| WEI | Índices de renta variable mundial | Le permite monitorear y comparar precios en tiempo real y datos de volumen para los índices de acciones del mundo. |
| WPE | P / E mundial | Le permite monitorear y analizar ratios fundamentales clave, como precio / ganancias, en los principales índices de acciones y comparar ratios de nivel de índice intradía con estimaciones de analistas y otras regiones. |
| ECO CA | Comunicados económicos canadienses (y estadounidenses) | Calendarios económicos de publicaciones económicas en tiempo real y próximas, datos sobre productos básicos, gubernamentales, del banco central y de la industria, y eventos. |
| ECST | Estadísticas económicas por país | Proporciona datos económicos con organización y contexto y permite analizar múltiples conjuntos de datos utilizando formatos gráficos y de tabla. |
| MOV | Mudanzas de grupos industriales y de índices | Muestra acciones que impulsan el movimiento de un índice seleccionado u otro grupo de acciones. |
| MAMÁ | Base de datos de fusiones / adquisiciones | Permite rastrear y analizar datos de fusiones y adquisiciones en tiempo real y filtrar fácilmente acuerdos por una variedad de dimensiones, como tipo de acuerdo, tamaño y asesor. También permite buscar datos a nivel de negocio. Además, permite buscar transacciones comparables. |
| WFX | Monitores de tipos de cambio cruzados | Brinda una descripción general de los tipos de cambio en tiempo real, también brinda información sobre las horas de precios para un mejor monitoreo. |
| FXC | Matriz de tipos de cambio | Permite monitorear tasas de cambio al contado, a plazo y de fijación de divisas. |
| RATC | Monitor de revisiones de calificación | Muestra una lista de calificaciones crediticias actuales e históricas para hasta 10,000 emisores, lo que permite realizar un seguimiento de las actualizaciones, las rebajas y otros movimientos que reflejan la solidez fiscal y el grado de riesgo del emisor. |
| BTMM | Tasas de interés y mercado de bonos | Muestra todos los tipos, valores y publicaciones económicas principales de un país seleccionado. |
| USSW | Páginas de Treasury I Swaps Monitor | Proporciona las tasas swap de tasas de interés actuales, junto con las tasas del gobierno, agencias, índices, LIBOR y mercados de futuros, además de estadísticas económicas. |
| AJUSTE | Comercio de renta fija | Plataforma de negociación electrónica de renta fija para tipos estadounidenses y un amplio conjunto de deuda soberana global. |
| WB | Mercados de bonos mundiales | Supervise y grabe los rendimientos de los bonos soberanos, los diferenciales y el rendimiento histórico en una pantalla, junto con los rendimientos actuales, los diferenciales y la desviación estadística de las tasas actuales de los promedios. |
| CDR | Calendario de mercados | Muestra cuando los mercados están abiertos / cerrados y cuando están operando en un horario de día parcial. |
| MMR | Tasas del mercado monetario / LIBOR | Muestra un menú de monitores de tasas del mercado monetario global en tiempo real para compararlos con precios compuestos, precios de terceros y precios de negociación electrónica. |
| SRCH | Búsqueda de bonos corporativos / gubernamentales / convertidos | Cree listas personalizadas de préstamos, bonos gubernamentales y corporativos, notas estructuradas, bonos municipales y valores preferidos de la base de datos de Bloomberg. |
| CRVF | Todas las curvas de rendimiento: Treas / Muni / Corp | Permite buscar curvas, filtrando por clase de activo, país / región y / o sector. |
| RECOGER | Ofrendas Muni | Supervise las ofertas del mercado de bonos municipales de EE. UU., Las licitaciones solicitadas y las transacciones informadas en un solo lugar.Desempeño del mercado / Herramientas de evaluaciónLos atajos de desempeño del mercado incluyen: | Atajo | Descripción | Usos |
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| BI | Inteligencia de Bloomberg | Subplataforma que proporciona investigación sobre industrias, empresas y temas de expertos, entregando datos clave y gráficos interactivos. | | MÁS | Valores más activos | Muestra diferentes métricas de rendimiento de la actividad comercial de un valor específico, como Volumen, Cambio hacia arriba, Cambio hacia abajo, Valor, Delta AVAT, máximos de 52 semanas y mínimos de 52 semanas. | | FPC | Rendimientos clasificados de fondos mutuos | Permite comparar los rendimientos y monitorear el desempeño de una lista de fondos durante un período determinado, y filtrar por país, tipo de fondo, sector y apellido del fondo. | | ECDR | Calendario de OPI | Permite monitorear las ofertas de acciones por etapa, región, industria y otros criterios. | | PDF | Configuración predeterminada: gráficos, noticias, mensajes | Permite configurar los ajustes predeterminados del servicio en una sola pantalla, incluido el país / región, intercambios primarios y secundarios, fuentes de noticias y otros valores predeterminados.Pantallas de empresaLas pantallas de la empresa Bloomberg incluyen: | Atajo | Descripción | Usos |
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| DES | Descripción Corporativa | Información financiera consolidada para un instrumento financiero específico, como un bono, préstamo, swap, índice, contrato de futuros, acciones, warrant, opción, fondo, programa de mercado monetario, moneda o valor preferente. | | MGMT | Ejecutivos y Directores de la Junta | 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 & EarningsFundamental and earnings research functions on Bloomberg are: | Shortcut | Description | Uses |
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| 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 MarketsRecent events: | Shortcut | Description | Uses |
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| 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 AnalysisPowerful Bloomberg screens for fundamental research: | Shortcut | Description | Uses |
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| 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 AnalysisFor analyzing an index or indices: | Shortcut | Description | Uses |
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| 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.Download the Free TemplateEnter your name and email in the form below and download the free template now! Bloomberg in financial analysisIn 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 resourcesBeyond 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.
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