Create Application: Equity Template Builder

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Equity Template builder

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Description:
Create Application
This application allows users to combine most popular, preformatted
Bloomberg spreadsheet solutions into a single application to better accommodate their needs.

How to Use:
1) Click the "Create Application" button above, at the top left of the application.
2) An input form will appear like below. Select the files in the list you'd like to include in your application.

3) Press the arrow key to move selected file to your preferred list.
4) You may select files for the application you're going to create. Once you're done, press the "Create File" button on the form.
5) Wait while the program creates your application. A progress bar will indicate remaining steps.
6) You're done when you see your custom template below with each chosen file on respective tabs. You may now save the template in your computer for future use.

For assistance with formulas, the Template Library, or to give feedback for this application, please contact the Help Desk.

Below is the list of applications available for integration into your custom template:

1) Company Snapshot One page summary of price and fundamental performance over time
2) Capital Structure Summary A credit analysis tool, providing an overview of the issuer's capital structure
3) Financial Analysis An in depth view of line items from all three financial statements
4) Income Statement A P&L report, outlining revenue and expenses that ultimately determine net income
5) Balance Sheet A snapshot of an entity's financial position over several periods
6) Cash Flow Statement Displays the effect of changes in income on Operating, Financing and Investing Accounts
7) Company Comparison Compares target entity to the ratings, multiples and estimates of its Bloomberg peers
8) Company Multiples Highlights industry standard valuation multiples over several periods
9) Historical Capitalization Historical market capitalization value of the company over several periods
10) Blended Financials Combines reported fundamentals of the company with future estimates.
11) DCF Analysis Discounted Cash Flow Analysis of the company that allows user input
12) Segments Geographic and Product Segmentation of the company for various line items
13) Ratios Commonly used ratios and CAGR Analysis
14) Key Statistics Reported data and pricing information used in growth analysis and company valuation
15) Management Detailed description of the board members' names, ages and positions
16) Profile Descriptive and primary information about the company
17) Pension Comprehensive accounting of pension expense over several periods
18) Supplemental Supplemental information specifically pertaining to options
19) Broker Estimates Compares estimates from different brokers and observes changes over time
20) Index Analysis Creates peer indices on the fly (Excel 2007 and above)
21) Company Overview An alternative in depth overview of the company (Excel 2007 and above)
22) Ratings Brief analysis of company ratings and individual analysts (Excel 2007 and above)
23) Valuation Graphs Observes how company valuation metrics have evolved over time (Excel 2007 and above)
24) Ownership Brief snapshot of ownership structure of the company (Excel 2007 and above)

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