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Bloomberg Terminal for the Equity Sales Trader

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by

Maya Geleroff

on 19 July 2013

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Transcript of Bloomberg Terminal for the Equity Sales Trader

Suggested
Filters
Filters

Real Time

Launchpad Monitor
News
Graphs
By: Malcolm Carter, Chloé Conjares, Ben Diamond, Maya Geleroff, & ChamBrais Medeiros
API
To Conclude
Launchpad
Can instantly open every time you log into your terminal

Real-time price movements, news, & holdings

Customizable for your workflow

Timeliness & Accuracy

Monitor
Customized monitor with real-time information
- add or remove components to your preferred
workflow

Chosen Securities (can import from portfolio/index/excel)
- Bank of America (BAC)
- Facebook (FB)
- Microsoft (MSFT)
- Lululemon (LULU)
- Hewlett-Packard (HPQ)

Similar to an Excel spreadsheet
GIP Chart
Intraday Price Chart
Can integrate technical analysis into daily workflow
Customizable
Linking
- Can link together real-time information from your monitor
- Time saving function
News Component
Real-time
Can link to monitor
Can customize default settings to preferred news viewing
Can set up pop-up alerts for important headlines
Equity Snapshot

Displays a composite overview
-key price
-trade data
-fundamental information
-useful functions



VWAP Custom Component
Using LLP<GO>
VWAP: Volume-Weighted Average Price
Helps determine the likely success of a trade
Real-time
Linkable to monitor
AQR (Top Trades)
- Great tool for benchmarking
Bloomberg Terminal
for the Equity Sales Trader


Agenda
Objectives
Address concerns highlighted in last conversation

Familiarize users with functions on the terminal

Leverage functions to make data on terminal manageable and relevant
News
Graphs
Launchpad
API
News
News Hub

Customizable

Access to sources
First Word
Reviewed/Summarized

Quick and easy

Daybook
Market Moving
News
Objective

Quantitative

Historical Analysis
Recap
(Application Program Interface)
Data Field Finder
FLDS<GO>
Valuable resource so that users don't need to remember all of the relevant fields

If you have any further questions about the functions we covered today, feel free to contact us!

News: Ben Diamond
bdiamond6@bloomberg.net

Graphs: Malcolm Carter
mcarter62@bloomberg.net

Launchpad: Chloé Conjares
jconjares@bloomberg.net

Launchpad: Maya Geleroff
mgeleroff@bloomberg.net

API: ChamBrais Medeiros
cmedeiros5@bloomberg.net
Thank You!
Drag and Drop feature will more conveniently build your desired function for you
Excel Template Library
XLTP<GO>
Templates made by the Bloomberg Team to perform custom analysis
5,000+ stories per day
146 bureaus, 72 countries
Real-time global coverage



325 Unique Templates categorized by market sector and player type
Identify Trends
Discover Market Movers
Generate Trade Ideas
Produce Quality Recommendations
Provides data fields for each security available to use in Excel
Key Functions

Intraday Price Chart

New Highs/Lows

Intraday Volume at Time


Custom overrides make the functions more flexible and more relevant to specific needs
Intraday Price Chart


Monitor
GIP Chart
Equity Snapshot
News
VWAP using LLP
Add event indicators to price points
Reduces margin of error from writing it out by hand
How do you monitor and benchmark trades?

How are you objectively determining what news is relevant in real time?

How do you incorporate technical analysis into your daily workflow?


More flexible analysis using real time Bloomberg Data to simulate potential performance
GIP<GO>
Features Benefits
Comparative Analysis
New Highs/Lows
HILO <GO>
Add securities/studies
Look at stocks intraday movement
Tracks the days most impacting price levels
More in-depth technical analysis
Features
Volatility of different securities
Percent change in volume
Benefits
Narrows your search for market movers
Intraday Volume
at Time
Features
- i.e. Relative Strength Index
Visual of company's volume traded in the day
Benefits
Increase order flow from more clients
Pinpoints what time in the day trades should be executed
Average Volume at time comparison (5 days prior)
Recap
Adds flexibility and convenience to creating charts
Easier to filter through companies to identify market mover's
Increase number of clients/orders
Excel integration gives you more analytical flexibility and creativity
Formula syntax in cells using: BDP, BDH, & BDS
Field Finder and Excel Templates are resources to enhance efficiency
The search will show you relevant and alternative fields to enhance the quality of your analysis
The Field Finder is a useful resource to build formulas in Excel

The drag and drop feature is an efficient tool to limit the margin of error when building functions

The Excel Template Library will help familiarize you with the flexibility of using API and fills the gaps in the Bloomberg Terminal
Recap
N<GO>
STNI<GO>
FIRS<GO>
MMN<GO>
IVAT<GO>
ES<GO>
Data Field Finder
FLDS<GO>
Full transcript