Da biste bili produktivniji, brži i učinkovitiji u obavljanju financijske analize ili istraživanja, važno je biti vješt u korištenju terminala Bloomberg. To znači poznavanje najvažnijih Bloombergovih funkcija.

Bez obzira radite li u investicijskom bankarstvu Putovanje karijere u investicijskom bankarstvu Vodič za karijeru u investicijskom bankarstvu - planirajte svoj IB put karijere. Saznajte o plaćama u investicijskom bankarstvu, kako se zaposliti i što raditi nakon karijere u IB-u. Odjel za investicijsko bankarstvo (IBD) pomaže vladama, korporacijama i institucijama u prikupljanju kapitala i potpunom spajanju i preuzimanju (M&A). , istraživanje kapitala Equity Research Analitičar analitičar istraživanja kapitala pokriva istraživanje javnih poduzeća i distribuira to istraživanje klijentima. Pokrivamo plaće analitičara, opis posla, točke ulaska u djelatnost i moguće putove karijere. ili drugim područjima tržišta kapitala, morat ćete naučiti kako koristiti Bloomberg terminal za prikupljanje povijesnih financijskih podataka o tvrtki, cijena dionica, transakcija, informacija o obveznicama / fiksnom dohotku i još mnogo toga.

Ovdje smo sastavili popis onoga što vjerujemo da su najčešće i najvažnije funkcije, pritisci tipki i prečaci koje treba znati na Bloomberg terminalu, iznutra. Majstorstvo Bloombergovih funkcija ključno je za to da postanete izvrstan financijski analitičar. Vodič analitičara Trifecta® Konačni vodič o tome kako postati financijski analitičar svjetske klase. Želite li biti financijski analitičar svjetske klase? Želite li slijediti najbolje prakse u industriji i izdvojiti se iz mase? Naš proces, nazvan Analitičar Trifecta®, sastoji se od analitike, prezentacije i mekih vještina.

Popis Bloombergovih funkcija

Vijesti

Glavne funkcije vijesti uključuju:

Prečac	Opis	Koristi
N	Vijesti	Glavni izbornik vijesti
VRH	Najnovije vijesti	Filtrirani prikaz funkcije Vijesti, prikazuje naslove najvažnijih vijesti iz BLOOMBERG NEWS
TOPCA	Najnovije vijesti Kanada	Filtrirani prikaz funkcije Vijesti, prikazuje naslove najvažnijih vijesti iz BLOOMBERG NEWS-a za Kanadu
NSE	Pretraživanje vijesti	Prilagođeno pretraživanje vijesti
NSE CNS	Kanadske burze	Filtrirano prilagođeno pretraživanje vijesti ograničeno na Kanadu
NSE USS	Američke burze dionica	Filtrirano prilagođeno pretraživanje vijesti ograničeno na SAD
NSE MNA	Spajanja i preuzimanja	Filtrirano prilagođeno pretraživanje vijesti ograničeno na spajanja i preuzimanja
NSE OPN	Komentar otvaranja tržišta	Filtrirano prilagođeno pretraživanje vijesti ograničeno na uvodne komentare
NSE US COS	Korporativne vijesti	Filtrirano prilagođeno pretraživanje vijesti ograničeno na američke i korporativne vijesti
NSE BBEA	Zarada i nadogradnja	Filtrirano prilagođeno pretraživanje vijesti ograničeno na zaradu i niže ocjene

Zasloni širokog tržišta

Glavne funkcije probira na širokom tržištu uključuju:

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Prečac

Opis

Koristi

WEI

Svjetski indeksi vlastitog kapitala

Omogućuje vam praćenje i usporedbu podataka o cijenama i količini u stvarnom vremenu za svjetske indekse dionica.

WPE

Svijet P / E

Omogućuje vam praćenje i analizu ključnih temeljnih omjera, poput cijene / zarade, u glavnim indeksima kapitala i usporedbu omjera razine indeksa unutar dana s procjenama analitičara i ostalim regijama.

EKO CA

Kanadska (i američka) ekonomska izdanja

Ekonomski kalendari u stvarnom vremenu i nadolazeća gospodarska izdanja, podaci o robi, vladi, središnjoj banci i industriji te događaji.

ECST

Ekonomska statistika po zemljama

Pruža ekonomske podatke s organizacijom i kontekstom te omogućuje analizu više skupova podataka pomoću grafičkih formata i formata tablica.

MOV

Grupe za kretanje indeksa i industrije

Prikazuje dionice koje pokreću kretanje odabranog indeksa ili druge skupine kapitala.

Baza podataka o spajanju / akvizicijama

Omogućuje praćenje i analizu podataka o spajanjima i preuzimanjima u stvarnom vremenu i jednostavno filtriranje ponuda po rasponu dimenzija, poput vrste posla, veličine i savjetnika. Također omogućuje pronalaženje podataka na razini dogovora. Uz to, omogućuje traženje usporedivih transakcija.

WFX

Međusobni monitori tečaja

Daje pregled valutnih tečajeva u stvarnom vremenu, također pruža informacije o cijenama sati za bolji nadzor.

FXC

Matrica tečaja valuta

Omogućuje nadzor međuvalutnih spot, terminskih i fiksnih stopa.

RATC

Revizija rejtinga

Prikazuje popis trenutnih i povijesnih kreditnih rejtinga do 10.000 izdavatelja, što omogućuje praćenje nadogradnji, smanjenja i drugih poteza koji odražavaju izdavačevu fiskalnu snagu i stupanj rizika.

BTMM

Kamatne stope i tržište obveznica

Prikazuje sve glavne stope, vrijednosne papire i ekonomska izdanja za odabranu zemlju.

USSW

Riznica zamjenjujem stranice monitora

Pruža trenutne kamatne stope zamjene, zajedno s vladinim, agencijskim, indeksnim, LIBOR-om i stopama terminskih tržišta, plus ekonomsku statistiku.

FIT

Trgovanje fiksnim prihodima

Platforma za elektroničko trgovanje s fiksnim prihodom za američke stope i široki skup globalnog državnog duga.

Svjetska tržišta obveznica

Pratite i grafički prikažite prinose, namaze i povijesne performanse državnih obveznica na jednom zaslonu, zajedno sa trenutnim prinosima, rasponima i statističkim odstupanjima trenutnih stopa od prosjeka.

CDR

Kalendar tržišta

Prikazuje kada su tržišta otvorena / zatvorena i kada rade po djelomičnom rasporedu dana.

MMR

Tržište novca / LIBOR stope

Prikazuje izbornik monitora stope globalnog tržišta novca u stvarnom vremenu za usporedbu s kompozitnim cijenama, cijenama trećih strana i cijenama elektroničkog trgovanja.

SRCH

Corp / Govt / Pretvori pretraživanje obveznica

Stvorite prilagođene popise zajmova, državnih i korporativnih obveznica, strukturiranih novčanica, komunalnih obveznica i željenih vrijednosnih papira iz baze podataka Bloomberg.

CRVF

Sve krivulje prinosa - Treas / Muni / Corp

Omogućuje pretraživanje krivulja, filtriranje prema klasi imovine i državi / regiji i / ili sektoru.

ODABRATI

Muni ponude

Pratite ponude na tržištu općinskih obveznica u SAD-u, tražene ponude i prijavljene transakcije na jednom mjestu.

Tržišna izvedba / Alati za provjeru

Prečaci za tržišne performanse uključuju:

Prečac

Opis

Koristi

DVO

Bloombergova inteligencija

Podplatforma koja pruža istraživanje o industrijama, tvrtkama i stručnim temama, pruža ključne podatke i interaktivne grafikone.

NAJVIŠE

Najaktivniji vrijednosni papiri

Prikazuje različite mjerne podatke o izvedbi trgovačke aktivnosti određenog vrijednosnog papira, kao što su Volume, Chg Up, Chg Down, Value, Delta AVAT, 52Wk Highs i 52Wk Lows.

FPC

Povrati s rangom uzajamnog fonda

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:

Shortcut

Description

Uses

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.

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:

Shortcut

Description

Uses

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.

Earnings Estimates

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

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.

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.

Corp Filings – SEDAR/EDGAR

Provides access to publicly available filings for research purposes.

Today’s Markets

Recent events:

Shortcut

Description

Uses

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.

Time/Sales (Quote Recap)

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

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:

Shortcut

Description

Uses

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.

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.

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.

Short Interest

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

Custom Technical Charts

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

Index Analysis

For analyzing an index or indices:

Shortcut

Description

Uses

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. .

Source: 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.