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Capital IQ

Menu layout

Every Capital IQ page follows the same layout.

  • Top Menu Bar
    Features of Capital IQ such as “Companies”, “Markets”, “Screening”, Charting”, and “Coverage”.
  • Left Menu
    List of functions specific to each option of the Top Menu bar.
  • Body
    Displays selected information.

 

Top Menu Bar

 

Left Menu

List of functions that are specific to each option of the Top Menu bar.

 

Body

Displays selected information.

About the main menu tabs

My Capital IQ

There are many ways Capital IQ can be adjusted to show you the data you need based on your own custom preferences.

You can choose all of these custom options for your account on the My Settings page, which can be accessed by hovering over the My S&P Capital IQ tab and selecting Settings.

 

Report Builder

This function allows you to develop a custom-formatted report of your Capital IQ findings.

Companies

Choose this function when you are looking for detailed company profiles and information.
Overview of the content:

  • People (Key Executives, Board Members)
  • Compensation
  • Takeover Defenses & Corporate Governance
  • Estimates
  • Quick Comps
  • Equities (Short Interest, Equity Listings)
  • Fixed Income
  • Transactions (M&A, Private Placements, Buybacks, Public Offerings, and more)
  • Business Relationships
  • Investors
  • News, Events and Filings
  • Research
  • Investments Overview
  • Private Equity

Research

The Investment Research page allows you to view and search real-time and embargoed Investment Research for specific companies and industries.

 

 

Markets

  • Market Overview: Industry, Geography, M&A,Fixed Income, Equity Offerings etc.
  • Industries
  • Geographies
  • Macroeconomics
  • Interest rates
  • Commodities

 

 

 

Screening 

The screening tool has thousands of criteria that you can use to refine the universe of  Companies, Equities, Transactions, Key Developments, Fixed Income Securities, People, Projects, or Portfolios to a subset that interests you. 

Screen Types:
  • Company Screens
  • Transaction Screens
  • Equity Screens
  • Fixed Income Screens
  • Key Development Screens
  • People Screens
  • Project/Portfolio Screens

 

 

Charting

Tool for chart builder.

 

 

Coverage

Coverage Lists can be used to keep track of companies that may be clients or prospective clients of your group or firm.

 

 

Projects

 

 

 

Help and Administrative functions

Favorites

Contact us

Print

Help

Capital IQ Pro

Logout

 

Dashboard

The Dashboard features widgets from across the Capital IQ platform. 

There is a Summary template that displays major news headlines, an overview
of market indices, commodities and rates, stock quotes and upcoming events for
your various lists and quick links to your recently viewed profiles. There is also a
Support template with training materials, links to help forums and blog posts,
quick tips and basic account support information. Click the corresponding tab on
the bar at the bottom of the page to switch between templates or create your own.

Each widget on the page can be dragged and dropped or resized so you can
configure your desired layout. Widgets also have an Options button on the top
right of the widget header. Click the down arrow to access export features and
settings.

To add more widgets onto the page, click Add Widgets from the template toolbar
in the bottom right-hand corner of the page. From there, you can click the plus
button next to any widget name to add it to the page or you can drag any widget
onto the page wherever you would like.

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