Web-Based Resources
Software Resources*
Analytical Tools*
*Contact Jason Bayers for latest versions or installation and licensing.
Bloomberg Professional
The Bloomberg Professional service is the interactive financial information network that is Bloomberg's core business. Available 24 hours a day to more than 260,000 professionals in over 100 countries, the service seamlessly integrates data, news, analytics, multimedia reports, and e-mail into a single platform. It is used by market professionals around the world to make informed decisions and to complete transactions—in any currency and in a way that is meaningful, accurate, and consistent.
McIntire's Bloomberg terminal is available 24 hours a day and is located in the main computer lab, Room 300E.
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Reuters Trader
Know your home markets inside out. Reuters Trader is a research and trading platform especially developed to match and support traders’ workflow. Bringing together cutting-edge data and analysis with the trading tools you need, Reuters Trader covers your markets, helping you design and execute the most effective strategies.
Each regional variant of Reuters Trader includes in-depth real-time and fundamental data for equity markets plus broader international highlights. Superb analysis, charting and news are integrated with trading via local exchanges and other liquidity pools.
McIntire's Reuters terminal is available 24 hours a day and is located in the main computer lab, Room 300E.
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CRSP (The Center for Research in Security Prices)
The Center for Research in Security Prices (CRSP) maintains the most comprehensive collection of standard and derived security data available for the NYSE, AMEX, and Nasdaq stock market. CRSP is a research center at the University of Chicago Graduate School of Business and maintains historical data spanning from December 1925 to the present. CRSP's trademark of unique issue identifiers tracks a continuous history of securities, providing a seamless time series examination of the issue's history. CRSP's unparalleled accuracy and dedication to excellence have made CRSP data a staple of academic and commercial research and data analysis throughout the world.
The CRSP database is available through the WRDS system.
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Lexis/Nexis
LexisNexis provides authoritative legal, news, public records, and business information, including tax and regulatory publications.
The LexisNexis Research Web site can be accessed throught the Virgo (University Library) Web site.
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SDC Platinum
As the world's foremost financial transactions database, SDC Platinum is the source for the most thorough and accurate account of the entire global financial marketplace. Providing the most detailed information available on new issues, M&A, syndicated loans, private equity, project finance, poison pills, and more, SDC Platinum is the industry standard in financial transactions information. Using an international team of expert analysts researching hundreds of sources daily, SDC Platinum satisfies the need for a global reach from a local perspective.
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SNL Datasource
SNL’s flagship database service provides comprehensive access to the most timely, accurate, and relevant information on each of the industries it covers – banking, financial services, insurance, energy sectors, and real estate. Because of SNL's unique information-gathering efforts and in-depth industry expertise, the DataSource delivers substantial advantages over any similar database services for professionals who need the very best data and news.
Each industry module - banking, financial services, insurance, energy sectors, real estate - contains the following information for all SEC-filing companies in the United States. For specific content on each industry, click the industry modules you’re interested in.
Financial Data
Standardized historical data (raw numbers and pre-calculated ratios) going back 10 years and up to 20 quarters with data items specific to each industry and/or sub-industry. Restated and originally reported data available (where applicable).
Corporate Data
Address and Web site information, officers, and company contacts, institutional and insider ownership, debt ratings, advisers, IPO data.
Market Data
Pricing multiples, stock price history, volume statistics, total return, general market and SNL index values, analyst estimates, stock splits, dividend and yield information.
M&A Data
Historical transaction information for all whole deals and asset sales, including buyer/seller/target information, buyer and target financials, deal terms and consideration, pricing ratios specific to each industry type, advisers, deal analysis, and related news stories.
Capital Issue Data
Detail on every equity and preferred issue and certain debt issues, including amount outstanding, price, and volume.
Document Archive
Searchable database of both EDGAR documents and tens of thousands of scanned non-EDGAR documents, including regulatory agency filings and analyst supplements with .pdf download option. 8-Ks and other non-standard documents are abstracted to save you time.
News Archive
Historical searchable database of news summaries and proprietary stories, with all stories coded to specific categories.
Investor Presentations
Archive of presentations delivered by management at investor conferences, annual meetings, and road shows.
Analyst Coverage
Consensus and individual EPS/FFO estimates from FirstCall/IBES.
Compensation Data
From the proxies, commingled with financial and market performance data
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S&P's Compustat
Standard & Poor's Compustat data provides fundamental and market data on 54,000 companies via direct feed and online and through analytical software solutions. Every day, institutional money managers around the world depend on Compustat data for vital company, index, and industry information that supports their financial models and proprietary company and industry analyses. Institutional investors count on Compustat data for its unparalleled objectivity, historical coverage, and depth.
Access to Compustat data is available through the WRDS system.
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S&P's Research Insight
Standard & Poor's Research Insight gives quick access to authoritative financial data, insightful company reports, performance graphs, and documents -- as well as extensive functionality and capability to drive your work from analysis to insight. Fully customizable and completely accessible through Microsoft Excel, Research Insight allows for sophisticated financial modeling, backtesting, multiple regression, industry analysis, stock screening and stock selection.
Among its many features, Standard & Poor's Research Insight analytical software provides web database downloads and software upgrades; the new International Quality Ranking (IQR) scoring model for select global companies using Standard & Poor's proprietary calculations -- based on historical dividends, earnings, and sales data; industry-specific and regional report models; more than 250 Insider Trading and 300 Institutional Ownership data items with related screens and reports; and much more.
*Research Insight provides 20 years of monthly, quarterly, and annual data. Data are updated quarterly.
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StockVal
The StockVal System is 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. StockVal System has been designed to give the analyst and portfolio manager instantaneous access to the data that drives equity pricing, along with the tools and flexibility required for institutional investment professionals.
Envisioned as a franchise in equity analytics, StockVal System provides a totally integrated suite of analytic capacities, graphics, and the highest quality database of corporate information. Users are afforded the opportunity to apply their own methodologies and disciplines to the equity valuation process, in an efficient and intuitive fashion. At the organizational level, StockVal System provides a common language of analysis through which ideas can be debated, tested, and presented for ultimate decision making.
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Construx Estimate
Construx Estimate helps improve your software estimation capabilities. Estimate leverages a blend of proven estimation models to predict effort, budget, and schedule for your project based on size estimates. Estimate comes calibrated with industry data, but is most powerful when calibrated with your organization's data.
Sophisticated Modeling
| Estimate utilizes Monte Carlo simulation with 2 powerful estimation models (Putnam Model and COCOMO) to model the cone of uncertainty.
| | Historical Data Calibration | | Achieve pinpoint estimation accuracy by calibrating Estimate with projects from your own organization and project teams.
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| Industry Data | | If you don't have historical data for your project, use Estimate to develop rough estimates based on industry performance data for different types of applications.
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| GUI Project Estimation | | You can create estimates very early in a project by counting the number of dialog boxes, reports, graphical outputs, etc. |
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Function Point and Lines of Code | | Estimate supports direct entry of both function points and lines of code to create detailed effort and schedule estimates.
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| Multi-module Estimation | | Create size estimates for multiple modules within a project -- modules written in different languages, built by separate teams, or broken into separate subsystems or components.
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| Reports | | Estimate contains 19 reports that describe your estimate in detail. Explain your estimate to your management, clients, or teammates.
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| Constraints and Priorities | | Estimate allows you to enter constraints on cost, schedule, peak staff, and maximum effort allowed. You can also set relative priorities for cost, schedule, peak staff, and maximum effort.
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Dundas Chart
Dundas Chart is the only .NET control to offer a comprehensive OLAP (online analytical processing) product. Dundas Chart OLAP Services Extension is a ready-to-use, fully managed .NET control that lets users begin analyzing data in a matter of seconds, with just a few lines of code. This custom turnkey solution is extremely robust and offers an easy-to-use, point-and-click user interface, allowing users to build new data queries with simple drag-and-drop operations.
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Erwin
It is a data modeling product that enables you to visualize complex data structures, inventory information assets and establish enterprise-wide standards for managing data. It streamlines the design process and synchronizes the model with the database design. You can use its powerful data modeling capabilities to design transactional systems, data marts, and data warehouses.
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MegaStat
Creates output sheets with carefully formatted output.
AutoExpand feature allows quick data selection.
Automatic detection of data labels.
Completely separate from Excel’s Data Analysis Tools. (The Data Analysis add-in does not have to be installed.) MegaStat corrects several computational problems with Excel and Data Analysis Tools.
Computations involving factorials can handle factorials in excess of 1 million.
The Stepwise Selection procedure provides a powerful new alternative to traditional stepwise regression.
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TAQ
The Trade and Quote (TAQ) database contains intraday transactions data (trades and quotes) for all securities listed on the NYSE and AMEX, as well as Nasdaq National Market System (NMS) and SmallCap issues.
The TAQ database is available through the WRDS system.
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Virgo (University Library)
The University of Virginia Library offers access to numerous online journals and references;
Commerce School resources from the library can be found here:
http://guides.lib.virginia.edu/commerce
Note: Many databases are available off-Grounds only through the UVA proxy server or via the McIntire VPN.
Contact Warner Granade for any questions about the resources available in Virgo.
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Forrester Research
Forrester Research Inc. is an independent research company that provides pragmatic and forward-thinking advice to global leaders in business and technology. Forrester works with professionals in 20 key roles at major companies providing proprietary research, customer insight, consulting, events, and peer-to-peer executive programs. For more than 26 years, Forrester has been making IT, marketing, and technology industry leaders successful every day.
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Hoovers
Hoover's Inc. delivers comprehensive company, industry, and market intelligence that drives business growth. Database of over 16.5 million companies, with comprehensive coverage of 43,000 of the world's top business enterprises, is at the core of our business tools and services that customers find vital to their business operations.
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Wharton Research Data Services (WRDS)
WRDS provides instant access to important databases in the fields of finance, accounting, banking, economics, management, marketing, and public policy.
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A Host of Research Applications. Sophisticated tools and sample programs for a variety of research are offered, including conducting event studies, testing asset-pricing models using Fama-French portfolios, calculating bid-ask spreads on different exchanges and securities, and much more.
Timely Updates. The WRDS IT staff converts and installs database updates, so research data can be accessed immediately. You no longer have to spend countless hours programming and decoding tapes or writing Fortran access programs.
WRDS provides access to COMPUSTAT, CRSP, Dow Jones Averages, FDIC, Foreign Exchange Rates, Audit Analytics, EVENTUS, I/B/E/S, IRI, NYSE TAQ, RiskMetrics, and Thomson Reuters
WRDS access is available through the web or by secure Telnet or FTP connection (software required).
McIntire Faculty may create an account on the WRDS Web site at http://wrds.wharton.upenn.edu. Account requests are generally fulfilled within 24 hours.
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Analytica
Analytica is a visual tool for creating, analyzing, and communicating decision models.
- Its intuitive influence diagrams let you create a model the way you think, and communicate clearly with colleagues and clients.
- Its Intelligent Arrays™ let you create and manage multidimensional tables with an ease and reliability unknown in spreadsheets.
- Its efficient Monte Carlo lets you quickly evaluate risk and uncertainty, and find out what variables really matter and why.
If you use spreadsheets for building business models or policy analysis, Analytica will be a revelation.
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Amos
AMOS is an easy-to-use software package intended for structural equation modeling. AMOS (Analysis of Moment Structures) is a product of Smallwaters, Inc. Amos provides you with powerful and easy-to-use structural equation modeling (SEM) software. Create more realistic models than if you used standard multivariate statistics or multiple regression models alone. Using AMOS, you specify, estimate, assess, and present your model in an intuitive path diagram to show hypothesized relationships among variables.
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Crystal Ball
Crystal Ball software is a leading spreadsheet-based software suite for predictive modeling, forecasting, Monte Carlo simulation, and optimization. With over 4,000 customers worldwide, including 85% of the Fortune 500, Crystal Ball is used by customers from a broad range of industries, such as aerospace, financial services, manufacturing, oil and gas, pharmaceutical and utilities. Crystal Ball is used in over 800 universities and schools worldwide for teaching risk analysis concepts.
The diverse applications for Crystal Ball include financial risk analysis, valuation, engineering, Six Sigma, portfolio allocation, cost estimation, and project management. With Oracle Crystal Ball Enterprise Performance Management, you can apply the power of Crystal Ball to your Oracle Enterprise Performance Management (EPM) and Business Intelligence (BI) applications to improve the strategic decision-making process.
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Lisrel
LISRELis a program for confirmatory factor analysis and structural equation modeling.
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LabVIEW
LabVIEW is a graphical programming development environment based on the G programming language for data acquisition and control, data analysis, and data presentation.
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Maple
Maple is the essential technical computing software for today’s engineers, mathematicians, and scientists. Whether you need to do quick calculations, develop design sheets, teach fundamental concepts, or produce sophisticated high-fidelity simulation models, Maple’s world-leading computation engine offers the breadth and depth to handle every type of mathematics
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Mathematica
Mathematica is a fully integrated environment for technical computing, combining interactive calculation (both numeric and symbolic), visualization tools, and a complete programming environment. The Mathematica notebook interface provides an interactive technical document format that combines typeset mathematical expressions, formatted text, hypertext, and graphics, as well as fully customizable buttons and palettes. Mathematica also has a communications protocol named MathLink, which allows it to communicate and share data with other programs written in C, C++, and Fortran.
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Matlab
MATLAB is an integrated technical computing environment that combines numeric computation, advanced graphics and visualization, and a high-level programming language. MATLAB includes hundreds of functions for data analysis and visualization, numeric and symbolic computation, engineering and scientific graphics, modeling/simulation and prototyping, and programming/application development and GUI design.
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Minitab
Minitab is a data analysis and graphical data presentation product. It can perform a variety of data analysis and presentation functions, including statistical analyses and graphical presentation of data. With a simple command-line interface, Minitab supports standard vector and matrix algebraic data input and manipulation, making it a useful statistical training tool.
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NVivo
NVivo is a Qualitative Analysis tool designed in consultation with a diverse team of researchers. NVivo 8 combines cutting-edge innovation with the best features of QSR’s pragmatic, robust workhorse N6 (formerly NUD*IST) and flexible, fluid analysis tool NVivo 2.
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SAS
The SAS System is an integrated suite of software for information delivery and analysis. Applications of the SAS System include executive information systems; data entry, retrieval, and management; report writing and graphics; statistical and mathematical analysis; business planning, forecasting, and decision support; operations research and project management; statistical quality improvement; computer performance evaluation; and applications development. SAS is very powerful, and is particularly useful for dealing with large data sets.
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SPSS
SPSS (Statistical Package for the Social Sciences) is a very popular statistical package with an intuitive graphical user interface.
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S-Plus
S-PLUS is an enhanced statistical program from Insightful Inc., based on the popular statistical package "S".
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Stata
Stata is an advanced, fully programmable statistical package with complete statistical, graphical, and data-management capabilities.
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StatTransfer
Stat/Transfer is designed to simplify the transfer of statistical data between different programs.
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Non-Commerce Students
Not a Commerce student but taking a Commerce class? If so, click here to submit a request for a non-Commerce account so that you can use the technology available to McIntire students!
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