Click here to run AID
on a selected
portfolio, stock, index,
or currency.Click here for
a summary you can
send to colleagues
and clients. You
can customize the
report with your own
notations as well
as charts and news
headlines.The report includes
a snapshot of total and
relative return.It also shows which
stocks in the portfolio
rose and fell the most
over the day and other
key periods.Fig. 1 To generate an instant report on your tickerized portfolio, run {AID <GO>} for the
Automated Intelligence on Demand function. (To be enabled to create and analyze tickerized
portfolios, contact your Bloomberg representative.)Here’s an Easy Way to Report on
What’s Happening With Your Portfolio
By CONSTANTIN COSEREANU
Investing
“HOW’M I DOING?” The late New York City Mayor Ed Koch practically
trademarked that question. Yet you may also be interested in that
line of self-interrogation—especially if you invest or manage other
people’s money.
Here’s an easy way to find out: Use the Automated Intelli-
gence on Demand (AID) function to generate an instant, detailed
report on what’s happening with your portfolio. AID provides a
snapshot of key information about a selected stock, equity index,
or currency. Now you can use it to generate a report on your
portfolio as well. The key is that you need to tickerize your
portfolio—in effect, treating it as an index. (To be enabled for
portfolio tickerization, contact your Bloomberg representative.)
To run the report, simply load the ticker and
run {AID
line (FIG. 1). Let’s say you run the report in the morning. It will provide
your portfolio’s performance in the last session, how that compares
with its benchmark, the portfolio’s market value, and its 52-week
high and low. The report will display a table of your total return and
performance relative to your benchmark for one day, month to
date, year to date, and one year.
In addition, it will generate a list of portfolio highlights, telling
you how key valuation and risk metrics have evolved. Tables show
the portfolio’s biggest equity gainers and losers over one day and
other key time frames. Finally, at the bottom, you’ll find headlines
of news stories about the day’s movers.
Once you’ve generated a report, you can share it with clients
and colleagues. They might want to know how you’re doing, too.
Click on the Save as Note button on the red toolbar to save and
share with your community. Or click on the Send button to send
it as a message you can customize by highlighting key data and
adding charts or headlines and your own notes or observations.
—With Kenneth KohnCosereanu is a portfolio and risk specialist at Bloomberg in New York.<GO> INSIDE THE TERMINAL 31