Haub School of Business

Department of Finance

This page provides helpful hints and links for programs such as: Bloomberg Professional, FactSet, G.X. Clarke & Co., Morningstar Direct, Morningstar Encorr, SAP, SPSS, TradeStation, Wharton Research Data Services (WRDS) and Excel.

Bloomberg Professional (http://www.bloomberg.com)
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):
  1. On Bloomberg terminal, login to Bloomberg:
  2. Login Name: WSTR1
  3. Password: BLOOMBERG

Stock Screening using Zacks Research Wizard and Bloomberg     

Basic: Creating Portfolios
Stock Screening

Bloomberg System "Cheat Sheets" 
 Energy and Commodities
 Equity Sales
Fixed Income
 Money Market Trader
 Bloomberg Keyboard
 Project Bloomberg from Podium

FactSet (http://www.factset.com)

FactSet consolidates all the tools you need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface.

With FactSet, you gain powerful analytics tailored to your workflow, the broadest scope of data available, and access to industry-leading client service. Our solutions are designed to fit seamlessly into your workflow, with a wide selection of customizable reports and charts that are relevant to your job function.

To access (available only in MV 295):
  • Login with SJU account
  • Open the FactSet desktop icon

The below links are packets with helpful hints and instructions for FactSet Sidebar, Portfolio Analysis, SPAR, Time-Series Data in Ownership, Creating and Editing Parameters, and Using Equity Screening

FactSet Sidebar
FactSet Portfolio Analysis
FactSet SPAR
FactSet Time-Series Data in Ownership 2.0
FactSet Creating and Editing Parameters
FactSet Equity Screening


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

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

Morningstar Direct unites all of our global investment data with tools for highly customized analysis. Institutions can replace multiple products with one comprehensive software platform that streamlines and improves the quality of the investment research process. Asset managers, investment consultants, and institutional investors who use Morningstar Direct have the resources they need to develop, select, and monitor investments.

Available in MV 295 only

Morningstar EnCorr (http://www.morningstar.com//)
Developed by Ibbotson Associates, Morningstar® EnCorr® software features advanced asset allocation tools to create, analyze, and implement optimal portfolio strategies. An integrated solution for conducting capital markets research and asset allocation modeling, EnCorr helps build diversified portfolios designed to generate robust returns at varying risk levels along the efficient frontier. The software provides invaluable support to anyone who develops asset allocation strategies including investment consultants, fund of fund managers, and portfolio managers who work with pension, public, or defined benefit plans, as well as endowments or foundations.

To access (available in MV 295):

  • Login with SJU account
  • Open EnCorr 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):

  • Click the desktop SAP Logon icon

To install on a personal computer, follow instructions found on http://www.sju.edu/academics/hsb/accounting/sep/star/software.html 

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

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/default.aspx

To access (available in MV 295)

  • Login with SJU account
  • Open the Tradestation desktop icon
  • Login to TradeStation with assigned name and password (found on labels on workstations)
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******

Excel Training for Finance Majors Manual. For more information regarding Excel Training please contact Ben Jezierski.
Key Notes
Pivot Tables