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FIN 70610 — Equity Valuation (Corwin)

Capital IQ

What is Capital IQ?

This database includes profiles and data on public and private companies, investment firms, capital transactions, and people. It can be used for complex financial statement analysis, comparables analysis, sector analysis, and charting. Screening capabilities are available.


Creating Capital IQ Account

  1. Access Capital IQ registration page and enter your ND email address.

  2. Check your ND email account for an email from ClientSupport@capitaliq.com and click on "Register to Access S&P Capital IQ." 

  3. Fill out the registration form then click "REGISTER."

    • Select your graduation year from the "Choose your department" drop down.

    • Under "Job Title" enter "Student" (if you are a faculty or staff member enter your actual job title).

  4. Check your ND email account for an email from Capital IQ and select "Reset your password."

    • The password you set here will be used for all future logins to Capital IQ.

  5. After receiving a confirmation email from Capital IQ, DO NOT go directly to www.capitaliq.com to access. Use the library link to Capital IQ. We suggest bookmarking this link.

What is Capital IQ?

This database includes profiles and data on public and private companies, investment firms, capital transactions, and people. It can be used for complex financial statement analysis, comparables analysis, sector analysis, and charting. Screening capabilities are available.


Accessing Capital IQ

  1. Enter Capital IQ through the library link

  2. Sign in using your full ND email address and the password you set up. 

  3. You should see a dashboard page with access to Capital IQ's search and browse functions.
     

What is the Capital IQ Excel Plug-in?

Capital IQ comes with a separate downloadable Excel plug-in that allows for some automated data, analysis, and chart building functionalities. The plug-in is currently supported on most Windows operating systems. The plug-in is not currently supported on Mac OS systems.


Installing Capital IQ Excel Plug-in

  1. Log into Capital IQ with the following link

  2. Click "Downloads" on the left hand side under "My Profile"

  3. Click "Download Office Plug-in (New Installer) near the center of the page

  4. Run the downloaded .exe using NetID and password login if prompted

  5. Agree to the license agreement in the installation process

  6. Uncheck optional boxes enabling PPT Features and Word Features

  7. Once the installation completes, open Excel, and you should have an S & P Capital IQ tab on the top ribbon

  8. While in the S & P Capital IQ Excel tab click on the settings button on the far right and click settings in the dropdown

  9. Input your Capital IQ login credentials in the login section of the window that appears, this will give you full access to the plug-in capabilities

  10. Once your login credentials are saved, download templates of interest with the templates button in the Capital IQ tab for automated data functions

Bloomberg

Create a Bloomberg Terminal Account

  1. Go to the Bloomberg for Education Portal and create an account using your ND email address.

    • If you have created a Bloomberg for Education account previously, or receive a notification upon completing this step that your email is already in use, proceed to step 2.

  2. Let us know by filling out this form that you created an account. 

  3. We'll go into the system and approve your account. Please allow a maximum of 24 hours for account approval and activation.

  4. Once approved, go to the Bloomberg for Education Portal.

  5. Sign in with your ND email address and password.

  6. Click the Resources dropdown at the top right of the page and select "Terminal Access".

  7. Input your phone number, and select mobile phone as your verification method.

  8. Input the code sent to your phone to verify your account.

  9. Create a password for access to Bloomberg Shared Terminal.

    • This will serve as your login information and verification method for all future logins to the Bloomberg Terminal.


Actually Getting Into Bloomberg Terminal 

  1. Navigate to: https://bba.bloomberg.net

  2. Enter Bloomberg Terminal Login name and password.

  3. Verify your identity with a code sent to your enrolled e-mail or mobile phone.

  4. Select: Launch just the Bloomberg Terminal 
    AND
    Launch within the browser (from the 'LAUNCH' drop-down menu)

  5. When finished with the terminal, please be sure to sign out of your session by typing OFF in the Bloomberg search box.


Playing Well With Others

  1. Be mindful of how much time you spend on the Bloomberg Terminal. Terminal access is limited, and we want to be sure to share the wealth of Bloomberg access with other students and faculty members.

  2. Be sure to sign out of your session once finished to ensure that terminals are open for other users.

  3. Be aware that there may be brief periods in which the Bloomberg Terminal is inaccessible to ensure its availability for a class session.

  4. Be aware that our remote access option for the Bloomberg Terminal is being temporarily provided to us by Bloomberg as part of their COVID-19 access contingency, and its policies are subject to change as the pandemic situation develops. 

Download the Citrix Receiver

  1. In order to download data while using Bloomberg Anywhere, you need to have the Citrix Receiver installed on your computer. Go here to download the Citrix Receiver. Do this before attempting to login to Bloomberg Anywhere.

  2. One of the last steps in downloading the Citrix Receiver asks you about creating an account. You can skip this step. It's not necessary.

  3. Check out the Bloomberg Anywhere Help page. It will answer most questions you might have about system requirements based on your device, operating system, browser, etc. 

  4. Unfortunately, neither Pete, Michael, or Kim are available to help troubleshoot issues with installing the Citrix Receiver. See above for help.


Create a Bloomberg Terminal Account

  1. Go to the Bloomberg for Education Portal and create an account using your ND email address.

    • If you have created a Bloomberg for Education account previously, or receive a notification upon completing this step that your email is already in use, proceed to step 2.

  2. Let us know by filling out this form that you created an account. 

  3. We'll go into the system and approve your account. Please allow a maximum of 24 hours for account approval and activation.

  4. Once approved, go to the Bloomberg for Education Portal.

  5. Sign in with your ND email address and password.

  6. Click the Resources dropdown at the top right of the page and select "Terminal Access".

  7. Input your phone number, and select mobile phone as your verification method.

  8. Input the code sent to your phone to verify your account.

  9. Create a password for access to Bloomberg Shared Terminal.

    • This will serve as your login information and verification method for all future logins to the Bloomberg Terminal.


Actually Getting Into Bloomberg

  1. Navigate to: https://bba.bloomberg.net

  2. Enter Bloomberg Terminal Login name and password.

  3. Verify your identity with a code sent to your enrolled e-mail or mobile phone.

  4. Select: Launch with the Bloomberg Excel add-in 
    AND
    Launch with Citrix Receiver (recommended) (from the 'LAUNCH' drop-down menu)

  5. When finished with the terminal, please be sure to sign out of your session by typing OFF in the Bloomberg search box.


Playing Well With Others

  1. Be mindful of how much time you spend on the Bloomberg Terminal. Terminal access is limited, and we want to be sure to share the wealth of Bloomberg access with other students and faculty members.

  2. Be sure to sign out of your session once finished to ensure that terminals are open for other users.

  3. Be aware that there may be brief periods in which the Bloomberg Terminal is inaccessible to ensure its availability for a class session.

  4. Be aware that our remote access option for the Bloomberg Terminal is being temporarily provided to us by Bloomberg as part of their COVID-19 access contingency, and its policies are subject to change as the pandemic situation develops.