How to Extract Fundamental Data on a Bloomberg Terminal: 7 Steps (2024)

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1Loading a Security into the Bloomberg Module

2Using the Bloomberg Features

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Last Updated: January 20, 2020

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The Bloomberg Terminal is a complex but extremely powerful tool for finding and manipulating data. It includes information pertaining to every publicly traded security as well as numerous other macro and microeconomic data sets. The Bloomberg Terminal is a computer preloaded with a software and specific hardware (double screens and a modified keyboard). You will need to have access to a Bloomberg Terminal complete with the specialized keyboard and a Bloomberg account.

Part 1

Part 1 of 2:

Loading a Security into the Bloomberg Module

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  1. 1

    Press the "Enter" key or "GO" button on your Bloomberg Terminal to access the log in screen and log in.

  2. 2

    Type the name or ticker of the publicly traded company in the search bar at the top of the screen.

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  3. 3

    Scroll down with the arrow keys on your keyboard until the company you selected is highlighter under "Securities". Then press on GO your keyboard.

    • This will bring up a menu screen with categories of available modulespertaining to this security.
    • The security you selected is now loaded into that window on your Bloomberg Terminal, any modules you bring up now will have that security loaded into it until you specify otherwise.
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Part 2

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Using the Bloomberg Features

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  1. 1

    Access the DES - Description Module. From the menu window, type "DES" and hit GO.

    • This will bring up the description page for your security where you can quickly access key information such as market cap, trading statistics, analyst recommendations...
    • From this screen you can go deeper by clicking on certain headings or simply by typing the number besides the headings in the search bar and pressing GO.
    • To go back, hit the green menu key on your keyboard until you return to the DES home page or to the security menu.
  2. 2

    Use the GP - Graph Module. To access the Graph Module, type GP into the search bar and hit GO.

    • This will bring up a lined chart of the price of your security over a selected period of time.
    • You can change the timeline at the top left of the graph from 1D one day to 1M one month to 1Y one year, or YTD for a Year To Date view.
  3. 3

    Look at HP - Historical Pricing. To access the Historical Pricing Module, type HP into the search bar and hit GO.

    • This page allows you to see and more importantly extract historical trading data on your security into excel.
    • Indicate your range data for the data to be extracted in the top left.
    • Choose two data fields to extract in the drop down menus next to Market in the top left.
    • Click on the red "Export to Excel" button or type 96 and GO into the search bar.
    • Bloomberg will now launch Excel on your computer and load the data by itself.
  4. 4

    Consider the FA - Financial Analysis. To access the Financial Analysis Module, type FA into the search bar and hit GO.

    • This module allows you to quickly access financial statements and metrics on your company.
    • You can flip through the pages by clicking on the gray tabs at the top of the screen to access the income statements, balance sheet, and cash flow.
    • For any metric, you can click on the bar graph icon to the left to visualize the data.
    • You can add metrics by checking the boxes.
    • When you are done, press the menu key on your keyboard to return to the Financial Analysis Module home page.
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      Tips

      • If you want help or more information about a module you are using, simply click on the question mark in the top right corner of your screen.

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      • If you are a student, your university may have a Bloomberg Terminal and log-in account for their students.

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      Updated: January 20, 2020

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      How to Extract Fundamental Data on a Bloomberg Terminal: 7 Steps (2024)

      FAQs

      How to extract financial statements from Bloomberg? ›

      Retrieving Financial Statements of Public Company
      1. Start searching from the Search bar.
      2. Search for the company by either stock code or company name. ...
      3. From the function menu, click on the "Financial Analysis" option.
      4. Choose the report you would like to view.
      5. You are allow to export the report into PDF / Excel format.
      Jan 26, 2024

      How do I collect Bloomberg data in Excel? ›

      Click the "Bloomberg" tab on the toolbar at the top of the page. Click the "Data Navigation" button to bring up the data wizard. The data wizard allows you to search for and download securities data within Excel. Simply type in the ticker for the security you are interested in.

      Can I scrape data from Bloomberg? ›

      Crawlbase simplifies Bloomberg scraping, offering a robust solution for extracting diverse financial and market data. The Bloomberg scraper allows users to access real-time information on stocks, investments, and financial markets, ensuring accuracy and timeliness.

      How do I pull research from Bloomberg? ›

      To find analyst reports for a company, type the company's ticker symbol, press the yellow Equity key, type BRC, and then press the GO key. For all research, type RES for the Bloomberg Research portal. Search for company name. From the Company overview page, click on the "Research" tab.

      How to use a Bloomberg worksheet? ›

      If you are using the Excel plugin for the first time, you will have to do a one-time installation. To install Bloomberg Excel plugin, close all Excel spreadsheets and follow this path: Start > All Programs > Bloomberg > Install Excel Add-In. Once installed, the Bloomberg tab will appear in the Excel ribbon.

      How can I export chart data? ›

      To export data from a chart

      and select Export. Enter a name for your export and select an Export As option: CSV creates a comma separated text file. CSV (Excel) creates a comma separated text file where non-ASCII characters are encoded properly for use in Excel™.

      How do I get Bloomberg Terminal data? ›

      Position your cursor at the corner of a table. Press and hold the left click (not the right click) and drag across the data you would like to copy. Bloomberg will automatically copy the text/data to your clipboard when you release the left click. In Excel, right click or press ctrl + v to paste.

      How do you extract financial statements? ›

      Focus on Financial Statements: Prioritize extracting data from financial statements such as the balance sheet, income statement, cash flow statement, and statement of changes in equity. Use OCR Tools: Convert the report into a text format using Optical Character Recognition (OCR) tools if it's in PDF format.

      How to use bdp function in Excel? ›

      BDP (Bloomberg Data Point) is for static or real time current data. It returns data to a single cell in your Excel spreadsheet. This formula contains only one security and only one field. Example: =BDP("goog us equity","px last") retrieves the price of the last trade on Google Inc.

      How do I connect Excel to Bloomberg terminal? ›

      Installing the Bloomberg Excel add-on
      1. Installing the Bloomberg Excel add-on.
      2. Click 'Start'
      3. , open the Bloomberg folder and click 'Install Office Add-Ins'
      4. Click 'Install', then 'OK' in the box above it.
      5. Close Excel and reopen it. Bloomberg will appear in the Excel ribbon. ...
      6. work on the Bloomberg terminal.

      How do I get Bloomberg data from Excel PD? ›

      Log into Bloomberg – The login information is next to the Bloomberg terminal in the Pardee Library. Click on Start > Programs > Microsoft Excel to open up Microsoft Excel. Click on Bloomberg > Import Data from the menu bar.

      What is the difference between BDH and BDP? ›

      BDP (Bloomberg Data Point) is for current data. BDH (Bloomberg Data History) is for historical end of day and historical intraday data.

      How do I extract ESG data from Bloomberg? ›

      Bloomberg is available on three special terminals located in the FLC. To analyze the ESG performance of an individual company, load the company and then type FA ESG <GO>. To generate an ESG report for a company via the Excel plug-in, type XLTP XESG <GO> .

      How do I copy data from Bloomberg to clipboard? ›

      Position your cursor at the corner of a table. Press and hold the left click (not the right click) and drag across the data you would like to copy. Bloomberg will automatically copy the text/data to your clipboard when you release the left click. In Excel, right click or press ctrl + v to paste.

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