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IV.GotoBloombergUniversityBU<GO>
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The Keyboard
Apartfromtheregularkeyboardfunctions,Bloombergworkswithshortcuts&mnemonics.Pleasereferto thehandoutthatdescribesthekeyboard. REDKEYS <CONNDFLT>Hitthiskeytobepromptedforlogininformation. <CANCEL>DoesnotlogyououtifyouhititonceinsteadtakesyoutotheBloombergsupportnumbers. GREENKEYS Greenkeysareactionkeys.Youdonothavetohitanythingelse.TheytellBloombergthatarequesthas beenmade. <GO>workslikethe'enterkey'Hitittoactivateanyfunction. <NEWS>bringsuptheheadlinesthatarearchivedindefinitely. <MENU>takesyoutotheMAINmenuorreturnstopreviousmenusthatyouwereviewing.Itworkslikea backbutton. YELLOWKEYS YellowKeysdefinethemarkets.EveryfinancialinstrumentorindexinBloombergisaccessedbyusinga tickersymbolandfollowedbyayellowmarketsectorkey(e.g.,MSFT<EQUITY>)
Export Options
Ifitispossibletodownload,thenthe"Export"tabatthetopofthescreenwillcontainactivelinksto"Print Screen"and"Grabscreen."IftheoptionsunderExportaregrayedout,thenyouwillnotbeableto print/sendthescreenshot.Thisisoftenthecasefortoplevelmenusformarketsectors.TheGREENPrint buttononthekeyboardalsosendsthescreenshottotheprinter. GrabScreen:
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Product Certification
Useyourownpersonallogintogetcertified.TypethewordsBloombergUniversityorBUandhittheGO button.Bloombergpermitsallacademicuserstoearnproductcertificationcompletelyonlineandthereis nofeeforthiscertification.Theimportantfeaturesofthiscertificationprocessare: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. ClickonthesectiontitledProductCertification Intheoverviewsection,youwillfindinformationaboutthemodules Youcanearncertificationin2tracksequityorfixedincome. Whenyouearnbothequityandfixedincomecertificates,youarefullycertified.Butyoudonothave tocertifyinboth.Youcanchoosethespecializationthatinterestsyouthemost. Threeintroductorymodulesarecommontoboththespecializations. Inadditiontothethreeintromodules,youneedtopass5moremodulesinyourchosenareaof specialization. Ifyoudonotpassanymodule,youcanchooseamongotherelectivemodulestosubstituteforthe modulesyoudidnotpass. Youneedascoreof70%orabovetopasseachmodule.Testsarenotreset,soyougetonlyone chancetopassthetest. BackonthemainBloombergUniversityscreen,youwillfindlinkstovideosthatyouwatchbefore youtakethetests. Thecertificationcanbecompletedatyourownpace.Youwouldwatchvideotutorialsandpractice asmuchasneeded. Eachvideoalsohasanaccompanyinghandoutwithaspecificdocumentnumber.Thevideotutorial pageprovidesyouthedirectionstoobtainthedocuments. Youcanexpecttospendatleastonehourpermodule.Youarestronglyencouragedtotakethetime youneedtoexplorethesystemandpracticebeforetakingthetest.
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BLOOMBERGCHEATSHEETI
SelectBloombergFunctions&Definitionsfor:
EquityIdeaGeneration&PortfolioFunctions
MA<GO> Displayscurrentandhistorical mergerandacquisition(M&A) detailsforpublic&private transactions. (clickonmergersand AcquisitionsSearch) LEAG<GO> Listunderwriter/legaladviser ranking. ECDR<GO> Monitorinitialpublicofferings andsecondaryequityofferings toanalyzehowtoraisecapital andgaugemarket receptiveness. ECO<GO> Display,customizeandmanage multipleeconomiccalendarsby region/country/eventona historical,currentorupcoming basis. ECST<GO> Displaycurrentandhistorical economicstatisticsforselected nations. BBEA<GO> Displaysamenuforearning analysisrelatednews.Find earningssurprisesandtrends fromselectedcountries. N<GO> Thefrontpageforallnews options. BBSA<GO> Asearchforanalystresearch includingrecommendations, ratingchanges. WEI<GO> Compareregionalindices againstoneanotherand determinecurrentand historicallevels. WPE<GO> Displaysprice/earningsratios anddividendyieldsof benchmarkequityindicesfrom aroundtheworld. MOST<GO> Displaysthedaysmostactive stocksbyvolume,theleading advancersanddeclinersby percentageornet/gainloss, andstockswiththemostvalue traded. MOV<GO> Analyzestocksthatdrive movementofaselectedindexto determinewhichstocksare underoroverperforming comparedtotheindex. EMI<GO> Monitorcurrentmarket informationinglobalequity markets. SPX<INDEX>GRR GRRranksreturnsofall industrygroupsinaselected indexduringaspecifictime. SubstitutetheindexsymbolSPX withanyindexyouwishto dissect. PRTU<GO> Displaysalistofportfoliosthat youhavecreatedandshared portfolios. PFST<GO> Update,create,ordeletea portfolio. PLST<GO> Displayalistofyourportfolios RVP<GO> Performacustomizedpeer groupanalysistobenchmark thecompanysperformance againstindustry.After choosingtheportfolioorequity orindex,typeRVPatthecursor andhit<GO> QSRC<GO>orEQS<GO> Screenforequitybasedon varietyofcriteria. Shortcutmnemonicfor accessingmainpageofa securitydirectly MSFTUS<EQUITY><GO>
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BLOOMBERGCHEATSHEETII
SelectBloombergFunctions&Definitionsfor:
Fundamental&TechnicalAnalysis
Choose a company or security first and then type these functions
Shortcut Example: MSFT US <EQUITY> FA <GO>
BR<GO> Searchanddisplayresearch reports,newsstoriesand multimedia. EVTS<GO> Displaycorporateevents informationforavarietyof companies.Useforearning announcements. EE<GO> DisplayBloombergsearnings projections,andthirdparty projections. EM<GO> Comparereporteddataitems withfutureestimatesinaneasy format. GUID<GO> Evaluateacompanysown estimatesinone comprehensiveview. RV<GO> Performcustomizedpeergroup analysistobenchmarka companysperformanceor capitalstructureagainstthe industry.
FDO<GO> Displaycalculationsand definitionsforacompanys fundamentalinformation. FA<GO> Evaluateacompanysfinancials inonecomprehensiveand customizableviewthatiseasier tochartandanalyze. CH<GO> UseCHtodisplaythefinancial historyforaspecificcompany. BQ<GO> Displayacompositeoverview ofkeypriceandtradedata, fundamentalinformation,and newsforaselectedequity. CF<GO> Searchforcorporatefilingsby basicandadvancedsearch criteria. DVD<GO> Displayinformationabouta selectedsecuritys dividend/splithistory.
FINL<GO> Displaysinformationon analytics,documentationand trainingrelatedtoequity fundamentalsproduct. GPO<GO> BarChartGraphhigh,low, open,andclosinghistorical pricesandtwomovingaverages foraselectedsecurity. GPC<GO> CandleChartGraphhigh,low, open,andclosinghistorical pricesandtwomovingaverages foraselectedsecurity. CNDL<GO> Candlestickgraphofhistorical pricesandpatternformations foraselectedsecurity. GEG<GO> Displayamenuofsamplegraph worksheets G<GO> Createandmaintain customizedtechnicalchartsfor specificsecurities.
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BLOOMBERGCHEATSHEETIII
SelectBloombergFunctions&Definitionsfor:
FixedIncomeIdeaGeneration&Credit Analysis
TOP<GO> DisplaytopBloombergnews headlinesforstoriesfrom marketsectorsaroundthe world. FOMC<GO> Displayannouncementsand policychangescarriedoutby theFederalOpenMarket Committee(FOMC). NIM<GO> Monitornewbondandequity offeringsandanalyzehowto raisecapitalinthemarket place. SRCH<GO> SearchBloombergsfixed incomedatabasesothatyou canfindbondsthatbestmeets yourinvestmentneeds. CDSD<GO> Setupcurvepreferencesforpar creditdefaultswapspread curves.
ECO<GO> Display,customizeandmanage multipleeconomiccalendarsby region/country/eventon historical,currentorupcoming basis. <GOVT><GO> Theyellowsectorkeythattakes youtothemainmenuofall governmentsecurityfunctions. YCRV<GO> Displaybond,moneymarket, swap,municipalfairmarket,or corporatefairmarketyield curvesthatyoucanusefor relativevaluecomparisonson bothacurrentandhistorical basis. FWCV<GO> Analyzeprojectedforward ratesforfairmarketcurves, interestrateswapcurves,and governmentcurves. NICRA<GO> Searchanddisplaynews stories,researchreports,and multimediapresentationson corporateandcountrydebt ratings.
NIDRA<GO> Searchanddisplaynews stories,researchreports,and multimediapresentationson bondandloanratings. RATC<GO> Displayalistofcurrentand historicalcreditratingsfor variousissuers. RELS<GO> Overviewofacompanyscapital structureincludingdetailed companydescription. CF<GO> Searchforcorporatefilingsby basicandadvancedsearch criteria. DDIS<GO> Displaymaturitydistributionof outstandingdebtandloansfor aselectedissuer. WCDS<GO> Monitorcurrentvaluesand changestocreditdefaultswap spreadsandcompareissuers historicalspreadsorterm structureofinterestrates.
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