Terminal & market-data workstation workflows
Pull, screen and chart data in finance terminals to answer an analyst question.
20 project-authored proposals · taxonomy v1.1 · 0 new benchmark runs. Verifiers and partial-credit rules below are designs, not executed results.
Previous class address: R05.02.01.03 · Original proposal IDs are retained.
- Typical applications
- Bloomberg Terminal · LSEG Workspace · Capital IQ
- Class GUI-need label
G3· GUI-only
Task proposals · 20
Expand to inspect the complete original wording and proposed checks. Original proposal text remains English in both interfaces.
R05.02.01.03-T01 Chart a stock against its index rebased to 100 and export the series
Original instruction
Bloomberg Terminal (Windows), agent login. Use GP (or COMP) to chart the equity in input/ticker.txt against the S&P 500 from 2024-01-02 to 2026-09-30, both rebased to 100. Export the chart as output/rebased.png and the underlying daily series to output/rebased.xlsx via the GUI export menu.
- Platforms
win· Windows- Applications
- Bloomberg Terminal
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcuts- Work product
WP03· Visual layout- Conditions
licensed· Licensed pro app- Proposed difficulty
- 2 / 5
Proposed verifier
XLSX series equal grader's blpapi daily closes rebased (tolerance 0.01); date range exact; PNG shows two series (VLM check, 15%). Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
50% series values; 20% date range and rebasing; 15% export format; 15% PNG
R05.02.01.03-T02 Export five years of quarterly revenue for three peers from Capital IQ
Original instruction
S&P Capital IQ Pro (web), agent seat. For the 3 companies in input/peers.csv, export quarterly total revenue (as reported, USD) for 2021Q4-2026Q2 from the Financials tab into output/peer_rev.xlsx, one sheet per company, keeping CIQ's period labels.
- Platforms
web· Any OS (web)- Applications
- S&P Capital IQ
- Interfaces
brow· Browser- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 2 / 5
Proposed verifier
Values per company-quarter equal admin export within rounding (0.1m); period labels present; fiscal vs calendar mismatch handled by CIQ labels. Office plug-in disabled and no CIQ API credentials issued to the agent; grader compares against an admin export at the same as-of date.
Proposed partial credit
70% values (per cell); 20% complete periods; 10% sheet layout
R05.02.01.03-T03 Report an FX pair's close and 52-week high from LSEG Workspace
Original instruction
LSEG Workspace (Windows or Mac app), agent login. For EUR/JPY, find the 2026-09-30 closing mid rate and the 52-week high as of that date (date of the high too). Write 'close;high;yyyy-mm-dd' to output/answer.txt.
- Platforms
win· Windowsmac· macOS- Applications
- LSEG Workspace
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP12· Answer/decision- Conditions
licensed· Licensed pro app- Proposed difficulty
- 1 / 5
Proposed verifier
Values equal grader's LSEG Data Library pull for the same as-of date (4 dp); date exact. Workspace Excel add-in and Data API proxy are disabled for the agent; grader pulls the same as-of data via LSEG Data Library.
Proposed partial credit
40% close; 40% 52-week high; 20% date of high
R05.02.01.03-T04 Screen high-yield value stocks as of a fixed date and save the screen
Original instruction
Bloomberg Terminal, EQS. Build a screen of US-domiciled common stocks with market cap > USD 10bn, trailing P/E < 15 and dividend yield > 3%, run it as of 2026-09-30, save it as 'VAL_DIV' and export results (ticker, name, P/E, yield) to output/val_div.xlsx.
- Platforms
win· Windows- Applications
- Bloomberg Terminal
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcuts- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Exported ticker set equals grader's BEQS run of the saved screen 'VAL_DIV' (which must exist in the user's EQS library) at the same date; Jaccard >= 0.95 for full credit; fields within rounding. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date. Control pair: T15.
Proposed partial credit
40% saved screen with correct criteria; 40% result set; 20% exported fields
R05.02.01.03-T05 Build a relative-valuation comp table with custom columns in RV
Original instruction
Bloomberg Terminal. For the equity in input/ticker.txt, open RV, keep the default peer set but add the two peers in input/add_peers.txt and remove any ADR duplicates. Add columns EV/EBITDA BF, P/E BF, net debt/EBITDA, 1Y total return; save the comp sheet as 'PEERS_RV' and export to output/rv.xlsx.
- Platforms
win· Windows- Applications
- Bloomberg Terminal
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcuts- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Exported peer list equals key set; column values match blpapi pulls at export timestamp (within 1%); saved custom column set present when grader reopens RV. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
35% correct peer set; 35% columns and values; 30% saved and exported
R05.02.01.03-T06 Search investment-grade bonds by maturity, rating and size in LSEG Workspace
Original instruction
LSEG Workspace, Bond/Fixed Income Search app. Find USD-denominated corporate bonds, fixed coupon, maturing 2030-01-01 to 2032-12-31, composite rating A- or better, amount outstanding >= 1bn, not callable before maturity except make-whole. Export ISIN, issuer, coupon, maturity and yield as of 2026-09-30 to output/bonds.xlsx.
- Platforms
win· Windowsmac· macOSweb· Any OS (web)- Applications
- LSEG Workspace
- Interfaces
desk· Desktop GUIbrow· Browser- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
ISIN set equals grader's screen at same as-of date (F1 >= 0.95 full credit); yields within 2bp. Workspace Excel add-in and Data API proxy are disabled for the agent; grader pulls the same as-of data via LSEG Data Library.
Proposed partial credit
60% ISIN set F1; 25% field accuracy; 15% export format
R05.02.01.03-T07 Screen precedent software transactions with announced multiples in Capital IQ
Original instruction
S&P Capital IQ Pro, Screening > Transactions. Find M&A deals (closed) 2023-01-01 to 2025-12-31 where the target is US application software, total transaction value USD 500m-5bn, with announced TV/Revenue available. Save the screen as 'SW_PRECEDENTS', export to output/precedents.xlsx, and add median and quartiles of TV/Revenue.
- Platforms
web· Any OS (web)mac· macOSwin· Windows- Applications
- S&P Capital IQ · Excel
- Interfaces
brow· Browserdesk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP02· Records/table- Conditions
licensed· Licensed pro appmultiapp· Multi-app- Proposed difficulty
- 4 / 5
Proposed verifier
Deal ID set equals admin run of the saved screen (Jaccard >= 0.9 full credit); median and quartiles within 0.1x of key computed from that set. Office plug-in disabled and no CIQ API credentials issued to the agent; grader compares against an admin export at the same as-of date.
Proposed partial credit
40% saved screen criteria; 30% deal set; 30% summary statistics
R05.02.01.03-T08 List the top institutional holders and their quarter-on-quarter changes in FactSet
Original instruction
FactSet Workstation, Ownership. For the company in input/ticker.txt, list the 10 largest institutional holders by shares as of the 2026-06-30 13F reporting date with position change vs 2026-03-31 and % of shares outstanding. Export to output/holders.xlsx.
- Platforms
win· Windowsmac· macOS- Applications
- FactSet
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Holder names and share counts equal grader's FactSet API pull for the same report date; change and % within rounding. FactSet Excel add-in and API keys disabled for the agent.
Proposed partial credit
50% correct top-10 set and order; 30% share counts and changes; 20% % outstanding
R05.02.01.03-T09 Build and save a Launchpad monitor with custom columns
Original instruction
Bloomberg Terminal, Launchpad. Create a monitor 'TECH20' containing the 20 tickers in input/tech20.txt (one is delisted: replace with its acquirer per input/note.txt), with columns Last Price, % Chg 1D, P/E BF, 30D realized volatility, sorted by market cap descending. Save the Launchpad page and export the monitor to output/tech20.xlsx.
- Platforms
win· Windows- Applications
- Bloomberg Terminal
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formsdrag· Drag & drop- Work product
WP08· App/system state- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Saved Launchpad page reopened by grader: 20 securities (correct substitution), 4 columns, sort order; export values within 1% of blpapi at export time. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
40% security list incl. substitution; 30% columns and sort; 30% saved and exported
R05.02.01.03-T10 Chart forward EV/EBITDA history for four peers in Koyfin
Original instruction
Koyfin (web), agent account. Build a historical graph of NTM EV/EBITDA for the 4 tickers in input/peers4.txt from 2021-09-30 to 2026-09-30 (weekly), add each series' 5-year average as a horizontal line, save the graph as 'Peers NTM EV/EBITDA' and download the data CSV to output/ev_ebitda.csv.
- Platforms
web· Any OS (web)- Applications
- Koyfin
- Interfaces
brow· Browser- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP03· Visual layout- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
CSV series equal grader's admin export for the saved graph (tolerance 0.05x); 5-year averages within 0.05x; saved graph exists with 4 series and average lines. Agent has no API access.
Proposed partial credit
40% series data; 30% averages; 30% saved graph configuration
R05.02.01.03-T11 Find golden-cross dates on a TradingView chart with moving averages
Original instruction
TradingView (web), agent account. On a daily chart of the index ETF in input/ticker.txt (2021-01-01 to 2026-09-30), add SMA 50, SMA 200 and RSI 14, save the layout as 'GX study', export chart data to output/gx.csv, and list every date the 50-day SMA crossed above the 200-day SMA in output/crosses.txt.
- Platforms
web· Any OS (web)- Applications
- TradingView
- Interfaces
brow· Browser- GUI need · task setting
G2· GUI-essential- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & formsvis· Visual judgment- Work product
WP12· Answer/decision- Conditions
- None declared
- Proposed difficulty
- 3 / 5
Proposed verifier
Exported CSV contains SMA and RSI columns matching grader's computation from the same OHLC (tolerance 0.01); crosses.txt dates equal key set; saved layout has the 3 indicators. TradingView issues the agent no API token, so the saved layout can only be created in its browser session; the CSV must be TradingView's chart export (header format checked).
Proposed partial credit
30% indicators configured and saved; 30% exported data; 40% crossing dates exact
R05.02.01.03-T12 Price an American call with discrete dividends in OVME and save the deal
Original instruction
Bloomberg Terminal, OVME. Price an American call on the equity in input/ticker.txt, strike and expiry in input/option.txt, valuation date 2026-09-30, using the terminal's implied volatility surface and discrete projected dividends. Save the deal as 'AMCALL1' and export premium, delta and vega to output/ovme.xlsx.
- Platforms
win· Windows- Applications
- Bloomberg Terminal
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcuts- Work product
WP07· Simulation result- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Saved deal reloaded: model, dividends and surface settings as specified; premium within 1% and Greeks within 2% of grader repricing via DLIB/API on the saved deal. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
30% contract terms; 30% model/dividend/vol settings; 40% outputs within tolerance
R05.02.01.03-T13 Value a fixed-for-floating SOFR swap and report its DV01 in SWPM
Original instruction
Bloomberg Terminal, SWPM. Build a 7-year USD fixed-vs-SOFR OIS swap, notional 50m, receive fixed at 3.85%, effective 2026-10-05, curve date 2026-09-30, standard conventions. Save as 'OIS7Y' and export NPV, par rate and DV01 to output/swap.xlsx.
- Platforms
win· Windows- Applications
- Bloomberg Terminal
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formskey· Shortcuts- Work product
WP07· Simulation result- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Saved deal terms equal spec; NPV within 1,000 USD, par rate within 0.1bp and DV01 within 1% of grader's API valuation of the saved deal at the same curve date. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
40% swap terms; 40% valuation outputs; 20% saved and exported
R05.02.01.03-T14 Plot the US Treasury curve on two dates and the 2s10s spread in LSEG Workspace
Original instruction
LSEG Workspace. Plot the US Treasury par yield curve (3M-30Y) as of 2025-09-30 and 2026-09-30 on one chart, and a separate time series of the 2s10s spread for the year between them. Save the chart template as 'UST_CURVES' and export both data sets to output/ust.xlsx.
- Platforms
win· Windowsmac· macOSweb· Any OS (web)- Applications
- LSEG Workspace
- Interfaces
desk· Desktop GUIbrow· Browser- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP03· Visual layout- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Exported tenors and yields within 1bp of grader pull; spread series daily and complete; saved template exists. Workspace Excel add-in and Data API proxy are disabled for the agent; grader pulls the same as-of data via LSEG Data Library.
Proposed partial credit
40% curves; 40% spread series; 20% saved template
R05.02.01.03-T15 Run the same value screen through the Bloomberg API (control pair of T04)
Original instruction
Control pair of T04. On a machine with blpapi access (env BBG_HOST), run a BEQS request reproducing the T04 criteria as of 2026-09-30 and write output/val_div_api.csv with ticker, name, P/E and yield.
- Platforms
win· Windowslin· Linux- Applications
- Bloomberg API (blpapi) · Python
- Interfaces
api· API/SDKterm· Terminal- GUI need · task setting
AP· API-sufficient- GUI need · ordinary access
AP· API-sufficient- Interaction primitives
code· Code & commands- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 3 / 5
Proposed verifier
Same set comparison as T04 against the grader's reference screen; used to measure the GUI penalty on identical criteria.
Proposed partial credit
60% result set; 40% fields
R05.02.01.03-T16 Map a company's top customers by revenue exposure in FactSet
Original instruction
FactSet Workstation, Supply Chain Relationships. For the company in input/ticker.txt, list its 10 largest disclosed customers by estimated revenue exposure as of 2026-09-30, with % of revenue and source type (disclosed vs estimated). Then check, for each customer, whether it is also a competitor; export output/customers.xlsx.
- Platforms
win· Windowsmac· macOS- Applications
- FactSet
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicknav· Pan/zoom/scroll- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Customer set and % exposure equal grader's FactSet export for same date; competitor flags equal key. Excel add-in and API keys disabled for the agent.
Proposed partial credit
50% customer set and order; 30% exposure values; 20% competitor flags
R05.02.01.03-T17 Screen low-cost index funds with peer-quartile filters in Morningstar Direct
Original instruction
Morningstar Direct, agent seat. Find US open-end funds and ETFs in the US Large Blend category with net expense ratio <= 0.10%, 5-year return in the category's top quartile as of 2026-09-30, and AUM > 1bn, oldest share class only. Save the search 'LB_CHEAP_Q1', export results to output/funds.xlsx.
- Platforms
web· Any OS (web)win· Windows- Applications
- Morningstar Direct
- Interfaces
brow· Browserdesk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G2· GUI-essential- Interaction primitives
click· Point & clicktype· Text & forms- Work product
WP02· Records/table- Conditions
licensed· Licensed pro app- Proposed difficulty
- 4 / 5
Proposed verifier
Fund ID set equals admin run of the saved search (Jaccard >= 0.95); fields within rounding; oldest-share-class filter applied (no duplicate funds). Direct Web Services disabled for the agent.
Proposed partial credit
40% saved criteria; 40% result set; 20% de-duplicated share classes
R05.02.01.03-T18 Run a Q3 sector attribution of a model portfolio against a benchmark in PORT
Original instruction
Bloomberg Terminal. Upload input/model_port.xlsx (40 holdings, weights as of 2026-06-30, no trades) to PRTU as 'MODEL40', then in PORT run Q3 2026 attribution vs the S&P 500 using Brinson by GICS sector. Export total, allocation and selection effects by sector to output/attrib.xlsx.
- Platforms
win· Windows- Applications
- Bloomberg Terminal · Excel
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scroll- Work product
WP07· Simulation result- Conditions
licensed· Licensed pro applong· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
PRTU portfolio exists with correct holdings and weights; exported effects within 2bp per sector of grader's reference run on the same portfolio and dates. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
25% portfolio upload; 25% attribution settings; 50% effects within tolerance
R05.02.01.03-T19 Compile a five-issuer credit snapshot from several terminal functions
Original instruction
Bloomberg Terminal. For the 5 issuers in input/issuers.txt, gather as of 2026-09-30: issuer ratings from CRPR (S&P, Moody's, Fitch), debt distribution by maturity bucket from DDIS, net debt/EBITDA from FA, and the 5Y CDS spread. Assemble output/credit.xlsx with one row per issuer and a ranking by spread.
- Platforms
win· Windows- Applications
- Bloomberg Terminal · Excel
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
G3· GUI-only- Interaction primitives
click· Point & clicktype· Text & formsnav· Pan/zoom/scrollmulti· Cross-app- Work product
WP02· Records/table- Conditions
licensed· Licensed pro applong· Long-horizonmultiapp· Multi-app- Proposed difficulty
- 5 / 5
Proposed verifier
Each cell compared with grader's blpapi pulls for the same date (ratings exact; numbers within 1%); ranking consistent with spreads. Excel add-in and the Desktop API port are disabled in the agent session; the grader pulls the same fields via blpapi with the fixed as-of date.
Proposed partial credit
25% ratings; 25% maturity buckets; 25% leverage; 25% CDS and ranking
R05.02.01.03-T20 Run an earnings event study for ten stocks using Workspace data
Original instruction
LSEG Workspace plus Excel. For the 10 tickers in input/event_tickers.csv, find their Q2 2026 earnings announcement dates in the Workspace events calendar, export daily total returns for [-120,+5] trading days around each and the market index, then compute market-model abnormal returns (estimation window [-120,-21]) and CAR[-1,+1] per stock in output/event_study.xlsx.
- Platforms
win· Windowsmac· macOS- Applications
- LSEG Workspace · Excel
- Interfaces
desk· Desktop GUI- GUI need · task setting
G3· GUI-only- GUI need · ordinary access
HY· Hybrid- Interaction primitives
click· Point & clicknav· Pan/zoom/scrolltype· Text & formsmulti· Cross-app- Work product
WP07· Simulation result- Conditions
licensed· Licensed pro appmultiapp· Multi-applong· Long-horizon- Proposed difficulty
- 5 / 5
Proposed verifier
Announcement dates equal key; returns within 1bp of grader pulls; CARs within 5bp of key. Workspace Excel add-in and Data API proxy are disabled for the agent; grader pulls the same as-of data via LSEG Data Library.
Proposed partial credit
25% event dates; 25% return data; 50% CAR values
Mapped research references
Existing benchmark-to-class links from the research catalog. They are not record-level annotations, executions or product endorsements.