Business Library Research Guides: Kitt Investing and Trading Center: Research Databases & Software

Online Resources

KITC Computer Tip: If a student isn't seeing a specialty software tab in Excel, such as Bloomberg or Macabus Lite, have them restart the computer. When it comes back up, the computer will be in the default lab load and the specialty software tab will be available in Excel.

Bloomberg
Find a wide variety of information on various content areas worldwide - corporate bonds, mortgage-backed securities, preferreds, equities, commodities, futures, options & spot rates, world financial markets, economic indices and currencies. An overview workshop is suggested before undertaking major use of the terminal.

Available from a limited number of dedicated computers in the Business Library.
Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program. To obtain credit, you must attend a Business Library's Basic Bloomberg workshop and create a personal login prior to starting the Bloomberg Certification modules.

Remote Bloomberg Appointment sign up
S&P Capital IQ
Search by ticker or company name. Provides comprehensive coverage of companies: financials/valuation, transactions, business relationships, filings and investments. Sophisticated charting and screening tools.

Use the S&P Capital IQ Excel add-in for additional data functionality. Available from a limited number of dedicated computers.
Please LOG OUT after using this database each time.
Morningstar Direct
Includes extensive information and analysis on international funds including hedge funds, money market funds and exchange traded funds (ETFs) as well as stocks. Contains screening and portfolio management tools.

Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct off campus, sign in with the username and password found in the Box folder.***

Before logging into desktop Morningstar Direct, open Internet Explorer and leave it running. Use the desktop Morningstar Excel add-in for additional data functionality, which is available from a limited number of dedicated computers within the Business Library. Look for the orange Morningstar Direct icon on the desktop.
PANARAY
This institutional investment research tool incorporates ratings and rankings of over 55,000 domestic and international stocks. Includes quarterly company performance and detailed fundamentals data, sponsorship and investor information, over 8,000 securities, and technical data. Equity visualization using datagraphs, pattern recognition, revenue lines, and earnings estimates. The datagraph formatting streamlines the analysis process to evaluate merits of a stock and your portfolio.

Use the O'Neil Excel add-in for additional data functionality. Access from dedicated computers within the Business Library. Look for the green PANARAY icon on the desktop. Within PANARAY, click on the PANARAY home icon in the lower left to find a help tutorial.
FactSet
FactSet features comprehensive data and analytics on global equity and fixed income markets. Coverage includes Company/Security Analysis, including public and private companies, bonds, mutual funds, ETFs; Industry Analysis; News and Quotes; Screening, including equity, debt, holders, mutual funds, IPOs, and PE/VC; FactSet Mergers; Equity Portfolio Analysis; Style, Performance and Risk Returns-based analysis; Economic Analysis; and Ownership data.

Apply for required individual account using this form and a business librarian will review your request. Database works best with Chrome.
Use the FactSet Excel add-in for additional data functionality. Available from a limited number of dedicated computers.

Financial Trading System
Trading simulations and tools for financial education and research. Offers interactive trading simulations with price discovery, virtual portfolio management and additional research and analysis tools.

Value Line Research Center
Includes research by Value Line analysts on common stocks of small, mid and large-cap companies, stocks of emerging growth companies, mutual funds, stock and stock index options, convertible securities, as well as access to all Exchange Traded Funds (ETFs) listed in the United States and Japan.
NetAdvantage
Click on Industry Survey from the main menu. Choose an industry from the dropdown list and click Search. To see all the available reports for that industry, click the funnel icon next to Date/Time and choose All History from the dropdown. Then, click Apply Filter.

If NetAdvantage asks for a log in, please clear your history, cache and cookies, or use a different browser to access the database.
IBISWorld
For the US NAICS Industry reports, search by company, industry keyword, or NAICS code. For the US Specialized Industry reports, search by company or industry keyword. Find trends, statistics and analysis on market size, market share of competitors, supply chain information, and industry growth rates. For the US NAICS reports published after 2016, the Key Statistics section includes RMA Annual Statement Studies industry ratios.
Mergent Online
U.S. and international public companies' data includes industry reports for global regions, competitors, annual reports, equity pricing, insider trades, subsidiary ownership, and executive biographies. Contains financial data for publicly traded companies including 15 years of financial statements, 30 years of stock prices and long-term debt information including matured bonds. Information for some 'inactive' companies is also available.

Most data can be exported to Excel. Full company reports and tear sheets are printable in PDF format.

Yahoo! Finance
Access freely available information on many types of investing including stocks, funds, and currencies.
MSN Money
View market, stocks, funds and ETF's information courtesy of Thomson Reuters. Company and industry ratios are available under 'Financial Results' and then 'Key Ratios.' Includes a Ten Year Summary section for some ratios.

Database Access

Restricted: Only current SMU students, faculty, & staff. Certificate students and alumni do not have permission to use these resources.

EZ: Off-campus access using 8-digit SMU ID & password. Access these databases - anytime, anywhere.

In Library Only: Accessible only on Business Library computers and are not accessible via wireless connections. A valid SMU ID should be presented to receive a placard that must be displayed while using the computer.

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Business Library Workshops

Register for and learn more about Business Library workshops, led by Business Library librarians, that focus on the information you will need to successfully complete your research.

Business Library Workshops: