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1. CAPITAL IQ PLUG IN HOW TO
2. CAPITAL IQ PLUG IN UPDATE
3. CAPITAL IQ PLUG IN PRO
4. CAPITAL IQ PLUG IN DOWNLOAD

are seamlessly integrated throughout our platform and Excel Plug. Hopefully this helps point you in the right direction with a few different avenues! Happy to elaborate if needed. S&P Capital IQ searches for more financial data items than any other provider. Snowflake is one of our supported data sources: This plugin in located on each of the library terminals. Plugin For those doing historical research, you may want to use Capital IQs Excel plugin. I'm not sure if this is an option for you, but this is just a database connection that could be queried via an Input Data tool. To get started, try searching for a company of interest in the search box, or select the screening tab to create custom lists of companies, transactions, or people. I also saw that Capital IQ provides data via Snowflake as well: (983a69eb-bcae-4289-9eb5-d1c95705cc8e).

CAPITAL IQ PLUG IN HOW TO

Here is an example of how to make an API call in Alteryx.

CAPITAL IQ PLUG IN DOWNLOAD

If they are, you can build an API call using the download tool and other required information to pass to the endpoint and return the data that you need. I'm not sure if your company can access the API depending on your subscription, but I would reach out to the Capital IQ support team to see if the endpoints are accessible. Now if you want to get really fancy and make an actual API call to avoid Excel spreadsheets as an input completely, you will want to start here at the Capital IQ API documentation. Any files or folders stored on the computer can be accessed through the functions of the Plug -In.

CAPITAL IQ PLUG IN PRO

Something like this will point you in the right direction: Capital Iq Plug In Troi File Plug-in for FileMaker Pro 3.5.3 Troi File Plug -In 3.5 is a very powerful tool for getting access to information outside the FileMaker Pro database. For the actual VBA if you don't know how to write it yourself you might want to reference what someone else has already but together on the internet for the refreshing of the sheets. The link above goes through the general concept. In fact, learning how to run VBA from an Alteryx workflow is a handy skill in general as some like to use it for conditional formatting with the final state of their data. This is a nifty little hack if you don't want to get into API calls.

CAPITAL IQ PLUG IN UPDATE

You can kick off an event "before workflow run" to execute VBA code that refreshes the data in the spreadsheet to update the file prior to your workflow executing. Your first option avoids the need for a connector completely. It does not store any personal data.You have a couple of different options when working with something like CapIQ. The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. The cookie is used to store the user consent for the cookies in the category "Performance". This cookie is set by GDPR Cookie Consent plugin. Choose the type of screen you would like to see: My You can filter by the type of screen: Company, Equity, or Transactions. Simply click on the Screening icon in the Capital IQ tab in Excel. The cookie is used to store the user consent for the cookies in the category "Other. S&P Capital IQ’s Excel Plug-in allows you to download the current results of your saved screens on the S&P Capital IQ platform. The cookies is used to store the user consent for the cookies in the category "Necessary". The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". The cookie is used to store the user consent for the cookies in the category "Analytics". These cookies ensure basic functionalities and security features of the website, anonymously. Necessary cookies are absolutely essential for the website to function properly. Select ‘Filings and Annual reports’ and then select the ‘Prospectuses’ tab to see all the share prospectuses for the company of your choice.Īny questions about where to find the filings you need, please contact MIRC.įeature image from Pixabay.

Filings can be accessed from the left hand menu under the News, Events and Filings heading.

When you are researching an equity offering, one of the key items you will need is the prospectus, also known as the offer document or listing particulars.