Provides detailed company financial information for US and international public and private companies and investments firms. Great for financial statement analysis, comparable analysis, sector analysis, and charting. Also includes 40+ million investment analyst research reports (some with SWOT analyses) from more than 1,800 firms including top global investment banks like Barclays, Citi, J.P. Morgan, and Wells Fargo, as well as regional providers and independent brokers.
Available data includes: capital structure, fixed income securities (including credit ratings), analyst sentiment and estimates, macroeconomic indicators, commodities and futures markets, current and historic company-level ownership, key developments, transactions, profiles of companies and people, and business relationships.
Excel Plugin (Windows computers only)
Capital IQ Pro offers a Microsoft Office plugin that can be downloaded and installed on Windows PCs.
1. Personal computers
To download the plugin on your own Windows computer, select S&P Capital IQ Pro Office Download under the Apps & Links menu.
On the resulting page, click “Install Capital IQ Pro Office” to download a .exe file, then click the downloaded file to start the installation process.
To allow the Excel plugin to connect to your Capital IQ Pro account, you will need to install a registry fix on your computer by following these steps:
- Copy and paste the following into a text editor:
Windows Registry Editor Version 5.00
[HKEY_CURRENT_USER\Software\SNL Financial\SNL Office\SAMLSettings]
"SAMLUrl"="https://secure.signin.spglobal.com/sso/saml2/0oa1wofflflrljdbQ1d8/app/spglobaliam_sp_2/exk1mw4pskqubQAnJ1d8/sso/saml"
"LoginHeight"=dword:00000300
"LoginWidth"=dword:00000300
- Save the document as a .reg file.
- Double-click to execute the file, then restart your computer to update your registry.
- Open Excel and select the Capital IQ Pro tab, then Sign In (under settings).
- The plugin should prompt you to sign in using your UST credentials.
2. University-managed computers
To install the plugin on a UST-managed Windows computer, visit the Software Center and select Capital IQ Pro Office from the Applications menu. After completing the installation, follow the steps listed above to install the registry fix and sign in to the add-in.
