Database and Technology – Finance Lab

UT Dallas JSOM student gives a presentation using graphs.

While in the Finance Lab, students will have access to the following:

  • Two video data walls
  • LSEG Workspace financial analysis
  • Bloomberg professional terminals
  • Live television feeds

Database and Technology Resources Available to Students

Through the Finance Lab, UT Dallas provides students with access to superior collections and applications of data feeds and analytical tools. A description of each application follows:

LSEG Workspace

LSEG Workspace provides easy access to real-world tools and content that drive thousands of financial decision every day. From the course room to the boardroom, from the library to the trading floor, LSEG Workspace wants to help you accelerate financial learners into financial leaders. You know us by names like DataStream, I/B/E/S, Starmine, SDC Platinum, Worldscope, Reuters News and now Eikon. You trust us for economic research, historical financial data across all asset classes, news and analytics.

Students and faculty can stream Eikon database remotely by personal computer through LSEG Workspace platform. Workspace lets you connect and collaborate with industry’s largest instant messaging and chat network while providing you In-product training resources at your fingertips. Find what you need with highly relevant results from multiple sources instantly and integrate the content in Excel, Word and PowerPoint. Result is comprehensive financial analysis, with more opportunities to make crucial decisions with confidence. Please send an email to JSOMFinLab@utdallas.edu and fill out the Finance Lab Sign-In form.

In order to prepare for certification, you may watch all the training videos related to LSEG Workspace and then take the 60 minutes test to be certified.

Bloomberg

Bloomberg Logo

Bloomberg is a comprehensive online service for global financial information that includes: company information (stock performance, news, balance sheets, historical data, officers, evaluations and more); information on U.S. and foreign markets; extensive sets of data and statistics on industries, companies, key personnel and more; numerous options for analyzing and graphing data; country monitors, economic calendars and currency news; and news services (general, markets, economics, special reports).

Bloomberg has one of the most extensive databases of information available in the financial world. Bloomberg’s built-in screening, searching and analysis tools allow for extensive data retrieval, interpretation and manipulation. Information on every financial market, instrument and variable in the world is at your fingertips. Bloomberg’s international information coverage is also wide-ranging, with news and economic information on every country available both in real-time and historically. Advanced bond screening, custom option monitoring, portfolio tracking, Excel data exportation, technical analysis, FX cross-rates, industry tracking, global economic statistics and relative company analysis; these are a handful of the hundreds of integrated Bloomberg functions designed to allow the end user near infinite information access and ability.

How to create Bloomberg login?
Bloomberg Market Concepts Certification
Bloomberg Common Commands

S&P Capital IQ

S&P Capital IQ platform is a Web and Excel-based research product that combines deep information on companies, markets and people worldwide with robust tools for fundamental analysis, idea generation and workflow management. S&P Capital IQ is deployed at more than 2,700 leading investment banks, fund managers, private capital firms and corporations worldwide.

Cap IQ Account Registration for Students
Cap IQ Get Started Guide

Morningstar Direct

Morningstar Direct provides students with a basic understanding of the software’s functionality. Morningstar provides detailed information on more than 20,000 mutual funds, equities, ETFs and hedge funds, including historical data (monthly, quarterly and annual), fund composition, portfolio screening, risk-adjusted star ratings, investment style boxes and analyst reviews and commentaries. Morningstar also offers the ability to rank and compare funds, perform advanced analysis for research purposes and construct and analyze mutual fund portfolios.

FACTSET

FACTSET delivers superior analytics, service, content and technology to help more than 66,000 users see and seize opportunity sooner. It is used by investment professionals to outperform, with fresh perspectives and informed insights.

FACTSET can be requested online through the “ID request portal” for any one-off requests. If you have an entire class that requires access, please contact the Finance lab.

In order to obtain FactSet Core Certification, you may watch all the Training videos for all 4 modules (Navigating FactSet, Staying on top of the market, Equities, Fixed Income) to prepare for the exam. It takes 60 minutes for the test. You will receive the passing certificate after completion.