Investment — Wilton Library
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Investment

Investment information from Financials.com
QUOTES/CO. DATA
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Ticker

Name

INVESTOR INFO
Investment Basics
Research Assistant
Mutual Funds
IPO Information
Investment News
Trading/Brokers

Brokers

  • Ameritrade
    (http://www.ameritrade.com/)
    Inexpensive trades and basic information for new investors.
  • Charles Schwab
    (http://www.schwab.com/)
    Leading financial and tax planning tools, and a sophisticated portfolio performance tool combine to offer a wide breadth of planning and educational content.
  • E*TRADE
    (http://www.etrade.com/)
    One of the most feature-packed and easy-to-use Web sites of all the online brokers offering institutional research, NASDAQ Level II quotes, IPOs, portfolio analytics, and real-time account information.
  • Fidelity.com
    (http://www.fidelity.com/)
    Fidelity’s brokerage offering is loaded with features: 24×7 telephone customer service, after-hours trading, tax and financial planning, personalized homepage, IPOs, wireless trading, and dedicated service teams for premium accounts..

Clubs

  • Chicks Laying Nest Eggs
    (http://www.chickslayingnesteggs.com/club/startclub.html)
    Despite the playful name, this is a serious site devoted to helping women take control of their financial future by starting an investment club the right way.
  • NAIC Online
    (http://www.better-investing.org/)
    The National Association of Investors Corporation has been offering investment education for individuals and clubs since 1951. Their site includes company information and investing ideas.

Markets

More than simply stock quotes, these sites offer investment information of all sorts and are worth a visit.

News & Advice

  • Bloomberg.com
    (http://www.bloomberg.com/)
    Selected world market data, financial news and analysis, and specific information on energy-related investments are free.
  • Briefing.com
    (http://www.briefing.com/)
    Free features include press release search, market comments posted several times daily, lists of upcoming splits, and notes on upgrades/downgrades.
  • BusinessWeek Online
    (http://www.businessweek.com/)
    Charts, quotes, portfolio tracker, and news analysis, among other offerings.
  • CNNMoney
    (http://money.cnn.com/)
    This comprehensive source provides a large collection of financial information including currencies, United States and world markets, and company profiles. See the Sitemap page for a full description of offerings.
  • Financials.com
    (http://www.financials.com/)
    Quotes, company data, headline news, a portfolio service, research, and much more.
  • MarketPlace
    (http://marketplace.publicradio.org/)
    This is the online home of Public Radio International’s daily show on business and financial news. Get transcripts, reviews and analysis.
  • MarketWatch
    (http://tearsheet.marketwatch.com/hp/tigger.asp)
    Up-to-the-minute comprehensive and qualitative market news from Dow Jones.
  • Money Alert
    (http://www.themoneyalert.com/)
    Articles, newsletters, calculators, tables, and other tools covering financial planning. Covers strategies for preserving capital, increasing income, and more profitably organizing investments.
  • MSN Money
    (http://moneycentral.msn.com/investor/)
    Microsoft provides market news and analysis and allows investors to create and maintain their own stock and fund portfolios. News from CNBC is here as well. See particularly its Beginner’s Guide.
  • SmartMoney.com
    (http://www.smartmoney.com)
    Market information from the publishers of Smart Money magazine..
  • TheStreet.com
    (http://www.thestreet.com/)
    For a $9.95 monthly fee, online market commentary and advice from a large and expert editorial staff. There is a great deal of free content available as well, and a 30-day free trial of premium services.
  • The Wall Street Journal Online
    (http://www.wsj.com/)
    Read today’s business headlines and access Barron’s Online. The editors offer a free two-week trial so you can sample their continually updated global business news, detailed company reports, and personalized news and quotes. Some services (for example, annual reports via mail or download) are free.

Mutual Funds

  • FundAlarm
    (http://www.fundalarm.com/)
    Objective information to help individual investors make the mutual fund “sell” decision.
  • Morningstar.com
    (http://www.morningstar.com/)
    This site, from global investment research firm Morningstar, offers information on both funds and individual stocks. Both free and for fee ($12.95/month) features.

Quotes

  • DailyStocks
    (http://www.dailystocks.com/)
    DailyStocks is a search engine for stocks and mutual funds. Enter a company and you are linked to quotes, charts, news, SEC filings, research reports, earnings estimates, and magazine articles.
  • NASDAQ-100 Dynamic Heatmap
    (http://screening.nasdaq.com/heatmaps/heatmap_100.asp)
    Site provides a visual representation of the Nasdaq-100 index; it displays price fluctuations in near real time – green if the price is up, red if it’s down. As you move your cursor over each color-coded ticker symbol, you can view a daily chart with vital trading stats.
  • PCQuote.com
    (http://www.pcquote.com/)
    While PCQuote is primarily a fee-based service, check the free quote service for investment information including a symbol search that allows you to find stock symbols by company name.
  • ValueLine.com
    (http://www.valueline.com/)
    Stock and mutual fund information, research, and articles available with free registration.
  • Yahoo! Finance
    (http://finance.yahoo.com/)
    Free portfolio tracking, quotes, company earnings information, a glosssary, and more.

Research

  • CorporateInformation.com
    (http://www.corporateinformation.com/)
    Detailed analysis on over 20,000 companies worldwide. Registration is required.
  • Hoover’s Online
    (http://www.hoovers.com/)
    “The Business Information Authority.” Includes free and for fee services.
  • IPO Central
    (http://www.ipocentral.com/)
    This site from Hoover’s should be your first stop for information on companies that are about to go public. It includes a beginner’s primer on initial public offerings.
  • Silicon Investor
    (http://siliconinvestor.advfn.com/)
    Free information on high-tech stocks is available here. Company profiles are particularly useful.
  • SmallCapCenter.com
    (http://www.smallcapcenter.com/)
    Focusing on smaller and emerging companies, this site provides news, quotes, research tools, and links to journals devoted to the small cap trader.
  • Zacks
    (http://www.zacks.com/)
    Free and for fee (subscription-based) research by over 185 brokerage firms.

Tools

  • AnnualReports.com
    (http://www.annualreports.com/)
    Links to the home pages and annual reports of more than 2,200 companies traded on the U.S. stock exchanges, including most of the Fortune 500.
  • BigCharts
    (http://bigcharts.marketwatch.com/default.asp)
    BigCharts is the world’s most comprehensive and easy-to-use investment research web site providing access to professional-level research tools like interactive charts, quotes, news, industry analysis and intraday stock screeners.
  • Building Wealth (.pdf document)
    (http://www.dallasfed.org/ca/pubs/wealth.pdf)
    This 31-page workbook from the Federal Reserve Bank in Dallas is subtitled, “A beginner’s guide to securing your financial future.” There may be little new here for seasoned investors, but for those just starting out and those who would like a structured workbook format, this document may be just the thing.
  • Dow Jones Indexes
    (http://indexes.dowjones.com/)
    This extensive site provides both current and historical information about Dow’s various indexes (Industrial, Transportation, STOXX, Small Cap, etc.). Choose an index and find information for a specific date. One more step will take you to a list of companies included in the index on the date you selected.
  • SEC Filings & Forms (EDGAR)
    (http://www.sec.gov/edgarhp.htm)
    This offering from the Securities and Exchange Commission has full-text searchable EDGAR (Electronic Data Gathering and Retrieval) filings. The site includes electronic filings submitted to the Commission from January 1994 to the present. As of May 6, 1996, all public domestic companies were required to make their filings on EDGAR, except for filings made to the Commission’s regional offices and filings made in paper because of a hardship exemption.
  • SmartMoney Map of the Market
    (http://www.smartmoney.com/map-of-the-market/)
    A new financial tool for investors, the Map of the Market allows users to customize their own color-coded maps of portfolio activity for up to 500 stocks.
  • TradingCharts.com
    (http://www.tradingcharts.com/)
    Free financial charts on stock market prices, market indices, and money markets. Chart data are updated daily, and a written technical analysis of market movements is given with each chart output. NASDAQ, NYSE, CDN, NDX, and money market symbols may be entered in daily, weekly, or monthly terms on the homepage, and search and browse options are available for unknown symbols.
  • Yahoo! Historical Quotes
    (http://finance.yahoo.com/q/hp?s=GE)
    Enter a ticker symbol and date range to obtain a chart of open, high, low, close, volume, and adjusted close for any stock back to 1970 (some prices before 1970 are available). Daily, weekly, monthly, and dividend information are available.

Tutorials/Education

  • An Introduction to Investment Theory
    (http://viking.som.yale.edu/will/finman540/classnotes/notes.html)
    Written by William Goetzmann, professor of Finance and Real Estate at Yale University, this document covers portfolio theory, the tradeoff between risk and return, diversification, and modern asset pricing models.
  • InvestinginBonds.com
    (http://www.investinginbonds.com/)
    Created by the Bond Market Association to educate investors about the benefits of bonds investing.
  • InvestorGuide.com
    (http://www.investorguide.com/)
    Annotated links to free information on personal finance and investing. The Personal Finance section covers issues such as credit, retirement savings, insurance, taxes and banking, while the Investing section helps inform users of the variety of financial instruments such as bonds, futures, options, mutual funds, and stocks. The “University” section is directed at novices needing an introduction to investing.
  • Investor Information (from the SEC)
    (http://www.sec.gov/investor.shtml)
    Learn about investing, protect your money, and search key topics. From the Securities and Exchange Commission.
  • Investors.com
    (http://www.investors.com/)
    Online version of the investment news giant Investor’s Business Daily provides a primer for investors with reprints of some of the most popular Investor’s Corner articles from the pages of its in-print sibling.
  • The Motley Fool
    (http://www.fool.com/)
    An electronic publication whose mission is “to inform, educate and amuse the individual investor. To prove to you that the best person to manage your money is YOU. To propose that key to investment success is doing one’s homework. And that homework can be fun. To get folks to work together in a spirit of community and friendship to take control of their finances, enjoying the fruits that come with the investment of one’s money.”
  • Young Investor
    (http://www.futuresforextrading.com/YoungInvestor/)
    Educational and fun — see Investing for Kids(http://library.thinkquest.org/3096/index.htm), too.