Financial Research and Learning Lab

In-Person Access Only:

• To create a Bloomberg account, follow these instructions:
  • Look for a BB terminal in the lab and log onto it using your student credentials (desktops with colorful keyboards)
  • Click on the Bloomberg desktop icon to startup up the application (it's a desktop application, NOT online)
  • Create your account and log on
• For the BMC certificate: 
  1. On the desktop, set Chrome as the default web browser BEFORE launching the tutorial as it only opens in Chrome and also make sure to close all internet pages before launching 
  2. When logged on in your Bloomberg account, in the search bar, top left corner, type BCER to see the list of tutorials. Sign up, no code required.
  3. Click on "Login with SSO" and "Launch Course".
• For getting started with Bloomberg python API

Please note:

• Seek advice before downloading data for a large number of securities. Consider alternative databases such as Factset, Capital IQ (Excel plug-in available), and LSEG Workspace. 
  • Each Bloomberg terminal has both a daily and a monthly limit to the amount of data that can be downloaded from it.
  • Once the monthly limit is reached at a terminal, data cannot be downloaded until the start of the next month.
• Bloomberg may only be used for non-commercial research purposes.

In-Person Access

• Cap IQ can be accessed on any desktop in the lab.

Online Access

• You can access your account or create one by using your uOttawa email and following this link.
• Downloading the Excel Plugin: You can download data into Excel or extract data in Excel using the Capital IQ plug-in (for Windows PCs only). For plug-in options on a Mac PC, please contact us.

Tutorial

• Recording of Live Demo - Intro to Cap IQ - 27JAN2022
• S&P Capital IQ Training (spglobal.com)

N.B. S&P Capital IQ may only be used for non-commercial research purposes.

In-Person & Online Access:

• This database is accessible on campus from any computer lab, including the Financial Research and Learning Lab (DMS2186), using this portal.
• CFMRC/TSX database is also accessible through the remote lab and sessions are limited to 90 minutes.

N.B. CFMRC/TSX may only be used for non-commercial research purposes.

via LSEG Workspace

• Datastream is available through LSEG Workspace which is reserved for faculty and graduate students only.  For access instructions, please refer to LSEG Workspace.  

• Datastream tutorials and webinars

N.B. Datastream may only be used for non-commercial research purposes.

In-Person Access:

• Factset can be accessed on any desktop in the lab.

Online Access:

• FactSet can easily be accessed using their online web portal. Using your uOttawa student email, simply create a FactSet account using this link. Note, the web version does not offer the Excel API functionality. However, data can still be downloaded into Excel. Once you have received your login credentials, go to the FactSet login page here.

FactSet on your Smartphone: 

• FactSet has a mobile app for Android, iOS and Blackberry Devices. Apps can be downloaded via Google Play Store, App Store, and Blackberry World.

Tutorial 

• Recording of Live Demo - Intro to Factset - 01FEB2022 

N.B. FactSet may only be used for non-commercial research purposes.

In-Person Access:

• Haver is available in the Lab.
• May be under the application called "DLXVG3" where the icon looks like: 

Online Access:

• Haver is available on uOlabsPlus

N.B. Haver Analytics may only be used for non-commercial research purposes.

• Online Portal

Access to Audit Analytics’ website is complimentary for users whose school subscribes to Audit Analytics via WRDS. Using your university email address, register for access at their Academic User Registration site. However, you must first create a WRDS account.

N.B. WRDS may only be used for non-commercial research purposes.

To access LSEG Workspace, follow these steps:

1. First ask to be added to the Approved User List:
   • Contact finlab to get your name on the approved user list.
   • Note: Workspace is reserved for faculty members and graduate students.
2. Once on the Approved User List, book your session by clicking on the View Schedule.
   • 9 seats are available 24/7, but reservations must be made during regular business hours Monday to Friday between 9h00 and 17h00 EST.
   • Use you uottawa.ca email only.
3. Once your session is booked, an account will be created and access instructions will follow 
   • The logon can be through Web Access or through a downloaded app on your own PC.
     • The downloaded app offers the Excel plugin
       • Install the application on your desktop: Download Refinitiv Workspace.
     • For Datastream or SDC Platinum: Type Datastream or SDC in search box on the top left corner.

N.B: LSEG Workspace may only be used for non-commercial research purposes.

To request these, contact the Data Services Team.

• RIT Client Application Server Video Tutorials

• Rotman Server: Online Access to the RIT Client Application Server supported by Rotman (LT3 only)

Rotman runs a special demo server and if you install it and run the RIT Client Application, you will be able to able to connect to its RIT Liability Trading 3 Case featuring dynamic order arrival and liquidity risk.

• Install instructions can be found here.
• The LT3 case brief can be found here.

• uOttawa Server: In-Person Access to the RIT Client Application Server in the Lab:
  • The RIT Client is accessible on all computer terminals located in the Financial Research and Learning Lab (DMS2186).
    • It is also available in the following DMS computer labs: DMS2130, DMS2140, DMS2150.
  • Log onto a desktop using your uOttawa credentials and click on the RIT icon.  You will see this pop up:

• Use Server: rit.telfer.uottawa.ca
• Please email us at finlab if you want to practice some cases and require port numbers.

via LSEG Workspace

• SDC Platinum is available through LSEG Workspace which is reserved for faculty and graduate students only.  For access instructions, please refer to LSEG Workspace. 

• Datastream tutorials and webinars 

N.B. SDC Platinum may only be used for non-commercial research purposes.

In-Person Access:

• WRDS is available on all computers in the Financial Research and Learning Lab (DMS2186). Additionally, WRDS is also available in the following computer labs: DMS2130, DMS2140, DMS2150.  Please note that you may need to request a temporary account. 

Online Access

• A WRDS account can be created using their online web online web portal. Please note that it may take a few business days before your request is approved. Once you have received your login credentials, go to the WRDS login page.

Ideagen Audit Analytics:

• Access to Audit Analytics’ website is complimentary for users whose school subscribes to Audit Analytics via WRDS. Using your university email address, register for access to AuditAnalytics.com at their Academic User Registration site.

N.B. WRDS may only be used for non-commercial research purposes.