Unlocking Financial Data

A Practical Guide to Technology for Equity and Fixed Income Analysts

Business & Finance, Economics, Statistics, Management & Leadership, Decision Making & Problem Solving, Finance & Investing, Finance
Cover of the book Unlocking Financial Data by Justin Pauley, O'Reilly Media
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart
Author: Justin Pauley ISBN: 9781491973202
Publisher: O'Reilly Media Publication: October 6, 2017
Imprint: O'Reilly Media Language: English
Author: Justin Pauley
ISBN: 9781491973202
Publisher: O'Reilly Media
Publication: October 6, 2017
Imprint: O'Reilly Media
Language: English

Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other systems found at most banks and investment firms.

This practical guide teaches analysts a useful subset of Excel skills that will enable them to access and interpret financial information—without any prior programming experience. This book will show analysts, step-by-step, how to quickly produce professional reports that combine their views with Bloomberg or Markit data including historical financials, comparative analysis, and relative value. For portfolio managers, this book demonstrates how to create professional summary reports that contain a high-level view of a portfolio’s performance, growth, risk-adjusted return, and composition. If you are a programmer, this book also contains a parallel path that covers the same topics using C#.

Topics include:

  • Access additional data that isn’t visible on Bloomberg screens
  • Create tables containing corporate data that makes it possible to compare multiple companies, bonds, or loans side-by- side
  • Build one-page analytic (“Tear Sheet”) reports for individual companies that incorporates important financials, custom notes, relative value comparison of the company to its peers, and price trends with research analyst targets
  • Build two-page portfolio summary report that contains a high-level view of the portfolio’s performance, growth, risk-adjusted return, and composition
  • Explore daily prices and facility information for most of the tradable corporate bond and loan market
  • Determine the relationship between two securities (or index) using correlation and regression
  • Compare each security’s performance to a cohort made of up of securities with similar risk and return characteristics
  • Measure portfolio risk-adjusted return by calculating variance, standard deviation, and Sharpe ratio
  • Use Markit data to identify meaningful trends in prices, new issue spreads, and refinancings
View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other systems found at most banks and investment firms.

This practical guide teaches analysts a useful subset of Excel skills that will enable them to access and interpret financial information—without any prior programming experience. This book will show analysts, step-by-step, how to quickly produce professional reports that combine their views with Bloomberg or Markit data including historical financials, comparative analysis, and relative value. For portfolio managers, this book demonstrates how to create professional summary reports that contain a high-level view of a portfolio’s performance, growth, risk-adjusted return, and composition. If you are a programmer, this book also contains a parallel path that covers the same topics using C#.

Topics include:

More books from O'Reilly Media

Cover of the book Das Sensor-Buch by Justin Pauley
Cover of the book Essential ActionScript 3.0 by Justin Pauley
Cover of the book Excel Hacks by Justin Pauley
Cover of the book Running Lean by Justin Pauley
Cover of the book Programming MapPoint in .NET by Justin Pauley
Cover of the book Photoshop CS6: The Missing Manual by Justin Pauley
Cover of the book Beginning NFC by Justin Pauley
Cover of the book Java EE 7 Essentials by Justin Pauley
Cover of the book Site Reliability Engineering by Justin Pauley
Cover of the book SVG Text Layout by Justin Pauley
Cover of the book Office 2007: The Missing Manual by Justin Pauley
Cover of the book Mastering Perl for Bioinformatics by Justin Pauley
Cover of the book Flash 8: Projects for Learning Animation and Interactivity by Justin Pauley
Cover of the book Head First Python by Justin Pauley
Cover of the book Java Servlet & JSP Cookbook by Justin Pauley
We use our own "cookies" and third party cookies to improve services and to see statistical information. By using this website, you agree to our Privacy Policy