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Set up Bloomberg PORT export

You can export position data from FA to Bloomberg's Portfolio & Risk Analytics (PORT). To do this, install the optional report package and (optionally) configure the automatic upload to Bloomberg.

  1. Install the Bloomberg PORT export optional package following the instructions in How to manage optional packages.How to manage optional packages

  2. (Optional) Configure the sFTP connection to Bloomberg to automatically upload the files. To configure the connection, go to Tools → Administer → Data aggregation and select the Bloomberg PORT tab. Select Enable integration and provide the sFTP Username and sFTP Password. The credentials will be provided by Bloomberg.


Bloomberg requires that you ask them to whitelist your IP address if you wish to deliver files to Bloomberg via SFTP. Usually for production systems, the IP to whitelist is

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Bloomberg PORT export