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Optuma Knowledge Base

Bloomberg Functionality

By Optuma Team · Updated 2023-06-20

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

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