Name: Bloomberg Terminal Tutorial
Uploaded: 2019-10-24T15:11:22.000Z
Duration: 1 h 3 min 52 s
Description: Bloomberg Terminal Tutorial

Help Desk

Web and Video Conferencing

Customer Support

No-Code Development

Development

Admissions and Enrollment

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enterprise Content Management

Manufacturing Execution

PDF Editors

Privacy Policy Generators

Statistical Analysis

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Cloud Storage

Complex Event Processing

Composable Infrastructure

Configuration Management Databases

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Operating Systems

Network Performance Monitoring

SIP Trunking

SOA Application Gateways

Telecom Expense Management (TEM)

Unified Communications Monitoring

Vendor Risk Management

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Channel Management

Content Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Social Commerce

Sales

Chargeback Management

Clinical Data Management

Construction Management

Fleet Management

Membership Management

Municipal

Online Fax

Restaurant POS

Roofing

Simulation

Text Analysis

Travel Agency

Warranty Management

Vertical-Specific

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### Financial Analysis
Users have expressed mixed opinions regarding Bloomberg Terminal's financial analysis capabilities. While some find it to be a powerful tool for conducting in-depth financial analysis, others have encountered challenges such as difficulty in finding specific tickers and inaccuracies in the data provided. The platform's integration with Excel streamlines data analysis processes, but some users have noted that the interface may not be as intuitive as desired for drawing charts and conducting comprehensive financial analysis. Despite these drawbacks, Bloomberg Terminal remains a valuable resource for financial analysts seeking to access a wide range of financial data and conduct various types of analysis.

### Market Research
Users consistently highlight Bloomberg Terminal's market research capabilities as a standout feature, providing access to real-time market data, financial reports, and research reports. The platform's ability to offer detailed insights into market trends, pricing, and news from various primary sources is widely appreciated. Despite some concerns about the high cost of the terminal, users acknowledge the value it brings in staying informed and making informed market decisions. The combination of proprietary information, user-friendly interface, and quick data retrieval makes Bloomberg Terminal a preferred choice for market analysis and prediction among professionals in various industries.

### Economic Trends
Users consistently highlight the invaluable role of Bloomberg Terminal in providing in-depth insights into economic trends, enabling them to make informed decisions in financial analysis and forecasting. The platform's comprehensive coverage of macroeconomic indicators and industry-specific data equips users with the necessary tools to navigate complex market conditions and assess the impact of global events on financial markets. By leveraging Bloomberg's analytical tools and real-time data, users are able to identify emerging trends, evaluate risk factors, and enhance their overall understanding of economic dynamics.

### Trading and Securities
Reviewers unanimously praise Bloomberg Terminal's trading and securities features. Users appreciate the platform's ability to provide real-time pricing, news, and analytics for a wide range of securities, including equities and bonds. The terminal's comprehensive portfolio management tools cater to both individual investors and financial professionals, allowing for efficient trading, monitoring, and surveillance activities. While some users find it challenging to locate specific tickers or navigate certain functions, the overall consensus is that Bloomberg Terminal excels in facilitating trading and securities-related tasks with its robust features and extensive market coverage.

### Portfolio Management
Users seem to have a mixed opinion about Bloomberg Terminal's portfolio management capabilities. While some find it to be a versatile tool for managing portfolios, conducting research, and customizing information efficiently, others express challenges in finding specific underlying assets and note that the platform may not be as user-friendly for tasks like chart analysis. Despite these varying views, users appreciate the platform's ability to provide a wide range of financial data for international companies across different asset classes, aiding in tasks such as portfolio creation, backtesting strategies, and performance analysis.

### Investment Strategies
Users consistently highlight Bloomberg Terminal's investment strategies as a key strength, emphasizing its comprehensive data coverage and advanced analytical capabilities. The platform is particularly lauded for its ability to facilitate informed investment decisions by providing in-depth insights into company financials, debt analysis, and credit ratings. Investment banking and private equity professionals find the platform invaluable for company and M&A analysis, enhancing their ability to navigate complex investment landscapes. The consensus among users is that Bloomberg Terminal excels in supporting investment professionals with its unparalleled depth of information and sophisticated analytical tools.

### Data Integration and Excel Tools
Reviewers have expressed mixed sentiments regarding the data integration and Excel tools of the Bloomberg Terminal. While some users appreciate the ease of connecting to various data platforms and the effectiveness of the Excel add-in, others have highlighted issues such as traffic limits on the add-in and a decrease in the quality of helpdesk assistance. The tool's ability to quickly pull data for trend analysis and streamline calculations has been acknowledged positively by some users. However, concerns have been raised about the lack of intuitiveness and challenges in finding specific data points or functionalities. Despite these varied opinions, the Bloomberg Terminal's data integration and Excel tools remain a point of discussion among users.

### Real-Time Financial Data
Reviewers generally agree that Bloomberg Terminal's real-time financial data capabilities are a standout feature. While some users find the real-time financial data to be comprehensive and valuable for monitoring market trends and making informed decisions, others express concerns about its costliness and the need for dedicated devices to access the platform. Despite mixed opinions on its overall usefulness, the consensus leans towards acknowledging the platform's ability to provide timely and relevant financial data for professionals in the finance and investment industry.

### Analytical Tools and Functions
Users seem to have varied experiences with Bloomberg Terminal's analytical tools and functions. While some appreciate the depth and breadth of data available for analysis, others find it challenging to navigate and optimize the use of the numerous functions efficiently. The platform's multi-functionality is highlighted as a key strength, allowing users to access news, data, and analytical tools all in one place. However, concerns are raised about the lack of intuitive interface and inadequate training provided to fully leverage the software's analytical capabilities.

Users commonly recommend the following when using the Bloomberg Terminal: 

Users recommend utilizing the helpdesk for assistance with the Bloomberg Terminal, as it is a valuable resource for resolving issues or getting guidance on using the platform effectively. 

It is recommended to invest time in learning the commands and shortcuts on the Bloomberg Terminal. This can greatly enhance navigation and data extraction efficiency. 

Users advise seeking professional training and support to familiarize oneself with the basics of navigating the Bloomberg Terminal. Resources like Bloomberg consultants or beginner certification courses can be helpful in this regard. Additionally, completing the Bloomberg Market Concepts course is suggested to enhance the user experience on the platform.

Excellent Support: Users highly appreciate the excellent support provided by Bloomberg Terminal, with many reviewers stating that it is available at almost all times of the day and the support team goes to great lengths to satisfy customers.

Smooth Interface: The smooth interface of Bloomberg Terminal is praised by users, who describe it as a bliss to use. They find it user-friendly and intuitive, making their experience seamless and enjoyable.

Real-time Financial Data: Users highly value the real-time financial data and news provided by Bloomberg Terminal. Many reviewers mention that they appreciate the ability to access advanced analytics and trading capabilities, which help them make informed decisions in a timely manner.

Confusing and Visually Unappealing User Interface: Several users have expressed their dissatisfaction with the user interface of the Bloomberg Terminal, finding it confusing and not visually appealing. They believe that the layout could be more user-friendly and clear, especially for beginners.

Inadequate Training: Some users have mentioned that the training provided by the software is inadequate. They feel that it does not fully equip them with the necessary analytical capabilities, leaving them struggling to make the most of the software's functionalities.

High Cost: The high cost of the Bloomberg Terminal has been a major concern for many users. They compare it to other financial analysis products in the market and feel that it is expensive, making it difficult for some businesses or individuals to afford.

The Bloomberg Terminal is a versatile tool that has found great utility among users in various industries. Professionals have utilized the product to automate manual tasks through coding and rule application, making their workflows more efficient. It is commonly used for trading, portfolio management, monitoring, and surveillance purposes. Users find the product valuable for finding key financial information and aggregating it in one area, which aids in valuation, financial analysis, and debt analysis. Additionally, the product serves as a comprehensive source for market research, information gathering, and data analysis. Users appreciate the convenience of having all the information on one platform and find the tools and add-ins in Excel to be useful for specifying data requirements. The Bloomberg Terminal also aids in conducting bottoms-up financial research by providing a large amount of varied financial data for international companies across asset classes. Furthermore, it offers reliability in providing precise numbers and graphics for security analysis, accurate valuation reports, and trend analysis. The product has been effective in guiding investments and managing portfolios by providing real-time stock market prices and remotely accessible logins from anywhere in the world. Moreover, it assists in bond pricing reconciliations, trade and account transactions reconciliations, performance analysis as well as streamlining communication with clients. Overall, the Bloomberg Terminal is praised for its ability to provide accurate and up-to-date data for research and business purposes and has become an indispensable resource for professionals in the finance industry.

Sitting on the desks of 325,000 of the world’s most influential decision makers, the Bloomberg Terminal is a modern icon of financial markets. Launched in 1981, long before PCs and the internet became ubiquitous, the Bloomberg Terminal connected market participants to data, analytics and information-delivery service.

Bloomberg Terminal

Financial Research

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Bloomberg Terminal Tutorial

Dr Christopher Godfrey, Lecturer in Finance, gives a tutorial about how to use the Bloomberg Suite.

1. What is Bloomberg - 00:30
2. Starting up Bloomberg - 06:32
3. Getting a Bloomberg login - 08:18
4. Logging in and initial start-up - 10:31
5. Searching for securities. The Bloomberg ticker - 13:08
6. The Bloomberg description screen - 22:34
7. All about exchange traded funds - 30:56
8. Using the PRTU function to build portfolios - 43:18
9. Using the PORT function to analyse portfolio holdings - 48:17
10. Benchmark risk analysis -  56:05

The most important features for the effectiveness of a financial research platform

Public Company Data

The ability to access fundamentals, earnings, or other information through company filings and other sources

Private Company Data

The ability to access fundamentals, earnings, or other information for companies that are not publicly listed

Industry and Sector Research

The quality and completeness of analyses and research on the overall performance and outlook of specific sectors and industries

Industry-Specific Information

The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry

Independent Research Access

The ability to access third-party analyses, e.g., Morningstar reports

M&A Analysis

The quality and completeness of mergers and acquisitions filings, news, rumors, etc.

Supply Chain Data

The quality and completeness of information on how a company sources its materials and other production resources

ESG Data

The quality and completeness of data on Environmental, Social, and Governance practices

Credit Ratings Reports

The quality and completeness of information on corporate credit ratings

Macroeconomic News

The quality and completeness of news and information about current macroeconomic events and trends

Search Tools

The quality and effectiveness of tools to help locate specific and relevant information within the platform

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Microsoft Excel

Bloomberg Terminal 2022-08-25 11:59:16

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Home

Financial Research Platforms

The Bloomberg Terminal is a great platform that is very valuable at both our organization and finance industry. The product is used on a daily basis. It addresses several key business needs such as, but not limited to, communicating with individuals in the industry, getting news quickly, and tracking the market. We are able to make educated decisions quickly with the help of this platform.

Communicating with investors, banks, partners, etc
Tracking key market metrics
Monitoring existing and previous structured finance deals

Visual user interface
A lot of functionality, need tutorials and lessons to narrow down
Expensive!
Some information may be delayed

Email and Messaging
Benchmark tracking
Structured Finance deal library and details

Appropriate pricing of deals due to market comparisons
Instant communication with key stakeholders
Top and quick newsbreaks

FactSet, S&P Capital IQ and Morningstar Direct

Microsoft Excel, Microsoft Powerpoint, Outlook4Gmail

Bloomberg Terminal

Overview

What is Bloomberg Terminal?