Princeton University Library

Articles and Databases

Financial Data

Librarians:
Todd Hines
Office: Firestone Library, B-17-P-2
Phone: 609-258-4459

Bobray J. Bordelon
Office: Firestone A-8-J-1
Phone: 609-258-3211

Financial Data Research Guide

Core Resources

Global Financial Data  (Economic data: 1624+ ; Stock Market data: 1693+; Real Estate Data 1830+)
Historical data on bonds, commodities, interest rates, stock markets and indices, futures, exchange rates, GDP, prices, and unemployment.
Note: Requires user to validate through password (request may take up to 48 hours and is for academic purposes at Princeton University only; undergraduates request a research assistant account and list your adviser as your faculty member).
Interface to various financial and economic databases including Compustat, CRSP, IBES, Optionmetrics, and TAQ.
Datastream International (Princeton only)  
Access: Firestone Library, Social Science Reference Center - A Floor or Stokes Library
Current and historical international data on stocks, indices, bonds, commodities, futures, options, earning forecasts, economic conditions, interest rates, exchange rates, and economic forecasts. For more information see http://firestone.princeton.edu/econlib/ds/index.html.
Industry surveys, reports for stocks, bonds, and mutual funds, business biographies, financial forecasts.
Bloomberg (Princeton only)  
Access: Firestone Library, Social Science Reference Center, A Floor
Real-time and historical pricing, fundamental data, and business news.
Amadeus  
Standardized annual accounts (for up to 10 years), consolidated and unconsolidated, financial ratios, activities and ownership on approximately 9 million companies throughout Europe, including Eastern Europe.
Board Analyst  (2001+)
Annual historical data for each proxy year including corporate board structure and independence , director positions and committee assignments, executive and director compensation, audit fees, corporate ownership, and takeover defenses.
Capital IQ  (1994+: public data. 1998+; United States private equity data. 2000+; international private equity data.)
Private equity and venture capital.
Information about hedge funds, commodity trading advisors, commodity pooling operators, and managed futures.
Compustat  (1950+)
Detailed fundamental data for companies trading on all major United States exchanges. Most files contain annual data, but there are also quarterly files. Special files are available that contain Canadian data and bank-specific data.
Compustat Global  (1987+)
Detailed fundamental data for major companies trading on international exchanges.
Corporate Restructurings: (SDC) (Princeton only).  (Limited starting in 1980 with full details beginning in 1988)
Access: Firestone Library, Social Science Reference Center, A Floor
Bankruptcies and exchange offers for the United States
Data on stocks trading on the NYSE, AMEX, and NASDAQ as well as U.S. government bonds. Also includes index-level data. Mutual funds data back to 1962.
Real estate investment trusts that have traded on the NYSE, AMEX and NASDAQ exchanges.
Annual/ interim/ quarterly reports of A and B share companies in general and financial industries listed on the Shanghai and Shenzhen Stock Exchanges.
Chinese close-end funds.
Basic information of funds, net assets value of funds, entitlement data of funds, finance data of funds, trading information of funds and rate of returns of funds for Chinese open-ended mutual funds.
Profiles, annual emolument and number of shareholdings of managerial staffs of China listed companies, changes of equity structure, changes of board chairman and general manager of listed companies and shareholders' meetings of listed companies, as well as executive equity incentives of listed companies.
CSMAR Shareholders  (2003+)
Includes profiles, annual emolument and shareholdings of managerial staffs of Chinese listed companies, changes of equity structure, changes of board chairman and general manager of listed companies and shareholders' meetings of listed companies, as well as executive equity incentives of listed companies.
CSMAR Stock Trading  ((December 19, 1990+ for Shanghai A Share; February 21, 1992+ for Shanghai B Share; July 3, 1991+ for Shenzhen A Share;February 28, 1992+ for Shenzhen B Shares))
Data on stocks returns, market return, and aggregated market returns for the Shanghai and Shenzhen Stock Exchanges. Provides comparable closing prices adjusted for effects on share prices due to rights offering, cash dividend, stock dividend, etc.
Issue detail on Corporate, Corporate Medium Term Note, Supranational, U.S. Agency and U.S. Treasury debt securities.
Best source for United States national, state, and metropolitan data. International data includes IMF's International Financial Statistics, Direction of Trade, and Balance of Payments as well as OECD's Main Economic Indicators and National Accounts. Data for interest rates, government bond yields, commodity prices, exchange rates, select futures and options. Limited data coming directly from other countries are also included. Also includes market research on the automotive industry, energy, health care and pharmaceuticals, and telecommunications. Includes subnational forecasts for the United States.
Compilation of emerging market data covering 60 markets and more than 3,000 stocks.
Allows detailed searches on new public offerings. Scope is international, though coverage is mixed. Also available in SSRC through the SDC interface
Global Public Finance (SDC)  (Varies)
Note: Firestone Library, Social Science Reference Center, A Floor
Municipal Bonds and sub-sovereign public finance offerings.
GovPX  (1991+)
Treasury benchmark intraday prices for all active and off-the-run treasury issues.
International earnings forecasts
Note: Subscription includes Industry Market Research section only. Archived editions are separate.
Detailed reports on industries of the United States.
Primary source for all aspects of Islamic finance.
Historical prices of options and their associated underlying instruments, implied volatilities, and option sensitivities. Contains data on all U.S. exchange-listed and NASDAQ equities and market indices, as well as all U.S. listed index and equity options
Leading authority on socially conscious investment research.
Note: Each user must register for an account. Email the Finance Librarian name, email (must be @princeton.edu), telephone number, status (junior, senior, faculty, PhD, etc.). Restricted to academic purposes only.
Major source for the fixed income markets. Includes data as well as research and reports.
Mergers and Acquisitions (SDC) (Princeton only)  (Domestic coverage: 1979+; international coverage: 1985+.)
Allows detailed searches on mergers and acquisitions. All corporate transactions in which at least 5% of the ownership of a company was involved and in which the transaction was valued at $1 million or more (after 1992, deals of any value are covered) or in which the value of the transaction was undisclosed are included. Public and private transactions are covered. Also available in SSRC through the SDC interface
Morningstar Direct (Princeton only)  (1990+)
Access: Firestone Library, Social Science Reference Center, A Floor.
Includes international open-ended and closed-end mutual funds; hedge funds, exchange traded funds, UK pension funds, variable annuities, variable life, and insurance product funds. Requires passwords and codes.
Mutual Fund Links  (1980+)
Linking between the CRSP Mutual Fund data and the Thompson Financial Ownership Data.
Intraday trades, inside quotes, and dealer quotes for all stocks traded on the NASDAQ.
Tick data for equities traded on the New York Stock Exchange, American Stock Exchange, and NASDAQ. Additional data for the NYSE and AMEX are available for 1983-1992 and for the NASDAQ for 1987-1992 through ISSM (also available on WRDS).
ORBIS  
Financial information on 51 million companies globally including major private companies.
OSIRIS  
Financial information on globally listed public companies from over 120 countries for up to 20 years on over 38,000 companies. Also covers major non-listed companies when they are primary subsidiaries of publicly listed companies. Ownership data is also provided.
Reference USA  (2004+)
Note: Available on CD-ROM at the Geosciences Library Map Room.
Detailed information on more than 12 million U.S. businesses; 102 million U.S. residents; and 683,000 U.S. health care providers.
In-depth research on U.S. public companies, takeover defense strategies. Research covering charter and bylaw provisions, poison pill provisions, and state takeover statutes.
Mutual fund holdings 1980+ for U.S. & Canadian Securities; institutional 13(f) common stock holdings and transactions 1980+; insider filing data 1986+.
Web version of several SDC databases (VenturXpert, Mergers and Acquisitions, Global New Issues) and most recent years of Thomson Ownership Data.
Tick-by-tick Intraday Data  
Access: Social Science Reference Center. Use on Workstation 10.
Provides intraday futures data on currencies, equity indexes, grains, metals, interest rates, energy commodities, foods, fibers, and meats. For a listing of available series, see http://www.tickdata.com/FuturesData.html. Beginning dates differ.
Detailed searches on venture capital. While the scope is international, foreign coverage is select. The United States market is well covered. Also available in SSRC through the SDC interface

Important Resources

Bankscope    
Data on banks around the world.
Disclosure SEC  (1993-2005)  
Access: Firestone Library, Social Science Reference Center, A Floor
Each CD presents 10 years of data reported to the Securities Exchange Commission. Covers public U.S. companies only.
Hoover's    
Database of company information. Includes financials and key executive profiles along with analysis of industry coverage.
Provides easy access to a wide variety of economic, social, political, and marketing indicators.
Mergent Webreports  (1909+)  
Collection of Moody's/Mergent Manuals.
Value Line    
Source of information and advice on stocks, mutual funds, convertibles, options, industries, the stock market, and the economy.
Worldscope  (1993-2005)  
Access: Firestone Library, Social Science Reference Center, A Floor
Each compact disk contains up to 10 years of fundamental data for major international companies.

Related Resources

Free searchable reports on Chinese companies, in Chinese and English.
Contains data on coal-fired power stations throughout the world, including coal quality (heating value, sulphur and ash content), boiler type, and manufacturer. Also includes data on installations for flue gas desulphurisation (FGD) for SO2 control, primary measures and flue gas treatment for NOx emissions reduction. Export or download of data from the coalpower database is not permitted. Data can only be viewed in its pre-assigned form.
5-year forecasts and news analysis for the international automotive industry.
5-year forecasts and news analysis for the international consumer goods industry.
EIU Country Finance  (1996+)  
Guide to changes in financial services, operating conditions, tax laws and investment opportunities in the world's 45 principal financial markets.
EIU Country Forecast  (1996+)  
Forecasting reports of the regions of the world.
EIU Energy    
5-year forecasts and news analysis for the international energy industry.
5-year forecasts and news analysis for the international financial services industry.
5-year forecasts and news analysis for the international food and drinks industry.
5-year forecasts and news analysis for the international healthcare industry.
5-year forecasts and news analysis for the international travel and tourism industries.
Covers the world's 60 largest economies and provides detailed data and analysis on the political and economic background, the business environment, business costs, foreign investment regulations, trends in foreign investment. Plus a detailed database containing flows of investment and mergers & acquisitions by country and by industry.
Global market research coverage of the following sectors: Aerospace & Defense, Automation & Electronics, Chemicals, Environment, Energy, Healthcare, Information & Communication, Materials, Technologies, Transportation. Princeton subscription includes access to market engineering research reports only.

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Last updated: October 27, 2009