Financial Investment Research

Murphy Library provides access to many professional resources related to business disciplines. These include databases and search tools that encompass market and industry data and analysis, demographic information, financial and investment data, company directories and more. These resources can be found in various subject guides as well as on the primary Business Subject Guide at http://libguides.uwlax.edu/business.

Two of these resources provide information of interest to individual investors, and through Murphy Library’s subscriptions, users gain access to otherwise locked content.

Morningstar Investment Center is an online research and evaluation service that provides comprehensive financial information on publicly-traded stocks; mutual funds, including the Morningstar star rating; exchange-traded funds with up-to-date information on returns, reports and Morningstar ratings; and various investment indexes and groups, with the ability to drill down to view the underlying companies and funds. Users can create portfolio analyses of two or more stocks, mutual funds or exchange traded funds.

Value Line Research Center provides access to 3,500 large and small & mid-cap company reports; reports and rankings for more than 20,000 mutual funds; recommendations on emerging growth stocks with exceptional long-term capital gains potential; daily evaluations and ranks on about 200,000 options and 80,000 longer-term options (LEAPS); analysis of over 600 convertible issues and nearly 120 warrants; and more. Users can track multiple portfolios and define their own quantitative variables to set up customized stock screens and graphs to compare companies, funds, and other securities.