Financial Research and Learning Lab

S&P Capital IQ

Using your uOttawa email:

1. Post your question on the Helpdesk channel in our MS Teams group Labo Finance Lab
2. Email Labo Finance Lab
3. Email Lab Assistants during their work shifts
4. Email the Lab Manager

Capital IQ is a platform offered by the research division of S&P Global Ratings, an American credit rating agency. This platform combines deep and broad global financial intelligence with an array of tools for analysis, ideation, and efficiency. S&P Capital IQ includes company financials, relationships among firms and people, biographical and contact data, transactions, events, securities data, ownership, brokerage estimates, corporate governance, regulatory filings, and news on private and public companies.

Why use S&P Capital IQ?

• To screen public companies
• To conduct in-depth industry and market analyses
• To generate investment ideas
• To review and download auditable financials and SEC fillings
• And much more...

Accessing Capital IQ on Campus: 

While the lab is physically closed due to Covid, users are invited to create an account on Capital IQ's online web portal by following the instructions below:

Accessing Capital IQ off campus: 

Capital IQ can easily be accessed using an online web portal. Using your uOttawa email, simply create a Capital IQ account by following this link. You can download data into Excel or extract data in Excel using the Capital IQ plug-in (for Windows PCs only).  For plug-in options when owning a Mac PC, please contact us.

Downloading the Excel Plugin:

To obtain the installation instructions, click the Help button once logged into your account.

N.B. S&P Capital IQ may only be used for non-commercial research purposes.

Guides:

The Financial Research and Learning Lab has a compiled a list of PDF guides for students and faculty members to consult, should they need help navigating and understanding the S&P Capital IQ. Follow this link to learn more.

Training Videos:

S&P Capital IQ offers training videos to help users better understand and navigate their platform. Follow this link for more information.

Webinars:

Lastly, S&P Capital IQ has number of online webinars about the platform itself, or specific industries (e.g. Energy, Metals & Mining, Real Estate, etc.).  Follow this link for more information.