The latest financial databases and software are licensed by The Bergami Center and are available for use by students that request access.
1) SAP - is the World leading enterprise management software provider. “The software organizes and coordinates all organizational resources such as inventory and sales management, accounts receivable, accounts payable, general ledger … it combines all enterprise data, it is a very important software.” Demissew Diro Ejara, Ph.D. Associate Professor of Finance, Director of the Samuel S. Bergami Learning Center for Finance and Technology
2) Research Insight - Both Compustat North American and Compustat Global. This database contains general company information as well as financial and market data. Standard reports and charts are available, as well as user defined, custom. The Compustat North America database includes companies listed on U.S. stock exchanges. The Compustat Global database includes companies listed on foreign stock exchanges. Each database contains up to 20 years of annual data. Read this PDF for brief instructions on how to use Research Insight.
3) CRSP Stock and Mutual Fund Data - Stock price, volumes, and other data for U.S. exchange listed companies, from 1926 to present. Click here for instructions in PDF format. The CRSP web page has documentation about the databases and sample programs about how to download data. Click on Documentation at the top once you enter the web page and read the different manuals.
4) I-Metrix (Edgar Pro) – Contains SEC filing information for both individual companies as well as mutual funds. Click here for brief instructions on how to use Edgar-Pro online.
5) Value Line Investment Survey Online - Value Line reports, ratings, and data on stocks and mutual funds. Click here for more information.
6) Morningstar Direct – Stock, mutual fund, currency, hedge fund information and more.
7) Morningstar EnCorr - Morningstar stock, bond, interest rate, and inflation indices for U.S. and other countries. Encorr Analyzer has portfolio optimization and asset allocation analysis capabilities.
8) King of Pension Funds - Database of pension funds provided by Judy Diamond Associates.
9) SBRnet – Includes marketing data for sporting goods and sports-related businesses.
10) Reuters 3000 Xtra – A financial data feed and analysis tool, includes up-to-date pricing, news and other information. Click here for brief guides. For online training and to watch pre-recorded training videos provided by Reuters, click here.
11) Thomson One Analytics - Equity and fixed income data feed and analysis tool. Click here for further information.
12) DataStream- A database of stocks, bonds, derivatives and other instruments in different financial markets. It also has data on many economic variables such as interest rates, exchange rates, inflation, GDP growth, CDSs, etc. for almost all the countries of the world. DataStream is one of the most comprehensive financial databases. View a brief guide here.
1) SAS - Statistical software, generates descriptive statistics, regression analysis, time series analysis, etc.
2) SPSS - Statistical software, generates descriptive statistics, regression analysis, time series analysis, etc.
3) EViews - Statistical software, generates descriptive statistics, regression analysis, time series analysis, etc.
4) Crystal Ball - Excel add-on simulation software, performs Monte Carlo simulation and optimization analysis.
5) Great Plains - Microsoft Business Solutions.
6) Peachtree Accounting – A complete accounting process and reporting software.
7) Quickbooks - A complete accounting process and reporting software.
8) BARRA - Data feed with analysis capabilities such as optimization and portfolio risk analysis.