Press GO without entering username/password
• Bloomberg terminal
• 4 Windows
• Blue Panel key
• Keyboard (ltAlt-Kgt)
• Green Action keys
• Yellow Market Sector keys
• Red Stop keys
• Lilac
• Panel
• Currency and Fractions

4
Bloomberg Keyboard
Source Bloomberg Document 2017365
5
Bloomberg Yellow/Sector Keys

• GOVT
• Government (US Treasury and non-US government
  agency securities)
• CORP
• Corporate debt
• MTGE
• Mortgages
• M-MKT
• Money market, including Commercial Paper, CDs,
  Bankers Acceptances, Medium Term Notes
• MUNI
• Municipal Debt
• PFD
• Preferred shares
• EQUITY
• Equity shares
• CMDTY
• Commodity markets
• INDEX
• Indices
• CRNCY

6
Using API Bloomberg to Excel

• From Bloomberg terminal to Excel
• E.g. IBM ltEquitygt FA 16
• Or
• IBMltEquitygtltGOgt
• 9) Fundamentals and Earnings Analysis
• 1) Financial Analysis
• 16) Income Analysis

7
Bloomberg To Excel (2)

• From Bloomberg terminal to Excel
• Options
• Excel Download

• Note
• Mnemonics
• Template
• Change ticker
• Change currency
• Bloomberg function calls (cell C8)

8
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 ltINDEXgt MEMB

9
Push-Pin Drag and Drop (2)

• Left-click and drag Push-Pin to open worksheet

10
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

11
Table Wizard
12
Fundamentals Wizard

• Note
• Change ticker in B1
• BLPRefresh
• Fundamentals

13
History Wizard (1)
14
History Wizard (2)
15
Bloomberg API Functions
E.g. BLPH (Bloomberg History) function
BLPH(Security,Fieldltsgt,Start Date,End
Date,Points,Reverse,Period, Non-trading
days,Filler,Dates,Rows,Columns,Direction,Show
Price, Currency,GPA)
16
BBXL
17
Bloomberg Worksheet Functions
18
BLPH Function
19
Demo Spreadsheets

• BBXL
• 8) Equity

• DOCS APIEQ

or
20
Company Financial Comparisons
21
Saving Results

• PFM (Personal File Manager)
• Compose
• Attachments
• Send
• Webmail
• Flashdrive

22
PFM in Bloomberg
23
Help With API

• BBXL
• DOCS
• E.g. IDOC API

24
ltHELPgt ltHELPgt