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Capital IQ: Company Screening
Jiaxin Low
Research Librarian, Finance
Company Screening
Screen/Filter for a list of companies that satisfy
certain criteria
Steps:
1) Set Criteria
2) View resul...
Screening
Set Criteria
Set Criteria
• E.g. SGX-listed
• Click “Add Criteria”
View Results
• View results (screening criteria included)
Customise Display
• To display more information, click Customize
Display Columns > Browse All Display Columns
Choose Display Columns
• Select display columns to add to results
Choose Display Columns
• Configure display column and click “Add
Columns” button > “View Results”
View Results
Export results
• Export all, or current page (50/250 results). Sort
results before exporting “Top 50”, etc)
Need more help?
• Research guide:
http://researchguides.smu.edu.sg/capitaliq
• Email: libresearch@smu.edu.sg
• Walk-in: th...
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Capital IQ Company Screening

How to use Screening function in Capital IQ platform

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Capital IQ Company Screening

  1. 1. Capital IQ: Company Screening Jiaxin Low Research Librarian, Finance
  2. 2. Company Screening Screen/Filter for a list of companies that satisfy certain criteria Steps: 1) Set Criteria 2) View results 3) Choose Display Columns to display more information on results
  3. 3. Screening
  4. 4. Set Criteria
  5. 5. Set Criteria • E.g. SGX-listed • Click “Add Criteria”
  6. 6. View Results • View results (screening criteria included)
  7. 7. Customise Display • To display more information, click Customize Display Columns > Browse All Display Columns
  8. 8. Choose Display Columns • Select display columns to add to results
  9. 9. Choose Display Columns • Configure display column and click “Add Columns” button > “View Results”
  10. 10. View Results
  11. 11. Export results • Export all, or current page (50/250 results). Sort results before exporting “Top 50”, etc)
  12. 12. Need more help? • Research guide: http://researchguides.smu.edu.sg/capitaliq • Email: libresearch@smu.edu.sg • Walk-in: the Desk at Library Level 2, 12 – 6 pm • Schedule a consultation with a research librarian

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