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Bloomberg: Getting Started: Basics

The Bloomberg Terminal

BMC screen on Bloomberg terminal

A Bloomberg terminal has two monitors and a unique keyboard.

The active panel shows a blue flashing cursor. You can switch between panels using the <PANEL> key or by clicking on the panel that you wish to work on. 

In addition to the monitors and panels,  Bloomberg also has a unique keyboard. This keyboard is developed to make using the menu-driven navigation in Bloomberg easier.  

The Bloomberg keyboard

  • Color-coded to provide users with quick access to data and functions. 
  • Yellow Keys - Market Sector Keys        
  • Green Keys  - Action Keys        
  • Red Keys - Cancel & Log Off Keys

Bloomberg Keyboard highlighting red, yellow and green colored key options

Keys to know:

  • Esc/Cancel - Red key. Like a normal Escape key. Striking it will stop whatever you are doing.
  • Enter/GO - Green key. Like a normal Enter key. You will use this after every command that you enter.
  • Print - Green key. Press Print once to print the current page or enter number of pages you wish to print & Print (ex. 5 Print)
  • Menu - Green key. Press Menu to navigate from any function back to a menu of related functions (and ultimately back to the main menu).
  • End/Back - Green key. Will take you back to the key previous screen. 
  • Help - Green key. Press Help key once to display help function and a description of the current function that you are using. Press help two times to email the Bloomberg  24 hour help desk. 

Basic Searching

Browsing Menus

  • Bloomberg functions are organized by menus that are classified by market sector or product type. Each menu is part of a hierarchy. 
  • Access menus using the Menu button on the screen, the Menu Key, or using a Yellow Market Sector Key.  

Using Function Codes 

  • An alternative to using the menus is to search by function code. By entering a directly into the command bar, users can eliminate the steps. 
  • There are 2 types of function codes: Security Specific, for analyzing a loaded security and Non-security specific, for locating information on a sector or news & events. 
  • To load a security, enter the ticker or identifier, hit the Yellow Market Sector key that represents the asset type, and then click on the Green Enter/GO key.  
  • You can always search on a keyword and press the Green F1 Help key if you don't know where to start. 

Frequently Used Functions & Shortcuts

Getting Started with Bloomberg:

  • MAIN: Main menu
  • BPSDirectory of Bloomberg Cheatsheets 
  • BNEW: Enhancements and updates in Bloomberg

Bloomberg Help and Learning

Bloomberg Help and Learning (BHL)

  • Help documentation on how to use market-specifc and advanced features on the terminal.

Bloomberg University (BU) 

  • Webinars and trainings hosted by Bloomberg. Sign up on the Bloomberg terminal but watch anywhere. 

Functions for the Market (FFM) 

  • Ideas for analyzing current events that are affecting the market and a great way to learn how to use advanced functions. 

Bloomberg for Education (UNI)

  • Ideas on how to use Bloomberg in your courses, includes case studies and possible assignments.