Bloomberg Functionality

Optuma is a Certified Integration Partner of Bloomberg, and Optuma users with a subscription to both Optuma Enterprise Services and a Bloomberg Terminal can stream real-time data in to the program.


Setting up Bloomberg Data in Optuma

Entering Bloomberg Symbols - Drag and Drop Excel files

External Data Fields - Importing from Bloomberg

External Data Fields - Bloomberg Override Functionality

Importing Bloomberg Portfolios into Optuma

Data Saving Mode

Bloomberg Troubleshooting: DLLs and API files