Fall 2006 Basic Bloomberg API 1
Basic Bloomberg API
Baker [email protected]
Prepared by: James Zeitler
Baker Research [email protected]
Fall 2006 Basic Bloomberg API 2
Agenda• Housekeeping
– Logins – Bloomberg terminal
• Using API– From within Bloomberg– From within Excel
• Saving results– PFM– Webmail– Flashdrive
• Help
Fall 2006 Basic Bloomberg API 3
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 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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Fundamentals Wizard
•Note:
•Change ticker in B1
•BLP…Refresh
•Fundamentals
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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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Saving Results
• PFM (Personal File Manager)– Compose
• Attachments• Send
• Webmail• Flashdrive
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