University of Texas at Austin

Resources and Training

McCombs School of Business McCombs School of Business

Resources and Training

Bloomberg

Bloomberg

Real-time financial market data, news, and price quotes including derivatives and many other types of data.

Bloomberg - Getting Started

Bloomberg Getting Started Guide for Students

  1. Open Bloomberg from one of the designated Bloomberg terminals. The terminals are in the back row and along the side wall of the lab and can be identified by their brightly colored keyboards.
  2. Click on "Create a New Login" from the start page.
  3. Follow the steps, making sure you complete all the fields. A text message with your pass code will be sent to you.
  4. Complete registration and log-in using your new credentials. Make a note of your new username and pass code for future use.
Bloomberg Market Concepts Certificate

Bloomberg Market Concepts is accessible at BMC<GO>

Bloomberg Market Concepts (BMC) is an 8-hour self-paced e-learning course that provides a visual introduction to the financial markets. BMC consists of 4 modules - Economics, Currencies, Fixed Income and Equities - woven together from Bloomberg data, news, analytics and television.

FactSet

FactSet

Company Analytics; Market and Economic Analytics; Real-Time Analytics; Portfolio Analytics; Quantitative Analytics; Fixed Income Analytics; Application Development.

Request FactSet Connect Login Credentials

FactSet Connect is a web based version of FactSet that students can run on their own computers with internet connection. FactSet Connect offers all of the same functionality as the installed version that is in the lab with the exception of the Excel plug-in tool.

Morningstar

Morningstar

Equity and fund research tool with proprietary analyst reports.

Morningstar Direct Certification Program

Morningstar now offers a certification program for Morningstar Direct. The program consists of 12 courses designed to help achieve a comprehensive working knowledge of how to use Morningstar Direct for researching stocks and funds; constructing and tracking portfolios; and creating output for presentations. Each course provides a tutorial guide to help the student prepare for the certification exams. Live and recorded webcasts are also available to add supplementary knowledge for each course topic.

Students can start the certification process by logging into Morningstar Direct and going to 'Training' found under 'Home' on the left navigational panel.

Capital IQ

Capital IQ

Capital IQ is an online, web based quantitative research and financial analysis solution.

Capital IQ Getting Started Guide


Capital IQ Quick Reference Guide