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How to Extract Fundamental Data on a Bloomberg Terminal

Part 1 of 2:

Loading a Security into the Bloomberg Module

  1. How to Extract Fundamental Data on a Bloomberg Terminal Picture 1
    Press the "Enter" key or "GO" button on your Bloomberg Terminal to access the log in screen and log in.
  2. How to Extract Fundamental Data on a Bloomberg Terminal Picture 2
    Type the name or ticker of the publicly traded company in the search bar at the top of the screen.
  3. How to Extract Fundamental Data on a Bloomberg Terminal Picture 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.
    1. This will bring up a menu screen with categories of available modules pertaining to this security.
    2. 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.
Part 2 of 2:

Using the Bloomberg Features

  1. How to Extract Fundamental Data on a Bloomberg Terminal Picture 4
    Access the DES - Description Module. From the menu window, type "DES" and hit  GO.
    1. 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...
    2. 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.
    3. 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. How to Extract Fundamental Data on a Bloomberg Terminal Picture 5
    Use the GP - Graph Module. To access the Graph Module, type GP into the search bar and hit GO.
    1. This will bring up a lined chart of the price of your security over a selected period of time.
    2. 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.
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    Look at HP - Historical Pricing. To access the Historical Pricing Module, type HP into the search bar and hit GO.
    1. This page allows you to see and more importantly extract historical trading data on your security into excel.
    2. Indicate your range data for the data to be extracted in the top left.
    3. Choose two data fields to extract in the drop down menus next to Market in the top left.
    4. Click on the red "Export to Excel" button or type 96 and GO into the search bar.
    5. Bloomberg will now launch Excel on your computer and load the data by itself.
  4. How to Extract Fundamental Data on a Bloomberg Terminal Picture 7
    Consider the FA - Financial Analysis. To access the Financial Analysis Module, type FA into the search bar and hit GO.
    1. This module allows you to quickly access financial statements and metrics on your company.
    2. 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.
    3. For any metric, you can click on the bar graph icon to the left to visualize the data.
    4. You can add metrics by checking the boxes.
    5. When you are done, press the menu key on your keyboard to return to the Financial Analysis Module home page.
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