Apr 13, 2020

Your best Bloomberg Terminal Lifehacks

Hey monkeys,

With this covid-19 situation I am finding myself having to filter a much larger quantity of information than before.

I found that BBG terminal is a good aggregator of information.

What are your main hacks on the terminal to either filter information, screen for new names, or anything related to maximizing productivity on the terminal that you guys would recommend?

Would ask the help desk but they dont talk to me anymore given my passive-aggressive relationship with them during my ibd days...

197 WSO Academy Hedge Fund Session Reviews: 4.78/5

Class of '29 Sep 2026 Cohort

5.00/5

Hedge Fund LinkedIn Review

“My meeting with Kevin Lee was super helpful and went well beyond what I originally expected. We met to discuss my LinkedIn profile, but the conversation also covered the hedge fund space and how I’m thinking about my career as a whole. I really appreciated being able to talk about both how I present myself professionally and the broader direction I want to take. As someone interested in hedge funds but also exploring other paths in finance, it was helpful to have a conversation that connected my profile to my actual interests and goals. Kevin gave me a lot to think about, and I left feeling clearer about my next steps. Overall, I really appreciated his time and willingness to go beyond the original purpose of our meeting.”

Class of '26 Sep 2026 Cohort

4.56/5

Hedge Fund Mock Interview

“He was very responsive and prepared for the meeting. He actually read the JD, resume, and looked up linkedin which sometimes other mentors doesn't actually go over those to prepare things beforehand. I appreciate his direct comments I think it saved time and actually helped me to know exactly where to improve. I also appreciated him admitting if he doesn't know about specific HF strategy. Only thing I'd suggest for him is probably sending actionable key takeaways after the meeting because other mentors did and that was very helpful. ”

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2 Comments

HFPM

If you’re a regular Bloomberg user, you already do this, but sounds like you may be new to it: Launchpad components that are all tied to a ticker list. So I have news, sec filings, sellside research, etc. components all tied to one main ticker worksheet.

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Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

Intern in IB-M&A

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Authored by: Certified Corporate Development Professional - 3rd+ Year AnalystCertified Corporate Development Pro

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Your best Bloomberg Terminal Lifehacks

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