Introductory Bloomberg Training•Created by:•Jory J. McCuskey•jjmccuskey@•Edited by:•Billy Prather Tutorial Outline•Keyboard and Navigation–Getting Started•Equity Functions•Debt Functions•Option Functions•News Functions•Conclusion–Data Export •Navigation:–MENU•Returns you to previous page–PAGE BACK/ PAGE UP•Scrolls through multipage documents–HELP•Keyword searchThe Keyboard: Continued •Rules of thumb:–Green = Go–Red = Stop–Yellow = Information–All yellow boxes are adjustable inputsThe Keyboard: Continued Log Into Bloomberg TerminalStep 1: Press CONN DFLT button on top right side of keyboardStep 2: Log in using credentials printed on keyboard or monitor Equity Search Functions: TKWhere am I? TK •Overview:–Quickly search for equities by partial issuer name Equity Search Functions: TKTickerCountry CodeCompany Name Equity Search Functions: TK Now Try This!Using the TK Equity Search Function•Instructions:–Think of a U.S. company who’s ticker you don’t know and use the TK function to find its Equity page QSRC: Equity Search1.Select the search you wish to RUN or EDIT2.Choose from the available options QSRC: Equity SearchEditing Search Criteria Customized Equity Search Functions: QSRC•Overview–Generates a list of equity securities based on a set of criteria you select such as:•Country, state, exchange, security type, index, industry group and a variety of numerical values such as Gross profit margin–Quickly screen for opportunities based on fundamental and technical data–To access type: QSRC Where am I? QSRC Customized Equity Search Functions: QSRCInteractive ExampleWhere am I? QSRC •Overview:–Create a search that finds all U.S. Investment banks larger than $500Mln Customized Equity Search Functions: QSRCInteractive ExampleWhere am I? QSRC 1)Give the search a name (ex: BIGGEST INV-BANKS) (press to save)2)Select a search field Customized Equity Search Functions: QSRCFeaturesWhere am I? QSRC 1)Type “Market Cap” in the ‘Search All Fields’ box and press 2)Select option 21) Currency Adj MktCap Last Close3)Set the minimum for Currency Adj MktCap to $500Mln4)Select option 19) Industry Groups Customized Equity Search Functions: QSRCFeaturesWhere am I? QSRC 1)Select 8) Financial2)Select 25) Diversified Finan Serv3)Select 28) Investment Bnkr/Brkr4)Press