Bloomberg Terminal Basics by Yash Verma

Bloomberg Terminal Basics by Yash Verma

Bloomberg Terminal Basics by Yash Verma provides an essential introduction to using the Bloomberg Terminal, a critical tool for finance professionals. It covers key functions such as financial analysis, company research, and charting, making it invaluable for investment bankers, traders, and analysts. The guide is designed for finance students and professionals looking to enhance their skills and efficiency in using Bloomberg. With over 325,000 active terminals globally, mastering this software is crucial for success in the finance industry.

Key Points

  • Explains key Bloomberg Terminal functions like FA for financial analysis and DES for company descriptions.
  • Covers essential tools for investment banking, trading, and equity research, enhancing professional efficiency.
  • Includes insights into charting, earnings analysis, and comparative analytics for informed decision-making.
  • Designed for finance students and professionals aiming to excel in using Bloomberg from day one.
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  • Sudharshan Venkateshan
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INSIDER SERIES · FILE 09 · LESSON 1
Bloomberg
Terminal.
Lesson 1: The Basics.
The software that runs $500 trillion in global finance.
Decoded. Free. For you.
WHAT'S INSIDE
01 What is Bloomberg Terminal and why it matters
02 Company Overview — DES, CN, RES, FA, BICO
03 Company Analysis — DSCO, ANR, HDS, ESG, SPLC, CACS
04 Charting — GP, GF, EEG
05 Earnings Analysis — MODL, EVT, DS TA, ALTD
06 Comparative Analytics — EQRV, KPIC
07 Equity Derivatives — OMON, OPX, BDVD
08 Trade Analytics — TCA, AVAT, VWAP
YASH VERMA
Investment Banker · @yashverma_ib
If this crashes for 1 day,
global finance shuts down.
BLOOMBERG TERMINAL · LESSON 1 · THE BASICS @yashverma_ib
Bloomberg Decoded. 01
LESSON 1.1
What is Bloomberg Terminal?
And why every financial professional on earth uses it.
Bloomberg Terminal is a software platform that provides real-time financial data, news, analytics, and
trading tools to finance professionals worldwide. It costs approximately â– 20 lakh per year per user. There
are over 325,000 terminals active globally.
Every investment bank, hedge fund, mutual fund, central bank, and trading desk in the world runs on
Bloomberg. When you walk into an IB office, the orange-and-black screen is the first thing you see. It's the
cockpit of finance.
In 2015, Bloomberg crashed for approximately 2 hours. The Bank of England delayed a government
bond auction. Traders across the world were temporarily blind. That's how critical this software is —
there is literally no backup system for global finance.
Who uses Bloomberg?
→ Investment bankers — for deal data, valuations, comps, filings
→ Equity researchers — for earnings, estimates, financial models
→ Traders — for real-time pricing, execution, order flow
→ Fund managers — for portfolio analytics, risk, attribution
→ Central banks — for macro data, monetary policy tracking
→ PE/VC analysts — for deal screening, market data, CIM research
Why should you learn it now? Most finance students never touch Bloomberg until their first day on the
job — and then spend weeks figuring out what buttons to press while their MD waits for data. If you
already know the key functions, you walk in day one looking like a second-year analyst. That's the edge.
BLOOMBERG TERMINAL · LESSON 1 · THE BASICS @yashverma_ib
Bloomberg Decoded. 02
LESSON 1.2
Company Overview.
The first thing you pull up when researching any company.
When an IB analyst is assigned a new company — whether for a pitch, a deal, or a research note — the
first thing they do is type the company ticker into Bloomberg and hit the equity key. This opens the Related
Functions Menu for that company. Here's what each function does:
DES — Security Description
The company's one-page snapshot. Sector, market cap, shares outstanding, key financials, description, management
team. This is the first screen every analyst opens. Think of it as the company's passport.
CN — Company News
Every news article, press release, and filing related to this company — in real time. Filtered by source, date, topic.
When your MD says "what's the latest on Reliance?" — you open CN, not Google.
DS RES — Company Research
Broker research reports on the company. Goldman's latest report on TCS? Morgan Stanley's view on HDFC Bank?
All here. This is where analysts read what the street thinks before forming their own view.
FA — Financial Analysis
The company's full financial statements — income statement, balance sheet, cash flow — across multiple years.
Customisable. Downloadable to Excel. This is where you pull the numbers for your DCF model. The single most-used
function in IB.
BICO — Bloomberg Intelligence Primer
AI-powered company overview generated by Bloomberg's own intelligence team. Competitive landscape, key risks,
industry positioning — all summarised in one place. New function. Incredibly useful for quick context before a
meeting.
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End of Document
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FAQs of Bloomberg Terminal Basics by Yash Verma

What is the Bloomberg Terminal and its importance?
The Bloomberg Terminal is a software platform that provides real-time financial data, news, analytics, and trading tools essential for finance professionals. It is widely used by investment banks, hedge funds, and trading desks globally, making it a critical resource for anyone in the finance industry. The Terminal's reliability was highlighted during a 2015 crash, which temporarily disrupted global finance, underscoring its importance.
What are the key functions of the Bloomberg Terminal?
Key functions of the Bloomberg Terminal include DES for security descriptions, FA for financial analysis, and CN for company news. These tools allow users to access comprehensive financial statements, real-time market data, and broker research reports. Mastering these functions is crucial for investment bankers and analysts to perform effective market research and analysis.
How does the Bloomberg Terminal assist in company analysis?
The Bloomberg Terminal aids in company analysis through functions like DSCO for company documents and ANR for analyst recommendations. Users can quickly access filings, annual reports, and real-time analyst ratings, which are essential for understanding market sentiment and making informed investment decisions. This capability is particularly valuable during mergers and acquisitions.
What charting capabilities does the Bloomberg Terminal offer?
The Bloomberg Terminal offers robust charting capabilities, including GP for line charts and GF for graph fundamentals. These tools enable users to visualize price history, overlay multiple securities, and analyze fundamental data trends. This visual representation is crucial for traders and analysts to identify market patterns and make strategic decisions.
What is the significance of earnings analysis in the Bloomberg Terminal?
Earnings analysis in the Bloomberg Terminal is facilitated by functions like MODL for company financials and DS TA for transcript analysis. These tools provide insights into earnings calls, financial projections, and key performance indicators, helping analysts gauge company performance and market expectations. Understanding earnings trends is vital for making investment decisions.
How does the Bloomberg Terminal support trade analytics?
The Bloomberg Terminal supports trade analytics through functions like TCA for transaction cost analysis and VWAP for price and volume dashboards. These tools help institutional investors evaluate trade execution quality and benchmark performance against market averages. Effective trade analytics is essential for optimizing investment strategies and improving profitability.

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