Basic Search

Search Bar

Basic Search 1

Here is the basic search Screen. In red (1 in the image) you can see the primary search bar, regardless of what engine is selected, you will enter your search terms here. By default, the engine selected is GFD Universe (Engine Select Dropdown highlighted in green (2 in the image)), this will search through all of our engines and is useful if you are subscribed to multiple engines and want to search through all of them. As you type, the autocomplete field will attempt to give you options to select, in this case we are typing ibm and it is showing us the US stock IBM as one of the options. If you click any of the options it will do an EXACT MATCH search, so if I click on IBM at the top of the autocomplete list, it will just return IBM in our results.

If you just want to search for something that contains IBM in it, then just click the button with a search icon (yellow (3 in the image)) instead of an autocomplete option and it will do a 'contains' Search on the data.

Search Options

Basic Search 2

You can also use the search options highlighed in pink (1 in the image) above. The menu it opens will change how the search term affects the results. As soon as you hit 'Save Changes' it will update the results list with the current search term.

In orange (2 in the image) you can see the search term options. By default it's set to contains.

Contains will look for anything that contains that term.

Starts With will check anything that starts with the search term.

Exact Match will attempt to match the term exactly.

In blue (3 in the image) you can see the sort options. These will sort your results based on the selected option. Default is Top Downloads first.

Top GFD Downloads First will sort by our most popular series (symbol) by download, these will be first.

Sort Alphabetically will sort by our most alphabetical series (symbol) name.

Engine Options

Basic Search 3

In red (1 in the image) you can see the Engine Options, click to see the options. By default it's set to Universe Quick Search.

This can be useful if you are only subscribed to a specific engine or if you are curious about what another engine contains. You can select the desired engine on the dropdown and it will change the engine. Upon selection, the search results will update with the new engine and all of the options will be swaped out to engine specific ones.

Upon selecting US stocks for example (see image below), we can see that the options we used to have, are now different:

Basic Search 4

In addition, we can see that the results were also updated to reflect the new engine. The search bar has also changed a bit, as we added a new drop down 'Search Field Type', we will go over that dropdown in the advanced search section.

Engine Descriptions

GFD Universe Quick Search:

This option allows you to search all series from across the range of GFD data products. This can include series that are not part of your current subscription.

GFDatabase 2.0:

This option will narrow your search to series that are part of our global macro data. In addition to popular benchmark indexes, you can also find data concerning commodities, exchange rates, interest rates, government debt and macroeconomic activity. Many of these series will contain extended histories (noted with a “GFD Extension” at the end of the series title) that can aid you in your research and data modeling.

GFD Indices:

This option will narrow your search to our custom indexes that provide a deep history for all major asset classes. This includes comparative data such as market and sector level indexes, ratios and yields as well as premium between the major asset classes such as equities, bonds and treasuries.

Real Estate Database:

Our Real Estate Database includes country-level and regional-level real estate price indexes as well as statistics pertaining to real estate activity and supply.

US Stocks:

Use this option to access data on individual equities, with daily equity data going back to 1957 and monthly equity data going back to the 1790s. This includes a record of corporate actions like dividends and stock splits, as well as annual and quarterly fundamental data.

UK Stocks:

This option will allow you to access historical data for individual equities from around the globe. This includes primary coverage of individual equity and fixed income securities traded out of London from the mid-1600s to 1985. This includes a record of corporate actions and share capitalization when applicable. Additionally, we provide historical coverage of major Canadian, European and Asian stock exchanges.

Constituent Membership:

Use this option to gain access to a historical record of companies that been included in a major stock index.

Events-In-Time:

Major historical events often shape the trajectory of history. GFD has compiled a searchable record of events throughout recorded history. You can use this option to search for specific events that may aid you in guiding the factors that may have contributed to asset performance over your selected period of investigation.

Advanced Search with Options

Engine Based Search Options

Finaeon provides several differnt engines to subscribe to. Most have differnt sets of options which can be narrowed down to help filter the search results.

Search help image 1
Search help image 3

In red (1 in the image) you can see the button for hiding and showing options. This can be useful if you want to see more results or if you are done with selecting your options. In blue (2 in the image) we can see the Country selection dropdown. These dropdowns can work like normal dropdowns (scroll to the one you want) OR you can also type. And as you type, the drop down will get smaller as it filters the results. In the screen above we can see that as I typed 'a' the menu shifted to show me words that start with a, use the dropdown normally from there to select your result. (Note: Here you can see a couple that dont start with a, this is because if any word in the country name like "United Arab Emirates" starts with an A, it will include it in the list)

We provide many filter options for each engine type. Sometimes they are different. In this case, our Universe has the following options:

Country Group This will filter by country groups like BRICS or G7.

Country Select a number of different countries. Depending on your country group selection, this list can change.

Series Category Series (symbol) Category, things like commodity, economics or other categories of series.

Series Type Series (symbol) Type, examples would be agriculture, bonds, debt and other types of series.

Main Indicators Main Indicators to see economic indicators, such as "Annual Change in Central Government Debt"

Start Year Start Year of the seires, this can be the first point of data, or in the case of anything using GFDExtension (description will contain "GFDExtension"), the start for these series can be an extrapolated number based on the existing methodology and using available data resources from the period(s).

End Year End year of the data, last point of data we have for that series, typically the end of the series historically as well.

Only include series in years range (Checkbox) This checkbox appears after either start or end year is populated. Checking this checkbox will only return series that are in the start and end years range. By default (Unchecked), any series active between the start and end years range will be displayed.

In green (1 in the image) you can see the filter term. This can be useful if you have something with multiple categories. Take for example oil in red (2 in the image below), we have both vegetable oil and crude oil series in addition to a few others. So in the main search bar I put "oil" but then I added "vegetable" to the filter term and get just vegetable oil related series. If I changed this to "crude" we would only see crude oil series. See picture below:

Search help image 2

Once you have added your Filter Term, hit the search icon next to it and it will apply the filter to the whole list. If you clear the filter term it will return to the original list.

In conclusion, the search options are a great way to find exactly what you are looking for. Utilizing them will narrow the hundreds of thousands of records to a much more managable number, allowing for a better search experience.

US and UK Search Engines

US Stock Options

Both US and UK Stock Engines will have a new drop down which will appear next to the search bar (see image below):

US and UK Search Engines Help 1

Above highlighted in red (1 in the image), you can see the new dropdown called "Search Field Type", with it you can change what your search term means to the search engine. If you would like to use CIK number or SIC number to search for stocks, you can change it to your desired type and search using the numbers.

For US stocks we have the following types:

Ticker We also call this symbol or series, this is the normal stock ticker you would use when looking for a stock while trading, example would be "IBM".

CIK A Central Index Key or CIK number is a unique number assigned to an individual, company, filing agent or foreign government by the United States Securities and Exchange Commission. Example: 0000789019 for "MICROSOFT CORP"

CUSIP A CUSIP is a nine-character numeric or alphanumeric code (e.g. 037833100 for Apple) that uniquely identifies a North American financial security for the purposes of facilitating clearing and settlement of trades.

SIC The Standard Industrial Classification (SIC) was a system for classifying industries by a four-digit code as a method of standardizing industry classification for statistical purposes across agencies. Its no longer actively updated since 1987, but it can be useful for narrowing down industries. It has since been replaced by been replaced by the North American Industry Classification System (NAICS code)

NAICS The North American Industry Classification System or NAICS is a classification of business establishments by type of economic activity (the process of production). It is used by government and business in Canada, Mexico, and the United States of America. It has largely replaced the older Standard Industrial Classification (SIC) system. Like the SIC, this can be useful in narrowing down any industries of interest for your search.

UK Stock Options

US and UK Search Engines Help 2

Above highlighted in red (1 in the image), you can see the new dropdown called "Search Field Type", with it you can change what your search term means to the search engine. If you would like to use CIK number or SIC number to search for stocks, you can change it to your desired type and search using the numbers.

For the UK stocks we have American identifiers. This is because certain UK stocks are currently listed or have been listed in the Americas at some point, so this is why we have some with SIC and CIK and NACIS. UK stocks we have the following types:

Ticker We also call this symbol or series, this is the normal stock ticker you would use when looking for a stock while trading, example would be "IBM".

CIK A Central Index Key or CIK number is a unique number assigned to an individual, company, filing agent or foreign government by the United States Securities and Exchange Commission. Example: 0000789019 for "MICROSOFT CORP"

SIC The Standard Industrial Classification (SIC) was a system for classifying industries by a four-digit code as a method of standardizing industry classification for statistical purposes across agencies. Its no longer actively updated since 1987, but it can be useful for narrowing down industries. It has since been replaced by been replaced by the North American Industry Classification System (NAICS code)

NAICS The North American Industry Classification System or NAICS is a classification of business establishments by type of economic activity (the process of production). It is used by government and business in Canada, Mexico, and the United States of America. It has largely replaced the older Standard Industrial Classification (SIC) system. Like the SIC, this can be useful in narrowing down any industries of interest for your search.

Please note we do not offer CUSIP searches for UK stocks.

Event in Time Search

Events-In-Time Options

Events-In-Time is a search engine which allows a user to look through various historical events related to finance (wars, bear markets, recessions etc...). Below we can see some of the various event types, in this case we selected recessions:

Event in Time Search Help Image 1

Above, in blue (1 in the image), you can see the Events-In-Time search bar. You can enter your terms here to search for events or event types.

In red (2 in the image above) you can see the event types. We have various event types, in this case we selected recession and we can see that the table has updated. In this case its showing various recessions that happened in the UK from 1558-1688. If we continued through the pages we would see other countries as well.

Event in Time Search Help Image 2

We have many differnt types of options available for users when selecting on the Events-In-Time. In green (1 in the image above), we can see a few of the different options we offer for the Topic. In red (2 in the image above) we can see an example row highlighted. In this case its a war, and a death because an important person died in the war. This means you could use war or death in the topic to find these types of events.

Country or Country Group Here we can select the country or country group, examples would be 'USA' for country or 'BRICS' if its a country group

Event Type Event type is any number of various events, ranging from recessions to bear markets.

Event Topic Topics can be a number of different values, from wars and crusades to peace times and other indicators like health.

Start Year Start Year of that particular event.

End Year End Year of that particular event.

SELECTION NOTE: At this current moment in time in order to select and take actions with the Events-In-Time, the list must be worked down to 100 or less events (Done by using the filter options and search term provided). Once the table is displaying 100 or less results you can select and take actions. (See Selection and Actions section for more details.)

Constituent Membership Search

Constituent Membership

Constituent Membership gives one the ability to look into various indexes and sub indexes and see the consituent members (Including historical members) that make up those indexes. To start we will select which category we want, Major US Indices or GFD Foreign Indices (Picture below):

Constituent Membership Search Help Image 1

Once we have selected the category we can move on and select an index we are curious about. In this case i will select S and P 500 technology (Picture below):

Constituent Membership Search Help Image 2

Now that I have selected an index, I can select a sub index (NOTE: IF ONE EXISTS, some indexes do not have sub indexes). In this case i will select "S&P 500 Application software index 45103010" (See Picture Below):

Constituent Membership Search Help Image 3

There are a few different sub indexes we can choose from (picture above). The number you see in the list is called the GICS number or "Global Industry Classification Standard", this is useful if you want to narrow your searches down to a particular industry. To learn more about how GICS works see: GICS wiki

Using Tools to Find Series

Fama-French Stock Screener

Various tools will allow one to see and view certain stocks that fall within the tool criteria. For example, using a Fama-French Stock screener is a perfectly valid way for finding and selecting stocks or series. You can then take actions on those stocks you find via the screener, just like you would after a search:

Using Tools to Find Series Help Image 1

Above in red (1 in the image) you can see the members of this particular screening report. Once your screening report is completed, you can view and take actions on the constituents at any time. For more info about Fama French Stock Screener please see: FamaFrench Help.

Capitalization Tool

Capitalization tool is a tool which lets a user visualize certain indexes and the constituents that make up those indexes. This can be another way for someone to look through our data and find what they want. The picture below shows the tool right before we go to the table view (at a minimum select an index and a date and then hit submit):

Using Tools to Find Series Help Image 2

After hitting submit, the captitalization tool will go and find all the constituents in that index. The slider provided (see picture below) lets one filter by different ranges of market cap. By looking at the index and providing a slider to capture only certain ranges of market caps, you can look at the constituents of many indexes and select based on range of market cap. Once the desired range has been selected you can take actions on the various members of the table, like sending to autotrac to make a workbook for downloads. For more info on captilization tool see : Capitalization Help.

Using Tools to Find Series Help Image 3

In conclusion, the tools can be a great way to find stocks that meet certain criteria or be used to help narrow down indexes to just series of interest.