华尔街英语频道用户快速指南

Settings-Global Order Entry-Quick OE 设置-交易-快捷下单
数字1-9,0:配合百,千, 万单位直接输入股量
B:Buy S:Sell T:Short 上下左右箭头:增加/减少 股量(具体在设置-交易-键 盘菜单中设置) B:Buy S:Sell T:Short
K:添加1个0
Activity Log 纪录 Notification Log 通知纪录
Trading Monitor 交易监视窗口 Trade Summary 交易一览 Position Summary 仓位一览
Chart 图表 Time and Sales 成交窗口
News 新闻窗口 Alerts 警报窗口
Clock 时钟 Messenger 消息
Executions 执行窗口,显示已执行的单子,在Settings中将 执行窗口,显示已执行的单子, 中将 Executions中显示的 中显示的Column中的 中的Acct去掉,添加Liq 去掉,添加 中显示的 中的 去掉 (Liquidity) )
Position Summary 仓位一览
收到消息时的提示
单子被执行时的提示
单子被拒绝时的提示
Display a notification me: 弹出对话框
Beep: 鸣音
Play Sound: 播放自选声音
Settings-Global Order Entry-Equities 设置-交易-股票
设置默认股量 设置默认加仓股量 设置默认平仓股量: 按%:平仓股量按百分比; :平仓股量按百分比; 按shares:平仓按固定股量 : Level II预置: Qty if increase: 预置为加仓股量 Qty if Closing Pos: 预置为平仓股量及方向 多仓默认价格If 多仓默认价格 buying:设置成 :设置成Bid价格 价格 空仓默认价格If 空仓默认价格 Selling:设置成 :设置成Ask价格 价格 不需设置,具体设置在快捷键部分

Prepared by Justin Medley, TTU Innovation Fellow ******************** Getting Started with BloombergBloomberg is a platform designed for financial professionals that provides real-time and historical market data, news, and analysis. The Bloomberg Lab in the College of Business consists of five terminals that are dedicated solely to using Bloomberg, as well as one teaching station. Many schools desire to have one of these machines, so we are very lucky indeed.In general, the Bloomberg will auto save the security / screen that you have loaded. The next time you login, even if it is at another Terminal, that screen will be loaded. For more specific features that we will talk about later, you have to hit “save” yourself, which is on the red bar that also includes “Actions”, that allows you to export data to excel and as a pdf.If you really want to back up your data, or simply want to make it portable, then a USB drive will work. A flash drive works exactly the same as it does with any other computer. The only thing to keep in mind is that sometimes a USB drive can become corrupted and your data could be lost.Many times you may end up at a screen that is for features not included with our contract with Bloomberg. There is no reason to worry, as we were trained that the best way to learn the system is to try and ‘break’ it, not physically, of course.There are several different ways to classify industries, and Bloomberg provides a few of the most widely used. Within these screens you can find benchmarks related to whatever industry you are researching (automobile industry, for instance).For those who plan to use the Bloomberg quite frequently, there is a feature called“Launchpad” It is similar to a homepage that you can save on web browsers such asInternet Explorer. The difference is that it is highly customizable. For example, if you are tracking a portfolio of stocks, you can set it up where upon logging into the Bloomberg, the first thing that pops up is various information about those particular equities. It might also be customized to have news articles on specific topics, and it has many other features.There is a function called BMAG that allows you to access Bloomberg magazines.A digital subscription to Bloomberg Businessweek and Bloomberg Markets is included with your account. Bloomberg Markets is a business magazine tailored to terminal users. It actually has function examples within many of the articles, so that you can learn more Bloomberg functionality while you are keeping up on the most up to date business news.Your account includes an email address. It is your **********************. It works very similar to most email clients you may be familiar with, such as Yahoo, Hotmail, and Google Chrome. The primary benefit of the Bloomberg email is that within many of the Terminal screens there will be a feature or option to email the data, article, or a simple screenshot to anybody whom you wish.The terminal may or may not have information on privately help companies. Many non US based companies are included and have information similar to that provided for US firms. While more typical financial documents can provide quite extensive information on a company, some of the value that Bloomberg gives is the ability to generate comparative data between any number of companies. For instance, one can add companies to a portfolio, where risk analysis and many other benchmarks can be displayed. If companies are in the same industry, then data relative to that industry can be accessed.The KeyboardBloomberg has somewhat unique functionality that relies on shortcuts & mnemonics typically entered on a specialized Bloomberg keyboard. It is largely a standard keyboard with specific commands marked by the colored buttons on the keyboard. The Green, Yellow, and Red keys will all be used frequently. Bloomberg taught us that the keyboard can be thought of as a traffic light. (red means stop, yellow means slow down and do some research, and green means purchase.)RED KEYS Hit this key to quickly logout, or to escape from some screens within the system.GREEN KEYS Green keys are action keys. They tell Bloomberg that a request has been made. They work like the 'enter key'. Hit it to activate any function and It brings up the headlines that are archived indefinitely, and it takes you to the MAIN menu or returns to previous menus that you were viewing. It works like a “back” button.YELLOW KEYS Yellow Keys define the markets. Every financial instrument or index in Bloomberg is accessed by using a ticker symbol and followed by a yellow market sector key (e.g., MSFT)Creating an account1. Start by loading the Bloomberg software, which has a log in screen2. Click on Create a New Login3. Fill out the form to create your own account, including a username and password4. Keep your cell phone handy. Bloomberg will text you a log-in authentication code that you will need to complete your account creation. If you do not have a cell phone, you can select an option to have a Bloomberg representative call the computer operator’s desk. The number is 607-255-3240. Provide this number on the form.5. Once you have submitted the form, you will receive a text almost immediately or a call within 5-10 minutes. (note: If you select the option to call the computer operator’s desk, the Bloomberg representative will send a confirmation number which you will see on the Bloomberg screen. You will need to read this number off to the representative.)6. Login with your newly created login information and you are all set!The BasicsBloomberg is largely a command and mnemonic driven database. This means that you have to enter commands in a certain format, and that there are “codes” (or mnemonics) to get specific pieces of information.You will have 4 available screens to work with. Select any one of these windows and you can get started. The format Bloomberg prefers is basically the security identifier (usually a ticker) followed by the market (e.g. Equity, Commodity, Currency, Treasury). Use the Yellow keys to select the Market. This will take you to that security’s Main Menu.You can then use the mouse to explore the information you want. As you learn the “codes”, it’ll become much faster to go directly to a certain piece of information rather than search through the menu. You can add a code at the end of the command line to go to that piece of information directly. For Financial Analysis it looks like this: GOOG -> FA Auto-CompleteIf you do not know the Ticker, you can start typing in the Company Name, and Autocomplete will give you a number of options to select from.For example, if you start typing in Corning (do not hit anything), a drop down list will appear giving you the name of securities with Corning in the Name (in this case GLW US Equity is the main page for Corning).Bloomberg Help OptionsWithin Bloomberg there are three help options to be aware of:1. If you come across a concept that is unfamiliar, you can type in thename of that concept, and select it under ‘Search,’ and you will be takento a description for that concept. For example: Beta will take you to adefinition of Beta and a description of when it is used and itssignificance.2. At any data screen hit the Help (F1) key to invoke detailed help on thespecific function. For Example: Let’s say you are looking for informationabout mergers and acquisitions. Go to the Mergers and Acquisitionspage; MA To learn more about information on this page, hit F13. For more complicated questions, you can seek out live help with aBloomberg Representative, which will bring up a live chat screen whereyou can ask a question and a Bloomberg Rep will respond (usuallypretty quickly) with an answer.Find Companies and SecuritiesFind AAPL using the autocomplete suggestion: Type the name of the company: Apple. Note the autocomplete suggestion for securities. What are the top suggestions for this security? To view Apple type: AAPL or select AAPL US Equity from the drop-down suggestions. You should be at the main equity menu for Apple.Enter the function code for a company description DES. Go to a function with one command line. Thinking of command lines in terms of [security ticker] < [security type]> [function code] , how do you go to the company description page for Microsoft (ticker MSFT) with one command line?Exchange Codes and Security ScreensWhat goes into an identifier? Did you notice the 2-letter market code that follows the ticker symbol? This is used to denote the exchange the security is traded on or the composite market (country) code. Notice we didn’t enter this code earlier, but it didn’t matter. Bloomberg will default to using the ticker for the country you specify in your profile preferences. In this case, the profile we are using defaults to US major exchanges and primary securities.See the full list of exchanges with EPRX in Bloomberg. Press the yellow market sector key. Notice the code to look-up a company, SECF. This is the security finder andwill search for equities, debt, commodities, indices, and other securities. Enter SECF and in the gold search box at the top, type the name of a company. Use the yellow boxes and drop-down menu to filter results to look only at equities.Finding Financials, and Suppliers:Finding Financials: Go to: TSLA and look for the code for financial analysis. Enter FA to view some of the financial statements such as Cash Flow and Income Statement. Bloomberg assumes you want to stay with the specific security, so you will only need to enter the ticker and security type. If you want to look at a different security, use the autocomplete to access a new company. If you want to perform a supply chain analysis, use the search and autocomplete features.Industry News and AnalysisInsights News: The news stories on Bloomberg are one of the most popular features. Type N or hit the green News key. Select a story and download it (check the Actions button in the red menu bar). NLRT will help you set up your news alerts and MAG will take you to Bloomberg Markets magazine.Bloomberg also contains analyst recommendations and company research. Enter TSLA and search for the section that has Earnings and Estimates. Notice the various ways to view estimates and reports. Bloomberg has a robust industry research (Bloomberg Intelligence) section that includes news, market share, industry-specific metrics, and related information, that can all be accessed with the BI command. Economic ReleasesEconomic releases can have major effects on markets and companies. Many Bloomberg users set up alerts for upcoming economic releases. Go to the Economic Release calendar with ECO.Finding Commodity PricesLet’s take a look at the cost of some of Tesla’s raw materials. Let’s go to the security finder, SECF and search for Aluminum in the search box. Filter the results to just commodities and the country to the US. Notice that some securities are listed as “generic”. Many times, if a security is listed as generic, it is an amalgam of securities designed to provide smooth historical time series information.These are also often benchmarks and are useful to know, for example the 10-year US treasury USGG10YR. Select a security and view the graph price (GP) to see the price trends for aluminum. Repeat the same process as above to find the prices for gasoline. Mergers and AcquisitionTo view the M&A landscape, search for specific deals or find M&A league tables, go to the Mergers & Acquisitions search page. Use autocomplete to find the function code. Notice that there are some pre-made screens for deals in specific sectors and geographic regions.Grabbing and SavingSometimes it is helpful to have a screenshot of a Bloomberg chart or graph or to export data to Excel. There are a few options to do this. Let’s view the beta screen for Tesla by entering: TSLA BETA. To get an image of the entire screen, type GRAB and follow the prompts to email a screen shot to yourself.Alternatively, you can save the entire screenshot as a file buy using the Take a Window Screenshot option in the very top right corner. This is useful if you have multiple screens you want to save. Go to the Intraday Price Chart (GIP), right click on the graph, and notice your options for downloading the image or data to the clipboard. Do both and paste into Excel.Some additional FunctionsTo navigate to the EDGAR Fillings, use the identifier CF.To fond the industry benchmarks, go to RV and click on the drop-down menu that says Comp Source.To get specific company news, type in the company’s name in the command bar and use the identifier CNTo view segmentation of company sales, use the identifier FA and then click on tab 6) Segmentation (For product-wise segmentation of sales) and tab 7) Addl (for geographic segmentation)To view to the supply chain analysis of a firm, use the SPLC function.Advanced FunctionsBloomberg Excel API allows you to access Bloomberg data via Excel. You can download ready-made spreadsheets from XLTP or you can create your own. More information for developers is available at BBXL.Bloomberg Market Concepts (BMC) is a self-directed 8-hour training covering market concepts such as equities, fixed income, and basic macroeconomics. It is ideal for those entering the financial world for the first time. BPS contains training materials and cheat sheets for Bloomberg.There is a seemingly infinite amount and combination of data, functions, news, and many other business ideas contained within the functionality of Bloomberg. I like to think of Bloomberg as a business search engine, and I believe that just as Google has become a verb, one day people will say “Just Bloomberg it”.Special thanks to Cornell UniversityThere are a number of YouTube Videos you can view to learn how to use Bloomberg terminal such ashttps:///watch?v=LAHK33g-1tE (11mins long)https:///watch?v=anOUEiraEtg (21 mins long)How Does The Bloomberg Terminal Work? | How To Use A Bloomberg Terminal For Trading - YouTube (12 minutes long)。

自动图表用户指南简介Autochartist 提供易于理解、强大的市场观测工具，突显最佳的交易机会，帮助交易者瞬间决定交易什么以及何时交易，包括：•图表形态的形成，如三角形、楔形、头肩型和通道；•斐波那契回调线、延伸、ABCD-、Gartley- 和蝴蝶图形；以及•关键价位（水平的支持价位和阻力价位的技术分析）上述一切均由先进的交易工具自动识别，并通过 web 用户界面实时呈现给您。

正在形成的形态为交易者预示了逐渐形成的交易机会（如：当接近支持或阻力价位的时候）。

正在形成的图表形态对于正在寻找可交易范围的波段交易者特别有用。

除了交易机会本身，关键价位还提供了强大的确认信号，可以支撑或驳斥其他信号。

虽然没有“正在形成”的关键价位，但是它们反映了两种可能：突破和临近。

**我们还提供了 PowerStats，其作为一种功能，为交易者交易的金融工具提供重要的统计信息。

它有助于设置止损位和止盈位，并为风险和波幅提供更好的评估。

现在，Autochartist 所有功能都通过自定义插件直接嵌入您的 MT4 应用程序中，从而实现与Autochartist 服务的无缝链接。

我们的专利技术能够每天 24 小时自动监视成千上万的金融工具，发掘产生的交易机会。

通过我们的模式识别引擎不断对外汇、指数、期货和差价合约（如果可用）等金融市场进行扫描，交易者能够在图形模式形成的几分钟内收到提醒。

Autochartist向交易者提供许多好处，包括：•每月提供1000多种在诸如外汇、指数、期货和差价合约（如果可用）等金融市场的可行交易机会。

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• Autochartist 的网站和 web 用户界面中载有充足的研究和学习材料。

央视财经频道纪录片《华尔街》第六集投资之道世界金融市场一体化越强，金融知识丰富的人机会越大，而金融文盲趋于贫穷的风险更大。

——英国经济学家弗格森每天早上9点半，纽交所的开市铃声开启了无数投资者的财富梦想。

80岁的沃伦〃巴菲特被人们称为投资大师，巴菲特旗下的伯克希尔〃哈撒韦公司股票的投资报酬率平均每年超过20%，每股市值从30年前13美元上升到每股近10万美元，成为全球最昂贵的股票。

当人们向巴菲特讨教成功秘笈时，巴菲特的忠告简洁而诚恳：打扑克牌的时候，总有一个人会倒霉，如果你看不出谁要倒霉了，那就轮到自己了。

道琼斯指数在华尔街与百老汇大街交汇之处，有一尊铜牛的雕塑，牛是华尔街最受欢迎的动物，它代表股票价格的上涨。

在资本市场，熊是与牛形影不离的另一种动物。

1879年，这两种动物第一次出现在描绘股票市场的油画中，而关于牛市和熊市的来历有很多解释，其中一种认为，牛在攻击前会低头然后用牛角向上顶，而熊则先站起来然后用熊掌往下扑。

正如股市的上扬和下跌的形态。

几百年来，资本市场中的人们在这两种动物的博弈中品尝着喜悦和悲伤。

在资本市场中，人们如何寻找牛和熊的足迹，如何预先得到涨与跌的信号？曾经有一段时期，人们通过研究星相的变化预测着股市的未来；还有一段时期人们开创了股市裙摆理论，认为女人的裙子越长，股市则下跌；裙子越短，则股市上涨。

但是女人裙摆的变化似乎总是跟不上股市的变化。

至今人们也没有能够寻找到投资的良方，但是人们始终相信，资本市场一定蕴涵着某种规律。

19世纪末，一条曲线的出现就像在黑暗中划出一条光线。

道琼斯工业平均指数是最古老的股票指数。

它每分每秒的变化都牵动着无数投资者的神经，它是一个多世纪以来美国投资的风向标。

道琼斯这个名字源于一家百年公司。

回到道琼斯指数的起始点，那是114年前的美国。

20世纪以前，人们把股票价格记在黑板上，没有人知道前一天的价格和第二天有什么联系。

19世纪末，一个人将这些数据安臵在一个由时间和价格组成的坐标内，他就是查尔斯〃道。