Provides current interest rate swap rates, along with government, agency, index, LIBOR, and futures markets rates, plus economic statistics.
FIT
Fixed Income Trading
Fixed income electronic trading platform for U.S. rates and a broad set of global sovereign debt.
WB
World Bond Markets
Monitor and chart sovereign bond yields, spreads, and historical performance on one screen, along with current yields, spreads and current rates' statistical deviation from averages.
CDR
Markets Calendar
Shows when markets are open/closed and when they are operating on a partial day schedule.
MMR
Money Market/LIBOR Rates
Displays a menu of real-time global money market rate monitors for comparison against composite prices, third party prices, and electronic trading prices.
SRCH
Corp/Govt/Convert Bond Search
Create customized lists of loans, government and corporate bonds, structured notes, municipal bonds, and preferred securities from the Bloomberg database.
CRVF
All Yield Curves – Treas/Muni/Corp
Allows to search for curves, filtering by asset class, and country/region and/or sector.
PICK
Muni Offerings
Monitor U.S. municipal bond market offerings, bids wanted, and reported transactions in one place.
Market Performance/Screening Tools
Market performance shortcuts include:
Shortcut
Description
Uses
BI
Bloomberg Intelligence
Sub-platform that provides research on industries, companies, and expert topics, delivering key data and interactive charting.
MOST
Most Active Securities
Displays different trading activity performance metrics of a specified security, such as Volume, Chg Up, Chg Down, Value, Delta AVAT, 52Wk Highs and 52Wk Lows.
FPC
Mutual Fund Ranked Returns
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.
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:
Shortcut
Description
Uses
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/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.
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:
Shortcut
Description
Uses
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:
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.
Source: Wikipedia