Morningstar Library Edition and Principia have been replaced with the more comprehensive Morningstar Direct service. Morningstar Direct provides the most complete and timely link to Morningstar’s global investment database and analytics. It supports in-depth research on any company, from examining stock fundamentals to analyzing stock ownership trends. The platform’s powerful search and ranking capabilities help users find and rank top-performing stocks within a specific time period. Ownership information identifies who owns a stock and who is buying or selling. Morningstar Direct also includes qualitative analysis to complement initial research. Click here to view Sample Reports provided by this platform.
Morningstar Direct will be available on all machines in the Wall Street Trading Room as of Fall, 2009.
The Thomson Corporation and Reuters Group merged on April 17, 2008, to form Thomson Reuters. As a result of this merger, Stockval (formally a Reuters product) has become merged with the latest version of Baseline – version 7.0. Stockval will no longer be offered or supported as a stand-alone platform . The new Baseline version is available the first time a user tries to access the server – the user is prompted to download and install the new interface. Baseline is a complete asset management workflow solution, with in-depth single-security evaluation, portfolio analytics, and client communication tools, all in one desktop application. For more information, visit http://www.thomsonreuters.com/products_services/financial/financial_products/investment_management/research_analysis/baseline
To download access to the Baseline server, follow these instructions: http://www.sju.edu/academics/hsb/finance/wstr/pdf/BaselineInstallation.doc
Training on the new Baseline platform will be available in Fall, 2009.