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Basic Bloomberg API

Basic Bloomberg API. Baker Library refquest@hbs.edu Prepared by: James Zeitler Baker Research Services jzeitler@hbs.edu. Agenda. Housekeeping Logins Bloomberg terminal Using API From within Bloomberg From within Excel Saving results PFM Webmail Flashdrive Help. Housekeeping.

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Basic Bloomberg API

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  1. Basic Bloomberg API Baker Library refquest@hbs.edu Prepared by: James Zeitler Baker Research Services jzeitler@hbs.edu Basic Bloomberg API

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

  3. 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 (<Alt-K>) • Green “Action” keys • Yellow “Market Sector” keys • Red “Stop” keys • Lilac • Panel • Currency and Fractions Basic Bloomberg API

  4. Bloomberg Keyboard Source: Bloomberg Document 2017365 Basic Bloomberg API

  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 • Currency markets Basic Bloomberg API

  6. Using API: Bloomberg to Excel • From Bloomberg terminal to Excel • E.g.: IBM <Equity> FA 16 • Or: • IBM<Equity><GO> • 9) Fundamentals and Earnings Analysis • 1) Financial Analysis • 16) Income Analysis Basic Bloomberg API

  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) Basic Bloomberg API

  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 <INDEX> MEMB Basic Bloomberg API

  9. Push-Pin Drag and Drop (2) • Left-click and drag Push-Pin to open worksheet Basic Bloomberg API

  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 Basic Bloomberg API

  11. Field search Table Wizard Basic Bloomberg API

  12. Fundamentals Wizard • Note: • Change ticker in B1 • BLP…Refresh • Fundamentals Basic Bloomberg API

  13. History Wizard (1) Basic Bloomberg API

  14. History Wizard (2) Basic Bloomberg API

  15. Bloomberg API Functions E.g.: BLPH (Bloomberg History) function =BLPH(Security,Field<s>,Start Date,End Date*,Points*,Reverse*,Period*, Non-trading days*,Filler*,Dates*,Rows,Columns,Direction*,Show Price*, Currency*,GPA*) Basic Bloomberg API

  16. BBXL Basic Bloomberg API

  17. Bloomberg Worksheet Functions Basic Bloomberg API

  18. BLPH Function Basic Bloomberg API

  19. BBXL 8) Equity DOCS APIEQ Demo Spreadsheets or Basic Bloomberg API

  20. Company Financial Comparisons Basic Bloomberg API

  21. Saving Results • PFM (Personal File Manager) • Compose • Attachments • Send • Webmail • Flashdrive Basic Bloomberg API

  22. PFM in Bloomberg Basic Bloomberg API

  23. Help With API • BBXL • DOCS • E.g.: IDOC API Basic Bloomberg API

  24. <HELP> <HELP> Basic Bloomberg API

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