Finance/Investment/Accounting
Company Financials and SEC filings:
Use the following databases to find company balance sheets, financials, and SEC filings.Mergent Online
Search by company name, ticker symbol, CUSIP, or Duns number. Find extensive business descriptions, corporate histories, and financial statements.
Hoover’s
Search by company name to access a company overview which includes financial information, a list of competitors, key executives, and products/operations. Tip: Limited information can be found on some private companies here.
OneSource
Search by company name, ticker symbol or registered number. Excellent coverage of company information for both US and non-US companies, including analyst reports and strengths/weaknesses analysis. Tip: Limited information can be found about some private companies.
Thomson One Banker
Search by ticker symbol to find extensive company financials, statistics, and forecasts.
Investment Data:
Mergent Online
Search by company name, ticker symbol, CUSIP, or Duns number. Find extensive business descriptions, corporate histories, financial statements, equity research reports and tear sheets.
Mergent Horizon
Search by company name or ticker symbol to find basic financial information and valuation analysis alongside listings of related products/services, customers, suppliers, partners, and competitors. Build portfolios to compare competing companies.
Bloomberg
An interactive financial information network that integrates data, news, analytics, and multimedia reports onto a single platform. Note: Two Bloomberg terminals are available in the McLeod Business Library. Additional terminals are available in the Acuff Financial Markets Room.
Morningstar
Search by ticker symbol to find stock analysis, financials, valuation ratios, earnings estimates, and information on fund ownership. Note: Access is available at all computer terminals in the McLeod Business Library.
Research Insight
Create customized financial reports on thousands of companies. Select “Research Assistant” on the opening screen to begin creating your report.
Baseline
Comprehensive source of financial data, including key stats charts, company visualizations, equity allocators, and insight into the strengths and weaknesses of stocks and portfolios. Note: Access is available on two designated computer terminals in the McLeod Business Library.
Thomson One Banker
Search by ticker symbol to find extensive company financials, statistics, and forecasts.
Value Line Investment Survey
Select “Ratings and Reports” to access approximately 1,700 company tear sheets. Search by company ticker symbol in the small search field at the top right of the screen. Note: Access to historical data is available on CD and in print format in the McLeod Business Library.
WRDS
Financial, economic, and marketing data sets from Audit Analytics, COMPUSTAT, CRSP, I/B/E/S, and CUSIP Master File.
Additional Accounting Information:
Accounting Research Manager
Analytical accounting database which includes SEC information, primary source data, and standards and interpretations for accounting and auditing.
Checkpoint
Includes complete libraries of federal, state, local, and international tax research materials and news. Note: You must login with a username and password found in the user guide.
News & Journal Articles:
Search for the following Journals/Periodicals in the following databases to keep up-to-date on financial, investment, and accounting information.Journal of Finance
Journal of Accounting, Auditing, and Finance
Financial Times
The Wall Street Journal
Barron’s
Forbes
Fortune
Institutional Investor
Advances in Management Accounting
Journal of Accounting Research
The FASB Report
Accounting Trends and Techniques
EBSCOhost Business Source Complete
Search by selecting “Publications” in header, or search by keyword. Tip: To focus your keyword search, change “Select a Field” to “SO Publication Name.”
Factiva
Search by using “Source” under the Intelligent Indexing section to the bottom left. Also find current and historical financial quotes by selecting the “Companies/Markets” tab.
ProQuest ABI/Inform Global
Search by selecting “Publications” in header, or search by keyword. Tip: In the advanced search mode, you may focus your search by changing “Citation and document text” to “Publication Title.”
Lexis-Nexis
Browse sources by selecting the “Sources” tab from the header. To find magazines and journals, select “News” and then “Magazines & Journals.” You can also use the search field to locate specific journals. Once selected, you can search by keyword to find the information you are looking for in that particular source.
To browse articles written on finance, go to Entrepreneur.com and select “Money” from the left side bar.
Also check out Business Wire. Select “News by Subject” to find articles related to various financial topics.
Tools/Calculators:
Excellence in Financial Management
Nearly 100 downloadable free Excel spreadsheets to assist with financial management.
Investopedia
Comprehensive website of financial and investment calculators. Find calculators under the “Free Tools” tab. To learn about various financial ratios (their definitions and how they are calculated) type the term into the search bar.
Vertex42
Download calculators into Excel as well balance sheets, income statements, cash flows and break even templates.
University of Illinois at Chicago
Access a present value and future value calculator.
Net Present Value calculator
This calculator allows for negative cash in-flow.
Datadynamica
Access a net present value and internal rate of return calculator.
OANDA
Exchange rates are updated daily.
Calculatoredge
Calculate the beta for a given stock.
Additional Print Resources:
The following print resources can be found in the McLeod Business Library.Techniques of management accounting: an essential guide for managers and financial professionals
HF5657.4 .Y68 2003
The Blackwell encyclopedia of management. Finance
HD30.15 .B455 2005 v.4
Practical financial management: a guide for today’s manager
HG4026 .F34 2003
Handbook of finance
HG173 .H327 2008
The new CFO financial leadership manual
HG4027.35 .B73 2003
The theory and practice of investment management
HG4521 .F3 2002
