Capital IQ allows users to screen and filter companies according to specific criteria. The screening process involves setting criteria, viewing matching results, and customizing the displayed columns to show additional information about the results. Users can export matching companies according to the filters applied. Help resources are available for using Capital IQ's screening functionality.

1. Capital IQ: Company Screening
Jiaxin Low
Research Librarian, Finance

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. Screening

4. Set Criteria

5. Set Criteria
• E.g. SGX-listed
• Click “Add Criteria”

6. View Results
• View results (screening criteria included)

7. Customise Display
• To display more information, click Customize
Display Columns > Browse All Display Columns

8. Choose Display Columns
• Select display columns to add to results

9. Choose Display Columns
• Configure display column and click “Add
Columns” button > “View Results”

10. View Results

11. Export results
• Export all, or current page (50/250 results). Sort
results before exporting “Top 50”, etc)

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