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Bloomberg Guide: Basics

Bloomberg Instruction and Reference Guides

Create an Account

  1. Select the Create New Login option below the username and password fields.  
  2. Follow the prompts to set up the account. Note: Your work and mobile numbers can be the same. Use your BYU email address ( in the Corporate Email Address Field. 
  3. You will need to enter a confirmation number and can choose to receive this by text message, phone call, or email. In most cases, the text message option is the quickest.  Bloomberg will verify the account with a text message/phone call before it is fully activated.

Use this login each time you use a Bloomberg terminal on campus.

Not Sure Where to Start?

The auto-complete feature helps you find the security or function that you are searching for. 

  • Begin typing a term in the command line at the top of the panel that you are working in. 
  • As you type, a list of suggested functions & securities will be displayed. 

Basic Searching

The Bloomberg platform offers flexibility for searching, featuring two frequently used options: 

1. Browsing Menus

Bloomberg functions are organized by menus that are classified by market sector or product type. Each menu is part of a hierarchy. 

You can access menus using the Menu button on the screen, the Menu Key, or using a Yellow Market Sector Key.  This method is recommended for new users - It gives users a sense of the data and information available in Bloomberg and sees what functions are available.

2. Using Function Codes 

An alternative to using the menus is to search by function code. By entering codes directly into the command bar, users can eliminate the steps. This guide offers lists of frequently used codes. 

There are two types of function codes: Security Specific, for analyzing loaded securities, and Non-Security Specific, for locating information on a sector or news & events. 

To load a security, enter the ticker or identifier, hit the Market Sector key representing the asset type, and then click on the Enter/GO key.  

Frequently Used Functions & Shortcuts

MAIN:   Main menu

BLP:   Bloomberg Launchpad

SITE:  Overview of system (select heading for functions)

CHEAT:  Directory of Bloomberg Cheatsheets 

EASY:  Tips and Shortcuts

BU:  Bloomberg University

Cheat Sheets for Launchpads

Launchpad allows you to create your own customizable desktop to track securities, news and charts.

BPL < GO > will get you started OR hit the LPAD key on the Bloomberg keyboard