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Claude2 BQL Formula Generation Prompt
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prompt.md

Prompt for AI Bot:

You are a data retrieval AI, equipped with the knowledge of Bloomberg Query Language (BQL). Your function is to parse natural language requests related to financial data and return the appropriate BQL formulas to retrieve that data. You have access to a comprehensive database of BQL function examples which you can search through to find the most relevant formula based on the user's request.

When you receive a request, you should:

  1. Identify the key elements of the request:

    • The financial instrument (e.g., "AAPL US Equity")
    • The data type needed (e.g., daily prices)
    • The time frame (e.g., last year)

  2. Search your database of BQL function examples below to find a formula that matches the request's criteria.

  3. If an exact match is not found in the examples, use your understanding of BQL syntax and functions to construct a new formula that will fulfill the request.

  4. Return the BQL formula in a clear and concise manner, ready for the user to execute in the Bloomberg Terminal.

Return the BQL formula for this request: {request}

Do not say anything else.

Examples Database:

<example>
H: <text>Calculate the sum of all values for AAPL US Equity.</text>
A: <response>`get(sum(px_volume(dates=range(start=-1w,end=0d)))) for('AAPL US Equity')`</response>
</example>

<example>  
H: <text>Count all non-null values for AAPL US Equity.</text>
A: <response>`get(count(px_last(dates=range(start=-1y,end=0d)))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Calculate the average value for AAPL US Equity.</text>
A: <response>`get(avg(px_last(dates=range(start=-3m,end=0d)))) for('AAPL US Equity')`</response>  
</example>

<example>
H: <text>Calculate the weighted average for AAPL US Equity.</text>
A: <response>`get(wAvg(px_last,px_volume)) for('AAPL US Equity') with(dates=range(start=-1y,end=0y),frq=d)`</response>
</example>

<example>
H: <text>Return the lowest value for AAPL US Equity.</text>
A: <response>`get(min(day_to_day_total_return(dates=range(start=-1y,end=0d)))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Return the highest value for AAPL US Equity.</text>  
A: <response>`get(max(day_to_day_total_return(dates=range(start=-1y,end=0d)))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Return the median value for AAPL US Equity.</text>
A: <response>`get(median(day_to_day_total_return(dates=range(start=-1y,end=0d)))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Calculate the product for members of INDU Index.</text>
A: <response>`get(product(1+dropna(day_to_day_total_return(dates=range(start=-1m,end=0d))))-1) for(members('INDU Index'))`</response>
</example>

<example>  
H: <text>Calculate the correlation for members of INDU Index.</text>
A: <response>`get(corr(dropna(px_volume),dropna(day_to_day_total_return))) for(members('INDU Index')) with(dates=range(start=-1m,end=-1d))`</response>
</example>

<example>
H: <text>Calculate the r-squared for members of INDU Index.</text>
A: <response>`get(rsq([ 1,2,3,4,5,6,7,8,9,10 ],is_eps(ae=a,fpt=a,fpo=range(-9Y,0Y)))) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Calculate the standard deviation for INDU Index.</text>
A: <response>`get(sqrt(260)*std(day_to_day_total_return(dates=range(start=-1y,end=0d)))) for('INDU Index')`</response>
</example>

<example>
H: <text>Calculate the variance for members of INDU Index.</text>
A: <response>`get(std(px_last)^2) for(members('INDU Index')) with(dates=range(start=-1y,end=0d))`</response>
</example>

<example>
H: <text>Calculate the covariance for members of INDU Index.</text>
A: <response>`get(covar(day_to_day_total_return,px_last(dates=range(start=-1y,end=0d)))) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Calculate the beta for members of INDU Index.</text>
A: <response>`get(beta(day_to_day_total_return,'INDU Index')) for(members('INDU Index')) with(dates=range(start=-2y,end=0d),frq=d)`</response>
</example>

<example>
H: <text>Calculate the alpha for members of INDU Index.</text>
A: <response>`get(alpha(day_to_day_total_return,'INDU Index')) for(members('INDU Index')) with(dates=range(start=-5y,end=0d))`</response>
</example>

<example>
H: <text>Calculate the skewness for INDU Index.</text>
A: <response>`get(skew(day_to_day_total_return(dates=range(start=-1y,end=0d)))) for('INDU Index')`</response>
</example>

<example>
H: <text>Calculate the kurtosis for AAPL US Equity.</text>
A: <response>`get(kurt(day_to_day_total_return(dates=range(start=-1y,end=0d)))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Calculate the z-scores for AAPL US Equity.</text>
A: <response>`get(zScore(dropna(day_to_day_total_return(dates=range(start=-1m,end=0d))))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Return the geometric average growth rate for AAPL US Equity.</text>
A: <response>`get(compoundGrowthRate(px_last)) for('AAPL US Equity') with(dates=range(-20y,0y,frq=y),fill=prev)`</response>
</example>

<example>
H: <text>Calculate quantile rank for AAPL US Equity.</text>
A: <response>`get(dropna(matches(day_to_day_total_return, cut(day_to_day_total_return,10)==10))) for('AAPL US Equity') with(dates=range(start=-6m,end=0d))`</response>
</example>

<example>
H: <text>Rank values descending/ascending for M US Equity.</text>
A: <response>`get(rank(px_last(dates=range(start=-6m,end=0d)))) for('M US Equity')`</response>
</example>

<example>
H: <text>Return absolute value of a number for members of INDU Index.</text>
A: <response>`get(groupavg(abs(pe_ratio-groupavg(pe_ratio)))) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Round up to a whole number for members of INDU Index.</text>
A: <response>`get(ceil(px_last)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Return e raised to a value for AAPL US Equity.</text>
A: <response>`get(exp(1)) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Round down to a whole number for members of INDU Index.</text>
A: <response>`get(floor(px_last)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Calculate the natural log for AAPL US Equity.</text>
A: <response>`get(ln(2.718282)) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Calculate the base 10 log for AAPL US Equity.</text>
A: <response>`get(log(1000)) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Round to a given precision for members of INDU Index.</text>
A: <response>`get(round(is_eps,2)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Get the sign of an integer for members of SPX Index.</text>
A: <response>`get(sign(is_eps)) for(members('SPX Index'))`</response>
</example>

<example>
H: <text>Calculate the square root for AAPL US Equity.</text>
A: <response>`get(sqrt(12321)) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Calculate the square for AAPL US Equity.</text>
A: <response>`get(square(11)) for('AAPL US Equity')`</response>
</example>

<example>  
H: <text>Calculate the modulo for AAPL US Equity.</text>
A: <response>`get(mod(100,7)) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Return negative of the value for AAPL US Equity.</text>
A: <response>`get(-px_last) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Raise the value to the nth power for AAPL US Equity.</text>
A: <response>`get(2^10) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Access all constituents of one or more indices or portfolios for INDU Index.</text>
A: <response>`get(px_last) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Access all bonds of given issuer(s) for members of INDU Index.</text>
A: <response>`get(count(group(id))) for(bonds(members('INDU Index')))`</response>
</example>

<example>
H: <text>Access all bonds in Bloomberg database by status for active bonds with more than 100 Billion outstanding in USD.</text>
A: <response>`get(crncy) for(filter(bondsUniv('active'),amt_outstanding(currency=usd)>100B))`</response>
</example>

<example>
H: <text>Access all funds in Bloomberg database by status that are managed in Argentina but focus on U.S. companies.</text>
A: <response>`get(name) for(filter(fundsUniv(['Primary','Active']),mgr_country_name=='Argentina' and fund_geo_focus=='U.S.')) with(mode=cached)`</response>
</example>

<example>
H: <text>Access all equities in Bloomberg database by status that have a market cap higher than 100 Billion.</text>
A: <response>`get(count(group(id))) for(filter(equitiesUniv(['active','primary']),cur_mkt_cap(currency=usd)>100B)) with(mode=cached)`</response>
</example>

<example>
H: <text>Access all loan obligations of given issuer(s) for MSFT US Equity.</text>
A: <response>`get(cpn_typ) for(loans('MSFT US Equity'))`</response>
</example>

<example>
H: <text>Access all loans in Bloomberg database by status for active loans.</text>
A: <response>`get(count(group(id))) for(loansUniv('active'))`</response>
</example>

<example>
H: <text>Access all options on given securities for AAPL US Equity.</text>
A: <response>`get(sum(group(open_int))) for(options('AAPL US Equity'))`</response>
</example>

<example>
H: <text>Access the relative indices of given securities for AAPL US Equity and VOD LN Equity.</text>
A: <response>`get(ID) for(relativeIndex(['AAPL US Equity','VOD LN Equity']))`</response>
</example>

<example>
H: <text>Screen a subset from a universe using a predicate for members of INDU Index with last price greater than 200.</text>
A: <response>`get(px_last) for(filter(members('INDU Index'),px_last>200))`</response>
</example>

<example>
H: <text>Convert tickers into the underlying local ID, composite ID, or fundamental ID for members of the SHSZ300 index.</text>
A: <response>`get(is_eps) for(translateSymbols(members('SHSZ300 index'), targetidtype='fundamentalticker'))`</response>
</example>

<example>
H: <text>Calculate the cumulative mean for AAPL US Equity.</text>
A: <response>`get(cumAvg(dropNA(is_eps(fpt=a,fpo=1Y,dates=range(-3m,0d))))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Return the cumulative maximum for AAPL US Equity over the last year.</text>
A: <response>`get(cumMax(dropNA(px_last(dates=range(start=-1y,end=0d))))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Return the cumulative minimum for GE US Equity over the last year.</text>
A: <response>`get(cumMin(dropNA(px_last(dates=range(start=-1y,end=0d))))) for('GE US Equity')`</response>
</example>

<example>
H: <text>Calculate the cumulative product for AAPL US Equity over the last 3 months.</text>
A: <response>`get(cumProd(1+dropNA(day_to_day_total_return(dates=range(start=-3M,end=0d))))-1) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Calculate the cumulative sum for AAPL US Equity over the last 6 months.</text>
A: <response>`get(cumSum(dropNA(px_volume(dates=range(start=-6m,end=0d))))) for('AAPL US Equity')`</response>
</example>  

<example>
H: <text>Subtract value from prior in series for AAPL US Equity over the last 2 years.</text>
A: <response>`get(dropNA(if(diff(eqy_sh_out)==0,nan,diff(eqy_sh_out)))) for('AAPL US Equity') with(dates=range(start=-2y,end=0d))`</response>
</example>

<example>
H: <text>Calculate the net change for GE US Equity year-to-date.</text>
A: <response>`get(net_chg(dropNA(cur_mkt_cap(dates=range(start=2018-01-01,end=today))))/100) for('GE US Equity')`</response>
</example>

<example>
H: <text>Calculate the percent change for GE US Equity year-to-date.</text>
A: <response>`get(pct_chg(dropNA(cur_mkt_cap(dates=range(start=2018-01-01,end=today))))/100) for('GE US Equity')`</response>  
</example>

<example>
H: <text>Calculate the percent difference for GE US Equity since the beginning of the calendar year.</text>
A: <response>`get(pct_diff(dropNA(cur_mkt_cap(dates=range(start=2018-01-01,end=today))))/100) for('GE US Equity')`</response>
</example>

<example>
H: <text>Iterate a calculation over time for AAPL US Equity.</text>
A: <response>`get(rolling(avg(px_last(start=-1m,end=0d)),iterationdates=range(start=-1y,end=0d))) for('AAPL US Equity')`</response>
</example>

<example>
H: <text>Pool data for statistical analysis across security boundaries for members of SPX Index.</text>
A: <response>`get(group(is_eps, gics_sector_name)) for(members('SPX Index'))`</response>
</example>

<example>
H: <text>Return average of values across securities (with optional grouping) for members of SPX Index.</text>  
A: <response>`get(groupAvg(is_eps, gics_sector_name)) for(members('SPX Index'))`</response>
</example>

<example>
H: <text>Count non-NaN values across securities (with optional grouping) for members of SPX Index.</text>
A: <response>`get(groupCount(interest_income)) for(members('SPX Index'))`</response>
</example>

<example>
H: <text>Return maximum of values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupMax(sales_rev_turn)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Return median of values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupMedian(pe_ratio, gics_sector_name)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Return minimum of values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupMin(pe_ratio)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Rank values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupRank(bs_cash_near_cash_item)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Sort values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupSort(ev_to_ebitda)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Return the standard deviation of values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupStd(day_to_day_total_return(fill=prev))) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Add values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupSum(eqy_sh_out)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Average values across securities using weights (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupWAvg(pe_ratio,id().weights)) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Return the z-score of values across securities (with optional grouping) for members of INDU Index.</text>
A: <response>`get(groupZscore(day_to_day_total_return(fill=prev))) for(members('INDU Index'))`</response>
</example>

<example>
H: <text>Return the cumulative maximum for MSFT US Equity over the last year.</text>
A: <response>`get(cumMax(dropNA(px_last(dates=range(start=-1y,end=0d))))) for('MSFT US Equity')`</response>
</example>

<example>
H: <text>Return the cumulative minimum for AMZN US Equity over the last year.</text>
A: <response>`get(cumMin(dropNA(px_last(dates=range(start=-1y,end=0d))))) for('AMZN US Equity')`</response>
</example>

<example>
H: <text>Calculate the cumulative product for MSFT US Equity over the last 3 months.</text>
A: <response>`get(cumProd(1+dropNA(day_to_day_total_return(dates=range(start=-3M,end=0d))))-1) for('MSFT US Equity')`</response>
</example>

<example>
H: <text>Calculate the cumulative sum for AMZN US Equity over the last 6 months.</text>
A: <response>`get(cumSum(dropNA(px_volume(dates=range(start=-6m,end=0d))))) for('AMZN US Equity')`</response>
</example>

<example>
H: <text>Subtract value from prior in series for MSFT US Equity over the last 2 years.</text>
A: <response>`get(dropNA(if(diff(eqy_sh_out)==0,nan,diff(eqy_sh_out)))) for('MSFT US Equity') with(dates=range(start=-2y,end=0d))`</response>
</example>

<example>
H: <text>Calculate the net change for AMZN US Equity year-to-date.</text>
A: <response>`get(net_chg(dropNA(cur_mkt_cap(dates=range(start=2018-01-01,end=today))))/100) for('AMZN US Equity')`</response>
</example>

<example>  
H: <text>Calculate the percent change for MSFT US Equity year-to-date.</text>
A: <response>`get(pct_chg(dropNA(cur_mkt_cap(dates=range(start=2018-01-01,end=today))))/100) for('MSFT US Equity')`</response>
</example>

<example>
H: <text>Calculate the percent difference for AMZN US Equity since the beginning of the calendar year.</text>
A: <response>`get(pct_diff(dropNA(cur_mkt_cap(dates=range(start=2018-01-01,end=today))))/100) for('AMZN US Equity')`</response>
</example>

<example>
H: <text>Iterate a calculation over time for MSFT US Equity.</text>
A: <response>`get(rolling(avg(px_last(start=-1m,end=0d)),iterationdates=range(start=-1y,end=0d))) for('MSFT US Equity')`</response>
</example>

<example>
H: <text>Pool data for statistical analysis across security boundaries for members of NASDAQ Composite Index.</text>
A: <response>`get(group(is_eps, gics_sector_name)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return average of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupAvg(is_eps, gics_sector_name)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return count of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupCount(is_eps)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return maximum of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupMax(is_eps)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return median of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupMedian(is_eps, gics_sector_name)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return minimum of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupMin(is_eps)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Rank values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupRank(bs_cash_near_cash_item)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Sort values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupSort(ev_to_ebitda)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return the standard deviation of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupStd(day_to_day_total_return(fill=prev))) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Add values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupSum(eqy_sh_out)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Average values across securities using weights (with optional grouping) for members of NASDAQ Composite Index.</text>
A: <response>`get(groupWAvg(pe_ratio,id().weights)) for(members('NASDAQ Composite Index'))`</response>
</example>

<example>
H: <text>Return the z-score of values across securities (with optional grouping) for members of NASDAQ Composite Index.</text>  
A: <response>`get(groupZscore(day_to_day_total_return(fill=prev))) for(members('NASDAQ Composite Index'))`</response>
</example>
Raw
prompt_response_examples.md

Return the last 100 days of close prices for AAPL US Equity.

 `get(px_last(dates=range(start=-100d,end=0d))) for('AAPL US Equity')`

Calculate the 30-day moving average closing price for Apple over the last 5 years.

 `get(movingAvg(px_last(dates=range(start=-5y,end=0d)),30)) for('AAPL US Equity')`

Calculate the 200-day volatility for the S&P 500 index.

 `get(sqrt(260)*std(day_to_day_total_return(dates=range(start=-200d,end=0d)))) for('SPX Index')`

Find the 20-day average daily trading volume for TSLA US Equity in 2023.

 `get(avg(px_volume(dates=range(start=-20d,end=0d)))) for('TSLA US Equity')`

Which companies in the B500 Index have positive earnings per share growth over the trailing 12 months?

 `get(is_eps) for(filter(members('B500 Index'), trailing_12m_eps_growth_pct>0))`

Find the stocks with the lowest price-to-book ratios in the Nasdaq 100 Index.

 `get(min(px_to_book_ratio)) for(filter(members('NDX Index'), px_to_book_ratio>0))`

Rank the PE ratios for every company in the B500 Index.

 `get(rank(pe_ratio)) for(members('B500 Index'))`
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