Capital IQ provides web-based financial research and analysis to a wide range of clients, including corporations, investment banks, private equity firms, and universities. The platform offers a large database of constantly updated financial information, real-time news, market updates, and quotes, as well as data discovery capabilities and an Excel add-in to create spreadsheets and calculate complex financial formulas.
A division of Standard & Poor’s (S&P), Capital IQ is a company that provides web-based financial research and analysis to its clients. The approach of the service is quite holistic and provides information on companies, financial markets, investment strategies, among other things. The wide range of services naturally allows Capital IQ to serve a wide range of clients, including corporations, investment banks, private equity firms, and universities. The company’s website also features an interactive online platform with multiple analytical tools, such as an Excel add-in that allows clients to not only research various data strains, but also create their own financial spreadsheets.
Capital IQ has a large database of constantly updated financial information. Thousands of public and private companies are listed on the site, along with data on the companies’ financial strengths and weaknesses. Users can even get information about a company’s management and board of directors. The site also provides comprehensive analysis of industries and markets.
Clients can use the service as a tool to build their financial portfolio. Capital IQ’s Portfolio Analysis module can divide a client’s portfolio into different data sets. With the site’s charts and graphs, a client has a wide range of tools to chart the performance of their portfolio. The website also features real-time news, market updates, and quotes. The real-time aspect of the website can be used on a general basis, to gain insight into overall market performance, or in conjunction with a portfolio, to see how the market is specifically affecting a particular set of investments.
Capital IQ allows users to micromanage their research by equipping the site with data discovery capabilities. For example, if a client wants to research private companies that are no more than five years old and that meet certain performance criteria, they can plug in the data and Capital IQ will return results for all companies that meet those criteria. That kind of search capability is something of a commodity, since decades ago you would have had to manually sift through volumes of information to find such results.
The website also offers a platform capable of integrating Excel. Users can search volumes of financial data and, depending on their needs, use the company’s Excel add-in to create spreadsheets and calculate complex financial formulas. The website also features other analytical tools, including more than 70 model templates.
Smart Asset.
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