bloombergServer

Bloomberg Server connection V3

Since R2021a

Description

The bloombergServer function creates a bloombergServer object. The bloombergServer object represents a Bloomberg^® Server connection using the Bloomberg V3 C++ API.

Other Datafeed Toolbox™ functions connect to different Bloomberg services: Bloomberg Desktop (bloomberg) and Bloomberg B-PIPE^® (bloombergBPIPE). For details about these services, see Comparing Bloomberg Connections.

For details about Bloomberg connection requirements, see Data Server Connection Requirements. To ensure a successful Bloomberg connection, perform the required steps before executing bloombergServer. For details, see Installing Bloomberg and Configuring Connections.

Creation

Syntax

c = bloombergServer(uuid,ipaddress)

c = bloombergServer(uuid,ipaddress,port)

c = bloombergServer(uuid,ipaddress,port,timeout)

Description

c = bloombergServer(uuid,ipaddress) creates a Bloomberg Server connection object c to the Bloomberg Server running on another machine, and sets the Uuid and IPAddress properties. You need a Bloomberg Server software license for the machine running the Bloomberg Server.

c = bloombergServer(uuid,ipaddress,port) also sets the Port property.

c = bloombergServer(uuid,ipaddress,port,timeout) also sets the TimeOut property.

Caution

To refer to a Bloomberg connection in other functions, use the connection object created by the bloombergServer function. Otherwise, using bloombergServer as an input argument opens multiple Bloomberg connections, causing unexpected behavior and exhausting memory resources.

Properties

Uuid — Bloomberg user identity UUID

numeric scalar

Bloomberg user identity UUID, specified as a numeric scalar. To find your UUID, enter IAM in the Bloomberg terminal and press GO.

Example: 12345678

Data Types: double

User — Bloomberg user

Read-only: Bloomberg user identity object

This property is read-only.

Bloomberg user, specified as a Bloomberg user identity object.

Example: [1x1 com.bloomberglp.blpapi.impl.aT]

Userip — IP address of the machine running MATLAB^®

Read-only: character vector

This property is read-only.

IP address of the machine running MATLAB, specified as a character vector.

Example: '111.11.11.111'

Data Types: char

Session — Bloomberg V3 session

Read-only: Bloomberg V3 API Session object

This property is read-only.

Bloomberg V3 session, specified as a Bloomberg V3 API Session object.

Example: [1x1 BLPSession]

IPAddress — Bloomberg Server IP address

character vector | string scalar

Bloomberg Server IP address, specified as a character vector or string scalar that identifies the machine running the Bloomberg Server.

Example: '111.11.11.111'

Data Types: char | string

Port — Port number

numeric scalar

Port number, specified as a numeric scalar that identifies the port number of the machine running the Bloomberg Server.

Example: 8194

Data Types: double

TimeOut — Timeout

numeric scalar

Timeout specifying the time in milliseconds that MATLAB attempts to connect to the machine running the Bloomberg Server before timing out, specified as a numeric scalar.

Example: 10

Data Types: double

DatetimeType — Date and time data type

'' (default) | 'datetime'

Date and time data type, specified as one of these values.

Value	Description
'' (default)	Return date and time values as MATLAB date numbers.
'datetime'	Return date and time values as a datetime array.

You can specify these values using a character vector or string (for example, "datetime").

When you create a bloombergServer object, the bloombergServer function leaves this property unset. To retrieve data, you must set this property value manually at the command line or in a script using dot notation, for example:

c.DatetimeType = 'datetime';

Then, you can use these supported functions:

• getbulkdata

• getdata

• history

• tahistory

• timeseries

  Note

  If the DataReturnFormat property value is 'table' and the DatetimeType property value is 'datetime', then the returned data is a table that contains date and time values as a datetime array. If the DataReturnFormat property value is an empty character vector, then setting the DatetimeType property to 'datetime' returns date and time values for aggregated ticks and historical requests as MATLAB date numbers.

DataReturnFormat — Data return format

'cell' | 'structure' | 'table' | 'timetable'

Data return format, specified as one of these values, which determine the data type of the returned data.

Value	Data Type of Returned Data
'cell'	cell array
'table'	table
'timetable'	timetable
'structure'	structure

Note

The default data type of the returned data depends on the executed function. To specify the default data type, set the DataReturnFormat property to ''. For default data types, see the supported function list.

You can specify these values using a character vector or string (for example, "table").

When you create a bloombergServer object, the bloombergServer function leaves this property unset. To retrieve data, you must set this property value manually at the command line or in a script using dot notation, for example:

c.DataReturnFormat = 'structure';

Then, you can use these supported functions.

Supported Function	Valid Data Types for Returned Data
category	cell array (default) structure table
eqs	cell array (default) structure table
fieldinfo	cell array (default) structure table
fieldsearch	cell array (default) structure table
lookup	structure (default) table
portfolio	structure (default) table
getbulkdata	structure (default) table timetable
getdata	structure (default) table timetable
history	numeric array (default) table timetable
tahistory	structure (default) table timetable
timeseries	cell array (default for raw tick data) numeric array (default for interval tick data) table timetable

Note

Regardless of the DatetimeType property value, if the DataReturnFormat property value is 'timetable', then the getdata and getbulkdata functions return a table that contains date and time values as datetime arrays.

Object Functions

Bloomberg Server Connection

close	Close Bloomberg Server connection V3
isconnection	Determine Bloomberg Server connection V3

Bloomberg Server Data Retrieval

eqs	Equity screening data for Bloomberg Server connection V3
get	Properties of Bloomberg Server connection V3
getbulkdata	Bulk data with header information for Bloomberg Server connection V3
getdata	Current data for Bloomberg Server connection V3
history	Historical data for Bloomberg Server connection V3
portfolio	Current portfolio data for Bloomberg Server connection V3
realtime	Real-time data for Bloomberg Server connection V3
tahistory	Historical technical analysis for Bloomberg Server connection V3
timeseries	Intraday tick data for Bloomberg Server connection V3

Retrieve Bloomberg Server Information

category	Field category search for Bloomberg Server connection V3
fieldinfo	Field information for Bloomberg Server connection V3
fieldsearch	Field search for Bloomberg Server connection V3
lookup	Find information about securities for Bloomberg Server connection V3

Examples

Connect to Bloomberg Server

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

• The Bloomberg UUID is 12345678.

• The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

uuid = 12345678;
ipaddress = '111.11.11.111';

c = bloombergServer(uuid,ipaddress)

c = 

  bloombergServer with properties:

                Uuid: 12345678
                User: []
              Userip: '111.11.11.112'
             Session: [1×1 BLPSession]
           IPAddress: '111.11.11.111'
                Port: 8194
             TimeOut: 0
        DatetimeType: ''
    DataReturnFormat: ''

The bloombergServer function connects to the machine running the Bloomberg Server using the default port number 8194. The bloombergServer function creates the bloombergServer object c with these properties:

• Bloomberg user identity UUID

• Bloomberg user identity object

• IP address of the machine running MATLAB

• Bloomberg V3 API Session object

• IP address of the machine running the Bloomberg Server

• Port number of the machine running the Bloomberg Server

• Number in milliseconds specifying how long MATLAB attempts to connect to the machine running the Bloomberg Server before timing out

• Date and time data type

• Data return format

Request the last and open prices for Microsoft^®.

format bank  % Display data format for currency
s = 'MSFT US Equity';
f = {'LAST_PRICE';'OPEN'};
[d,sec] = getdata(c,s,f)

d = 
    LAST_PRICE: 33.34
          OPEN: 33.60

sec = 
    'MSFT US Equity'

getdata returns a structure d with the last and open prices. Also, getdata returns the name of the security in sec.

Close the Bloomberg Server connection.

close(c)

Connect to Bloomberg Server with Port Number

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

• The Bloomberg UUID is 12345678.

• The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

• The port number of the machine running the Bloomberg Server is 5678.

uuid = 12345678;
ipaddress = '111.11.11.111';
port = 5678;

c = bloombergServer(uuid,ipaddress,port)

c = 

  bloombergServer with properties:

                Uuid: 12345678
                User: []
              Userip: '111.11.11.112'
             Session: [1×1 BLPSession]
           IPAddress: '111.11.11.111'
                Port: 5678
             TimeOut: 0
        DatetimeType: ''
    DataReturnFormat: ''

The bloombergServer function connects to the machine running the Bloomberg Server using the port number 8194 and creates the bloombergServer object c with these properties:

• Bloomberg user identity UUID

• Bloomberg user identity object

• IP address of the machine running MATLAB

• Bloomberg V3 API Session object

• IP address of the machine running the Bloomberg Server

• Port number of the machine running the Bloomberg Server

• Number in milliseconds specifying how long MATLAB attempts to connect to the machine running the Bloomberg Server before timing out

• Date and time data type

• Data return format

Request the last and open prices for Microsoft.

format bank  % Display data format for currency
s = 'MSFT US Equity';
f = {'LAST_PRICE';'OPEN'};
[d,sec] = getdata(c,s,f)

d = 
    LAST_PRICE: 33.34
          OPEN: 33.60

sec = 
    'MSFT US Equity'

getdata returns a structure d with the last and open prices. Also, getdata returns the name of the security in sec.

Close the Bloomberg Server connection.

close(c)

Connect to Bloomberg Server with Timeout

Connect to the Bloomberg Server using the IP address of the machine running the Bloomberg Server. This example uses the Bloomberg Server C++ interface and assumes the following:

• The Bloomberg UUID is 12345678.

• The IP address for the machine running the Bloomberg Server is '111.11.11.111'.

• The port number of the machine running the Bloomberg Server is your default port number.

• The timeout value is 10 milliseconds.

uuid = 12345678;
ipaddress = '111.11.11.111';
port = [];
timeout = 10;

c = bloombergServer(uuid,ipaddress,port,timeout)

c = 

  bloombergServer with properties:

                Uuid: 12345678
                User: []
              Userip: '111.11.11.112'
             Session: [1×1 BLPSession]
           IPAddress: '111.11.11.111'
                Port: 8194
             TimeOut: 10
        DatetimeType: ''
    DataReturnFormat: ''

The bloombergServer function connects to the machine running the Bloomberg Server using the default port number 8194 and a timeout value of 10 milliseconds. The bloombergServer function creates the bloombergServer object c with these properties:

• Bloomberg user identity UUID

• Bloomberg user identity object

• IP address of the machine running MATLAB

• Bloomberg V3 API Session object

• IP address of the machine running the Bloomberg Server

• Port number of the machine running the Bloomberg Server

• Number in milliseconds specifying how long MATLAB attempts to connect to the machine running the Bloomberg Server before timing out

• Date and time data type

• Data return format

Request the last and open prices for Microsoft.

format bank  % Display data format for currency
s = 'MSFT US Equity';
f = {'LAST_PRICE';'OPEN'};
[d,sec] = getdata(c,s,f)

d = 
    LAST_PRICE: 33.34
          OPEN: 33.60

sec = 
    'MSFT US Equity'

getdata returns a structure d with the last and open prices. Also, getdata returns the name of the security in sec.

Close the Bloomberg Server connection.

close(c)

Version History

Introduced in R2021a