Unlocking financial data : a practical guide to technology for equity and fixed income analysts /

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Pauley, Justin (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Sebastopol, CA : O'Reilly, 2017.
Temas:
Information visualization.
Finance > Statistics > Graphic methods.
Finance > Data processing.
Visualisation de l'information.
Finances > Statistiques > Méthodes graphiques.
Finances > Informatique.
COMPUTERS > General.
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • Copyright
  • Table of Contents
  • Preface
  • Conventions Used in This Book
  • Using Code Examples
  • Oâ#x80;#x99;Reilly Safari
  • How to Contact Us
  • Acknowledgments
  • Chapter 1. Introduction
  • Overview
  • Section I: Accessing Financial Data
  • Section II: Financial Data Analysis
  • Section III: Creating Financial Reports
  • Financial Markets
  • Equities
  • Corporate Loans (Bank Debt, Leveraged Loans)
  • Corporate Bonds
  • The Three Paths
  • Path 1: Microsoft Excel
  • Path 2: Microsoft Access
  • Path 3: C#
  • Online Files
  • Summary
  • Chapter 2. Organizing Financial DataPath 1: Excel
  • Excel Range Versus Excel Table
  • Adding Reference Columns
  • Data Validation
  • Paths 2 and 3: Tables in Access
  • Connecting the Data with Queries
  • Summary
  • Chapter 3. Bloomberg
  • Identifying the Fields
  • The Mouse-Over
  • The FLDS Screen
  • Bloomberg Function Builder and Finding Fields in Excel
  • If All Else Fails ...
  • Excel Examples
  • Pulling a Single Field (BDP)
  • Pulling Bulk Data (BDS)
  • Pulling Historical Data (BDH)
  • Comparable Securities
  • Indices
  • Peers
  • Related SecuritiesPaths 1 and 2: Excel and Access
  • Corporate Bonds, Loans, and Indices
  • Company Worksheet
  • References and Overrides
  • Path 3: Bloomberg C# API
  • Setting Up Microsoft Access for Use with C#
  • Bloomberg C# API
  • Basic Reference Example
  • Basic Historical Example
  • Populating Access Database
  • Summary
  • Chapter 4. IHS Markit: Big Corporate Data
  • Corporate Loans
  • Data Request
  • Facility Information
  • Loan Pricing, Financials, and Analytics
  • Corporate and Sovereign Bonds
  • Path 1: Storing Markit Information in Excel
  • Path 2: Importing Markit Data into Microsoft AccessPath 3: Importing Markit Data Using C#
  • Summary
  • Chapter 5. Financial Data Analysis
  • Data Integrity
  • Checking the Data
  • Sample Size
  • Outliers
  • Portfolio
  • Portfolio Worksheet
  • Portfolio Database Table
  • Linking Excel Worksheets to Microsoft Access
  • Keeping a History
  • Path 1: Excel
  • Path 2: Microsoft Access
  • Path 3: C#
  • Summary
  • Chapter 6. Relative-Value Analysis
  • Path 1: Excel
  • Correlation and Regression in Excel
  • Peer Groups
  • Ratings
  • Stats Worksheets
  • Side by SideIndices
  • Weighted Z-Score
  • Path 2: Access
  • Correlation and Regression in Access
  • Median in Access
  • Path 3: C#
  • Correlation and Regression
  • Peer Groups
  • Ratings
  • Stats Tables
  • Side by Side
  • Weighted Z-Score
  • Summary
  • Chapter 7. Portfolio Risk Analysis
  • Path 1: Excel
  • Variance, Volatility, and Standard Deviation
  • Sharpe Ratio with Historical or Forecasted Returns
  • Portfolio Breakdown
  • Warning Signs
  • Path 2: Access
  • Portfolio Breakdown
  • Warning Signs
  • Path 3: C#

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