This guide gathers in one place the links to company financial datasets, industry ratios, background information, news on finance topics and academic research articles for corporate finance and financial markets.
Resources are sorted in a functional, task-oriented way. Simply use the tabs above to get to a full listing of the resources for best for your task or final project.
Although this guide originally was for undergraduates, it contains links to materials of interest to a range of readers who range from beginner through advanced level with Excel.
Although this guide originally was for undergraduates, it contains links to materials of interest to a range of readers who range from beginner through advanced level with Excel.
Wharton Research Data Services (WRDS)WRDS provides access to selected datasets in the fields of finance, accounting, banking, economics, management, marketing and public policy. ACCESS: UC San Diego faculty, staff and students first must sign up for a WRDS account by using the Register link on the landing page. LIMITATIONS: Masters & Undergraduate students do not have access during summer or quarter breaks. UC San Diego affiliates without AD network accounts are ineligible for WRDS accounts (most Extension students are in this category). In those cases, Mergent Online and Global Financial Database are your recommended alternatives.
Currently includes (as of 9/14/2021):
Bank Regulatory Database
Blockholders Database
CBOE (Chicago Board Options Exchange)
S&P Compustat Bank
Compustat Bank - daily updates
S&P Compustat Global
Compustat Global - daily updates
Compustat Legacy - Global
S&P Compustat North America - annual update (current + historical data)
Compustat North America - daily updates (current + historical data)
Compustat Legacy - North America
S&P Compustat North America - monthly update (current + historical data)
S&P Compustat Historical Segments
Compustat Historical Segments - daily updates
Contributed Data - Characteristic Returns
Contributed Data
Contributed Database: Intangible Value
KPSS Technological Innovation
Contributed Database: LIVA
CRSP/Compustat Merged (Annual)
CRSP Indexes (Annual)
CRSP Stock (Annual)
CRSP Treasuries (Annual)
CRSP Ziman Real Estates (Annual)
CRSP Index History Intraday (Quarterly)
Dow Jones Averages & Total Return Indexes
Direct Marketing Educational Foundation
SEC Disclosure of Order Execution Statistics
Fama-French portfolios and factors
Federal Judicial Center Linking
Federal Judicial Center Litigation
Federal Reserve Board Foreign Exchange Rates, Interest Rates, and State Composite Indexes
Macro Finance Society
MSRB - Municipal Securities Transaction Data
OTC Markets End-of-Day Pricing
Philadelphia Stock Exchange Currency Options and Implied Volatility
Publicly Available Data
The Penn World Tables Database
Research Quotient (provided to all academics with a Compustat subscription)
NYSE Trades & Quotes 1993
NYSE Trades & Quotes 1994
NYSE Trades & Quotes 1995
NYSE Trades & Quotes 1996
NYSE Trades & Quotes 2014
NYSE Trades & Quotes - Exists for FK contraint
NYSE Trades and Quotes - for website use
NYSE Millisecond Trades & Quotes 2014
NYSE Millisecond Trades & Quotes 2015
NYSE Millisecond Trades & Quotes 2016
NYSE Millisecond Trades & Quotes 2017
NYSE Short Sales 2005
NYSE Short Sales 2006
NYSE Short Sales 2007
Total q by Luke Taylor
FINRA TRACE Enhanced
FINRA TRACE corporate bond trades
WRDS Research Applications
WRDS Backtest Basic
WRDS Beta Suite
WRDS Efficient Frontier
WRDS EU Short Sales
Event Study Intl using Compustat
Event Study Intraday
Event Study Long Run
Event Study US
WRDS Financial Ratios (base)
WRDS Financial Ratios with CCM
Linking Suite: Bond - CRSP
Linking Suite: TAQ Monthly - CRSP
Linking Suite: TAQ Daily - CRSP
Linking Suite: Supply Chain
WRDS Patent Database
WRDS SAS Visual Analytics
WRDS Company Subsidiaries
WRDS World Indices
MIDAS
Accounting, Tax, & Banking CollectionThis ProQuest database contains highly-ranked global and scholarly journals, current news and trade journals on topics in accounting, banking and taxation. It's useful for articles on the trends and history influencing important accounting and tax issues of the day.
Business Source CompleteDates of coverage vary, some journals back to early 20th century. Abstracts and full text in virtually all subject areas related to Business, Management and Finance. Journal and magazine articles; also books, industry reports, company profiles, SWOT analysis, much more
Mergent OnlineProvides detailed information about U.S. and International public companies. Content includes: links to SEC EDGAR filings, current and archived company profiles and annual reports, historical financial and stock price data, financial ratios, equity research reports, and industry reports.
Mergent ArchivesSearch here for historical annual reports (starting from 1925), business ratios (starting from 1979) and the company and industry report publications known as the Moody's/Mergent's manuals (starting from 1909, including the industrial, public utilities, transportation, banking, OTC, banking & finance, and international publications and statistical data). For current company information, use Mergent Online, and for current ratios, use Key Business Ratios.
Key Business RatiosThis online version of Dun & Bradstreet's Industry Norms and Key Business Ratios includes current benchmarking data for U.S. public and private businesses using parameters of solvency, profitability and efficiency for 800 lines of business. Features include importing and exporting of data. For historical ratios (older than current five years), use the Mergent Archives.
Barron's front page is under the news pages tab in Factiva, plus you can search for Barron's articles in the main search screen. Rady graduate students have special subscription access via these instructions.
The Wall Street Journal now available from their website for all UCSD students and employees with single sign-on authentication.
UC Library SearchWhat to know where to find something? Is a link you're looking for not on the list below? This link is they place to search across all of our resources in one swoop. Use Advanced Search > Catalog search screen to find out if we have a particular item. Want to just see what's "out there"?: Use the landing page to search a topic across all sources, not just ours. Covers UC holding and beyond, print and electronic.
This is the online version of the handouts I brought to orientation. They are broader introductions to resources that highlight specific, broad disciplinary resources:
Resource guide customized for undergrads volunteering for the Foundation.
New Finance e-Books
Browseable links to large e-book collections covering finance topics. Use UC Library Search if you want a comprehensive, one-stop way to search for a specific item or sub-topic of finance.
