1. Beginner's Guide To The Bloomberg Terminal: Introduction
  2. Beginner's Guide To The Bloomberg Terminal: Installation And Access
  3. Beginner's Guide To The Bloomberg Terminal: Basic Navigation
  4. Beginner's Guide To The Bloomberg Terminal: News And Market Monitors
  5. Beginner's Guide To The Bloomberg Terminal: Economics
  6. Beginner's Guide To The Bloomberg Terminal: Analyzing Securities
  7. Beginner's Guide To The Bloomberg Terminal: Tips And Tricks
  8. Beginner's Guide To The Bloomberg Terminal: Conclusion

Because Bloomberg has such a robust suite of analytics and market capabilities, getting the system to do what you want it to can be a challenge, at least until you become familiar with it. Fortunately, there are some tricks that can speed up your learning curve. Make use of the <HELP> function: Bloomberg provides excellent customer support; make use of it by hitting the <HELP> key when you need assistance. Remember, hitting <HELP> once describes the function you are using; hitting it twice will connect you to customer support via instant message.

Schedule a visit from a Bloomberg representative: Particularly if you have your own system, you should take advantage of a visit from a Bloomberg representative who can walk you through the system and show you how to use some of the functions that might be helpful for what you intend to do.

Get Bloomberg "cheat sheets": Bloomberg puts out "cheat sheets" that list common functions and their Bloomberg tickers. These sheets are broken down by assets class, so if you intend to analyze equities, get a sheet with the most common equity functions, if you like fixed income, get a fixed income guide, etc. These "cheat sheets" should give you a good starting point for navigating common Bloomberg functions.

Visit Bloomberg University: By typing <BU> into the system, you will be taken to a screen that offers a wide variety of training videos, informational papers and live seminars. The seminars are broken down by region, so you might be interested in attending one in your area (there is a fee for some of the seminars, but the majority are offered free to Bloomberg users).

Incorporate Excel into Bloomberg: Bloomberg connects rather seamlessly with Excel, so you can use spreadsheets to analyze data downloaded from Bloomberg. Even better, you can build a spreadsheet that automatically updates your data each time you open it, saving you the trouble of doing so by hand. Best of all, Bloomberg offers sample spreadsheets for common types of analysis (i.e. tracking stock price movements or analyzing company balance sheets), thereby saving you the trouble of building your own spreadsheet. You can also further customize these generic spreadsheets that Bloomberg offers in order to fit your specific needs. If you are interested in incorporating Excel spreadsheets into Bloomberg, type <DAPI> to access the Excel main menu on Bloomberg. (For related reading, see Improve Your Investing With Excel.)

Beginner's Guide To The Bloomberg Terminal: Conclusion

Related Articles
  1. Insights

    How Bloomberg Makes Billions (Hint: Not Just News)

    A look at the inner workings of one of Wall Street's most secretive (yet most important) private companies.
  2. Personal Finance

    The Bloomberg Terminal At A Glance

    The Bloomberg Terminal is one of the most popular tools for real-time financial information. Find out what it is and what it can do for you.
  3. Investing

    Bloomberg Stock Doesn’t Exist; Here is Why

    Look at why there is no Bloomberg LP stock, including a review of the company's history, products, ownership and major competitors.
  4. Managing Wealth

    How To Analyze Corporate Bonds With Bloomberg Terminals

    Bloomberg was originally designed as a tool for bond traders, and as such it's capabilities for analyzing corporate bonds are extremely robust.
  5. Investing

    The Bloomberg Terminal: Step By Step

    Bloomberg is synonymous with investment information- its media outlet and software/hardware are used by most, if not all, professional money managers.
  6. Investing

    Financial News Comparison: Bloomberg Vs. Reuters (BAC, GOOG)

    Access to financial information has grown with the expansion of digital news. Bloomberg and Thomson Reuters lead the pack, claiming a majority of the business information market.
  7. Small Business

    How Symphony Plans to Take on Bloomberg

    Bloomberg has dominated the financial information industry since forever. Will Symphony be the company to finally knock Bloomberg off its perch?
  8. Insights

    Trump vs. Bloomberg: How They Compare

    If Bloomberg enters the presidential race how will he compare to billionaire brethren Trump?
  9. Financial Advisor

    Explaining Clients Why They Need a Budget

    The truth is that budgeting isn't just for times when your money is tight or your life is undergoing a major transition. Budgeting is for everyone, rich and poor alike.
Frequently Asked Questions
  1. Depreciation Can Shield Taxes, Bolster Cash Flow

    Depreciation can be used as a tax-deductible expense to reduce tax costs, bolstering cash flow
  2. What schools did Warren Buffett attend on his way to getting his science and economics degrees?

    Learn how Warren Buffett became so successful through his attendance at multiple prestigious schools and his real-world experiences.
  3. How many attempts at each CFA exam is a candidate permitted?

    The CFA Institute allows an individual an unlimited amount of attempts at each examination.Although you can attempt the examination ...
  4. What's the average salary of a market research analyst?

    Learn about average stock market analyst salaries in the U.S. and different factors that affect salaries and overall levels ...
Trading Center