Wharton Research Data Services (WRDS)

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Wharton Research Data Services (WRDS) is a comprehensive web-based business data management system which provides a variety of financial, economic and marketing data sources. Lingnan University staff and students can access the following datasets through WRDS:

  • Compustat Datasets :

Compustat Global 

Compustat North America University Package 

Compustat North America University Historical Package 

Bank Annual and Bank Quarterly Files

Back Data Segment - Active & inactive Companies

 

  • CRSP Datasets :

CRSP 1925 US Stock Database 

CRSP/COMPUSTAT Merged Database 

  • Other Datasets:

Bank Regulatory Blockholders

CBOE Indexes

CUSIP

DMEF Academic Data

Dow Jones

FDIC

Fama French & Liquidity Factors

Federal Reserve Bank

PHLX

Penn World Tables

SEC Order Execution

TRACE

 

(1) How can I access to WRDS data?

To access WRDS, users need to apply for an "Individual Account" or a "WRDS 3-Day Access Pass".

(a) Individual Account. Faculty, research assistant, visiting scholars, PhD and master students are eligible to apply for an individual account and access WRDS from both on and off campus. If you already have one, please click here and select the "Sign In" tab to access WRDS.

Types of individual account are listed as below:

  • Faculty - Available to all current faculty of Lingnan University. The account will be valid for 5 years. Requests for extension will be handled the same way as new account requests.
  • Research Assistant - Available to research assistants or students performing research for a faculty member of Lingnan University. The account will be expired at the end of the study period or up to a maximum of 2 years, whichever comes earlier.
  • Visiting Faculty - Available to visiting scholars (non-permanent or part-time position). The account will be expired after the end of the visiting appointment or up to a maximum of 1 year, whichever comes earlier.
  • PhD Student - Available to all current Ph.D students of Lingnan University. The account will be expired at the end of the study period or up to a maximum of 2 years, whichever comes earlier.
  • Master Student - Available to all current Master students of Lingnan University. The account will be expired at the end of the study period or up to a maximum of 2 years, whichever comes earlier.
  • Staff - Available to current staff of Lingnan University such as librarians, IT support staff or other staff. The account will be valid for 5 years. Requests for extension will be handled the same way as new account requests.
  • Class - Available to all faculty of Lingnan University. The account is primarily for student who is associated with a specific class. All students in the class share the same password while the password is not to be shared with any other individual outside of the class. Each class account can accommodate up to 15 simultaneous users and there should be only one Class account per unique class name. The account will be expired at the end of the semester or up to a maximum of 1 year, whichever comes earlier.

To apply for an Individual Account, please click here and perform the following steps:

  1. Next to the "Sign In" tab, you will see a tab entitled "Register" - Click on this tab.
  2. Fill out the account request form and click the "Submit" button. Please note that you are required to use your Lingnan email address (e.g. abc@ln.edu.hk) for the registration.
  3. Agree to the WRDS Terms of Use.
  4. Wait for the approval of your request (within 5 working days).
  5. Receive an e-mail message with your account information and instruction to set your password.

* If you encounter a registration problem by using MS Internet Explorer 9, please try other web browser (e.g. IE8, Firefox or Chrome, etc.) to complete the registration.

 

(b) WRDS Access Pass. Other Lingnan students can request a WRDS 3-Day Access Pass to access WRDS. Registration for the 3-Day Access Pass must be made from a Library Public Workstation. After the Access Pass expires, users can apply for a new WRDS 3-Day Access Pass.

To apply for a WRDS 3-Day Access Pass, please click here and perform the following steps on a Library Public Workstation:

  1. Enter your Lingnan University email address (e.g. abc@ln.edu.hk).
  2. Receive an email from WRDS with the "Access Pass" link.
  3. Click the "Access Pass" link to access WRDS by using a Library Public Workstation

(2) How can I access to WRDS Online User Guides?

The WRDS Online User Guides can be accessed under the "Support" tab after login.

 

(3) Terms of Use

  • Your use of the WRDS services is for academic and non-commercial research purposes only.
  • You must protect the confidentiality of your WRDS username and password.
  • You may not reveal, disclose, transfer or share your username and password with anyone, including without limitation a co-author or other collaborator.

Please refer to WRDS Terms of Use.

For details or assistance, please check with the staff-on-duty at the Integrated Help Desk at Information Commons; call us at 2616-8571 or use the Ask-A-Librarian service.