Wall Street Trading Room - Technology Resources

As one of the leading sites for breaking financial news, investor tools and data, Bloomberg.com is the global standard for business information. Drawing from the extraordinary power of the Bloomberg Professional service — the information source that the financial world depends on — users get quick, easy access to data and analytical tools available nowhere else.

To access (available only in MV 295):

On Bloomberg terminal, login to Bloomberg:
Login Name: WSTR1
Password: BLOOMBERG

Crystal Ball (http://www.decisioneering.com)

Simulation program that helps user analyze the risks and uncertainties associated with Microsoft Excel spreadsheet models. Has a fully integrated Excel add-in program with its own toolbar and menu.

To access (available only in MV 295):

Login with SJU account
Open the Crystal Ball desktop icon
If prompted about Enabling macros, click Enable macros

G.X. Clarke & Co. (http://www.gxclarke.com)

Institutional Dealer for U.S. government, Federal agency and Mortgage-backed securities. Web-based access to view live prices and markets, as well as access to financial utilities.

To access (unlimited access via web):

Go to www.gxclarke.com
Click the Login tab
Username: hsb ; Password: finance
Click Trading on top bar, then Live Prices on the left menu bar

Ibbotsons (http://www.ibbotson.com/)

A comprehensive software suite that offers flexible investment analysis tools and central data access. Features include mutual fund/manager advanced query options and statistical filtering capability.

To access (available in MV 295 and Campbell Library):

Login with SJU account
Open Ibbotsons from the Programs menu

Morningstar Principia (http://www.morningstar.com/)

Morningstar® Principia® is one of the most widely used resources in the financial planning industry. With a powerful research database that includes mutual funds, stocks, variable annuities, closed-end funds, and separate accounts, advisors can conduct advanced research and analysis, monitor portfolios, and propose investment strategies.

To access (available in MV 295):

Login with SJU account
Open Principia desktop icon

SAP (http://www.sap.com/usa/)

A comprehensive Enterprise Resource Planning program which ties all the diverse functions of an organization (accounting, finance, management, sales, etc.) into one cohesive database. Allows the user to analyze data for financial planning, sales forecasting and quality control.

Students must have assigned accounts to use this resource. Accounts are assigned through their instructors.

To access on campus computers (available in MV 295 and Campbell Library):

1. Click the desktop SAP Logon icon

To install on a personal computer, download and unzip this file.

Follow the included instruction file.

SPSS (http://www.spss.com/)

SPSS is a modular, tightly integrated product for the analytical process—planning, data collecting, data access, data management and preparation, analysis, reporting and deployment. With SPSS, users can generate decision-making information quickly using powerful statistics, and understand and effectively present their results with high-quality tabular and graphical output.

To access (available in MV 295):

Login with SJU account
Open the SPSS desktop icon

StockVal (http://www.stockval.com/)

A comprehensive, integrated and versatile software/database package that has been developed for analysis and valuation modeling of corporate equities. It combines advanced equity valuation concepts, a proprietary database of clean and consistently stated financial information and a multitude of analytical features designed to facilitate the equity selection process. SV Connect, StockVal's Add-In for Microsoft Excel®, brings the StockVal proprietary database into the open-ended Excel spreadsheet environment. SV Connect provides the tools necessary to create fast, presentation quality spreadsheets.

To install on a personal computer, follow these instructions.

To access on campus (unlimited access from campus network):

Login with SJU account
Double click the StockVal and SV Connect icons

Thomson Baseline (http://www.thomson.com/solutions/financial/)

Baseline is the leading provider of information products and services to the investment community, with primary emphasis on the institutional equity market. It is an interactive application that presents complex financial information in a visually revealing, graphical framework that delivers instant insight into the strengths and weaknesses of stocks and portfolios. This application provides portfolio managers and related investment professionals with a comprehensive, "one-stop" source for financial information and analytics. BASELINE is used by more than 10,000 institutional investors, residing in over 800 organizations across North America.

To install on a personal computer, follow these instructions.

To access on campus (unlimited access from campus network):

Login with SJU account
Double click the Baseline icon.

TradeStation (http://www.tradestation.com/support)

Web-based system with data. Real-time data provided for AMEX, NYSE and NASDAQ. This program allows users to back test ideas. It provides historical data for stocks for 30 years; futures and commodities back to 1959. Users can build their own strategies and indicators, or manipulate ones given. Tutorials:

https://www.tradestation.com/support/tutorials/using_support_center.aspx

To access (available on 6 computers in MV 295):

Login with SJU account
Open the Tradestation desktop icon
Login to TradeStation with assigned name and password (Contact instructor for correct login info)

Wharton Research Data Services (WRDS) (https://wrds.wharton.upenn.edu/)

WRDS provides instant access to important databases in the fields of finance, accounting, banking, economics, management, marketing and public policy.

It provides universities with the following key benefits:

A Simple, yet Powerful Web Interface. It offers point-and-click access to many databases. You can research one firm or several hundred firms simultaneously. All the databases have a common interface and a consistent data format.

A Host of Research Applications. It offers sophisticated tools and sample programs for a variety of research, including: conducting event studies, testing asset-pricing models using Fama-French portfolios, calculating bid-ask spreads on different exchanges and securities, and much more.

Classroom Learning Enhancements. WRDS interface is simple and straightforward. Faculty can easily integrate research data into classroom lectures and student projects.

To access (available in MV 295):

Login with SJU account
Double click the WRDS shortcut on the desktop

****** WRDS MANUAL******

ZACKS Research Wizard (http://www.zacks.com/research/)

Research Wizard is a powerful screening and backtesting tool for investors of all skill levels. Built in screens with proven market-beating results make it easy to get started. Plus, experienced screeners will be amazed by the depth of information and tools at their disposal.

To access (available on 2 computers in MV 295):

Login with SJU account
Double click the Zacks shortcut on the desktop

Manual - Zack's Research Wizard

Chart Patterns Guide (Zacks)

Chart Patterns Trader Supplement (Zacks)