Navigate to Set Up > Static > Securities > Select the Security Type as Equity and click Refresh.

Navigate to Set Up > Static > Securities > Select the Security Type and click Refresh. System will save the prices displayed in the “Rate As At VDate” column and any credit rating in the following columns. It controls more than 33 of the financial data market. Click Load button to load the prices into the system. Bloomberg is the 800-pound gorilla in the financial data world, with financial data revenue of approximately 9 billion and 325,000 terminals currently licensed. All the items on the file will be displayed on the screen.ġ3. Click Choose File and browse for the file that was saved earlier.ġ2. On the Price Load page in the CS Lucas system (on the Bloomberg terminal), tick Read File.ġ1. Once done, save the template on the Bloomberg terminal. When an institution purchases three or more Terminal licenses, we include a number of free Terminals, effectively discounting the cost of setting up a larger lab. System will retrieve the prices and credit ratings. Bloomberg offers a special Financial Markets Lab plan designed exclusively for colleges and universities. When prompted, enable the macros content and it will prompt to press Ctrl + P. If this is not available, then the shortname will be displayed with square brackets, for e.g., Ĩ. AUDSGD Curncyįor security, it will display the Bloomberg Price Feed Code setup in the security details, for e.g., OCBCR2 EQUITY. Navigate to Set Up > Static > Counterparty.įor currency, it will display Currency + Enterprise Currency + “Curncy”.

To link the security created for this counterparty, enter “DBS SP Equity” in the “Listed Security Shortname” field in the Counterparty Preference screen. Note: To retrieve counterparty credit ratings, please need to create a new Equity type of security. The template would be already populated with all the available currencies and securities in the CS Lucas system. Bloomberg keeps you connected from virtually anywhere, from any type of device. Financial professionals need constant access to high-quality news, data and analytics. Save the template on the Bloomberg terminal.ħ. Access the Bloomberg Terminal wherever you are. File download prompt will appear to save the file as displayed below. System will get the prices for this date.Ħ. Input the preferred date in the VDate field and click on Template. From the Bloomberg terminal, browse to the CS Lucas application.Ĥ. Using the Bloomberg price load makes it easier for the currency/ security prices and counterparty/ security credit ratings information to be retrieved from Bloomberg in one template for the selected VDate and loaded into CS Lucas system.ġ. This document is a detailed procedure on how to retrieve currency/ security prices and counterparty/ security credit ratings from a Bloomberg terminal into CS Lucas system.

Bloomberg terminal setup