For more detailed analysis I think I'm in the same boat as you. You can create nice custom screens in BBG that I find helpful for quick high level looks but I don't fully trust the summary adjusted figures and calculations. I haven't found a good solution and am also still doing things manually. Downloading and reformatting is more frustrating than pulling the figures myself. I did spend a lot of time building a template spreadsheet. It has a lot of stuff built in - returns, LTM figures, credit metrics, customizeable debt stack, etc. - and that helps a lot but it's still time intensive.
Sentieo's related table feature is helpful here. It lets you jump through time through B/S, I/S, C/F, as well as other tables like store counts, etc. This speeds up the process of jumping through documents. You can dump these to excel as well but same formatting issues apply.
Spreading historicals - source/s
in General Discussion
Posted
For more detailed analysis I think I'm in the same boat as you. You can create nice custom screens in BBG that I find helpful for quick high level looks but I don't fully trust the summary adjusted figures and calculations. I haven't found a good solution and am also still doing things manually. Downloading and reformatting is more frustrating than pulling the figures myself. I did spend a lot of time building a template spreadsheet. It has a lot of stuff built in - returns, LTM figures, credit metrics, customizeable debt stack, etc. - and that helps a lot but it's still time intensive.
Sentieo's related table feature is helpful here. It lets you jump through time through B/S, I/S, C/F, as well as other tables like store counts, etc. This speeds up the process of jumping through documents. You can dump these to excel as well but same formatting issues apply.