Launch Pad Component- Bloomberg

Download Launch Pad Component- Bloomberg

Post on 06-Nov-2015




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<p>Welcome to the Launchpad session of the Bloomberg Essential Online Training Program. My name is Adriana Gill, and I m here today to walk you through understanding the Bloomberg Launchpad application. Launchpad is a customizable window-esque interface that allows you to quickly and easily access the information you need most. In this session, we will cover the basics of the Launchpad application, how to build a monitor, news searches, add charts, as well as some tips and tricks. What you are seeing now is a Launchpad view created for an equity sales trader. By the end of the session, you will have all the tools available to replicate this view. When you first log in to Bloomberg, the application should get set up and launch automatically. If it doesn t, you can always type into one of the panels B L P, followed by the enter key to launch the application. The Launchpad toolbar is the mainframe or brains behind the application. What you will see along the top are five tabs. This is the main tools that you re going to be using in order to navigate through the application itself. If you do not see these five tabs, you can click on the options button in the top right, which will toggle these on and off. What we re first going to do is walk through each of the tabs so you re familiar with everything that falls under each category. What I d like to remind you first is we are creating a Launchpad view. A view consists of any kinds of functions and charts and monitors that we will go over that you ll have on your wallpaper. If you make any changes to this view, the first thing that you will like to do is save view so that all customizable features stick. Next to the views tab, you ll notice the pages tab. The pages tab will be helpful in order to create additional pages for your view. You ll also be able to rename, send, and share these pages. Under settings, you ll be able to decide which Launchpad view you would like to default to open. Note that you can have multiple Launchpad views. If you click on default view to load, another box will pop up on the screen. This will allow you to select which view you d want to actually open when logging in at the terminal. Down here you can decide whether you d like to see this view linked on your bio or profile, as well as having it automatically start up. You can click save to save these changes, or close. Under tools, you ll be able to see a bunch of the managers that we will be talking about later on in this tutorial. And under help, you ll be able to see where you can locate help pages for more of an overview on the Launchpad. Underneath these tabs at the top, what you ll notice is an amber box and a browse function. This is where you will be able to add the components to your view. If you re familiar with a component you d like to add, you can click on enter keywords and simply start typing a keyword. You ll notice that our auto complete functionality will match this keyword and show you other options that you can select from. If you re not familiar with what components you can add, this is where the browse button comes into play. You can click on browse and another pop-up will come on screen. On the left hand side, you ll notice categories. The middle, you ll actually see the components And on the right hand side, once you select a component you will see a preview. By default, this populates showing the top 25 most popular components. The components in the center will also have stars that show you the popularity. If you click on monitor, for instance, this will show you an example of what the monitor will look like, a brief description, and it will also show you that you can launch the component. Note that if you do not want to use the browse functionality, you can click on enter keywords and enter a search word here that you can search for. Let s go ahead and launch this monitor so that we can work from there. You ll notice that a black box pops up with a gray outline in the background. Let s close out of this pop-up. The monitor, also known as a watch list, is a great place to get started in order to add your securities that you re interested in. You ll notice that there are several tabs at the top of this component, which we will go into as well. The first thing that I want to review is being able to add securities to this monitor. One of the first ways that you can add securities is by double clicking in this black box. You ll notice that it will turn amber, and you can go ahead and use the same auto complete functionality that we mentioned before to load a ticker. Another way to add a security, such as an index, can also be done using the auto complete functionality. If you would like to add the members to this index into the monitor itself, you can right click and you ll notice a menu pop up. From here, add members will be available. If you click on this, you ll notice that it will add all of the members of the index into your monitor so that you can see them. At the top, I m going to go ahead and delete Apple so that we can just concentrate on the INDU itself. If you right click, you will also notice that here will be an option to delete the row, and it ll delete the security from this list. Another way for you to add securities to your monitor is using the push-pin icon on the top right of your launch pad functions that you may use on a daily basis. If we go ahead and bring up one of our panels, what we can do here is go ahead and load the index itself and run MEMB for the members page, for example. In the top right, you ll notice this push-pin icon. If we just move the screen over, what we can do is take this icon and drag it straight into our monitor. This will pop up an option for us to amend securities or replace all. Amend securities is basically essentially adding this to the bottom of the list. Replace all will go ahead and replace the INDU members with that of the S &amp; P. Another way that we can go ahead and add members to the monitor is by under the monitor menu. If you click on monitor, you ll see an option to import securities. Clicking on import securities will pop up another box and allow you to select your source. Here you can import securities from another monitor, or, for instance, use the equity index that we had before. Clicking on equity index will allow you to select the index of choice, and then again the same options will populate where you can replace all rows. If we replace all rows, we can click on import and this will show you all of the members of that index. Now that we ve discussed how to add securities to the monitor, let s go more in depth into what the monitor tabs have to offer. Under here, we have discuss how to important securities. Please note that you can also rename your monitor from under here. Another important feature of this menu would be the advanced settings. If you click advanced settings, you ll see another box pop up allowing you to further customize what your monitor looks like. A great feature of this is our news our news minder. If you click on news minder, you ll notice two option news style and legacy. Legacy will allow all the tickers in your monitor to highlight a specific color if there s news available on it. News style is what I have selected currently. And what you ll notice is on the top of the monitor is a column that indicates how popular news is for that specific security. This will also allow for other customizable options, such as changing your grid lines or your font style. In addition to the monitor drop down, we also have a view drop down. A great thing to note about the view drop down is this group-by feature. Notice that it s no grouping currently because it just has the members of the index listed. If we selected something like, sector, for example, you ll now notice that all of the securities within the monitor are grouped by their appropriate sector. We can go back into view and remove this by just unclicking and unchecking sector. Under review, there s also the options to have summary statistics. If you click this option, you have the ability to add an additional line to your monitor showing one of these statistics. For example, if we check off average and click on update, you ll now notice that an average line appears at the top. This would be an average price for all of the securities listed in this monitor. Continuing under the view tab, you will also find the option to change the number of panes. Panes is ideally how many columns show on your monitor, breaking it down into categories. We have one single pane. Everything is under one column. If we click on two panes, for example, you ll now notice that everything is broken down into two columns on the monitor. Another key feature to keep in mind under the view menu is the manage columns. If you click on manage columns, you ll notice on the right hand side all the columns that currently appear in your monitor. What you can do is add columns via the left hand side of the screen. If you know what column that you want to add, you can search it by keywords or by categories listed here. Let s go ahead and add the full name of the securities listed. If you type name into here, you ll notice that several categories come up. You can click on name, and you ll notice at the bottom portion of the screen there s a description of it that you can scroll through to make sure it s the right field that you re adding to your columns. Please keep in mind that across all pop-up menus, usually when you click on a line item you will see a description featured to let you know what you are clicking on. If we double click, you ll now notice that it appears on the right hand side of the screen. If you right click on any of these line items, you ll be able to remove them from the list. Please also keep in mind that you can drag and drop these around to your appropriate order to make sure that you re seeing the most important information first. If we go ahead and click on update, you ll now notice that there are still two panes and it s now reordered the columns, including the ones that we want to see. On the bottom portion of the screen, since we have it in two panes, we can go ahead and scroll over to see the rest of the columns. Just to make it easier on the eyes for right now, we re going to go ahead and change the views and the panes back to a single pane. We can also customize the columns straight in the monitor itself without going into manage columns. For instance, if we wanted the name to follow the ticker symbol, we can click on this column and we can drag it to where we want it to go. Just click, drag, and drop to insert where it s needed. We can also right click on a column to delete it completely or change what column is showing there. You can go ahead and click on insert column from the menu that pops up from the right click to see a blank menu appears. For example, if we wanted to add back in the bid price, we can type bid in the auto complete functionality and select it from the drop-down menu. If we wanted this column to appear at the end of our row, again we can click, drag and drop. Keep in mind that you can also right click to delete columns. For instance, if we didn t want to see the change on day both in percent and in net form, we can right click and we can delete the column. These will also allow you to resize the columns by right clicking and dragging over. If you double click, it ll resize depending on what material is being listed in that column. The next thing that I want to go over is the ability to add alerts. If we right click if we regular click on the alerts tab, what we ll notice here is the ability to enable monitor alerts or disable it. Checking this off will add that first column to your monitor. If you uncheck this, note that the column will disappear. This informs you that you will have any kind of custom alerts that you ve set for your monitor. When you click on alerts, you ll also notice the ability to create the new alert for the monitor right here. You can click on it and select what security or all securities in the monitor that you want the alert to be set on. If we leave it at all securities, we can go ahead and add a parameter listed below. The first drop down will list the columns that you have in your monitor. For instance, price. We can go ahead and set up an argument and type a value in here so that for any of the prices that exceed, for example, the average line that we listed earlier on the chart, will get an alert. Let s go ahead and for rounding purposes leave it at 74. If you press enter, the value will stick and you can click on create. Note that once you click on create, on the left hand side of the monitor you ll notice triangles. These purple triangles indicate that the alert has actually been hit, whereas if you see just the regular the regular exclamation point, this will show that there is an alert hit on the security, but it hasn t actually registered yet. This will be confirmed by the highlighting in the column that you have set the alert on. The next thing that I want to bring to your attention is the news menu. Under news, you ll have the ability to check off show news alerts and news heat( ph). This also deals with the second column at the very beginning of your monitor. If you uncheck this, note that it will disappear, and if recheck this, it ll come back. These news items here, if you hover over them, will tell you exactly what they represent. White indicates new news, yellow indicates recent news, and gray indicates no news or read news. If you click on this line item, it will go ahead and pop up in panel with the news associated with that ticker. Under the news menu, you ll also have the ability to view news on all securities at one time by clicking on this, which will also register in panel. Lastly, you ll find a link to column here. The link to column has two several options, but two that I want to highlight. One, under the intraday market map. If you click on this, it will pop up another component, similar to the one that you ve noticed in the first view that was shown during this tutorial. This will show you a breakdown intraday of all the securities in your monitor and how they are currently performing. Also under the link to menu, you ll have the ability to click on component groups. This is the next thing that I would like to review now. With the intraday market map, notice that it says Launchpad as a source here. And in the second amber box, you ll see that it says monitor 221. Monitor 221 is at the top of our monitor that we just created so that you can see that it s linked together. Also link to, you ll have the ability to click on component groups. This is something that we ll revisit once we re linking our components together. I m going to click and drag and drop to rearrange this. You can notice that you can do this with all components. Once you click, you might notice that a yellow box a...</p>