PRESS ANNOUNCEMENT
Bloomberg Unveils ASKB Roadmap for Clients to Augment their Investment Process with Agentic AI
Enterprise-grade integrations and ASKB Workflows automation bridge the gap between Bloomberg’s interconnected data and a firm’s proprietary knowledge
NEW YORK & LONDON – April 16, 2026 – Bloomberg today announced a roadmap of new capabilities for ASKB, its powerful new conversational AI interface, now in beta, that redefines how financial professionals interact with the Bloomberg Terminal® of the future to augment their entire investment process. By unifying Bloomberg’s interconnected data with a firm’s proprietary house views, ASKB will help users with the intelligence they need to accelerate their investment process through a coordinated network of Bloomberg’s AI agents.
Accelerating the Firm-Wide Investment Process with Deeper Insights
The 2026 roadmap outlines the evolution of ASKB from a discovery tool into a deeply integrated engine for institutional intelligence, utilizing Bloomberg’s multi-decade map of complex market relationships and interconnected data. ASKB will offer a frictionless experience, allowing clients to apply Bloomberg’s AI agents directly within the financial analysis and portfolio management tools they already use on the Bloomberg Terminal. ASKB will enable clients to utilize enterprise-grade quality integrations and ASKB Workflows automation to combine market and proprietary data for deeper intelligence and maximized productivity. These include:
- ASKB and Portfolio & Risk Analytics (PORT Desktop and PORT Enterprise): Using {PORT <GO>}, investors will be enabled to query their personal and firm-wide security lists to analyze news and data. This helps users more easily gain deeper insight into their portfolios, understand the structure of their portfolios, analyze their positions and active bets, and explain the drivers of historical performance and potential sources of future risk.
Query Example: Which sectors in my US Large Cap portfolio have been most negatively impacted due to US intervention in Iran and the impact on oil? Cite primary and secondary drivers of volatility, as well as top holdings impacted within each sector.
- ASKB and Research Management Solutions (RMS Enterprise): The integration will enable entire research teams using RMS Enterprise to not only upload their research notes but also create research content, analyze their team’s research content and proprietary financial models, and refine their investment thesis with agentic AI assistance through the full investment research lifecycle.
Query Example: Which of our holdings have sell-side analysts flagged as most exposed to the Iran war, and where do our internal analysts disagree most with the street?
Query Example: Show me our internal research notes from the last 30 days that discuss Iran war-related risks, catalysts and recommended portfolio actions.
- ASKB and Alternative Data: Using simple queries, investors can nowcast company KPIs with near real-time datasets such as Bloomberg Second Measure credit card transaction data. In addition, users can be entitled for data packages from industry leading providers with reduced latency and additional metrics for even more powerful company research insights alongside consensus estimates.
Query Example: Show me year-on-year growth of Bloomberg Second Measure data for Starbucks on a weekly basis for the last four weeks. How does this compare to estimates for revenue growth for Q2 2026?
- ASKB and Expert Intelligence: Users can harness Bloomberg’s agentic AI to surface high-value expert insights from providers like Third Bridge, a leading global investment firm with a library of more than 100,000 interview transcripts covering thousands of public and private companies globally.
Query Example: Based on my entitled expert intelligence networks and content, show me excerpts from interview transcripts from the last 30 days that discuss the geopolitical risks and catalysts for my holdings.
- ASKB Workflows: Users will get an expanded set of Bloomberg-provided examples and the ability to automate recurring multi-step research tasks – such as Customized Morning Briefs or weekly thesis health checks – by scheduling them to run at a certain time or based on certain market triggers. In addition, the ASKB Workflows and BQL formulas underlying those outputs can be shared by a user with their teammates to maximize efficiency for Terminal users across their firm
Query Example: Give me a Morning News Wrap for the securities in my watchlist.
In addition, ASKB questions about what’s happening in the market suggested by Bloomberg’s subject matter experts will begin appearing within supported Terminal functions. This will allow users to launch deep-dive research exploration and unlock even more value from their Bloomberg Anywhere (BBA) subscriptions by unifying research workflows into a faster, more intuitive experience.
Wayne Barlow, Global Head of Terminal Products, said: “With the evolution of ASKB, we are helping our clients transition from an era of data discovery to an era of institutional intelligence. We are providing investors with an agentic AI engine that synthesizes insights based on the comprehensive web of interconnected market data and a firm’s proprietary knowledge so they can hone their unique, alpha-generating perspectives.”
Interconnected Data and Agentic AI Solutions Purpose-Built for Investment Analysis
ASKB provides coverage across asset classes and supports a wide range of use cases within the investment process. Its AI agents simultaneously draw from the Bloomberg Terminal’s vast universe of data and content. Bloomberg’s comprehensive and high-quality datasets and content utilize deep linkages, have been curated over decades, and include:
- thousands of market data sources,
- hundreds of millions of company documents like earnings call transcripts, presentations and filings,
- fast-breaking coverage from Bloomberg News, which publishes more than 5,000 stories daily, as well as more than 1.1 million curated news items daily from web, social and other media sources,
- sell-side research from over 1,200 providers including the world’s leading global banks, as well as independent research from Bloomberg Intelligence, BloombergNEF, and Bloomberg Economics covering thousands of public and private companies, industries, and macroeconomic forecasts.
In addition, ASKB users can immediately seek to connect and collaborate by asking follow-up questions of the analysts behind the latest sell-side research reports or expert network content in the same dynamic interface via the Instant Bloomberg (IB) chat function.
Built on Bloomberg’s long-standing leadership in artificial intelligence for finance, ASKB responses remain grounded in Bloomberg’s Responsible AI principles, including transparent attribution to original sources and the underlying Bloomberg Query Language (BQL) code for any data analysis.
Enabled users can currently access ASKB on the Bloomberg Terminal and via the Bloomberg Professional® app on supported mobile devices and Apple Vision Pro.
About AI at Bloomberg
Since 2009, Bloomberg has been building and using artificial intelligence (AI) in the finance domain– including machine learning (ML), natural language processing (NLP), information retrieval (IR), time-series analysis, generative models, and agentic AI architectures – to help process and organize the ever-increasing volume of structured and unstructured financial information. With this technology, Bloomberg is developing new ways for financial professionals and business leaders to derive valuable intelligence and actionable insights from high-quality financial information and make more informed business decisions.
About Bloomberg Terminal:
For more than four decades, the Bloomberg Terminal has revolutionized the financial services industry by bringing transparency and innovation to the capital markets. Trusted by the world’s most influential decision-makers, the Terminal provides real-time access to news, data, insights and trading tools that help our customers turn knowledge into action.
About Bloomberg
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. For more information, visit Bloomberg.com/company or request a demo.
Bloomberg media contact
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