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Best Starting Points - Financial Data
Financial Statements Data
Annual Reports & SEC Filings
Use Annual Report tab or the Edgar tab in the company profile to access historical annual reports or filings for public companies.
Company/Markets tab provides access to up to 2 years of downloadable stock price data.
WRDS - CRSP Module
Security price, return, and volume data for the NYSE, AMEX, and Nasdaq stock markets. Large data sets may be downloaded into multiple formats.
WRDS - TRACE module
Trade Reporting and Compliance Engine is FINRA's over-the-counter (OTC) corporate bond market real-time price dissemination service. Access historical data on publicly traded corporate bonds.
WRDS - Mutual Fund Links (MFLINKS)
The MFLINKS tables provide a reliable means to join CRSP Mutual Fund (MFDB) data that covers mutual fund performance, expenses, and related information to equity holdings data in the TFN/CDA S12 datasets.
WRDS - Thomson Reuters module
Thomson-Reuters Mutual Fund Holdings database provides security holding information for all registered mutual funds that report their holdings with the SEC, plus 3,000 global funds.
WRDS CRSP module
The CRSP Mutual Funds Summary File provides characteristics of annual/quarterly/monthly frequency for open-ended mutual funds of all investment objectives.
WRDS - First Call module
Contains earnings information dating as far back as 1990, on over 9,700 securities.
WRDS - IBES module
Provides both summary and individual analyst forecasts of company earnings, cash flows, and other important financial items, as well as buy-sell-hold recommendations.
Index, Commodities, and Options Data