Finance and Investments
Subject Guides: Business and Economics
Internet Gateways: Investment
Investment Advisory Services
Money & Banking
Mutual Funds
Other Securities (ADRs, IPOs, and DRIPs)
BONDS
Investing in Bonds <http://www.investinginbonds.com/>
Web site for the individual investor features daily updates and historical databases of municipal and corporate bond trades, Treasury prices and a range of data and indices across the bond markets. Also has investor's guides and calculators on all types of bonds and commentary from market professionals
Mergent (formerly Moody's) Bond Record Ref. HG4501 .M59
A monthly statistical summary of corporate and government bond activity.
Security Industry and Financial Markets Association <http://www.sifma.org/research/statistics/statistics.html>
Has links to a variety of statistics on bond markets, most for the past 10 years.
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CORPORATE INFORMATION
(see also Business Subject Guides--U.S. Companies)Factiva
A UT Libraries business database
Select the "Companies/Markets" to search by company
name or ticker symbol for summary financial information about
U.S. corporations.
EDGAR Database of Corporate
Information <http://www.sec.gov/edgar.shtml>
The U.S. Securities and Exchange Commission's collection of
corporate financial statements as filed by U.S. public corporations
beginning in 1994/96. No annual shareholder reports,
but 10K, 10Q, and many other financial disclosure documents
are included with a searchable index of the full text of the
documents.
Historical Collection of Annual Reports and SEC 10K Reports
An historical collection of annual reports, 10K reports, and
proxy statements is available on microfiche in the UT Libraries
Documents/Microforms area. Annual reports begin in 1966, 10K's
in 1974 and proxies in 1978. Available through 1998.
Mergent
Online A UT Libraries business database
Provides downloadable summary financial data plus
links to annual corporate shareholder reports for approximately
10,000 U.S. and international public companies.
Standard
& Poor's Net Advantage A
UT Libraries business database
For U.S. corporations, presents a brief corporate history, financials, corporate actions, and an industry overview with additional financial details in the "Corporation Records" section. Also see "Stock Reports" for analysis of a stock's current position and its future prospects.
Thomson
Research A UT Libraries business
database
Contains the full text of corporate financial documents of
global public companies including annual reports, SEC filings,
proxy statements, and registrations from 1995 to present.
Also included are brief company reports, current stock quotes, and price graphs.
Value
Line Investment Survey a UT Libraries business database
Analyzes the stock market status of about 2000
companies on a quarterly basis. Data provided for
each is a one page summary including a history of key investment
factors plus future performance estimates and an outline of recent corporate activities.
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EXCHANGES
World Federation of Exchanges <http://www.world-exchanges.org/>
An international directory of world stock exchanges, members as
well as affiliates,
with links to their web sites providing contact information, hours of trading, securities traded, etc. Also has composite market statistics and links to federation publications.
New
York Stock Exchange <http://www.nyse.com/>
American Stock Exchange <http://www.amex.com/>
NASDAQ Market <http://www.nasdaq.com/>
Official Web sites for the three major U.S. stock exchanges.
Each has links to market information for companies listed
on its exchange.
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FINANCIAL NEWS
Bloomberg.com
<http://www.bloomberg.com/>
Business headlines and news plus current market quotes from
Bloomberg, the business news service.
CNN Money <http://money.cnn.com/>
From CNN and Money magazine, offers the day's top business
headlines and stories, market news, CNNfn program schedules,
and links to related information on the web.
Financial Times <http://news.ft.com/home/us/>
Follow world business news and track global stock prices and
markets in this international business newspaper.
Investor's Business
Daily <http://www.investors.com/>
Top industry news source with both articles and data. Some
available free on website, but most available only to subscribers.
UT users have access to additional free IBD articles
through the Lexis-Nexis
Academic database in the "Business News"
category.
USA Today/Money
News <http://www.usatoday.com/money/front.htm>
Headlines, current stock quotes, and top business stories
of the day.
Wall
Street Journal Online <http://online.wsj.com/public/us>
Provides continuously updated news from America's leading
business newspaper. Users must subscribe to access the full
publication via the Web. UT users have free access to the
Journal plus other corporate and market data through
Factiva,
a UTK Libraries business database.
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INTERNET GATEWAYS FOR FINANCE
Finance
Site List <http://www.cob.ohio-state.edu/fin/journal/jofsites.htm>
From Ohio State University, a comprehensive gateway site for
finance information on the web for academic researchers, students, and investors.
Financial
Data Finder <http://www.cob.ohio-state.edu/cgi-bin/DB_Search/db_search.cgi?setup_file=finance.setup.cgi>
Links to financial data from U.S. and foreign stock exchanges
and the U.S. government; includes downloadable data sets.
Wachowicz's
Web World <http://web.utk.edu/~jwachowi/wacho_world.html>
An excellent list of web sites arranged in categories linked
to Fundamentals of Financial Management, a textbook
by UT's John Wachowicz and James Van Horne of Stanford University.
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INTERNET GATEWAYS FOR INVESTMENT
SmartMoney.com <http://www.smartmoney.com/>
Financial gateway for the individual investor with information on stocks, bonds, mutual funds, money markets, etc.
Superstar
Investor <http://www.superstarinvestor.com/directory.html>
Claims 20,000 links to investor information, along with descriptive
summaries of each site. Arranged in over 30 categories, the
top sites in each are indicated.
Wall-Street.com
<http://www.wall-street.com>
Has links to publicly traded companies with financial data
online; financial magazines, newspapers and newsletters; stock
prices, mutual funds, and futures; banking, lending, and credit
institutions; stock exchanges and financial services.
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INVESTMENT ADVISORY SERVICES
Barron's
<http://www.barrons.com/>, also HG1.B3
Barron's Online includes weekly price data for stocks, plus mutual
fund data. Online access to articles through Barron's
website is available only to subscribers. UT users have online
access to the full text of Barron's through Factiva, a UTK Libraries
business database.
Investext
A UT Libraries business database
A full text collection of reports from brokerage firms and investment
banks on companies, products and industries. Among the topics covered
are corporate and financial activities, investment status, government
regulation, and market activity.
Morningstar.com
A UT Libraries business database
From a well-known name in mutual fund analysis, this site
contains rating reports and quotes for 2000 mutual funds and
1500 stocks. For each fund, the fund objective and performance
are reviewed, plus data on portfolio composition. Analysis
of funds and stocks by Morningstar analysts is also available.
The Outlook
From Standard & Poor's, weekly analyses and forecasts
for business and stock market trends. Individual stocks as
well as industries are discussed, and recommendations for
investment are made. Included in Standard
& Poor's Net Advantage, a
UT Libraries business database
Value
Line Investment Survey a UT Libraries
business database
Quarterly analysis of the stock market status of about 2000 companies. A one page summary for
each includes a 10 year history of key investment factors
plus future performance estimates and news of company activities.
The Wall Street Transcript Ref. HG1 .W28, excerpts at www.twst.com
A weekly financial report with commentary and recommendations
from market analysts on industries and companies. Also contains
interviews with CEOs, investment managers, and analysts.
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MONEY AND BANKING
Bankrate.com
<http://www.bankrate.com/brm/>
Provides current rates for mortgages, home loans, savings,
credit cards, and checking accounts and tracks ATM fees and
online banking fees. All are updated daily. Also has news
about the banking and real estate industries.
FDIC
ID (Institution Directory) System <http://www3.fdic.gov/idasp/>
A database with demographic data and financial profiles of
FDIC-insured depository institutions as derived from reports
filed with federal regulators. Information includes balance
sheet, income, and loan portfolio/asset quality. Data is available
beginning with December 1993.
Financial Services Fact Book
From the Insurance Information Institute, an overview with charts and data on the banking, insurance, and securities industries.
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MUTUAL FUNDS
ICI
Mutual Fund Connection <http://www.ici.org/>
From the Investment Company Institute, a trade association
representing the industry, a primary source of statistical
information on mutual funds. Monthly and weekly releases cover
trends in stock, bond, hybrid, closed-end, and money market
funds. Also has data on fund shareholders and information
about legislation and regulation.
Morningstar.com
A UT Libraries business database
From a well-known name in mutual fund analysis, this site
contains rating reports and quotes for 2000 mutual funds and
1500 stocks. For each fund, the fund objective and performance
are reviewed, plus data on portfolio composition. Analysis
of funds and stocks by Morningstar analysts is also available.
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OTHER SECURITIES (ADRs, IPOs, and DRIPs)
ADR.com <http://www.adr.com/>
From J.P. Morgan, an overview of the American Depository Receipts
(ADR) market with news, data, and research resources.
Depository
Receipts <http://www.adrbny.com/>
A comprehensive source of information on ADRs--U.S. securities
that represent a non-U.S. company's securities trading publicly
on a U.S. exchange.
DRIP
Advisor <http://www.dripadvisor.com/>
Offers a collection of news, tips, articles, links and other
resources on Dividend Re-Investment Plans (DRIPs).
IPO
Central <http://www.hoovers.com/global/ipoc/>
For anyone interested in initial public offerings (IPOs) this
web site has filings, prices, news, statistics, and a guide
for novices to this kind of investment opportunity
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STOCK CHARTS
ProphetFinance.com
<http://www.prophetfinance.com/charts/sc.asp>
Use the Snap Charts feature to draw charts for periods of
1 day to all available data (about 1970 to date) using bars,
lines, area, or percents and utilizing a number of special features.
StockCharts.com
<http://stockcharts.com/charts/index.html>
Free access to various charting tools for stock prices in
time periods ranging from a few minutes to several years and
in several styles and colors.
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STOCK INDEXES
Analysts Handbook Ref. HG4519 .S77
This statistical handbook contains annual and quarterly share
data for the 80+ industries in the Standard & Poor's 500,
together with selected income account and balance sheet items
and ratios for each industry.
Dow Jones Averages 1885-1990 Ref. HG4915.D6433 1991
Compilation of the daily Dow Jones industrial, railroad, and
utilities averages-high, low, and closing begins in the 1960s.
Factiva
A UT Libraries business database
Under the Companies/Market tab, select Quotes, then Market Indexes for commonly cited indexes such as Dow Jones or the S&P 500 as well as many foreign indexes. Data provided ranges from 2 years for daily prices to 5 years for monthly prices. Display includes
the close, low and high prices and is presented as either a chart or table.
Security Price Index Record Ref. HG4921 .S753
Included within Standard & Poor's Statistical Service
(Ref. HG4921 .S7522), offers daily, monthly, and annual stock
and bond averages and indexes dating back 50-100 years.
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STOCK PRICES
BigCharts
<http://bigcharts.marketwatch.com/historical/>
Has historical daily stock prices--high, low, opening, and
closing--from 1970 to date, plus price charts for currently active companies. Search by ticker
symbol only. Other current and historical stock price data
also found here.
Daily Stock Price Record
New York Stock Exchange Ref. HG4915.S664
American Stock Exchange Ref. HG4915.S66
Over the Counter/NASDAQ Ref. HG4915.S665
Daily high, low, close and volume for stocks listed on the
New York American and Over-the Counter/NASDAQ exchanges. Available from 1990 to date.
Investment Statistics Locator Ref. HG4910 .B4 1995
Guide to print sources where specific investment statistics such
as daily stock prices, industrial stock averages, high-low
bond prices, treasury bill prices, etc. can be found.
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LOCATING ARTICLES
Business
Source Premier A UT Libraries
business database
Search by company name, product, or subject in this index
of 3000 popular, trade, and scholarly business journals. Full
text is available for most of the titles included; coverage
begins in the 1960s.
Factiva
A UT Libraries business database
Search the full text of over 8,000 newspapers, periodicals,
wire services, media transcripts, or web sites for articles
about companies, products, and subjects.
General
BusinessFile ASAP A UT Libraries business database
Indexes business magazines and newspapers, trade journals,
and brokerage reports and can be searched for company names,
products, and subjects. Some full text articles included.
Lexis-Nexis
Academic Universe A UT Libraries business database
Search both the News and the Business sections of this database for the
full text of articles from a variety of sources about U.S. corporations.
Web
of Science A UT Libraries database
Indexes both articles and cited references from over 8,000
peer-reviewed journals in all subjects including finance.
Abstracts are available for science and social sciences source
material, but no full text.
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LOCATING BOOKS
Use the UT Libraries catalog to find call numbers and locations for books about finance and investment.
TopCreated and maintained by Karmen Crowther, Business Librarian
Last revision: 8/6/07