Bloomberg Terminal Essentials: Getting Started

Summary

This video provides a comprehensive introduction to using the Bloomberg Terminal for beginners. It covers logging in securely with biometric verification, navigating the terminal interface, and accessing financial data and functions. Users will learn how to load securities, explore related functions, and use the Instant Bloomberg chat for communication. The video also explains how to access help resources, including real-time support from Bloomberg experts, and the steps to log off securely. This tutorial is ideal for new users looking to master the basics and efficiently explore the Bloomberg Terminal's features.

Takeaways

• 😀 The Bloomberg Terminal is a powerful tool connecting over 350,000 financial professionals, offering access to data, news, analytics, and a vast network.
• 😀 Logging in to the terminal requires biometric verification for security, using the BUUN app or a fingerprint scanner on Bloomberg keyboards.
• 😀 The terminal's interface is organized with a large function area, a command line for shortcuts, and options to open multiple tabs for multitasking.
• 😀 The terminal allows for the pre-loading of securities, enabling quick access to detailed information about specific financial instruments.
• 😀 Using the terminal's related functions menu, you can discover and explore additional features and functions related to the current security you're analyzing.
• 😀 IB (Instant Bloomberg) is the terminal's chat system, allowing communication with other users, sharing information like price inquiries, news, and research.
• 😀 If you need help, the terminal offers a question mark icon that links to a tutorial or the option for live help via chat with a Bloomberg representative.
• 😀 The 'Help' page provides detailed tutorials on how to use specific terminal functions to their full potential.
• 😀 For real-time assistance, the Live Help feature connects you to Bloomberg experts 24/7 for any questions you may have.
• 😀 To log off the terminal securely, use the shortcut 'Off' or press the corresponding button on a Bloomberg keyboard to protect your data.
• 😀 To fully benefit from the Bloomberg Terminal, users should explore its functionalities, such as running functions, discovering new tools, and seeking help when necessary.

Q & A

What is the purpose of the Bloomberg Terminal Essentials Series?

The Bloomberg Terminal Essentials Series aims to teach new users how to perform basic and frequent activities on the Bloomberg Terminal, such as logging in, navigating functions, and using key features for effective financial analysis and communication.

What is the importance of the biometric verification system for logging in?

The biometric verification system ensures secure and personalized access to the Bloomberg Terminal, protecting sensitive financial data and ensuring that only authorized users can log in to the system.

What is the Bloomberg Anywhere app used for?

The Bloomberg Anywhere app is used to log into the Bloomberg Terminal remotely, allowing users to access the terminal from any location. It uses a combination of username, password, and biometric data for secure login.

What are functions in the Bloomberg Terminal?

Functions in the Bloomberg Terminal are like programs or tools that provide access to various types of data, news, research, and analytics. They are central to performing tasks within the terminal.

How does the command line in the Bloomberg Terminal work?

The command line in the Bloomberg Terminal allows users to input shortcuts to access specific functions, such as pressing 'W' to access worksheets or typing keywords to search for information.

What is the significance of loading a security on the Bloomberg Terminal?

Loading a security on the Bloomberg Terminal allows users to view related data and run functions specific to that security. It enhances the ability to perform detailed analysis and access tailored information.

How can users explore other related functions on the Bloomberg Terminal?

Users can explore related functions by clicking on the 'Related Functions' menu, which provides suggestions for additional functions related to the one currently being used. Alternatively, users can follow the blue links above the window for direct navigation.

What is IB (Instant Bloomberg), and how is it used?

IB (Instant Bloomberg) is a messaging system within the terminal that allows users to communicate with other Bloomberg users, including those within their firm or external counterparties. It can also be used for sending inquiries, sharing research, and much more.

How can users get help if they are unsure about using a function?

Users can click on the question mark icon in the top right of the screen to access the 'Help' page, which provides tutorials and guides. Additionally, they can use the 'Live Help' option to chat with a Bloomberg representative 24/7 for immediate assistance.

How can users log off from the Bloomberg Terminal?

To log off from the Bloomberg Terminal, users can use the 'Off' shortcut and press 'Go'. There is also a dedicated button on the Bloomberg keyboard for logging off, ensuring secure closure of the terminal session.