Survey Templates Surveys Financial Research Portal

Financial Research Portal

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Select all the investment types that you have invested in the past 1 year

Stocks

Bonds

Mutual Funds

Options

Commodities

Forex

IRA

401K

Other

How do you make your investments?

Through a broker

Online brokerage firm

Other

Do you have an online investment account?

Yes

How would you categorize your investment skills?

Beginner

Intermediate

Expert

Master

How frequently do you invest?

Day trader

1 - 5 times a week

1 – 10 times a month

I just use the rebalancing features of my 401k provider

I don't invest

How much time do you spend on research, before you make your investment decisions?

I don’t research, I believe in my insight and experience

I leave it to my broker

1 – 2 Hours

2 – 5 Hours

More than 5 Hours

Please select the different research tools that you use or have used

Public financial websites – i.e. Yahoo finance, Google finance, MSN Money etc.,

Subscribed financial websites – WSJ, Financial Times, The Street etc.,

Commercial financial products – Bloomberg Terminal, Factset, etc.,

Finance TV – CNBC, Bloomberg, FOX Business Network

Analyst reports

Paid Newsletters

Company website

Blogs

Industry reports

SEC Filings

S&P, Morning Star reports

Other

How would you describe your feelings regarding the information overload during your research process?

I am experienced to identify the right information

I have developed customized research techniques

I get bogged down with all the information overload

I would like a research tool which can filter contents based on my research criteria

Select the key characteristics you like in a research tool. Please rate the significance of each factor that you select.

	Least Desired	Desired	Most Desired
Analyst reports	Least Desired	Desired	Most Desired

Competitive assessment	Least Desired	Desired	Most Desired

Financial forecasting	Least Desired	Desired	Most Desired

Historical financial data analysis	Least Desired	Desired	Most Desired

Industry assessment	Least Desired	Desired	Most Desired

Macro-economic impacts	Least Desired	Desired	Most Desired

Micro-economic impacts	Least Desired	Desired	Most Desired

Newsletter summary	Least Desired	Desired	Most Desired

Portfolio management	Least Desired	Desired	Most Desired

Resource/capabilities view	Least Desired	Desired	Most Desired

	Least Desired	Desired	Most Desired
Rating & Rankings	Least Desired	Desired	Most Desired

Research summary	Least Desired	Desired	Most Desired

Scenario analysis	Least Desired	Desired	Most Desired

Will you be willing to spend money for a financial information research tool

Yes

Maybe

How much money would you spend on a customizable financial information research tool

$10 – $20 a Month

$20 – $40 a Month

Annual subscription of $200

I will not spend money

Other

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Financial Research Portal

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