basic bloomberg api-200610

Upload: andreea-ion

Post on 13-Jul-2015

59 views

Category:

Documents


0 download

TRANSCRIPT

Basic Bloomberg APIBaker Library [email protected] by: James Zeitler Baker Research Services [email protected]

Fall 2006

Basic Bloomberg API

1

Agenda Housekeeping Logins Bloomberg terminal

Using API From within Bloomberg From within Excel

Saving results PFM Webmail Flashdrive

HelpFall 2006 Basic Bloomberg API 2

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 () Green Action keys Yellow Market Sector keys Red Stop keys Lilac Panel Currency and FractionsBasic Bloomberg API 3

Fall 2006

Bloomberg Keyboard

Source: Bloomberg Document 2017365Fall 2006 Basic Bloomberg API 4

Bloomberg Yellow/Sector Keys GOVT Government (US Treasury and non-US government agency securities) Corporate debt Mortgages Money market, including Commercial Paper, CDs, Bankers Acceptances, Medium Term Notes Municipal Debt Preferred shares Equity shares Commodity markets Indices Currency markets

CORP MTGE M-MKT MUNI

PFD EQUITY CMDTY INDEX CRNCY

Fall 2006

Basic Bloomberg API

5

Using API: Bloomberg to Excel From Bloomberg terminal to Excel E.g.: IBM FA 16

Or: IBM 9) Fundamentals and Earnings Analysis 1) Financial Analysis 16) Income Analysis

Fall 2006

Basic Bloomberg API

6

Bloomberg To Excel (2) From Bloomberg terminal to Excel Options Excel Download

Note: Mnemonics Template Change ticker Change currency

Bloomberg function calls (cell C8)

Fall 2006

Basic Bloomberg API

7

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 MEMB

Fall 2006

Basic Bloomberg API

8

Push-Pin Drag and Drop (2)

Left-click and drag Push-Pin to open worksheetFall 2006 Basic Bloomberg API 9

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

Fall 2006

Basic Bloomberg API

10

Table WizardField search

Fall 2006

Basic Bloomberg API

11

Fundamentals Wizard

Note: Change ticker in B1 BLPRefresh Fundamentals

Fall 2006

Basic Bloomberg API

12

History Wizard (1)

Fall 2006

Basic Bloomberg API

13

History Wizard (2)

Fall 2006

Basic Bloomberg API

14

Bloomberg API FunctionsE.g.: BLPH (Bloomberg History) function

=BLPH(Security,Field,Start Date,End Date*,Points*,Reverse*,Period*, Non-trading days*,Filler*,Dates*,Rows,Columns,Direction*,Show Price*, Currency*,GPA*)Fall 2006 Basic Bloomberg API 15

BBXL

Fall 2006

Basic Bloomberg API

16

Bloomberg Worksheet Functions

Fall 2006

Basic Bloomberg API

17

BLPH Function

Fall 2006

Basic Bloomberg API

18

Demo Spreadsheets

BBXL 8) EquityFall 2006

orBasic Bloomberg API

DOCS APIEQ19

Company Financial Comparisons

Fall 2006

Basic Bloomberg API

20

Saving Results PFM (Personal File Manager) Compose Attachments Send

Webmail Flashdrive

Fall 2006

Basic Bloomberg API

21

PFM in Bloomberg

Fall 2006

Basic Bloomberg API

22

Help With API BBXL DOCS E.g.: IDOC API

Fall 2006

Basic Bloomberg API

23

Fall 2006

Basic Bloomberg API

24