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UTSC Library Finance & Trading Lab

Learn the fundamentals of financial research & analysis.

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What is Capital IQ?

Capital IQ is a research and data analysis tool used to retrieve information on public & private companies, including: 

  • financial statements
  • M&A activity
  • debt, equity offerings and IPOs
  • corporate executives
  • compensation
  • comparable companies
  • precedent transactions
  • custom charts
  • macroeconomic data
  • financial modeling
  • news

How to Access

Capital IQ is ONLY available in the Lab (IC306).  Click the Google Chrome icon "CIQ" on the computer desktop. 

How to use the Excel Plug-in

Launch "Excel > Click the "Capital IQ" tab > click "Home Page" button 


Note: You will no longer be able to access Capital IQ via a web browser. If you wish to access this database, please follow the above instructions after opening Excel (on the desktop) to access the software. No login will be required."

Help Guides



Please note: you must be logged in to Capital IQ see this content.