Investment Resources on the Interent
Annual Reports & Public Company Information
- Corporate Information
Free registration required for use.
- Investor Relations Information Network
Current and previous annual reports for over 3000 public companies.
More information on annual reports available at the Kirstein Business Library Library.
- Bonds Online
Research bonds and find prices and yields of Treasury, Municipal, Corporate and other bonds.
- EMMA -Electronic Municipal Market Access
Information about tax-exempt bonds and notes, taxable munis, 529 college savings plans and the full constellation of municipal securities. This site also has a municipal securities and 529 plan search.
- U.S. Savings Bond Values
- Securities Industry and Financial Markets Association
Learn about Bonds and get price data, indexes and indicators, and market commentary.
- AFLCIO Executive Paywatch
Search by Company Name, Ticker, Industry or Total Compensation.
Features vary with each web site, but features generally include directories of member companies, links to members web sites, trading statistics, ticker symbol guides, and other information about trading on each exchange.
- New York Stock Exchange
- American Stock Exchange
- World Federation of Exchanges
Organization for stock exchanges has information on the major stock exchanges throughout the world. Statistics include market capitalization, number of listed companies, value of share trading, investment funds trades, etc.
SEC and International Filings
Database of business filings with the SEC from 1994 to present. Beginning May 1996, all public companies are required to file electronically.
EDGAR’s Canadian counterpart, this site includes public company & mutual fund filings since January 1997.
- Company Registration Around the World
A list of SEC Counterparts and links to their websites.
Site of the U.S. Security and Exchange Commissions’ Office of Investor Education and Advocacy which provides tips on how to invest wisely and avoid fraud.
- Investor Protection Trust
Investor education and protection brochures such as “Getting Help With Your Investments”.
- Financial Planning Association
This association connects those who need and deliver financial planning. Information on how to choose a financial planner.
- Financial Planning Association of Massachusetts
- National Association of Personal Financial Advisors
Financial planning professionals that work on a fee-only basis.
- Internet Retirement Alliance
Retirement planning help from un-biased financial planning experts.
Initial Public Offerings (IPOs)
The Securities and Exchange Commission requires companies intending to go public to file registration forms. These forms, called S-1, S-2, SB-1, and SB-2, contain useful information including a business description, financial statements, market price and much of the same information commonly found in public companies’ annual reports.
- Hoover’s IPO Express (IPO Central)
Search for information on companies that have either recently gone public or filed to do so. Browse most recent filings or search by date, with filings back to 1996. This web site also contains links to S-1 filings with the SEC, a FAQ to IPOs, and a four part guide to understanding IPOS with a definition of common terms. Also includes statistical information under the section “IPO Scorecard.”
Guide to researching IPO information at the Kirstein Business Library.
- Brill’s Mutual Funds Interactive
Offers articles and information on investing in Mutual Funds.
- Investment Company Institute
Information on policy, legislation and policy. Click on the Statistics & Research link for detailed statistics.
Formerly IBC/Donoghue’s Money Fund Directory (no longer published in print), this database provides yield rankings of money market mutual funds.
Provides recent quotes, graphs, and snapshots of the fund performance, largest holdings, and investment objectives. To use the features similar to the print version of Morningstar Mutual Funds, select “Ticker Lookup” on the home page, type in the name of your fund, and press the “return” key.
- Google Finance
- Yahoo! Finance Historical Quotes.
Enter a ticker symbol and get quotes for one day or a chart spanning many days. Quotes go back to 1970 and in some cases even earlier. Yahoo! Finance provides unadjusted prices as well as a split and dividend adjusted close. Historical dividend payments and stock splits are also shown.
- Historical Stock Quotes 1988- present
Provides closing price for any trading day in the past 10 years. The “Interactive Charting” feature can display intraday prices for the previous 15 days.
- Pink Sheets.com
Provides information on Pink Sheets securities including current quotes and price charts that go back 60 months. It will also tell you if a particular company is in Bankruptcy.
Historical stock price information is also available at the Kirstein Business Library.
Real Estate Investment Trusts (“REITs”)
- Real Estate Investment Trusts
Current indices, news, and listings of REIT’s by name, state, and symbol.
Stock Market Information
Free information includes stock market indices from around the world and recent foreign exchange rates.
- Fidelity Investments Symbol Lookup
This can be used to find the full name, ticker, CUSIP number or fund number for a Stock, Mutual Fund, Index or Annuity.
Investment and personal finance tools, resources and content.