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    API Training Sheet

    Uploaded by

    Anirban Kundu
    The document provides information on using Bloomberg functions to retrieve different types of data points including: - Current, historical and bulk data using BDP, BDH, BDS - Estimates data like EPS, sales using BEST fields - Overrides for date ranges, currencies and fiscal periods - Examples of getting time series data like annual EPS estimates for a company

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd

    API Training Sheet

    Uploaded by

    Anirban Kundu
    1K views21 pages
    The document provides information on using Bloomberg functions to retrieve different types of data points including: - Current, historical and bulk data using BDP, BDH, BDS - Estimates data like EPS, sales using BEST fields - Overrides for date ranges, currencies and fiscal periods - Examples of getting time series data like annual EPS estimates for a company

    Original Description:

    API Training

    Copyright

    © © All Rights Reserved

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    XLSX, PDF, TXT or read online from Scribd

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    The document provides information on using Bloomberg functions to retrieve different types of data points including: - Current, historical and bulk data using BDP, BDH, BDS - Estimates data like EPS, sales using BEST fields - Overrides for date ranges, currencies and fiscal periods - Examples of getting time series data like annual EPS estimates for a company

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    1K views21 pages

    API Training Sheet

    Uploaded by

    Anirban Kundu
    The document provides information on using Bloomberg functions to retrieve different types of data points including: - Current, historical and bulk data using BDP, BDH, BDS - Estimates data like EPS, sales using BEST fields - Overrides for date ranges, currencies and fiscal periods - Examples of getting time series data like annual EPS estimates for a company

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Download as xlsx, pdf, or txt
    of 21

    BDP

    Bloomberg Data Point


    Current price of Infosys
    PE Ratio of NIFTY
    EPS of Reliance in FY 2015

    BDH

    Bloomberg Data History


    Price of Infosys for the last 1 year
    PE Ratio of NIFTY every month from 2010 to 2015
    EPS for Reliance from 2005 to 2015

    BDS

    Bloomberg Data Set


    All members of NIFTY and their weights
    All the shareholders of Sun Pharma with their % holding

    Overrides
    EPS for the standalone company ICICI Bank
    Sales for Infosys for Q3 2015

    Trend/Growth Analysis of data


    Am I looking at the right estimates?

    Building large data sheets (hundreds of securities x mult

    2010 to 2015

    with their % holding

    FLDS

    "Current data available"

    FLDS

    "Historical data available"

    =BDP("INFO IN Equity","PX LAST")


    =BDP("NIFTY Index","PE RATIO")
    =BDP("RIL IN Equity", "IS EPS")

    =BDH("INFO IN Equity","PX LAST","04/25/2014","04/24/2015")


    =BDH("NIFTY Index","PE RATIO","01/01/2010","03/31/2015","Per=m")
    =BDH("RIL IN Equity", "IS EPS", "03/31/2005", "03/31/2015", "Per=fy")

    FLDS

    "Show bulk data"

    =BDS("NIFTY Index","INDX MWEIGHT")


    =BDS("SUNP IN Equity","ALL HOLDERS PUBLIC FILINGS")

    =BDP("ICICIBC IN Equity", "IS EPS", "EQY CONSOLIDATED=N")


    =BDP("INFO IN Equity", "SALES REV TURN", "FUND PER=Q3", "EQY FUND YEAR=2015")

    s of securities x multiple data points for each company) in a jiffy

    ata available"

    data available"

    ,"Per=m")
    , "Per=fy")

    Y FUND YEAR=2015")

    Popular INTERVAL Fields

    Format

    INTERVAL_SUM
    INTERVAL_HIGH
    INTERVAL_LOW
    INTERVAL_AVG
    INTERVAL_PERCENT_CHANGE
    INTERVAL_STD_DEV
    INTERVAL_DATE_OF_CALC_HI
    INTERVAL_DATE_OF_CALC_LO

    BDP(Ticker,Interval Field,..overrides..)

    USE CASES
    What was the average price of SENSEX in FY 2015
    Ticker

    SENSEX Index

    =BDP("SENSEX Index","INTERVAL AVG","PX LAST","START DATE OVERRIDE=20140401","END DATE


    #NAME?

    How much has INR depreciated since May 16 2014?


    Ticker

    INR Curncy

    =BDP("INR Curncy","INTERVAL PERCENT CHANGE","START DATE OVERRIDE=20140516")


    #NAME?

    I want to get the yearly FII investment in India for the last 10 years
    Ticker

    FIINNET$ Index gives daily net FII inflow

    =BDP("FIINNET$ Index","INTERVAL SUM","START DATE OVERRIDE=20140101","END DATE OVERRID


    #NAME?

    What was the average profit growth in HDFC Bank over the last 5 years?
    Ticker
    Data point

    HDFCB IN Equity
    EPS_GROWTH

    =BDP("HDFCB IN Equity","INTERVAL AVG","MARKET DATA OVERRIDE=EPS GROWTH","CALC INTERV


    #NAME?

    =BDP("HDFCB IN Equity","INTERVAL AVG","MARKET DATA OVERRIDE=EPS GROWTH","START DATE O


    #NAME?

    Popular Overrides
    MARKET_DATA_OVERRIDE
    START_DATE_OVERRIDE
    END_DATE_OVERRIDE
    CALC_INTERVAL
    CRNCY
    PERIODICITY_OVERRIDE

    40401","END DATE OVERRIDE=20150331")

    END DATE OVERRIDE=20141231")

    5 years?

    WTH","CALC INTERVAL=5Y")

    START DATE OVERRIDE

    WTH","START DATE OVERRIDE=20110331","END DATE OVERRIDE=20150331")

    START DATE OVERRIDEEND DATE OVERRIDE

    20090101
    20100101
    20110101
    20120101
    20130101
    20140101

    20091231
    20101231
    20111231
    20121231
    20131231
    20141231

    FIINNET$ Index
    INTERVAL_SUM
    #NAME?
    #NAME?
    #NAME?
    #NAME?
    #NAME?
    #NAME?

    ESTIMATE fields

    Type

    BEST
    BEST
    BEST
    BEST
    BEST
    BEST
    BEST
    BEST
    BEST
    BEST
    BEST
    BEST

    contributed
    contributed
    contributed
    contributed
    contributed
    contributed
    contributed
    contributed
    contributed
    contributed
    contributed
    contributed

    SALES
    OPP
    EBITDA
    NET INCOME
    NET DEBT
    EV
    CAPEX
    EPS
    BPS
    DPS
    ROE
    ROA

    BEST FPERIOD OVERRIDE


    1FY
    2FY
    -0FY

    Current fiscal year


    Next fiscal year
    Previous fiscal year

    16Y
    17Y
    15Y

    Fiscal year 2016


    Fiscal year 2017
    Fiscal year 2015

    RIL IN Equity

    (fiscal year for which the company is expected to

    BEST EPS

    1FY
    2FY
    -0FY

    #NAME?
    #NAME?
    #NAME?

    16Y
    17Y
    15Y

    #NAME?
    #NAME?
    #NAME?

    I want to compare the EPS estimate for HCL Tech against Infosys
    =BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1FY")
    #NAME?
    =BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1FY")
    #NAME?

    Solution 1: BEST FPERIOD OVERRIDE=1TY


    Stitches up the next 4 quarterly estimates to give the ~ 1 year forward estimate

    =BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1TY")


    #NAME?
    =BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1TY")
    #NAME?

    Solution 2: BEST FPERIOD OVERRIDE=15BC

    Blended calendar 2015 tries to get calendar year 2015 estimates by summing up the quarterly EPS nu
    =BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=15BC")
    #NAME?
    =BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=15BC")
    #NAME?

    Solution 3: BEST FPERIOD OVERRIDE=1BF

    Blended Forward 1 year takes the weighted average of current and next fiscal year estimates to calcu
    =BDP("HCLT IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1BF")
    #NAME?
    =BDP("INFO IN Equity","BEST EPS","BEST FPERIOD OVERRIDE=1BF")
    #NAME?

    ESTIMATE fields

    Type

    BEST
    BEST
    BEST
    BEST

    calculated
    calculated
    calculated
    calculated

    PE RATIO
    PX BPS RATIO
    CUR EV TO EBITDA
    DIV YLD

    current Price divided by EPS estimate


    current Price divided by BPS estimate
    current EV divided by EBITDA estimate
    DPS estimate divided by current Price

    IEST EBITDAR
    IEST LOAD FACTOR

    industry
    industry

    Overrides
    BEST FPERIOD OVERRIDE
    BEST DATA SOURCE OVERRIDE
    EQY FUND CRNCY

    fiscal period for which you want to see the estimate


    broker override
    --->
    3 letter currency code
    --->

    scal year for which the company is expected to report)

    Tech against Infosys

    ERRIDE=1FY")

    HCL Tech fiscal year ends in June, so this is showing estimate for FY

    RRIDE=1FY")

    ~ 1 year forward estimate

    Infosys fiscal year ends in March, so this is showing estimate for FY

    ERRIDE=1TY")

    RRIDE=1TY")

    HCLT IN Equity
    BEST EPS

    1FQ
    #NAME?

    INFO IN Equity
    BEST EPS

    1FQ
    #NAME?

    estimates by summing up the quarterly EPS numbers (actual/estimates) of March, June, Sept and Dec 2015

    ERRIDE=15BC")

    HCLT IN Equity

    Mar-15
    12.00

    INFO IN Equity

    Mar-15
    27.10

    RRIDE=15BC")

    current and next fiscal year estimates to calculate ~ 12 month forward estimate

    ERRIDE=1BF")

    HCLT IN Equity
    BEST EPS

    estimate
    6/30/2015
    #NAME?

    INFO IN Equity
    BEST EPS

    3/31/2016
    #NAME?

    RRIDE=1BF")

    S estimate
    S estimate
    DA estimate
    rrent Price

    he estimate
    FPDF: Estimate Source - Broker or ANR: hover on broker name
    INR, USD, EUR, GBP, HKD, JPY, SGD, AUD etc

    s is showing estimate for FY 15 ending June 2015

    s is showing estimate for FY 16 ending March 2016

    2FQ
    #NAME?

    3FQ
    #NAME?

    4FQ
    #NAME?

    Sum
    #NAME?

    2FQ
    #NAME?

    3FQ
    #NAME?

    4FQ
    #NAME?

    #NAME?

    Jun-15
    12.63

    Sep-15
    13.14

    Dec-15
    13.25

    Sum
    51.01

    Jun-15
    26.84

    Sep-15
    29.21

    Dec-15
    30.34

    113.50

    ne, Sept and Dec 2015

    estimate Days left in Days in


    year
    6/30/2016
    next year
    #NAME?
    #NAME?
    #NAME?

    Wt Avg
    #NAME?

    3/31/2017
    #NAME?

    #NAME?

    #NAME?

    #NAME?

    I want to download the historical annual EPS estimates for Infosys since 2006
    =BDH("INFO IN Equity","BEST EPS","01/01/2006","04/25/2015","BEST FPERIOD OVERRIDE=1FY","Per=m")

    #NAME?
    11/30/2011
    1/31/2012
    6/30/2012
    10/31/2012
    12/31/2012
    4/30/2013
    5/31/2013
    6/30/2013
    7/31/2013
    8/31/2013
    9/30/2013
    10/31/2013
    11/30/2013
    12/31/2013
    1/31/2014
    2/28/2014
    3/31/2014
    4/30/2014
    5/31/2014
    6/30/2014
    7/31/2014
    8/31/2014
    9/30/2014
    10/31/2014
    11/30/2014
    12/31/2014
    1/31/2015
    2/28/2015
    3/31/2015

    141.82
    138.36
    137.28
    127.36
    110.31
    105.56
    102.63
    102.18
    103.31
    108.57
    113.05
    116.71
    120.80
    121.39
    121.90
    126.77
    127.28
    123.93
    119.19
    117.19
    116.46
    116.77
    116.62
    117.14
    119.70
    119.57
    120.50
    121.65
    121.41
    120.97

    <----

    We used BEST FPERIOD OVERRIDE as 1FY


    1FY means current fiscal year of Infosys
    which is FY 2016

    Data series is giving me the historical EPS estimates for FY

    We need to use the override

    BEST FPERIOD OVERRIDE=1GY


    Generic year rolls over at the end of each fiscal year

    So, in FY 2013 it will be giving estimates for FY 13


    in FY 2014 it will be giving estimates for FY 14 and so on

    BEST FPERIOD OVERRIDE=1GY


    #NAME?
    2/28/2013
    3/31/2013
    4/30/2013
    5/31/2013
    6/30/2013
    7/31/2013
    8/31/2013
    9/30/2013
    10/31/2013
    11/30/2013
    12/31/2013
    1/31/2014
    2/28/2014
    3/31/2014
    4/30/2014
    5/31/2014
    6/30/2014
    7/31/2014
    8/31/2014
    9/30/2014
    10/31/2014
    11/30/2014
    12/31/2014
    1/31/2015
    2/28/2015
    3/31/2015
    4/30/2015

    81.64
    81.72
    81.65
    83.76
    83.59
    83.74
    86.21
    87.74
    90.00
    91.46
    91.47
    91.45
    93.05
    93.17
    92.75
    104.50
    103.36
    103.05
    104.76
    104.68
    105.01
    107.00
    106.98
    107.28
    108.92
    108.96
    109.00
    119.73

    BEST FPERIOD OVERRIDE=13Y


    #NAME?
    2/28/2013
    3/31/2013
    4/30/2013
    5/31/2013 6/30/2013 7/31/2013 8/31/2013 9/30/2013 10/31/2013 11/30/2013 12/31/2013 1/31/2014 2/28/2014 3/31/2014 4/30/2014 5/31/2014 6/30/2014 7/31/2014 8/31/2014 9/30/2014 10/31/2014 11/30/2014 12/31/2014 1/31/2015 2/28/2015 3/31/2015 4/30/2015 -

    81.64
    81.72
    81.65
    81.76

    since 2006

    =1FY","Per=m")

    DE as 1FY

    estimates for FY 16

    each fiscal year

    ates for FY 13
    for FY 14 and so on

    =BDH("INFO IN Equity","BEST EPS","01/01/2006","04/25/2015","BEST FPERIOD OVER

    #NAME?
    11/30/2011
    1/31/2012
    6/30/2012
    10/31/2012
    12/31/2012
    4/30/2013
    5/31/2013
    6/30/2013
    7/31/2013
    8/31/2013
    9/30/2013
    10/31/2013
    11/30/2013
    12/31/2013
    1/31/2014
    2/28/2014
    3/31/2014
    4/30/2014
    5/31/2014
    6/30/2014
    7/31/2014
    8/31/2014
    9/30/2014
    10/31/2014
    11/30/2014
    12/31/2014
    1/31/2015
    2/28/2015
    3/31/2015

    141.82
    138.36
    137.28
    127.36
    110.31
    105.56
    102.63
    102.18
    103.31
    108.57
    113.05
    116.71
    120.80
    121.39
    121.90
    126.77
    127.28
    123.93
    119.19
    117.19
    116.46
    116.77
    116.62
    117.14
    119.70
    119.57
    120.50
    121.65
    121.41
    120.97

    BEST FPERIOD OVERRIDE=14Y


    #NAME?
    2/28/2013
    3/31/2013
    4/30/2013
    5/31/2013
    6/30/2013
    7/31/2013
    8/31/2013
    9/30/2013
    10/31/2013
    11/30/2013
    12/31/2013
    1/31/2014
    2/28/2014
    3/31/2014
    4/30/2014
    5/31/2014 6/30/2014 7/31/2014 8/31/2014 9/30/2014 10/31/2014 11/30/2014 12/31/2014 1/31/2015 2/28/2015 3/31/2015 4/30/2015 -

    88.52
    88.64
    88.84
    83.76
    83.59
    83.74
    86.21
    87.74
    90.00
    91.46
    91.47
    91.45
    93.05
    93.17
    92.75
    92.69

    BEST FPERIOD OVERRIDE=15Y


    #NAME?
    2/28/2013
    3/31/2013
    4/30/2013
    5/31/2013
    6/30/2013
    7/31/2013
    8/31/2013
    9/30/2013
    10/31/2013
    11/30/2013
    12/31/2013
    1/31/2014
    2/28/2014
    3/31/2014
    4/30/2014
    5/31/2014
    6/30/2014
    7/31/2014
    8/31/2014
    9/30/2014
    10/31/2014
    11/30/2014
    12/31/2014
    1/31/2015
    2/28/2015
    3/31/2015
    4/30/2015

    98.01
    98.09
    98.83
    92.38
    92.20
    92.51
    95.61
    98.01
    101.41
    106.92
    107.43
    107.75
    110.49
    110.83
    108.33
    104.50
    103.36
    103.05
    104.76
    104.68
    105.01
    107.00
    106.98
    107.28
    108.92
    108.96
    109.00
    108.85

    5/2015","BEST FPERIOD OVERRIDE=16Y","Per=m")

    RIDE=15Y

    BEST FPERIOD OVERRIDE=16Y


    #NAME?
    2/28/2013 3/31/2013 4/30/2013
    5/31/2013
    6/30/2013
    7/31/2013
    8/31/2013
    9/30/2013
    10/31/2013
    11/30/2013
    12/31/2013
    1/31/2014
    2/28/2014
    3/31/2014
    4/30/2014
    5/31/2014
    6/30/2014
    7/31/2014
    8/31/2014
    9/30/2014
    10/31/2014
    11/30/2014
    12/31/2014
    1/31/2015
    2/28/2015
    3/31/2015
    4/30/2015

    105.56

    102.63
    102.18
    103.31
    108.57
    113.05
    116.71
    120.80
    121.39
    121.90
    126.77
    127.28
    123.93
    119.19
    117.19
    116.46
    116.77
    116.62
    117.14
    119.70
    119.57
    120.50
    121.65
    121.41
    120.97
    119.73

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