Capital iq shortcuts
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Release Notes provide the most recent enhancements and usage guides to our system.
The left links on this page allow access to proprietary information stored in Capital IQ. The section includes shortcuts to the Capital IQ Excel Plug-In, Capital IQ Outlook Plug-In and Capital IQ Real-Time™. Please contact your Account Manager if you are interested in obtaining access any of these tools. Finally, the left links include administrative tools, which allow you to monitor your team’s usage of Capital IQ.
To search by exchange on which the company trades, you can use the exchange abbreviation to further limit your results. Enter the exchange abbreviation, followed by a colon and the ticker (e.g. ‘NasdaqGS:MSFT): Note: All exchange abbreviations in Capital IQ are the standard abbreviations.
Use the following shortcuts to jump to various pages within your company search result. Enter your search string and append the shortcut to it (e.g. ‘company name –ks’ or ‘t=msft –est’): -ks -hm -is -bs -cf -rt -cs -csd -sp -sg -eq -cds -news -chart Key Stats Historical Multiples Income Statement Balance Sheet Cash Flow Ratios Capital Structure Capital Structure Details Supplemental Segments Equity Listings Credit Default Swaps News and Blogs Charting -est -qc -crs -cr -tr -po -sdr -sec -own -kdc -ss -ts -lcd Consensus Estimates Quick Comps S&P Credit Research S&P Credit Ratings M&A / Private Placements Public Offerings SEDAR Filings SEC Filings Public Ownership Key Documents Fixed Income Securities Summary Transcripts LCD Bank Loans
Finally, our Client Support Team is available 24 hours a day via phone, e-mail, or IM to help you navigate through the platform.
CLIENT SUPPORT: (North America) 888-806-5541, (Global): +44 (0)20 7176 1234/+1.212.438.1070
Capital IQ Blogs and Forums allow you interact with both the Capital IQ team and with other users of Capital IQ. Within the blogs we intend to share with you our ideas on the current market, ways you can use Capital IQ to analyze markets and industries, and updates about our new features and functionality. Within the forums, our objective is to create a place where you can share your ideas and suggestions.
My Capital IQ Page
The My Capital IQ Page seamlessly connects your frequently used tools with updated best practice reference guides, Quick Tips, and supplementary materials. The page can be accessed by clicking on the My Capital IQ tab at the top of your screen.
CLIENT SUPPORT: (North America) 888-806-5541, (Global): +44 (0)20 7176 1234/+1.212.438.1070
© Capital IQ, Inc. All rights reserved.
Best Practices Be sure to check your Capital IQ Excel PlugIn for the latest version Get a top-down overview of your Capital IQ usage Be sure to review our Quick Tips section for up-to-date suggestions and time-savers
© Capital IQ, Inc. All rights range
Use the following ticker prefixes to limit your search for companies to a specified geographic region. Enter the region code, followed by the ticker (e.g. ‘ust=msft’): UST= CDT= EUT= LACT= APT= MEAT= United States Canada Europe Latin America & Caribbean Asia Africa & Middle East
Capital IQ Searching Shortcuts
Company Search Company Details
Enter the name and click the button. You may use partial spelling when searching by name. To Search By: Ticker Symbol ― Enter ‘t=’ and then the ticker symbol. CUSIP ― Enter ‘csp=’ and then the CUSIP identifier. Entering a CUSIP will return company matches, not individual securities. ISIN ― Enter ‘i=’ and then the ISIN identifier. SEDOL ― Enter ‘s=’ and then the SEDOL identifier. Note: When searching for people, you can search by last name only, ‘last name, first name’, or by ‘first name last name.’ Enter your search text in the format: ‘Smith,’ ‘Smith, John,’ or ‘John Smith’ respectively.
The My Capital IQ Page features shortcuts to reference materials and helpful resources to guide our users through the database. We offer our new users a Quick Tour and Training On Demand - online tutorials explaining and pointing out specific areas of interest.
The My Capital IQ Page also features shortcuts to popular Capital IQ Tools such as: Company Screening Transaction Screening Find Buyers or Investors Alerts My Settings Navigate through Recently Viewed Profiles with an inline menu with options to: View Tearsheet View Professionals View Financials View Direct Investments/Subs View Key Developments Generate Company Tearsheet Report The My Capital IQ Page also provides important Client Support information. Your Account Team with their contact information is listed for your convenience in the event that you have questions, comments or suggestions.