Carmand-Normand and Jean-Turmel Trading Rooms – Deloitte Trading Room

Bloomberg

Bloomberg terminals are mainly used to search for and analyze financial information in real time. They include three levels: financial markets, market indices and individual stocks, and cross-sectional analyses.

Thomson Reuters Eikon/Datastream

This database provides the most comprehensive coverage of industry and historical financial information, including data on international equity, mutual funds, macroeconomics, bond markets, derivatives and commodities. Datastream provides the content and the tools required to make sound investment decisions.

Eikon Thomson Reuters

This software enables users to consult financial data from 77,000 international corporations, the constituents of all indices and more than 175 currencies from 2,000 sources. It also provides accounting data from corporations in 87 countries. The software covers all the major markets including stocks, fixed incomes, raw materials and exchange rates.

Morningstar Direct

Available at all work stations, this software provides access to Morningstar‘s database and global investment analyses. Designed primarily to serve financial institutions, it enables users to conduct the most comprehensive analyses. The software’s many tools allow for peer analysis, style analysis, performance evaluation, the creation of professional reports and exporting data to external applications (Excel spreadsheets). Users can also consult various data: historical portfolio assets; risk statistics; global investments; and fundamental data, value and growth characteristics.

WHARTON RESEARCH DATA SERVICES (WRDS)

The Wharton Research Data Services platform from the Wharton School of the University of Pennsylvania provides 24/7 access to a pool of financial and accounting data from a dozen databases such as Compustat, CRSP Database and Osiris. Users can also launch simultaneous queries in several databases accessible via the trading rooms as well as the Bibliothèque de l’Université Laval.

Compustat

Accessible through the WRDS database, Compustat is the world leader in American and international listed company information. Standard & Poor’s Compustat specializes in the collection, standardization and presentation of corporate financial data. It provides more than 340 financial statements, reports, cash flow statements and more on an annual basis, and over 120 on a quarterly basis. The data are pooled from 10,000 active companies and 9,400 inactive companies. Here is the list of data available at the trading rooms: North America Daily, Global Daily, Historical Segments Daily, North America Annual Updates, Marginal Tax Rates, Legacy North America FTP, and Legacy Global FTP.

Center for Research in Security Prices (CRSP DATABASES)

The files in this database cover common shares listed on the NYSE, AMEX and NASDAQ. They provide uninterrupted time series by tracking the company despite changes in the CUSIP, ticker, corporate name, SIC code or the stock exchange.

Anaconda

Formerly known as Anaconda Distribution, this is the tool of choice for solo data scientists who want to use Python or R for scientific computing

• Licence: BSD
• Install Anaconda

GIT Bash

Git is a free and open source distributed version control system designed to handle everything from small to very large projects with speed and efficiency.

• Licence: GPL-2
• Install GIT Bash

Matlab

MATLAB combines a desktop environment tuned for iterative analysis and design processes with a programming language that expresses matrix and array mathematics directly.

Licence: 2015

Python

Python is a clear and powerful object-oriented programming language, comparable to Perl, Ruby, Scheme, or Java.

• Licence: PSF
• Install Python

R

R is a freely available language and environment for statistical computing and graphics which provides a wide variety of statistical and graphical techniques: linear and nonlinear modelling, statistical tests, time series analysis, classification, clustering, etc.

• Licence: GPL-2
• Install R

R Studio

RStudio is an integrated development environment (IDE) for R. It includes a console, syntax-highlighting editor that supports direct code execution, as well as tools for plotting, history, debugging and workspace management.

• Licence: GPL-3
• Install R Studio

SAS et SAS Studio

With SAS Studio, you can access your SAS data files, libraries, and existing programs, and you can write new programs.

Licence: 2016

SPSS

SPSS offers advanced statistical analysis, a vast library of machine learning algorithms, text analysis, open source extensibility, integration with big data and seamless deployment into applications.

Licence: 2004

Stata/IC

Stata is a statistical package for managing, analyzing, and graphing data. Stata may be used either as a point-and-click application or as a command-driven package.

Licence: 2007

TeX

TeX est un langage de composition. Au lieu de formater visuellement votre texte, vous entrez votre texte manuscrit entrelacé avec les commandes TeX dans un fichier texte brut. Vous exécutez ensuite TeX pour produire une sortie formatée, comme un fichier PDF.

• Licences: FSF et DFSG
• Install TeX

TexMaker

TeX is a typesetting language. Instead of visually formatting your text, you enter your manuscript text intertwined with TeX commands in a plain text file. You then run TeX to produce formatted output, such as a PDF file.

• Licence: GPL-2
• Install TexMaker

RIT et Rotman Portfolio Manager (RPM)

The RIT application is an order-driven market simulator which allows users to transact financial securities with each other on a real-time basis. RPM allows students to transact a wide selection of securities including: stocks, options, futures, forex, and bonds.

• Licence: 2019
• Install RIT

Université Laval’s Open Outcry Market Simulation

Université Laval’s open outcry market simulation is used in social activities and student competitions. This Web platform makes it possible to simulate stock market variations in a context of fictional scenarios, thereby providing participants with a unique experience in trading stocks and derivatives.

• Jupyter Notebook, Spider, VS Code et Qt Console: disponibles via Anaconda Navigator.
• Office 365 (Excel, Word, etc.): available via the agreement with Université Laval
• MS Project, Antidote, Bizagi, Dia, cMapsTools, Audacity, Movie Maker, Handbrake: available via APTI Help Desk

Do you need to solve a problem or hone your skills with Microsoft Excel? Let a member of our assistance team help you out at one of these workshops!

Some of the topics covered:

• Understanding Excel fundamentals
• Creating logical and financial functions
• Producing graphs and tables
• Using conditional formatting and validating data
• Using decision aid tools (pivot tables, etc.)
• Using Visual Basic (VBA) in Excel

Free admission
Thursdays, from 12:00 p.m. to 2:00 p.m.
PAP-3324

Would you like to learn R programming language or sharpen your skills? This 3-hour R Studio training workshop will give you all the tools you need to master the fundamentals of this language.

Topics covered:

• Introduction to programming
• R laboratory exercises
• Introduction to algorithms
• Algorithm creation exercises
• Whether you are a beginner or at the intermediate or advanced levels, take the plunge into the world of R in a warm and friendly environment.

Free admission. The material is provided on site. No prerequisites.

Learn how to use LaTeX, the ideal tool to draft a professional quality paper. In just a few hours, you will understand the fundamentals of this language that is widely used by the scientific community.

If you are a master’s or doctoral student or a research professional, this workshop is especially for you!

The workshop covers the following topics:

• Introduction to LaTeX
• LaTex language fundamentals
• Essays, dissertations and theses at Université Laval
• Drafting your first LaTeX document

The material is provided on site. No prerequisites.
Intended for beginner and intermediate levels.

Get to know the Bloomberg platform in 60 minutes. This is one of the most commonly used databases in the world of finance.

In this workshop inspired by Bloomberg Market Concepts, you will use an abridged version to quickly become functionally proficient in using the terminal:

• Platform navigation
• Data extraction using Excel
• Most commonly used features

The material is provided on site. No prerequisites.
Intended for beginner and intermediate levels.

If you are looking to improve your practical finance and portfolio management skills, the Club is for you!

In this extracurricular activity, you will participate in:

• Electronic platform-based simulations of a variety of stock exchange-related topics
• Lectures by exchange trading professionals who will share their career experience
• Etc.

Free admission. No registration required.
No Club membership prerequisites.

An assistant holds a key position in fulfilling the trading rooms’ mission and vision. Through direct contact with users, an assistant provides quality service and clear advice to create a stimulating and efficient work environment. An assistant is at the centre of the organization’s development strategies; participates in the creation of new training tools; and cooperates with the management team for special projects. By demonstrating leadership and a solid sense of organization and initiative, an assistant contributes significantly to the outreach of the trading rooms, both in term of academics and increasing the sophistication of the technological facilities.

Main Duties

• Providing assistance and technical support in the use of the various programs and software
• Answering and following-up on inquiries submitted through the assistance email inbox
• Developing and revising training documents and user guides
• Monitoring news and latest developments in the world of finance and stock markets
• Participating in scientific projects related to the trading rooms
• Ensuring the facilities are kept clean and maintained in accordance with trading room quality standards

Qualifications

• Be enrolled in at least 6 credits at the undergraduate level during the work semester
• Be capable of quickly gaining proficiency in the use of various software
• Have excellent French- and English-language skills
• Have excellent writing skills
• Be comfortable in dealing with the public
• Have a strong capacity for maintaining excellent interpersonal relations
• Be dynamic, creative and independent
• Extensive knowledge of Excel is an asset
• Extensive knowledge of the Bloomberg software and the BMC certificate are an asset
• Excellent command of a programming language is an asset

To apply, send your résumé and academic transcripts to the trading rooms manager.

The trading rooms are open to all students enrolled at the Faculty of Business Administration. To log in to the work stations, you must use your idul@ulaval.ca and enter your personal identification number (PIN).

Yes. To do so, please contact info.sdm@fsa.ulaval.ca in order to obtain temporary access to the trading rooms.

Yes. To log in to the work stations, you must use your FSA ULaval identifier and enter your personal identification number (PIN).

Yes. To do so, please contact info.sdm@fsa.ulaval.ca in order to obtain temporary access to the trading rooms.

The trading rooms are located on the 3rd floor at the Faculty of Business Administration, in rooms PAP-3219, PAP-3244 and PAP-3324. You can access them at any time during business hours.

You can request an access card at any time by filling out this form.

Welcome! The various software and programs are found in the “Logiciels” file on the desktop of every trading room computer. Start-up guides are available in the “FAQ” file. At all times during business hours, an assistant is available at a reserved work station in one of the three rooms and goes around to all the rooms on a regular basis to answer your questions. Do not hesitate to ask the assistant any questions if you need help!

Bloomberg is a database that requires a special terminal. The software can only be found on computers that have a Bloomberg keyboard. There are 9 such work stations in room PAP-3324, 2 work stations in room PAP-3244 and 1 work station in room PAP-3219.

The trading room assistant is just the resource person you need!

You can get help:

• In person during business hours: the assistant is located at a reserved work station in one of the three rooms and goes around to all the rooms on a regular basis. Do not hesitate to ask the assistant any questions if you need help!
• Any time by email: using your ULaval email address, you can send your question to assistance.sdm@fsa.ulaval.ca. You will receive a reply the same day or the next day at the latest.
• By scheduling an appointment: you can schedule an appointment with an assistant by sending an email with your question and availability using your ULaval email address to assistance.sdm@fsa.ulaval.ca.

Yes! You can schedule an appointment with an assistant by sending an email with your question and availability using your ULaval email address to assistance.sdm@fsa.ulaval.ca.

You must create your own account by clicking on Create a New Login on the Bloomberg login screen. You must use your ULaval email address to create your account. The operation only takes a few seconds!

At any time, you can refer to the “FAQ” file on the desktop of each computer for the software login procedure.

• Room PAP-3219: the username and password are indicated on the small black plate on the upper right-hand corner of the table
• Room PAP-3244: the username and password are indicated on the panels that separate the work stations
• Room PAP-3324: the username and password are indicated on the computer screen

At any time, you can refer to the “FAQ” file on the desktop of each computer for the software login procedure.

You simply have to go to the “FAQ” file on the computer desktop. In the Morningstar file, you will find a document titled “GuideMorningstar” that contains the username and password.

You simply have to open Bloomberg and Excel and log in to your account. Extraction is carried out from Excel using the options available under the Bloomberg tab, in particular the item titled “Spreadsheet Builder.” At any time, you can refer to the “FAQ” file on the desktop of each computer for the procedure to extract Bloomberg data using Excel.

Most problems with Bloomberg API (the Bloomberg tab in Excel) can be resolved using the “Bloomberg API Diagnostics” tool on the computer’s desktop.

1. Close Excel and keep Bloomberg open.
2. Launch the “Bloomberg API Diagnostics” repair tool on the computer’s desktop and click on “Run.”
3. Click on “Repair” to resolve the problem.
4. Open Excel and the Bloomberg tab will be available.

There are two official ways to get a reply from Bloomberg:

• Type in keywords and press on the green “Help ()” key. For example: INDEX MEMBER DATA . Bloomberg will then post several replies that include the words INDEX MEMBER DATA, click on the FAQ category in the left-hand column: there you will likely find your question and the reply from Bloomberg.
• Ask the question directly to Bloomberg! Press twice on the key and click on “Contact Help Desk.” You can then type in your question and you will receive a personalized email reply from Bloomberg support (be sure to use your ULaval email address).

Also refer to the question “How can I get help?”

Regardless of academic program, all students with a passion for finance who wish to learn more about the stock market or simply be introduced to the field can join the Club.

None! Every week, the Club gets together in an atmosphere of healthy competition and cooperation. Registration is free and open to all Université Laval students.

Yes you can! There are no prerequisites to participate in the Club’s activities.

Yes! You simply have to be enrolled as a student at Université Laval.

By filling out the registration form (in French only).

No! Workshops given at the trading rooms are open to all Université Laval students, regardless of academic domain.

You can find the dates for the training workshops under the heading “Our Workshops.”

You can register for the training workshops under the heading “Our Workshops.”

You can write to us at info.sdm@fsa.ulaval.ca. Every year, we organize open outcry market simulations in various educational institutions. Write to us so that we can discuss your event!

Students are selected for this competition strictly on the basis of individual interviews. Participation in the Club is recommended, but not mandatory. Selection is carried out during “reading week” in the fall semester. You can contact the trading rooms manager to submit your application.