Bloomberg Equity: Security Specific

Finding a Securities Identifier/Ticker

To retrieve the information listed below for your security you must have the security identifier. For equities the ticker is the most common identifier.

  1. To find the identifier/ticker choose the market sector <F8 Equity>
  2. Type in the shortcut TK <GO>
  3. Enter your securities name and choose the ticker matching your security.

Finding information for your Security or Company once you have the Ticker

Type in your ticker, hit the <F8 Equity> market key then the green <GO> key

For example: IBM <F8 Equity> <GO>

Once within a security’s universe use the shortcuts listed below to obtain data on your security

For example: DES <GO>

Or go directly to the information you are looking for like Corporate Actions

For example: IBM <F8 Equity> CACS <GO>

Today’s Market – Quotes & Recaps

Function

How did my company’s stock perform yesterday? Where can I get a summary of its performance in the past 2 days? (BQ)

Shortcut <GO>

BQ

Description

Equity Summary/Bloomberg Quote Screen

Company Information Descriptions

Function

Where can I see a comprehensive overview of my company? (DES)

In which index is my stock in and what weight of the index does my company make up? (WGT)

What dividends has my company paid out this year if any? (DVD)

Has my company acquired any companies this year? (CACS)

What credit rating has S&P, Moody’s, Fitch and Duff & Phelps assigned to my company? (CRPR)

Does my company hold and energy assets (NRGA)

What equities are related to my company, especially wholly-owned subsidiaries? (REQ)

Shortcut <GO>

DES

Description

Company Tearsheet (10 pages)

Shortcut <GO>

MGMT

Description

Company Management Profiles

Shortcut <GO>

DVD

Description

Dividend Summary

Shortcut <GO>

CACS

Description

Corporate Actions Calendar

Shortcut <GO>

DRP

Description

Dividend Reinvestment

Shortcut <GO>

WGT

Description

Equity Weightings

Shortcut <GO>

CRPR

Description

Credit Profile

Shortcut <GO>

ISSD

Description

Issuer Information

Shortcut <GO>

DDIS

Description

Debt Distribution

Shortcut <GO>

DLIS

Description

Syndicated Bank Loan Distribution

Shortcut <GO>

PHDC or HDS

Description

Custom Holdings Search

Shortcut <GO>

NRGA

Description

Energy Assets

Shortcut <GO>

REQ

Description

Related Equities

Shortcut <GO>

RELS

Description

Related Securities

Intraday Technicals/Graphs

Function

What were the money flows in and out of my security today? (MFR or GIM)

How can I graph the intra-day relative strength index for my security? (IRSI)

How can I get a graph of my securities intra-day price trends? (GIP)

Shortcut <GO>

GIP

Description

Intraday Price Graph

Shortcut <GO>

IDMI

Description

Intraday Directional Movement Indicator

Shortcut <GO>

IGPF

Description

Intraday PX Fibonacci Graph

Shortcut <GO>

GIM

Description

Intraday Money Flow Graph

Shortcut <GO>

MFRB

Description

Intraday Money Flow Table

Shortcut <GO>

IRSI

Description

Intraday Relative Strength Index

Historical Prices

Function

How can I graph my company’s stock price for the past 5 years on a monthly basis? (GP)

Where can I get the stock prices for my company for the past 6 months on a daily basis? (HP)

Shortcut <GO>

GP

Description

PX Graph w/Volume

Shortcut <GO>

HP

Description

Px Table w/Avg Daily Volume

Shortcut <GO>

GPA

Description

Graph Price Average

Shortcut <GO>

HCP

Description

Historical % Change

Shortcut <GO>

HCPI

Description

Historical % Movers

Shortcut <GO>

HPTC

Description

Historical Price Traded Currency

Shortcut <GO>

HRH

Description

Historical Return Histogram

Shortcut <GO>

SI

Description

Short Interest

Historical Technicals/Graphs

Function

How can I graph my company’s stock price and include moving averages? (GPO)

How can I back test and calculate profit/loss (P/L) based on studies based on the following technical indicators: Bollinger Bands, Commodity Channel Index, Directional Movement Indicator, Moving Average Converge/Diverge, Relative Strength Index, Stochastic’s, Williams %R, Parabolic Time/Price System and Buy/Hold strategies? (BSTS)

How can I graph the Hurst Exponent for my security? (KAOS)

How can I display the McClellan Oscillator along with a historic price graph for my security? (MCCL)

Shortcut <GO>

GPO

Description

PX & Volume Graph W/Mov Avg

Shortcut <GO>

GPCT

Description

Percent PX Graph

Shortcut <GO>

PFP

Description

Point and Figure Graph

Shortcut <GO>

GPMA

Description

Price Graph Moving Average

Shortcut <GO>

BTST

Description

Back Testing

Shortcut <GO>

CNDL

Description

Candlestick Patterns

Shortcut <GO>

DMI

Description

Directional Movement Indicator

Shortcut <GO>

GPF

Description

PX Fibonacci Graph

Shortcut <GO>

GOC

Description

General Overview Chart

Shortcut <GO>

KAOS

Description

Hurst Exponent

Shortcut <GO>

GM

Description

Money Flow Analysis

Shortcut <GO>

PTPS

Description

Parabolic Systems

Shortcut <GO>

GPCA

Description

Corporate Action Price Graph

Shortcut <GO>

BOLL

Description

Bollinger Bands

Shortcut <GO>

CHKO

Description

Chaikin Oscillator

Shortcut <GO>

CMCI

Description

Commodity Channel Index

Shortcut <GO>

MCCL

Description

McClellan Oscillator

Shortcut <GO>

MACD

Description

Mov Avg Converge/Diverge

Shortcut <GO>

MAE

Description

Moving Average Envelopes

Shortcut <GO>

OBV

Description

On-Balance Volume Indicator

Shortcut <GO>

PIVG

Description

Pivot Graph

Shortcut <GO>

GP3

Description

PX Oscillator

Shortcut <GO>

ROC

Description

Rate of Change

Shortcut <GO>

RSI

Description

Relative Strength Index

Shortcut <GO>

TAS

Description

Stochastic Bar Graph

Shortcut <GO>

TASC

Description

Stochastic Candle Graph

Shortcut <GO>

WLPR

Description

Williams %R

Options Warrants & Convertibles

Function

Where can I find a list of options for my equity security? (OTD)

Where can I see a summary of my security’s calls? (CALL)

Where can I see a summary of my security’s puts? (PUT)

Shortcut <GO>

OCM

Description

Options Custom Monitor

Shortcut <GO>

OMON

Description

Option Monitor

Shortcut <GO>

GMON

Description

Option Monitor with Graph

Shortcut <GO>

OMST

Description

Most Active Options

Shortcut <GO>

OTD

Description

Option Description

Shortcut <GO>

OCME

Description

Euro Option Custom Monitor

Shortcut <GO>

OPDF

Description

Option Set-Up Screen

Shortcut <GO>

WRNT

Description

Warrant Valuation

Shortcut <GO>

WCM

Description

Warrant Custom Monitor

Shortcut <GO>

CVM

Description

Convertible Information Table

Shortcut <GO>

CVMN

Description

Convertible Search

Shortcut <GO>

OV

Description

Option/Warrant Valuation

Shortcut <GO>

OVX

Description

Exotic Option Valuation

Shortcut <GO>

OHT

Description

Option Horizon Analysis

Shortcut <GO>

OVM

Description

Option/Warrant Matrix

Shortcut <GO>

CWS

Description

Covered Call Write Scan

Shortcut <GO>

PWS

Description

Covered Put Write Scan

Shortcut <GO>

CALL

Description

Call Options

Shortcut <GO>

PUT

Description

Put Options

Shortcut <GO>

COAT

Description

Call Analysis Table

Shortcut <GO>

POAT

Description

Put Analysis Table

Shortcut <GO>

EOPT

Description

Executive Option Analysis

Shortcut <GO>

OSA

Description

Option/Wrnt Scenario Analysis

Shortcut <GO>

ZCCR

Description

Zero Cost Dollar Valuation

News/ Research / Chat

Function

Where can I find the latest news about my company? (CN)

What Wall Street Analyst cover my company and how are they rating my company (i.e. buy/outperform, hold/neutral, sell/underperform)? (ANR)

What earnings estimates are available for my security? (EE)

(I/B/E/S, Nelson’s, Zacks)

Shortcut <GO>

CN

Description

All News/Research

Shortcut <GO>

TCNI

Description

Subject Specific Company News

Shortcut <GO>

GPCA

Description

Corporate Action Price Graph

Shortcut <GO>

BRC

Description

Research by Company

Shortcut <GO>

ANR

Description

Analysts Recommendations

Shortcut <GO>

EE

Description

Earnings Estimates

Holders – Insiders

Function

Where can I find institutional and insider stockholders of my company by size of holding, alphabetically and insiders only? (PHDC or HDS)

Shortcut <GO>

PHDC or HDS

Description

Holdings Search

Shortcut <GO>

GPTR

Description

Insider Transactions Graph

Fundamentals & Earnings Analysis

Function

Where can I find a listing of financial analysis data available for my security (i.e. ratios, debt structure, enterprise value)? (FA)

How can I get a summary of my securities dividends/splits? (DVD)

Where can I find historical and estimated earnings per share data for my security? (ERN)

What is the weighted average cost of capital for my security? (WACC)

What is the equity risk premium for my security? (EQRP)

How can I find my security’s dividend discount model? (DDM)

Shortcut <GO>

FA

Description

Financial Analysis

Shortcut <GO>

CH1

Description

Financial Summary

Shortcut <GO>

CH2

Description

Income Statement

Shortcut <GO>

CH3

Description

Balance Sheet

Shortcut <GO>

CH4

Description

Fundamental Graph

Shortcut <GO>

CH6

Description

Cash Flow Statement

Shortcut <GO>

CH7

Description

Energy Industry Data

Shortcut <GO>

DVD

Description

Dividend Summary

Shortcut <GO>

DFC

Description

Dividend Franking Calculator

Shortcut <GO>

CF

Description

Company Filings

Shortcut <GO>

RV

Description

Relative Value

Shortcut <GO>

EE

Description

Earnings Estimates

Shortcut <GO>

ERN

Description

Earnings Summary

Shortcut <GO>

GE

Description

P/E Graph Valuation

Shortcut <GO>

HE

Description

P/E Table

Shortcut <GO>

SURP

Description

Surprise Analysis

Shortcut <GO>

EEG

Description

Estimates Graph

Shortcut <GO>

EM

Description

Estimates Matrix

Shortcut <GO>

DDM

Description

Dividend Discount Model

Shortcut <GO>

AZS

Description

Altman’s Z-Score Model

Shortcut <GO>

WACC

Description

Weighted Average Cost of Capital

Shortcut <GO>

EQRP

Description

Equity Risk Premium

Shortcut <GO>

CRP

Description

Country Risk Premium Table

Shortcut <GO>

RIV

Description

Residual Income Valuation

Relative Performance/Total Return

Function

How can I graph my security’s performance against my benchmark index and or an industry group or two other securities? (COMP)

How can I do a peer group analysis of my security versus its industry? (RV/RVP)

Shortcut <GO>

COMP

Description

Comparative Total Returns

Shortcut <GO>

RG

Description

Relative Graphs

Shortcut <GO>

TRA

Description

Total Return Analysis

Shortcut <GO>

POD

Description

ADR Premium/Discount graph

Shortcut <GO>

SI

Description

U.S. Short Interests

Shortcut <GO>

NAV

Description

Premium/Discount Graph

Shortcut <GO>

RV

Description

Relative Value

Risk Volatility Analysis

Function

What is my company’s beta? (BETA see also Pardee ‘s  Beta Tutorial)

How can I calculate the number of futures contracts needed to hedge my equity security from a calculated beta?(HEDG)

How can I graph historical data for a selected futures contract and or equity? (FHG)

How can I graph historical implied volatility and prices/yields for a security? (HIVG)

How can I graph a historical price volatility graph for my security? (HVG/HVT)

Shortcut <GO>

BETA

Description

Beta calculation

Shortcut <GO>

HEDG

Description

Equity Hedge Screen

Shortcut <GO>

HVT

Description

Historical Volatility

Shortcut <GO>

HVG

Description

Volatility Graph

Shortcut <GO>

HIVG

Description

Historical Implied Graph

Shortcut <GO>

SKEW

Description

Volatility Skew Graph

Shortcut <GO>

TRMS

Description

Term Structure

Shortcut <GO>

FHG

Description

Futures History Graph