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Accessing Research
Insights
University of North Carolina Wilmington
Cameron School of Business
Prepared by Nivine Richie, Ph.D., CFA
University of North Carolina Wilmington
Cameron School of Business
Prepared by Nivine Richie, Ph.D., CFA
University of North Carolina Wilmington
Cameron School of Business
Prepared by Nivine Richie, Ph.D., CFA
September 2016
Step 1. Log into Compustat on Tealware
Go to https://tealware.uncw.edu
• If TealWare has NOT been used on
your machine, you will see this
screen (you also may receive a
notice below the web address bar
asking permission to allow the
application to run, which is a
requirement):
• Check “I agree”, click on
“INSTALL”, and proceed with the
prompts to install the plug-in
Step 1. Contd
• When completed, your
screen will refresh with the
“User name / Password”
prompts as seen on the first
screen above).
• Login with your UNCW
credentials and proceed to
the next step.
Step 1. Contd
• Next, double click on
RESEARCH INSIGHT to
launch the application:
Step 1. Contd
• If you get an “expired
license” message, hit
CANCEL
And… CANCEL again
Open Research Insight and start using the North
American data (i.e. Compustat) or the Global data
(i.e. Globalvantage) databases
• Go to START > ALL PROGRAMS > RESEARCH INSIGHT > RESEARCH INSIGHT
• Note: to switch from NORTH AMERICAN to the GLOBAL data, you need to
select the different DEFAULT DATABASES in the top menu.
• From the menu at the top, select DATABASES > DEFAULT DATABASES and
select
• COMPUSTAT for the North American data/ GLOBALvantage for the Global
data
STEP 2
Step 2. Contd
• If you see this
screen, select YES to
copy the support
files
Step 2. Contd
• When Research Insight
launches, you should be on
this home landing page (click
on Research Assistant)
Step 3. Create Report
• Insert company stock ticker
in “Companies” search bar
and click next
Step 3. Contd
• Click next
Step 3. Contd
• Select Report Assistant
and click next
Step 3. Contd
• Select Items v.
Companies under
Historical Analysis and
click next
Step 3. Contd
• Next to “Items”, select
“Add all>” and click next
Step 3. Contd
• Enter desired beginning and
ending periods and click finish
Report generated… You’re on your way!

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Accessing research insights09102016

  • 1. Accessing Research Insights University of North Carolina Wilmington Cameron School of Business Prepared by Nivine Richie, Ph.D., CFA University of North Carolina Wilmington Cameron School of Business Prepared by Nivine Richie, Ph.D., CFA University of North Carolina Wilmington Cameron School of Business Prepared by Nivine Richie, Ph.D., CFA September 2016
  • 2. Step 1. Log into Compustat on Tealware Go to https://tealware.uncw.edu • If TealWare has NOT been used on your machine, you will see this screen (you also may receive a notice below the web address bar asking permission to allow the application to run, which is a requirement): • Check “I agree”, click on “INSTALL”, and proceed with the prompts to install the plug-in
  • 3. Step 1. Contd • When completed, your screen will refresh with the “User name / Password” prompts as seen on the first screen above). • Login with your UNCW credentials and proceed to the next step.
  • 4. Step 1. Contd • Next, double click on RESEARCH INSIGHT to launch the application:
  • 5. Step 1. Contd • If you get an “expired license” message, hit CANCEL And… CANCEL again
  • 6. Open Research Insight and start using the North American data (i.e. Compustat) or the Global data (i.e. Globalvantage) databases • Go to START > ALL PROGRAMS > RESEARCH INSIGHT > RESEARCH INSIGHT • Note: to switch from NORTH AMERICAN to the GLOBAL data, you need to select the different DEFAULT DATABASES in the top menu. • From the menu at the top, select DATABASES > DEFAULT DATABASES and select • COMPUSTAT for the North American data/ GLOBALvantage for the Global data STEP 2
  • 7. Step 2. Contd • If you see this screen, select YES to copy the support files
  • 8. Step 2. Contd • When Research Insight launches, you should be on this home landing page (click on Research Assistant)
  • 9. Step 3. Create Report • Insert company stock ticker in “Companies” search bar and click next
  • 10. Step 3. Contd • Click next
  • 11. Step 3. Contd • Select Report Assistant and click next
  • 12. Step 3. Contd • Select Items v. Companies under Historical Analysis and click next
  • 13. Step 3. Contd • Next to “Items”, select “Add all>” and click next
  • 14. Step 3. Contd • Enter desired beginning and ending periods and click finish