Unlocking Financial Data PDF – Free Download

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About Unlocking Financial Data: A Practical Guide to Technology for Equity and Fixed Income Analysts pdf download

Unlocking Financial Data: A Practical Guide to Technology for Equity and Fixed Income Analysts pdf offers a fresh look at what would have otherwise been a jaded topic the author of Unlocking Financial Data: A Practical Guide to Technology for Equity and Fixed Income Analysts pdf book draws on a vast knowledge bank of insights and experience to execute this work.

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


From the Publisher

From the Preface

Over the course of my career, I have taught many colleagues a useful subset of these technical skills. In teaching them, I’ve learned that you can do a lot of useful analysis that goes above and beyond Bloomberg screens, all without knowing how to program. All you need is something most people who are employed in the finance sector already have: analytical minds and Excel experience (and this book, of course).

For my fellow programmers, this book has you covered as well. Instead of trying to track down API documentation and reinventing the wheel, this book contains a lot of useful C# examples on how to access market data from Bloomberg and IHS Markit, perform financial analysis using Math.Net open source libraries, and use SQL Server Reporting Services (SSRS) to automate professional reports.

I wanted to write a book to teach these skills to a broader audience and help people use technology to move their resume to the top of the stack.

If you’re opening this book at a bookstore and trying to determine if it’s for you, let me help:

This book will help you combine your views with financial data from Bloomberg—you don’t need access to Bloomberg, but it is highly recommended—and IHS Markit, analyze the results, and generate professional reports using Microsoft Excel without any programming or assistance from your IT department.
This book will show you, step by step, how to quickly produce professional reports that enhance your views with market data including historical financials, comparative analysis, and relative value.
For portfolio managers, this book demonstrates how to generate a professional portfolio summary report that contains a high-level view of a portfolio’s performance, growth, risk-adjusted return, and composition.
If you are a programmer, or potential programmer, this book contains a parallel path that covers the same topics using C#.
I am not an academic, and there is a reason “Practical” is in the subtitle of the book. All you need is a basic understanding of finance and Excel. You don’t need to know any programing, VBA, or advanced math.

Publisher ‏ : ‎ O’Reilly Media; 1st edition (November 14, 2017)
Language ‏ : ‎ English
Paperback ‏ : ‎ 318 pages
ISBN-10 ‏ : ‎ 1491973250
ISBN-13 ‏ : ‎ 978-1491973257
Item Weight ‏ : ‎ 1.47 pounds
Dimensions ‏ : ‎ 7 x 0.6 x 9.2 inches

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