Financial Information

Investment Relative Information in the U.S.

  • U.S. Stocks Markets (Infobeat E-mail Services) -- You can subscribe a mail from here to get the final closing of the US stock market everyday. It is in alliance with Money Online.

  • Penn Library-Business Resources

  • The Vanguard Group Homepage

  • Fidelity Investment

  • Bloomberg HomePage

  • Bloomberg Personal Financial Analysis

  • Silicon Investor

  • Lehman Brothers

  • JP Morgan -- Offers data including its Commodity Index, Currency Indices, Emerging Markets Bond Index, Government Bond Index, Government Bond Market Outlines, and Mortgage Indices. JP Morgan is using the Internet to offer information needed to implement their RiskMetrics methodology and to provide data which can help managers control risk of their positions by using information on volatilities and correlations among over 300 financial assets.

  • Merrill Lynch OnLine -- This is a site with a client access button, product information, as well as selected Merrill Lynch commentary and research for all users.

  • Morgan Stanley -- Morgan Stanley provides MSCI international stock price data, among other things.

  • NewsPage -- Information of Banking, Finance, and Real Estate

  • CNNfn -- Market Closing Prices for Oil, Metals, U.S. Dollar and Treasury Market. Information is free and timely. Very Popular with investors and banker types.

  • JPB Corporation -- It is the homepage that provide several useful information in business, such as exchange rates, brokerage, stock prices, mutual funds, Central Banks in G-7, etc.

  • Enth -- Enth is a provider of Internet search, navigation, and retrieval technology for distributed data. While this description of Enth.com may sound complex, it services a simple and common need.

  • Dealflow -- The web resource for accelerating SMALL VENTURE exposure and evaluation.

United States Federal Information Links

Taiwan Government Related Information links

  • The Securities and Futures Investors Protection Center (財團法人證券投資人及期貨交易人保護中心) -- It is an organization set up under the Act to provide: consultation on the trading of securities and futures as regulated by related laws and regulations; mediation of disputes arising from the trading of securities and futures; and litigation services on behalf of investors. In addition, the Center manages a protection fund to compensate investors should securities or futures companies are unable to do so due to financial difficulties. Click here (Traditional Chinese and English) for the links related to the securities in Taiwan.

  • 政府統計資料庫連結--「政府統計資料庫連結」網頁主要蒐集本國各政府部門公布之各類統計數據資料,按照「資料性質」及「資料來源」分類彙總整理其網頁連結

Academic and Journal Related Information

Where to look for stocks, bonds, options, and futures information?

  • Quote.COM* -- Real-time dynamic charts let investors watch the market tick by tick ($9.95 to $99.95 a month)

  • My Excite Channel

  • Yahoo!Finance* -- Superb free site that tracks portfolios and provides market news plus links to a wide range of financial information, such as analyst upgrades and downgrades.

  • Investor.cnet.com -- You can track long stock-price histories here. If you need to know when the stock split, you can type in the ticker symbol first and click on "splits".

  • Businessweek.com -- It also provide the same services of Yahoo!Finance and Investor.cnet.com. Of course, you also can search news in it.

  • MultexInvestor -- Join the free membership and you can get the real time quotes here. It also provides news, analyst research and screening tools of the securities.

  • Zacks.COM -- It features the Zacks Broker Research Report Service.

  • Stockscreener -- It features the function of screening the stocks based on different criteria.

  • Fidelity's My MarketNet -- It is a free site that can provide users to set up their own portfolio. It also has the service of the news and charts(5 minutes, daily, weekly, monthly, three months, six months, and yearly based) of a stock.

  • Quicken Financial Network

  • Briefing.COM* -- Strong on currency analysis, foreign exchange, and fixed-income markets ($6.95 to $25 a month).

  • CBS Marketwatch* -- Formerly DBC Online, the site provides free news and market analysis; plus tiered pricing plans ($29.95 to $79 a month) for those who need more timely and detailed coverage.

  • Edgar Online* -- Free access to many SEC filings; $9.95 a month and up for people who want same-day filings.

  • Investools.COM* -- Lets you read articles from different investment newsletters for a fee.

  • Microsoft Investor* -- One-stop investing site with research, charts, stock- and fund-sceening tools, and links to online brokers; $9.95 a month for regular subscribers.

  • Smartmoney Interactive* -- Offers portfolios and stories with stock picks; access to the interactive Wall Street Journal and Barron's sites ($49 a year for nonprint subscribers).

  • The Street.COM* -- Features original editorial content and columnists such as hedge-fund manager James J. Cramer ($6.95 a month or $9.95 with E-mail delivery).

  • Wall Street City* -- Excellent stock sceening and other analytical tools ($9.95 to $34.95 a month)

  • NASDAQ.COM -- It provides the stock quote, companies, market news, and market activities in NASDAQ.

  • Bonds-Online -- It is the resource for fixed income investment. Some information of bonds is free. It includes information on tax-free municipal bonds, treasury/savings bonds, corporate bonds, and bond funds. Learn the basics of the bond market with the Bond Professor.

  • BondTrac Free Services -- requires free registration. It is the same site as Bonds-Online.

  • Yahoo! Bonds -- Several links for the information about bonds

  • InvestinginBonds.com -- It provides the detail data and analysis of bonds and daily updates of the Treasury yield curve.

  • TurtleTrader.com -- This page contains an abundance of free information and research data. New content is added regularly. It is a good resource for options and futures.

  • The Office for Futures and Options Research -- The Office for Futures and Options Research (OFOR) promotes and enhances scholarly research and learning of futures, options, and derivative markets at the University of Illinois at Urbana-Champaign (UIUC).

  • Numa Web -- It is a Internet's home page for financial derivatives. The calculator is cool for several kinds of derivatives.

  • Yahoo! Options and Futures -- It provides several links to the sites of options and futures.

  • American Depositary Receipts (ADRs) -- This website is a joint project of J.P. Morgan acting under license from the Carson Group, Inc. ("Carson").

  • ALTAVEST Worldwide Trading, Inc.-- Commodity futures and options brokerage offering online trading.

  • Brite Futures, Inc. -- Offers free commodity futures charts and quotes.

  • StockSelector.com -- It is an very impressive Website. You can find different research and analyses of the company. It is great. You also can submit your personal estimated stock price. There is also a list of StockSelector 50. It can be your reference when you are choosing a stock.

  • StockDetectives -- You can form your protfolio here. This website also direct you to different research centers.

  • SuperTradeAsia -- It is an online trading broker. It has a very good list of American Depository Receipts (ADRs). The link of the Asia ADRs in Chinese is here.

  • Exchange-Traded Fund(ETF) -- ETF stands for Exchange-Traded Fund. ETF can track the performance of a growing number of different index funds. Most ETFs represent a portfolio of stocks designed to track one specific index. ETFs can be bought and sold exactly like a stock of an individual company during the entire trading day. ETFs can be in the form of either index-based exchange-traded funds or closed-end exchange-traded funds. Like a traditional mutual fund, an ETF is an investment structure that pools the assets of its investors and uses professional managers to invest the money in a variety of securities, sectors, and styles. Unlike a mutual fund, however, shares of the funds are traded on a stock exchange such as the New York Stock Exchange (NYSE) or the American Stock Exchange (AMEX). Furthermore, they can be bought on margin, sold short or bought at limit prices. Other ETFs allow you to invest by industry sector, size, region or investment style. Exchange traded funds can help investors build a diversified portfolio that’s easy to track.** You can learn more about the tax advantage of ETFs from ETFConnect.com and iShares.com.

  • Wilshire Associates -- Wilshire Associates is a global investment advisory firm that provides investment products and services, including investment consulting, asset management, mutual fund management and analytical tools. They serve more than 400 organizations in over 20 countries, representing assets totaling more than $2.5 trillion. Wilshire 5000 and Wilshire 4500 are two of their indexes.

  • Mutual Fund Magazine Database of Fund Performance -- Tabulate and chart the performance of most mutual funds, or screen funds by expense ratios, type and performance. You can even locate a page for your own funds and create a permanent bookmark to see how it's doing (so you know how much to spend at the Mall this week).

  • YoungInvestor.com -- It is the website to educate the youngsters about the investing.

  • MAXfunds.com -- It is the website that provides the information of funds which are either young or old. If you want to know more about the classes of the funds, you can check it on SEC website.

  • Optionetics.com -- Bringing you the best in option trading content, education, and products.

  • Futures Guide -- A Futures and Options E-Zine, EOD Quotes and Market Update.

  • Futures price Data -- Whatever you need. It's all there. It's current too. Thank Mr. Potts.

  • CISCO - Futures Research and Data -- Tick data on a variety of contracts. Much of it is free of charge

Virtual Investment Game

Information of Global Investment

  • International Monetary Fund -- The IMF is an international organization of 184 member countries. It was established to promote international monetary cooperation, exchange stability, and orderly exchange arrangements; to foster economic growth and high levels of employment; and to provide temporary financial assistance to countries to help ease balance of payments adjustment. It has selected exchange rates and country economic information.

  • Asia Online Finance -- For $32 a month, financial data, charts, and stock picks

  • Far Eastern Economic Review -- Asian business, finance, economics, and politics

  • Financial Times -- Selected articles, profiles of 8,500 global companies

  • Morgan Stanley Global Economic Forum -- A daily survey of major economies

  • Pronet -- Links to stock exchanges in Africa, Venezuela, and 59 other countries

  • Trader's Haven -- Megasite with link to sites from 76 countries

  • Washington Post -- Delayed stock quotes for companies worldwide

  • Global Financial Data -- Offering extensive free historical data and research as well as information on our extensive historical database which includes data on stock markets, inflation rates, interest rates and exchange rates going back to the 1600s.

  • ESPIN Stock Charts -- Daily free service - Technical analysis charts of U.S. and international stock market indices.

  • Central Statistical Office (UK) -- Offers a wide variety of financial time series for the United Kingdom at a cost including acquisitions, corporate liquidity, financial statistics, institutional investment, dividends and interest payments and pensions & insurance.

  • Helaba Trust -- Provides German market information at no charge

  • MATIF -- MATIF is the French futures and options exchange and offers investors products such as Stock index, interest rate , foreign exchange, and commodities. The web site has historical data and statistics.

  • Rye, Man & Gor Securities -- Fundamental information about the Russian equity market, the political and economic situation in the country, the daily main indicators, stock quotes, latest events on the market and our vision of those events.

  • Nikko Securities -- Reports monthly Japanese indices including: 1.Nikko Stock Performance Index 2.Nikko Bond Performance Index 3.Nikko Convertible Bond Performance Index 4.Nikko Japan Mix Index ( J-Mix )

  • Datastream International -- Datastream provides more than 720 million items of data, some updated daily, and much of it offering 20 years history or more. Included are: equity securities and indices; U.S. and international bonds and warrants; international economic series and indices, interest and foreign exchange rates, and macroeconomic data; corporate accounts, with ratios and balance sheets; derivatives, including options, futures, and swaps.

  • Fortitude -- You can download free historical equity data in the form DATE - OPEN - HIGH - LOW - CLOSE - VOLUME - OPEN INTEREST every day. Data available for major worldwide equity indices.

  • Securities Data Corporation -- Best provider of securities issue data, merger data and securities trading information (AutEx BlockDATA). They just added a database of Japanese bonds.

  • The Monster Board -- If you are searching for a job or finding employees, it is a site worth visiting. It also has the service internationally.

  • Aisa Crisis Hompage -- It is a good homepage addressing the situation of the Asia Crisis from Stern School of Business, New York University . It is a way for you to know more about Asia Crisis.

  • IBJ Securities RESEARCH & LINKS -- Research and links to English language resources on Japanese finance, economy, politics and law. Includes a comprehensive list of links to the English language websites of Japanese financial institutions and listed companies.

  • Central Banks of the World -- " ...An excellent starting point for finding any central bank in the world."-- The Wall Street Journal

  • Joint Bank-Fund Library Network -- These 14 World Bank and International Monetary Fund libraries work together to provide information services and resources to World Bank and IMF staff.

  • globalEDGE-- It provides lots of links to Internet sources of international business and economic information that are in English and available free of charge. Created by the International Business Center at Michigan State University (IBC), globalEDGE™ is a knowledge web-portal that connects international business professionals worldwide to a wealth of information, insights, and learning resources on global business activities. This site is partially funded by a U.S. Department of Education Title VI B grant. It is a good source for various global business knowledge.

  • Country Risk Analysis -- It is an excellent homepage from Dr. Campbell R. Harvey. His Finance Links are also useful for doing the research. Hypertextual Finance Glossary is a good resource to check out the term.

  • Euroland.com -- It is grown out of Europe Investor Direct. It has a wide database which contains 5 200 companies in eight different European stock markets (London, Paris, Frankfurt, Amsterdam, Zurich, Stockholm, Helsingi and Oslo) and 150 000 active investors. All together we send our information to 1, 8 million investors. Euroland.com offers for investors financial data and processed information about Europe's stock companies in their mother tounge and in 21 different currencies. Also Euroland offers for users possibility to create watchlist and portfolios across borders.

  • The Ultimate International Business & Economics Resource Page -- This site provides some good links to international business related sites.

Discounted Broker

  • Charles Schwab -- 1800-435-4000, $29.5 for either market or limit order. $45 per quarter is the inactivity fee.

  • Fidelity -- $25 for market order, $30 for limit order, and $75 for mutual fund order. $50 per year for the inactivity fee except the balance is over $30,000 or two trades in the past year.

  • E*Trade -- 1800-786-2575

  • Merrill Lynch Direct -- $29.95 for either market or limit order and no mutual fund order fee and inactivity fee.

  • Muriel Siebert -- $14.95 for either market or limit order and no inactivity fee

  • Morgan Stanley Online -- $29.95 for either market or limit order and no inactivity fee

  • TD Waterhouse -- $14.95 for market order and $17.95 for the limit order.

  • EBroker on Quote.com

  • DATEK

  • PC Financial Network

  • Ameritrade -- 1800-669-3900 -- $8; Dirt-cheap commissions, but next to no research.

  • Brokerage Direct -- 1800-347-2683 -- $14.95-19.95; Slick site can be customized. Sophisticated charting and real-time data.

  • DLJDIRECT -- 1800-825-5723 -- $20-60; A $100,000 account gives you access to DLJ research and IPO's.

  • Jack White -- 1800-216-2333

  • Lindner.Farsight -- 1800-830-7483 -- $7; Cheapest commissions, low margin rates. Beware the exit fee for IRA. Lets you pay your bills online.

  • Net Investor -- 1800-638-4250

  • Quick & Reilly -- 1800-837-7220 -- $14.95-19.95; Strong research. Broad menu includes ADRs, junk bonds, and options.

  • Suretrade -- 212-566-2031 -- $7.95; Quick & Reilly's deep-discount sibling requires no minimum balance, offers free IRAs.

  • Web Street Securities -- 1800-932-8723

  • Waterhouse -- 1800-555-3875

  • Scottrade -- $7 for market order and $12 for limit order. No fee for mutual fund order and inactivity fee. $1 each for trade confirmations.

  • Interactive Brokers -- $1 for each market or limit order. No mutual fund order fee but $3 per month for inactivity fee. $10 per month of market data feeds subscription can avoid the $3 inactivity fee.

  • Nasdr.com -- It is the site for you to check the complaints or disciplinary actions against the stockbroker.*

  • Brown & Company -- a brokerage service of J.P. Morgan Invest, LLC. Member NYSE, other principal stock and option exchanges, and SIPC.

  • ValuBond.com -- ValuBond, through its wholly-owned subsidiary ValuBond Securities, Inc., is a fixed income trading platform designed for firms servicing retail investors.

Refinancing Mortgages

Mortgage-Backed Securities related Information

Technical Skills and Database in Financial Research

Related Academic Knowledge, Senses, and Opinions

Department of Finance金融管理學系, National University of Kaohsiung國立高雄大學, No. 700, Kaohsiung University Rd.,Nanzi Dist., Kaohsiung City 811726, Taiwan. 811726高雄市楠梓區高雄大學路700號E-mail: chen@nuk.edu.tw. Tel: +886 7-5919501. Fax: +886 7-5919329