Fall 2006 Basic Bloomberg API 1

Basic Bloomberg API

Baker Libraryrefquest@hbs.edu

Prepared by: James Zeitler

Baker Research Servicesjzeitler@hbs.edu

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Agenda• Housekeeping

– Logins – Bloomberg terminal

• Using API– From within Bloomberg– From within Excel

• Saving results– PFM– Webmail– Flashdrive

• Help

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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

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Bloomberg Keyboard

Source: Bloomberg Document 2017365

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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

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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

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Bloomberg To Excel (2)• From Bloomberg terminal to Excel

– Options• Excel Download

• Note:– Mnemonics– Template

• Change ticker

• Change currency

– Bloomberg function calls (cell C8)

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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

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Push-Pin Drag and Drop (2)

• Left-click and drag Push-Pin to open worksheet

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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

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Table WizardField search

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Fundamentals Wizard

•Note:

•Change ticker in B1

•BLP…Refresh

•Fundamentals

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History Wizard (1)

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History Wizard (2)

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Bloomberg API Functions

=BLPH(Security,Field<s>,Start Date,End Date*,Points*,Reverse*,Period*, Non-trading days*,Filler*,Dates*,Rows,Columns,Direction*,Show Price*, Currency*,GPA*)

E.g.: BLPH (Bloomberg History) function

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BBXL

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Bloomberg Worksheet Functions

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BLPH Function

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Demo Spreadsheets

• BBXL– 8) Equity

• DOCS APIEQor

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Company Financial Comparisons

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Saving Results

• PFM (Personal File Manager)– Compose

• Attachments• Send

• Webmail• Flashdrive

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PFM in Bloomberg

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Help With API• BBXL• DOCS

– E.g.: IDOC API

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