Research Guide

Charts & Technical Analysis

Technical analysis with versatile charting capabilities:

Clearstation

Big Charts

StockCharts.com

Company Research & Analysis

Company/industry analyst reports and analysis, corporate financial statements, corporate information:

Standard and Poors Net Advantage - full data and analysis reporting by S&P on stocks, mutual funds, bond and industries, weekly economic outlook and stock picks (Licensed for UW-Madison community only)

Zacks - stock quotes, statistics, financial statement analysis, estimates stock screening. Analyst reports require premium

Mergent Online - SEC filings including annual reports (Licensed for UW-Madison community only)

Corporate Information - links to multiple choices on company research, country industry reports, country statistics, and corporations by state

Earnings/Conference Calls

Company Boardroom - highlighted schedule of conference calls, earnings reports, splits announcements, IPOs, dividend announcements, economic events and conferences

V Call - conference calls on earnings, shareholder meetings, analysts conferences, etc.

Earnings .com - earnings estimates, upgrades/downgrades, splits, IPOs

Economy/Government

National economic data, reports, insights and news:

Dismal Scientist - excellent source of domestic and foreign economic reports and commentary

Federal Reserve - general info, monetary policy, banking system, research and data

Bureau of Economic Analysis - federal government website featuring general economic information such as GDP and Personal Income

Fixed Income/Bonds

Bonds/debt market articles, prices, data, education:

Bonds Online - bond news, articles and commentary, fixed income research center, education rating agencies, bond prices, all-over very good central resource

Investing in Bonds - bond price research, bond market segment investing guides, link gateway

Bureau of Public Debt - information on savings bonds, T-bills, T-notes and T-bonds with historical data

International

International investing including emerging markets:

The Investing Portal.com - links to numerous international investing sites

International Financial Statistics Online - contains current data on exchange rates, international liquidity, international banking, money and banking, interest rates, prices, production, international transactions, government finance, and national accounts (Licensed for UW-Madison community only)

Literature

A. News/Periodical - search popular business newspapers and magazines:

Factiva News Pages: links to 5 newspapers and 5 business magazines including The Wall Street Journal and Business Week (Licensed for UW-Madison community only)

Lexis/Nexis Academic - an online database of approximately 5,000 legal, news, reference, and business sources, most full text. (Licensed for UW-Madison community only)

B. Journals - search finance academic journals

ABI Inform - full text journal article search site (Licensed for UW-Madison community only)

Business Source Elite - full text journal article database (Licensed for UW-Madison community only)

Business and Industry - full text article database that indexes over 900 business and trade periodicals (Licensed for UW-Madison community only)

Ohio State Links - links to financial journals, working papers, professional organizatons, etc.

C. Educational Resources

Financial Pipeline - general financial topics encyclopedia

Morningstar Classroom - good general financial education website with information on stocks, bonds, and mutual funds

Market Data

Stock and mutual fund quotes:

Yahoo! Finance - Easy to retrieve delayed quotes, downloadable daily price information

SEC Reports:

    Mergent Online - downloadable spreadsheet SEC filings, 10-K, 10-Q, annual report (Licensed for UW-Madison community only)

    Edgar - Corporate SEC filings

BondsOnline - Treasury, corporate, municipal bond quotes

Options Industry Council - option quotes on short term and Leaps series

Market Exchanges (U.S.)

New York Stock Exchange - exchange trading floor education, listing of companies, market information, market regulatory issues

NASDAQ - excellent source of market news, quotes, extended trading, global trading, institutional holding information, stock screener, ETF's

AMEX - news, options, ETF's, portfolio tracking, stock screening

Chicago Board of Trade - commodities education, market data and quotes, commodity news

Chicago Board of Exchange - option market data, quotes, trading tools, learning center

Megasites

Investing Sites - easily navigable web site with links to virtually any topic

Investor Map - links to many sites for many topics

Mutual Funds

Fund quotes, news, education, industry facts:

Brill's Mutual Fund Interactive - mutual fund news, expert's corner, fund links, mutual fund investing education, manager profiles, research center

Mutual Fund Education Alliance - fund sector education, investment strategies, fund news

Morningstar - portfolio tracking, market data, very good fund research, mutual fund screener. Full access available on one computer in the Business Library

Investment Company Institute - mutual fund industry facts and reports

Online Trading

Smart Money - links and rankings of over 25 different online trading brokers

Options/Futures

Derivatives markets, quotes, data, education:

Chicago Board of Exchange - options quotes, market data, trading tools, learning center, institutional resources

Chicago Board of Trade - futures quotes, data, market information, knowledge center

Chicago Mercantile Exchange - futures and options market quotes, data, interactive and on-line courses

Options Central - educational, excellent quotes and data, links to options exchanges

Schaeffer's Research - timely options market analysis and commentary, quotes, tools, option strategy education

INO - Futures quotes, charts, news

Professional Organizations

CFA Institute - Chartered Financial Analysts organization

CFP Board - Organization for Certified Financial Planners

Financial Professional Organizations - comprehensive list of financial industry-related professional organizations with website links

Associations Unlimited - searchable database of professional associations, including financial associations (Licensed for UW-Madison community only)

Risk Analysis

Credit Grades.com -- equity-based default probabilities and credit spreads

Contingency Analysis.com - a comprehensive website on risk analysis featuring a glossary, a forum, and research conducted by the producers of the site