Downloading historical price and market information.

Downloading Historical Price and Market Information!

 

In this post, I'll show you how to download price and market history or accounting information in Excel from Bloomberg. The first thing to do is:

1) Verify that the Bloomberg application is open.

2) You will find that there are several different tools that can be used to download information in Excel and we will focus on historical data. Then at the top of the toolbar on the left you will see a button for real-time or historical data. You click on it and choose historical end-of-day data.

3) Now an assistant will appear and this will allow you to select the actions you would like to download the information. So, starting with let's choose BHP to use as an example. Then type BHP and it will appear in a drop-down box and I can select the equity, security. Now I will choose a partner company, Rio Tinto. The Australian list, AU. And I will also choose information on the exchange, then ASX200. And double click on it, like the others, to talk about it. It would also be possible to get information about an entire index by selecting an index on the second half of the screen. For example, S & P 500. Index in the drop-down box.
And then you're letting me choose between securities. So, for example, we could then choose from all of them or individual companies that I would like to see. So we can choose a company and add it to the end. When I finish setting up the list of companies, I'll select the next one.

4) Now we need to choose the data fields we want to download. So we can do this in two ways:

First: We can choose or search a field by typing it into this search textbook, for example, price. And pressing enter. PX Last is typically the field that we can use to lower the stock price at the end of the day and I'll double click on it. But if you are interested in finding fields related to accounting, it may be worth going back to Bloomberg and searching on a page known as FLDS. Log in. This will allow me to search the available data fields for certain titles.
So if we put the security here, BHP, for example, and the data field I'm looking for is earnings per share, and pressing Enter, this will give me a list of the data fields related to earnings per share. In fact, there are 44 pages, but will classify them by the most used and most likely. Then you will see that the former are all potentially relevant. The first one says that BEST EPS and BEST when looking at Bloomberg always refer to analysts' consensus. If I want a full definition, I can click on the item and it will give me more information about that particular data field. To return to the previous page, I will select the end menu key on the keyboard. So I can see that these are some items that I'm interested in. I'm going back now that I've seen that they are the right items, back to Excel, and I'll search, do the same search, EPS. I'll select the two best EPS's by double clicking on it. I'll also download the Trailing EPS for 12 months by clicking on it, and you'll see the same settings in Excel itself except that it may be easier to navigate the Bloomberg page.

So I'm happy with this, last price, EPS consensus or Best EPS and Trailing 12 months EPS. I'm going to hit next to go to the next page. So that's when I'm selecting the date range and the data range. The period can be selected in the upper right corner. I can choose weekly, monthly and quarterly data. I will choose half-yearly data to download all of these items. And now I can choose the period. What I'm going to choose is between a series of dates, making a fixed time series or a relative time series, when I might be looking at the last 10 semester periods. I'm going to do the last 5 years of data, so it will be the last 10 semester periods.

So this is very important, this will determine what, as I want to note, we should treat the days when the data is not available, for example, a weekend, a holiday, a commercial stop. I always recommend selecting every trading day or everyday calendar day and then transferring the last value or selecting a blank field for when the data is not available.

Second: This is a selection of how you want to handle corporate actions. The recommended settings are usually recommended. And this is describing how it will be presented. For example, the data will be oriented on the horizontal axis or on the vertical axis. What if you want to display the security and date fields. And finally, you want this to be in reverse or chronological order. When you are satisfied with the settings, click Finish. It will begin the process of downloading the data.
So now you will see that you have downloaded the datasets we are looking for. And you have the information we ask for. Now, if you want to make changes to the data we've selected, all downloaded data is aggregated from this cell, the top date cell. The formula itself is obtained in this cell and the format is = BDH (ticker, field or fields, start date, end date). Now these other arguments are all the other arguments that were used in the Excel wizard. If you want to change any of these items or find out what they are and what they represent and what the substitutions are, click on the fx button, click on to help with this function and you will have a complete description and information about the formulas, as they are represented and any of the fields that you can override. What you can do is, if there are other arguments that you want to modify, you can click on this argument and this will give you the different selections available. So I'll leave it as it is because I'm happy with the data I have there. And that's the best way to download historical data.

Bloomberg, BHP, ASX200, S & P 500,