1 Bloomberg Functions for the FIN 300 Bond Project Prof. Carissa Phillips Spring 2012
2 Features to note on the Bloomberg keyboard HELP to search the system or chat with BB F3 for general info on Corporate Securities Connection Default for login GO same as Enter on a regular keyboard Menu to return to the previous screen Page Forward and Page Back to scroll through screens
3 Click on the Bloomberg icon on the desktop to get this screen. Then, hit the green GO/Enter key on the board to go to the login screen (next slide).
4 TO LOG IN TO BLOOMBERG, USE THE LOGIN AND PASSWORD PRINTED ON THE BASE OF ONE OF YOUR MONITORS.
5 Click somewhere in an empty area, like here to activate the screen and get the blinking blue box where you will type.
6 Finding A Bond
7 Start with your sheet, or by going to FINRA (http://cxa.marketwatch.com/finra/marketdata/default.aspx) to find two pieces of info: the CUSIP and Issuer Name for the bond
8 The easiest way to find a bond which doesn t work in all cases is to enter the CUSIP number at the blinking blue box. Bloomberg should autocomplete to show offer a link to the security. If you click on the link, you ll be taken to the Analyze Corp Bonds Menu for the bond.
9 If searching for the CUSIP doesn t retrieve the bond, then start typing the Issuer Name. Bloomberg will autocomplete to give options. You want the option under Securities that has the issuer s ticker, and then Corp. If you don t see that on this screen, click More Securities at the bottom. For this example, click on the line that says MCD Corp.
10 You should get a list of all of the issuer s outstanding corporate securities. You may need to use the Page Forward/Back keys or scroll wheel on the mouse to scroll to other screens if the list is long. Find the bond in the list and click on it to get to the Analyze Corp Bonds Menu.
11 This is the main menu page for this bond, which you can tell from the path (Analyze MCD 6 3/8 01/08/28 Corp), and from the ticker on the gray bar at the top of the page. If you ever get lost, you can type CU (the function code associated with this page ) at the blinking blue cursor to get back here.
12 Ways to Analyze A Bond
13 There are several functions on this menu screen that can be useful to your research. A few of those will be highlighted. Start by clicking on 16) DES Description.
14 Bond Description
15 Here you ll get a basic description about the bond, and also links to other options. These other options can be identified by the #) in front whenever you see #), that is something you can click on to go to another page. You can also find links by hovering the mouse pointer over any Bloomberg screen; links will have a white border around the text. Click on 36) CF Prospectus.
16 Bond Prospectus
17 This is the company filings screen. Click on 2) to get the original document.
18 The filing, linked through Bloomberg.
19 You can use CTRL-F to search for certain keywords within the text
20 If you want to copy any of the text, you can highlight the text, then use CTRL-C to copy, CTRL-V to paste. When you re done, you can just close this window. You will get a message asking if you want to close this child window say yes.
21 Sending Yourself a Screenshot
22 If you want to capture an image of this screen, or of most other screens in Bloomberg, you can use the GRAB function (next slide).
23 Type GRAB at the blue box in the upper left corner and hit GO/Enter.
24 This will open up an form. Enter the address that you d like to send the screenshot to. You can type in a description, too, if you want. When you re done, hit GO/Enter. MOST IMPORTANT: make sure that you click on the text that says 1 <GO> SEND, or else it won t be sent.
25 Wait for the Mail Sent confirmation. NOTE: This will show up in your account as coming from the Market Info Lab. If you don t see the in your inbox, check your junk mail/spam filters. Notice that this bond is still loaded in the system, according to the gray bar at the top.
26 At the blue cursor, type CU, then hit GO/Enter, to get back to the Analyze Corp Bonds Menu for the bond.
27 Back at the Analyze Corp Bonds Menu for the bond. Click on 15) Descriptive > to get more descriptive functions for the bond, like historical credit ratings.
28 Looking at Ratings for A Bond
29 These are the Descriptive functions for the bond, within the overall analysis functions for the bond, which you can tell from the path at the top. Click on 15) CRPR Credit Profile.
30 This bond is rated by several agencies; others may be rated by more or fewer. Note that there is one page of info here; if there were more, you could use the Page Forward/Page Back keys, or the scroll wheel on the mouse, to get to them. Click on 2) to see the ratings history for this bond from Moody s.
31 Historical ratings for this bond from Moody s. To go back to the CRPR page, click Close
32 When you re done with CRPR, click Descriptive Menu on the gray bar at the top of the page to go back to the Descriptive menu for the bond.
33 At the Descriptive menu, click Analyze MCD (which acts like a link in a web browser) to go back to the Analyze Corp Bond Menu page.
34 Back at the Analyze Corp Bond Menu page.
35 Finding Historical Prices
36 Click on 25) GP Price Graph
37 The default displays are listed in the yellow boxes, and any of these details can be changed. Click the red tab for 98) Table to get the numbers that make the chart.
38 The range of dates was changed to go back to 2008, by typing in the new dates and hitting GO/Enter. Click Analyze Corp Bond Menu to get back to that page.
39 Back at the Analyze Corp Bond Menu page.
40 Valuation, Hedging, and Cashflow Functions
41 Click on 4) Analytics > to see other options for analyzing the bond
42 This is the menu of options under on 4) Analytics. Some of the functions to note are 14) CSHF Cashflow Analysis and 16) PFC1 Present Value Analysis.
43 The CSHF Bond Payment Schedule screen. To see Present Value Analysis, you can click on the gray tab named 12) Present Values.
44 The Present Values Screen, which is actually the same thing you would have gotten if you had clicked on 16) PFC1 Present Value Analysis back on the 4) Analytics page. Click Analytics Menu to get back to that page.
45 Back at the Analytics Menu. You ll need to click Analyze MCD 6 3/8 01/08/28 Corp to get back to the Analyze Corp Bond Menu.
46 Back at the Analyze Corp Bond Menu page.
47 General Functions for Analyzing Corporate Securities
48 To view other functions for corporate securities, you can click on Credit (Corp) in the path at the top of the page.
49 Another way to get to the functions for corporate securities in general is to hit the yellow F3 key, then hit the GO/Enter key.
50 Searching for Similar Bonds
51 This is the general screen for Corporate securities, as you can see on the path at the top. Click on 1) Find and Create Securities.
52 This is the Find and Create Securities screen, which you can see on the path at the top. To find bonds similar to the McDonald s bond, click on 16) SRCH Bond Search.
53 This is a sample search for bonds with coupon rates close the rate of the McDonald s bond (6.375%) and close to the maturity date of the bond (01/08/28). There are several other options you can choose from to find similar bonds. After you enter all of the parameters you want, hit the Search button.
54 The search results show 8 bonds with coupon rates and maturity dates similar to that for the McDonald s bond (plus the McDonald s bond itself). Click the Edit Columns button to add new columns to the display.
55 For example, you could insert a column with credit ratings for the similar bonds. In the window, click to expand the options under Credit Ratings. Use the scroll bar to see options listed from other rating agencies.
56 For example, click on Moody s so that it is added to the Data Items Selected, then hit the Update button.
57 The column for Moody s ratings has been added on the right. On the column heading, right click on the mouse to get the option to sort the column by the rating.
58 The results list, sorted by Moody s rating. Click Find and Create Securities Menu to go back to that page.
59 Back at the Find and Create Securities page. Click Credit (Corp) to get back to the main Corporates menu.
60 Finding Ratings Definitions and Comparisons
61 At the Credit (Corp) menu, click on 21) New Issues, Corp. Actions, Ratings >
62 Click on 18) RATD Rating Definition
63 The first of 2 pages under RATD. Click on 1) MDY Moody s Investors Service.
64 Within Moody s, click on 1) Long-Term and Short-Term
65 Click on 1) Long-Term Debt Ratings Definitions
66 The first page of the LT debt definition. Use the Page Forward key on the keyboard, or the scroll wheel on the mouse, to get to see the other pages.
67 The third page of the LT debt definitions. Click on New Issues, etc. on the gray bar to get back to that menu.
68 Click on RATD again
69 This time, use the Page Forward key on the keyboard or the scroll wheel on the mouse to get to the second screen within RATD. Click on 35) Long-Term Rating Scale Comparison.
70 This is the first page of the comparison, so you can see how a Moody s A2 rating compares to ratings from other agencies. As noted at the bottom, this page (the white text) shows investment grade ratings; the second page shows yellow text, which is non-investment grade ratings.
71 When you re done, you can close Bloomberg by right-clicking anywhere in the page, and selecting Exit Bloomberg from the menu.
AIM Dashboard-User Documentation Accessing the Academic Insights Management (AIM) Dashboard Getting Started Navigating the AIM Dashboard Advanced Data Analysis Features Exporting Data Tables into Excel
June 9, 2014 Outlook Web Access (OWA) 2010 Email Cheat Sheet Outlook Web Access 2010 allows you to gain access to your messages, calendars, contacts, tasks and public folders from any computer with internet
Fundamentals of Great Plains & Reporting Tools Accessing GP... 1 Accessing the terminal server... 1 Creating a shortcut to the Remote Desktop Connection command... 2 Configuration options for your terminal
Department of Human Resources 50 Student Manager s Guide to the Talent Management System 1 Table of Contents Topic Page SYSTEM INTRODUCTION... 3 GETTING STARTED... 4 NAVIGATION WITHIN THE TALENT MANAGEMENT
Sorting, searching and filtering emails When handling emails it is often necessary to find a certain message or type of message from your mail. As your inbox fills up, it can become more difficult to pick
Creating and Viewing Task Dependencies between Multiple Projects using Microsoft Project Preliminary 1. You must have Microsoft Project 2003 or higher installed to complete these procedures. 2. If necessary,
Introduction to MS WINDOWS XP Mouse Desktop Windows Applications File handling Introduction to MS Windows XP 2 Table of Contents What is Windows XP?... 3 Windows within Windows... 3 The Desktop... 3 The
SQL Server Integration Services (SSIS) is a set of tools that let you transfer data to and from SQL Server 2005. In this lab, you ll work with the SQL Server Business Intelligence Development Studio to
Basic Web Development @ Fullerton College Introduction FC Net Accounts Obtaining Web Space Accessing your web space using MS FrontPage Accessing your web space using Macromedia Dreamweaver Accessing your
Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing
Millennium FAST Finance Reporting Memorial University of Newfoundland September 2013 User Guide Version 4.0 FAST Finance User Guide Page i Contents Introducing FAST Finance Reporting 4.0... 2 What is FAST
User Manual for the SAP Business Objects BI Platform 4.1 System (BI Suite) CONTENTS Section 1: Getting Started with BI Suite In this section you will learn how to log in to BI Suite, find, open and view
COMPUTER BASICS Gordon Kelley Academic Success Center Vines Building, Room 202 email@example.com 788.7675 Topics Windows Desktop What is a Window? Files, Folders, and Paths Creating a Folder Star ting Applications
PPC Conversion Tracking Setup Guide Version.001 This guide includes instructions for setting up both Overture (Yahoo) and Google (Adwords) Pay Per Click (PPC) conversion tracking in a variety of Reservation
Volunteer Instructions for Email Template Instructions: Sending an Email in Harris 1. Log into Harris, using your username and password If you do not remember your username/password, please call 781.283.2331
Reference Guide Using the Educator Dashboard What s Inside How to Create Accounts Get to Know the Educator Dashboard How to Manage Licenses and Create Educators How to Give Accommodations to Students First
WEBTrader User Guide Table of Contents Creating a Demo account How to log in Main Areas of the WebTrader Market Watch Favorites Adding Favorites Spot Panes Charts Adding New Chart Using Charts Chart Options
2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17
Outlook Folders: All new messages are stored in Inbox unless rules are created. Stores copies of items you sent to others, by default Stores temporarily deleted items until you permanently delete or retrieve
CONTENTS Signing In... 2 Changing Your Web Account Password... 3 Adding a New Page... 7 Updating A Web Page... 10 Schoolwires Staff Website Reference Guide Inserting an Email Link... 12 Inserting a Web
EMAILING USING HOTMAIL Signing into Your Email Account Open up explorer and type in www.hotmail.com in the address bar. Enter your email address. Hit the tab key on the keyboard and enter your password.
1. Basics Computer parts. Turning computer on and off Using the keyboard Using the mouse What is a Computer? A computer is, at its most basic, a machine which can take instructions, and perform computations
User Guide for Kelani Mail Table of Contents Log in to Kelani Mail 1 Using Kelani Mail 1 Changing Password 2 Using Mail Application 3 Using email system folders 3 Managing Your Mail 4 Using your Junk folder
MicroStrategy Quick Guide: Running the PI Report ITU Data Mart Support Group Go to reporting.gmu.edu and click on Login to Microstrategy ACTION Enter User name and Password. Keep default selection of LDAP
Adding ECA Marketing to your safe-senders list If your email provider is not listed below or your email is managed by your company you will need to contact your system administrator. If you have updates
Creating a Pie Graph Step-by-step directions In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. 1. Enter Data A. Open
How to make a line graph using Excel 2007 Format your data sheet Make sure you have a title and each column of data has a title. If you are entering data by hand, use time or the independent variable in
Getting Started with PowerPoint Accessing PowerPoint and Beginning to Design your Presentation: To open the Microsoft PowerPoint application left click on the Start button, hover the cursor over All Programs,
Thomson Reuters Eikon Quick Start Guide Thomson Reuters Eikon is a great tool to retrieve market data, news, and economic information pertaining to a wealth of countries and nations. The software is very
REMOTE DESKTOP SETUP INSTRUCTIONS 1. Setting up your work desktop to allow Remote Desktop connectivity Windows does not have this feature enabled by default, so we will go through the steps on how to enable
Fleet Maintenance Software Welcome Thank you for taking time to review FleetWise VB Maintenance Management Made Simple. This guide is intended to provide a quick overview of installing the software and
Introduction to Computers: Session 3 Files, Folders and Windows Files and folders Files are documents you create using a computer program. For example, this document is a file, made with a program called
MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...
im Faculty & Staff Guide for Outlook Web App (OWA) Prepared by Information Technology Division Lehman College July 11, 2013 Lehman College, CUNY 1 Information Technology Division Table of Contents Introduction...
Outlook Web App in Office 365 (Outlook Exchange Faculty & Staff) Getting Started The Outlook Window Navigation Bar Settings Navigation Pane View Pane Reading Pane Navigation Bar switch between Outlook,
First Time On-Campus Remote Desktop Connection ipad Edition General: This guide is a step-by-step guide for configuring and using an ipad to remotely connect to a work computer from on campus. This guide
Stock Investment Guide Software Manual By Churr Software The Stock Investment Guide (manual version 0.8) ------ 1 This manual may not be duplicated either in whole or in part by any means without the expressed
INTRODUCTION TO BLOOMBERG ONLINE GUIDE http://mannlib.cornell.edu/instruction/tutorials/bloomberg/index.cfm Library Gateway for all Library Services http://library.cornell.edu Mann Library website http://mannlib.cornell.edu
Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived
Your guide to Gmail Gmail user guide Welcome to Gmail! This guide outlines some of the key settings and features of Gmail. Getting started How to access your Gmail account page 3 Settings and personalisation
Affiliated Provider Billing/Coding ED BILLING USING FIRSTNET Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 To access FirstNet:...2 Checking In as a Provider...2
First Time Off-Campus Remote Desktop Connection ipad Edition General: This guide is a step-by-step guide for configuring and using an ipad to remotely connect to a work computer from off campus. This guide
Creating an itunes App Store account without a credit card Summary To create an itunes App Store account on your computer without a credit card, please follow the steps below. In order to create an account
Gravity Forms: Creating a Form 1. To create a Gravity Form, you must be logged in as an Administrator. This is accomplished by going to http://your_url/wp- login.php. 2. On the login screen, enter your
DALHOUSIE NOTES ON PAYROLL EXPENSE DETAIL IN FINANCE SELF SERVICE QUICK REFERENCE As of September 1, 2015 Quick reference document outlining the basic steps to access the payroll expense detail results
Using the TI-Nspire Computer Link Software The TI-Nspire Computer Link Software lets you do the following: Transfer documents between your computer and a TI-Nspire handheld. Install a Chinese-English dictionary
Getting Started Getting Started MagicConnect is a remote access service that allows you safe remote access to a target device from your remote device. What is a remote device? It is a Windows device, iphone/ipad,
Customizing Confirmation Text and Emails for Donation Forms You have complete control over the look & feel and text used in your donation confirmation emails. Each form in Sphere generates its own confirmation
QUICK START GUIDE RESOURCE MANAGERS Last Updated: 04/27/2012 Table of Contents Introduction... 3 Getting started... 4 Logging into Eclipse... 4 Setting your user preferences... 5 Online help and the Eclipse
Converting from Netscape Messenger to Mozilla Thunderbird Logging into Thunderbird When you open Thunderbird for the first time, you will be asked for your email password. If you want Thunderbird to remember
WINDOWS LIVE MAIL Windows Live Mail brings a free, full-featured email program to Windows XP, Windows Vista and Windows 7 users. It combines in one package the best that both Outlook Express and Windows
Connecting to LUA s webmail Effective immediately, the Company has enhanced employee remote access to email (Outlook). By utilizing almost any browser you will have access to your Company e-mail as well
COMMON CUSTOMIZATIONS As always, if you have questions about any of these features, please contact us by e-mail at firstname.lastname@example.org or by phone at 1-800-562-6080. EDIT FOOTER TEXT Included
Microsoft Office & Lync Tech Tips Tech Tip - Using Conversation View in Outlook There are several ways to sort or organize your e-mails within Outlook. Sorting by sender, subject, received date and size
Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,
Affiliated Provider ED Billing/Coding FIRSTNET, BATCH CHARGE ENTRY, AND CHARGE VIEWER Table of Contents Affiliated Provider ED Billing...2 icentra FirstNet...2 Accessing FirstNet...2 Checking In as a Provider...2
User Tutorial on Changing Frame Size, Window Size, and Screen Resolution for The Original Version of The Cancer-Rates.Info/NJ Application Introduction The original version of Cancer-Rates.Info/NJ, like
[Type here] Using Excel for your assignments This document covers the basics of using Excel to perform simple data analysis and represent that data visually. Excel is a very powerful data analysis tool.
Investor Guidebook CONTENTS Logging into Gust 2 Your Dashboard 3 Your Organization s Deal List 5 The Deal Room 8 Your Organization s Public and Private Sites 15 Managing Your Account 18 I. Logging into
UW- Green Bay QuickBooks Accounts Receivable User Manual Table of Contents Topic Page Number Logging into QuickBooks 2 Changing your password. 3 Creating Invoices. 4 Customer Entry/Search. 5-7 Entering
User Guide The Business Energy Dashboard 1 More Ways to Understand and Control Your Energy Use At FPL, we re investing in smart grid technologies as part of our commitment to building a smarter, more reliable
If you're using an old version of Gmail, your Inbox may look a little different. Gmail: Sending, replying, attachments, and printing Welcome to Gmail. This document will give you a quick overview of how
Sign in to Google Calendar at http://email.ucsc.edu with your CruzID and Blue password. You'll see your calendar weekly view. Calendar: Advanced Features Set up reminders, sharing, secondary calendars,
How to Create a Web Page Island Barn Reservoir Sailing Club March 2010 Version 2 April 2010 Introduction This manual will show you how to create a web page, commonly referred to as an article. The manual
Corporate Bonds on Bloomberg News This guide briefly describes finding how to find Bloomberg News on bonds. NN is the main menu for corp news. TOP and NI are two frequently used news search commands. You
Google Docs, Sheets, and Slides: Share and collaborate Once you've created your document, you can share it with others. Collaborators can then edit the same document at the same time you'll always have
1 Global Warranty Service Agent Guide Service Agent Help Guide Service Agent Starts the Claim 1 2 Global Warranty Service Agent Guide Table of Contents Warranty Guidelines... 3 Entering a Claim... 4 Log
OUTLOOK WEB APP 2013 ESSENTIAL SKILLS CONTENTS Login to engage365 Web site. 2 View the account home page. 2 The Outlook 2013 Window. 3 Interface Features. 3 Creating a new email message. 4 Create an Email
Training A brief overview of your website s content management system () with screenshots. 1 Contents Logging In:...3 Dashboard:...4 Page List / Search Filter:...5 Common Icons:...6 Adding a New Page:...7
NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...
Instructions and Guide for Credit Rating c 2015 Huiming Zhang 1 Introduction 1.1 Overview In lab, you will use Bloomberg to explore topic of credit rating. In previous labs, you should have learned idea
1 CoverMyMeds User s Guide User s Guide 2 CoverMyMeds User s Guide TABLE OF CONTENTS Overview 3 Starting a Request 3 Using a Key 4 Completing the Request 5 Address Books 5 Required and Important Tags 5
Technician Tutorial For ICOMS Greenscreen Systems Revised 7/6/06 ICOMS Technician Tutorial Introduction Welcome! Welcome to Makotek! The following tutorial will help you learn to do the following: Objectives
1 Outlook Web Access Tutorial Outlook Web Access 2010 allows you to gain access to your messages, calendars, contacts, tasks and public folders from any computer with internet access. How to access your
Exchange Self-Paced Training Guide Howard County Public Schools Technology Department Document ID No: MAIL02 Revision Date: 03/11/2013 =Warning =Timesaver =Note Access Exchange 1. Launch an Internet browser.
Due to HIPAA requirements, HCDDS must implement a secure method for sending emails that contain information about individuals we serve to people outside the agency s secure network. To accomplish this,
Microsoft Lync 2013 Contents Installing Lync... 1 Configuring and Signing into Lync... 1 Changing your Picture... 2 Adding and Managing Contacts... 2 Create and Manage Contact Groups... 3 Start an Instant
Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading
Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant
CONTRACT MANAGEMENT SYSTEM USER S GUIDE VERSION 2.7 (REVISED JULY 2012) VERSION 2.6 (REVISED APRIL 2012)... I INTRODUCTION... 5 Helpful Hints... 5 Pop-Up Blockers... 5 Users... 6 CPUC Staff Administrator...
GUIDE TO BLOOMBERG S INFORMATION PROGRAMS THE BLOOMBERG SYSTEM Bloomberg is a computer information and retrieval system providing access to financial and economic data, news, and analytics. Bloomberg terminals
Rational Software Getting Started with Rational Customer Service Online Case Management Release 1.0 Table of Contents 1. Introduction 1 2. Site Capabilities 1 2.1 Service Requests 1 2.2 Solutions Knowledge