Bloomberg Integration

Meridian Dashboard integrates with Bloomberg Terminal for comprehensive financial data.

Data Pipeline

Bloomberg Terminal
       │
       ▼
┌──────────────┐
│  BBG Export  │ (Quarterly financials)
└──────────────┘
       │
       ▼
┌──────────────┐
│  Supabase    │ (bbg_estimates table)
│  Edge Func   │
└──────────────┘
       │
       ▼
┌──────────────┐
│  Dashboard   │ (UI display)
└──────────────┘

BBG Estimates Schema

The bbg_estimates table stores quarterly financial data:

Column	Type	Description
id	uuid	Primary key
company_id	uuid	Company reference
group_name	text	Portfolio group
report_date	date	Financial report date
metric_name	text	Financial metric name
metric_value	numeric	Metric value
created_at	timestamptz	Record creation

Financial Metrics

Valuation Ratios

Metric	Description
P/E Ratio	Price to Earnings
P/B Ratio	Price to Book
EV/EBITDA	Enterprise Value to EBITDA
P/S Ratio	Price to Sales

IRR Analysis

Internal Rate of Return calculations:

• Automatic calculation from cash flows
• Visual highlighting for quick assessment
• Threshold-based coloring

Implied Share Price

Calculated fair value based on:

• Comparable company analysis
• DCF assumptions
• Market multiples

Data Service

// bbg-quarterly-data-service.ts
export async function fetchBBGQuarterlyData() {
  // Get most recent report date
  const { data: latest } = await supabase
    .from('bbg_estimates')
    .select('report_date')
    .order('report_date', { ascending: false })
    .limit(1)
    .single();

  // Fetch all records for that date
  const { data: estimates } = await supabase
    .from('bbg_estimates')
    .select('*')
    .eq('report_date', latest.report_date);

  return groupByCompany(estimates);
}

Processing Pipeline

Edge Function

The process-bbg-quarterly edge function:

1. Receives BBG data export
2. Parses and validates records
3. Calculates derived metrics
4. Stores in bbg_estimates
5. Triggers dashboard refresh

Query Optimization

Optimized for complete data retrieval:

• No restrictive ordering clauses
• Two-step fetch (date first, then records)
• Null handling with fallbacks

Data Completeness

The system processes all configured company groups:

• 53+ company groups
• AIC portfolio holdings
• Investment pipeline candidates
• Historical comparisons