Financial Databases Help Guides: Capital IQ

"How to Guides' for selected Financial Databases including Bloomberg, Capital IQ, Thomson One, WRDS.

Capital IQ - Financial database

Capital IQ provides company intelligence for over 62,000 public companies and 4.4 million private companies as well as markets data.

Use Capital IQ to access detailed financials and and transactions data on companies (e.g., IPO, M&A, Private Placement, etc.) Users can screen for companies meeting user defined criteria on numerous data points (e.g. Companies in a specific industry with an market cap of $1 billion; or Mergers & Acquisitions that meet specific criteria that can be used as 'comps.'). 

All current USC students, faculty and staff   have access to Capital IQ, but you must request an account, please note, all users must access Capital IQ via USC's VPN, please see instructions below.

Capital IQ software has also been installed on terminals  located in the Gaughan & Tiberti Library located in Fertitta Hall (1st Floor) and JKP Lab (2nd Floor). Access at these terminals is limited to Marshall students. 

Capital IQ is available to USC students, staff and faculty.  

To Request an account: 

  • You must be logged into the USC VPM in order to access Capital IQ. If you need help with the VPN (Anytime Connect), please contact USC's IT Customer Support Center or call (213) 740-5555. 
  • If you have never had a Capital IQ account: Once you have logged into the USC VPN,  you can request an account: www.capitaliq.com  Press New User at the upper right and register. You will need to use your USC e-mail account ending in .edu Your account is between you and Capital IQ, so if you forget your login credentials, you will need to go through Capital IQ (see link above).  You can download the Plug-in, just hover over MyCapital IQ (red tab on the left), and press downloads.  You can download select tools, or all.  
  • If you had a Capital IQ account via MyMarshall, and it has expired, we can extend your account until you graduate.  Unfortunately, the plug-in is not available. Please contact Bree Russell, barussel@usc.edu  or Helga Haraldsson, haraldss@usc.edu  and we will get your account extended.

Capital IQ step-by-step guides

Capital IQ also  provides numerous instruction guides. Press 'Help' for topics (upper right)  or search for content. Training videos can be found under 'Popular Topics an include:

  • S&P Capital IQ Basics
  • Company Profiles
  • Financials
  • Screening 
  • Charting
  • Portfolio Analytics
  • Alpha Factor Library
  • Marking Insight
  • PresCenter
  • Credit Analytics