Finance Trading Lab


finance trading lab students

The Naveen Jindal School of Management Finance Trading Lab has two major roles: It provides students with the opportunity to develop financial data analytics skills and trading simulation tools, and it provides students and faculty with access to various business databases. Databases currently available include Bloomberg, Thomson Reuters Eikon, S&P Capital IQ, SDC Platinum, Morningstar Direct, Factsets, and Wharton Research Data Services.

The mission of the Finance Trading Lab is to:

The lab also provides help for students with the material covered in introductory finance courses, Business Finance (FIN 3320) and Financial Management (FIN 6301). While the lab staff can help students with learning the material, staff members are not permitted to provide students with answers to graded homework or take-home tests.

Academic activities supported by the lab include, but are not limited to, classroom instruction, video conferences, special presentation/events, database & tech training sessions, and simulation trading games. A focal point for finance programs at the master’s and undergraduate levels, the lab also serves as a test bed for the creation of innovative teaching techniques for all levels of education.

Contact: JSOMFinLab@utdallas.edu

Youtube: JSOM Finance Lab Channel

Remote Database Access

Remote Database

  • Capital IQ registration and Bloomberg Market Concepts (BMC) web course: Please send an email to JSOMFinLab@utdallas.edu and fill out the Trading Lab Sign-In form.
  • Bloomberg terminal, Thomson Reuters Eikon, and Morningstar can be accessed remotely and need to be reserved at least one day ahead. Fill out the Database reservation form . We will send out an email to confirm your reservation.

Finance Trading Lab

While in the lab students will have access to:

  • Two video data walls
  • Thomson Reuters Eikon financial analysis
  • Bloomberg professional terminals
  • Live television feeds

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

EIKON TM

Thomson Reuters Eikon 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, Thomson Reuters 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 can stream data on 15 computers in the lab. Eikon 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.

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, 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 with the Finance lab.

Lab Hours: Summer 2021 Semester (May 24 to August 9)

Trading Lab (JSOM 11.101) Hours

  • Lab is open on-site at reduced hours: Monday – Friday, 12 p.m. to 5 p.m.
  • On-site lab hours:
    Monday – Friday, 12 p.m. to 5 p.m.
  • On-line lab hours:
    Monday – Saturday, 10:00 a.m. to 7 p.m.

Tutoring Lab (JSOM 12.102) Hours**

  • Online tutoring: Monday – Friday 10 a.m. to 7 p.m.
  • In-person tutoring: go to the trading lab during the lab hours.

Trading Lab and Tutoring Lab will be closed at inter-semester and holidays (May 15-23 and August 10-22).

**You can schedule a 30-min virtual meeting during the lab hours. Send an email to JSOMFinLab@utdallas.edu with the subject line “tutoring”.

Lab Policies

Failure to adhere to these policies will result in the loss of privileges in the Finance Trading Lab:

  • Absolutely no food or drink in the lab.
  • Do not place your feet on the furniture or lab equipment.
  • Do not leave personal trash and garbage in the lab.
  • Do not interrupt a class to use the data feeds.
  • Do not tamper with or harm any computer or other piece of lab equipment.
  • Do not install additional software on any lab computer at any time.
  • When a class is in session, only students in that class may use the facility.

Anyone aware of any of the above infractions must report the behavior to the lab staff immediately. Failure to do so will be viewed as a violation of Lab Use Policies.

calendar event icon

Watch recordings of previous events.

See the recorded meetings for previous events

Financial Market and Investment, June 7, 2021 (Monday), 2 p.m. to 4 p.m.

The “Financial Market and Investment” event hosted by the Finance Trading Lab at Jindal School of Management of UT Dallas is a perfect event for students who are ready to take off their career in the field of Finance. This event will make you familiar with the plethora of opportunities available in Finance and will act as a steppingstone to make one of the toughest decisions of your career to join the best university in the US. We will have a panel of 5 speakers including Mr. Stephen Clayton Senior Manager, Dallas Fed, Dr. Charlie Tian Founder and CEO of GuruFocus.com, Ms. Lauren Minch Co-Founder LMD & Associates, Mr. Mike Duffy Co-Founder LMD & Associates and Dr. Liping Ma Clinical Professor of Finance, UT Dallas who will be sharing their insights on finance, investments, and financial markets.

M&A Analysis using Capital IQ, April 26, 2021 (Monday), 11:00 a.m. to 12:00 p.m.

Are you interested in investment banking and planning to handle some practical skills before searching for a job? Here’s an opportunity powered by the finance trading lab! We are excited to announce that we are inviting professionals from Capital IQ to present Mergers and Acquisition Modeling using Capital IQ! The event is from 11 am to noon on Monday, April 26. We captured this chance for every student at UT Dallas. We understand that it’s a last-minute announcement but don’t let it go!

Financial Analytics with Tableau Competition, March 4, 2021 (Thursday), 10:00 a.m. to 12:00 p.m.

The Finance Trading Lab and GFMC will host a virtual workshop the Financial Analytics competition with Tableau. In this event the top 3 winning teams of the competition will showcase the analysis with Tableau. We will have three guest speakers, Mr. Jeffrey Ayres who works in FDIC as a Senior Financial Analyst, Finance & Business Intelligence, Mr. Shane Mahmood who is President at Allegiance Capital Corporation and Mr. Danny Thompson who is the Regional Vice President, Consumer goods at Tableau Software. All the speakers will share their insights from the financial industry and talk about their experiences. We will conduct this meeting via Microsoft teams.

See the recorded Mar. 4th meeting.

Finance Trading Lab Kick-off meeting, February 2nd, 2021 (Tuesday), 11:00 a.m. to 12:00 p.m.

The finance trading lab will host the spring kick-off meeting. This meeting is about learning the resources offered in the Finance Trading lab and how students can access the services offered like Bloomberg, Capital IQ, Eikon, FactSet, DataStream etc. We will also have a speaker, Mr. Anade Davis who is a Financial Data Scientist and will share his insights from the financial industry. We will conduct this meeting via Microsoft teams. You can register for the event by scanning the QR code on the flyer or by clicking the link here.

Think, analyze and visualize with Tableau

Finance Trading lab in collaboration with Graduate Finance Management Council gives you a chance to showcase your data analytics skills in Tableau. So get your team mate and scan the QR code on the flyer or click here to register for the event.

Quant and Technology, November 5, 2020 (Thursday), 11:30 a.m. to 1:00 p.m.

The finance trading lab hosted a panel discussion on the topic of ‘Quant & Technology’. Speakers are professionals and leaders in financial industries and FinTech consulting area. They will share with us their insights, career development, and the working environment at their companies followed on by Q&A by our attendees.

  • Helen Xing, PhD, Senior Quant Researcher, Point72 Asset Management
  • Ilana Golbin, Director of Advisory Emerging Tech Lab, PwC
  • Julia Liang, VP of Consumer Technology Solution, Goldman Sachs
  • Stephanie Ma, Risk Analyst, MaxDecisions, Inc.
  • Yahong Cui, Head of Lending Analytics, Citi Bank
  • Yanping Chen, PhD, Quantitative Strategist, Goldman Sachs
Quant & Technology Speakers

See the recorded Nov 5th meeting

IPO and M&A analysis by Thomson Reuters Eikon, September 14, 2020 (Monday), 11:30 a.m. to 1:30 p.m.

See the recorded Sept. 14 meeting.

Ms. Amy Morrow was a senior equity analyst for 8 years, she has then worked for Thomson Reuters for 5 years as a Client Specialist in Asset Management. Ms. Morrow will be covering topics based on Security Issuance and M&A by using Thomson Reuters Eikon. Some of the topics that we will walkthrough using Eikon are: Equity Offerings, M&A Advanced Search, Equities Screener, Portfolio Analytics and many more.

Bloomberg and Stock Trading, September 8, 2020 (Tuesday), 11:30 a.m. – 1: 00 p.m.

See the recorded Sept. 8 meeting.

Every long semester we have a trading competition where students are given 1 million dollars in virtual cash and the top 3 winners based on return and sharpe ratio are given prizes, ex competition winner Rushab Kachhara will give us a brief about the rules.

Followed by this, we are bringing Mr. Kai Blatnicky a professional from Bloomberg who will teach us how to use Bloomberg for market research, portfolio management & trading for finance professionals.

RSVP here to get the MS Teams meeting link before the event”

Finance Trading Lab Kickoff Event, August 26, 2020 (Wednesday), 11:30 a.m. – 1: 00 p.m. on MS Teams

See the recorded Aug. 26 meeting.

The Finance Trading Lab is holding its kickoff event virtually this week! You will learn about the trading lab, the resources offered & how you can access the services offered in person with an online medium. We will also have a speaker from Capital IQ who will introduce the database and give a tutorial on important features. Click on the link Finance Trading Lab Sign-in to sign up for the event. During signing up please enter your details and in the last field “purpose for using the lab” select “workshop”. You will receive the event link before the event.

Financial Database Workshop October 31, 2019

At the workshop, the students learned about the various databases and analysis tools in the trading lab followed by an interactive flash valuation contest. A professional discussed about the application of Machine Learning in Investing.

Networking with a Fintech Company, MaxDecisions October 4, 2019

Dr. Henry (Huaguo) Wang is the founder and Chief Data Scientist at MaxDecisions. He visited the Finance Trading Lab with his teams, Stephanie Ma (UTD alumni) and Daniel Fan (UTD alumni). In the seminar, we discussed the various possibilities and functions of technology and big data analytics in the world of finance and risk management.


Tableau Sample Dashboard

Apple Tableau Sample Dashboard

The following dashboard reflects the financial performance of AAPL stock from 2016 to 2020.

Open Presentation

EIKON

Thomson Reuters Eikon provides easy access to real-world tools and content that drives thousands of financial decisions every day. Highly used for economic research, historical financial data across all asset classes, news and analytics.

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

DataStream

It identifies trends, generate and test hypotheses, and develop viewpoints and research. Loaded with 65 years of information, DataStream is the world’s most comprehensive financial time series database.

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

Bloomberg Market Concepts certification

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.

The certification – Bloomberg Market Concepts (BMC) is an interactive introduction to finance where students also learn various features of the Bloomberg terminal. It covers 4 different modules – Economic Indicators, Currencies, Fixed Income and Equities. Students receive a certificate of completion after completing all the modules.

Morning Star

Morningstar Direct certification 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. You may read the user guides related to Morningstar to prepare for the certifications, exam I (getting started), II (Global Risk Model), III (Advance topics)

FACTSET

Like Eikon, FactSet is highly used for economic research, historical financial data across all asset classes, news and analytics

In order to obtain FactSet Core Certification you may watch all the Training videos for all the 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.

2021 Spring Student Stock Market Trading Competition Flyer

The Finance Trading Lab sponsors stock trading competitions during each long semester where students get $1,000,000 in virtual money to trade using simulation software that mirrors the current prices of securities in major exchanges throughout the world. The top 3 winners at the end of the semester in two categories – highest return and Sharpe ratio — win cash prizes of $900, $600 and $300, respectively. Students must be currently enrolled during the semester to participate in the competition and participation is free.

StockTrak Trading Competition Rules