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Getting Started with Capital IQ: Home

About Capital IQ

S&P Capital IQ provides profiles and data on public and private companies, markets, investment firms, transactions, and people worldwide.

Also features information on industries, capital structure, fixed income, corporate family tree data, and company-level ownership. 


Accessing Capital IQ

License Terms

  • Capital IQ is available to students, faculty, researchers, and staff for non-commercial academic research. 
  • By creating an account using your email address, you agree to not license, sublicense, transfer, sell, resell, publish, reproduce, and/or otherwise redistribute these materials or knowingly provide access to this content to non-authorized users.
  • Sharing of usernames and passwords is prohibited.
  • Data downloaded to desktops/computing devices is intended for personal use and should not be shared or stored in directories/systems that may be accessed by others.

All users must register for an account.

Self-registration instructions are available here.

To register for an account, you will need to be on the Yale network (Yale Secure WiFi while on campus, VPN if off-campus)

Once your account is established, you can log in with your username and password at while on the Yale network.

Note: To use Capital IQ while off-campus, you will need to connect to the Yale network via VPNLearn more about the Yale VPN here. 

Excel Plug-in

Yale researchers with a Capital IQ account can download and install the Excel Plug-in. Instructions are available here.  

For Mac users: the Excel Plug-in is installed on select machines in Marx Library. More information is available here.

Capital IQ on WRDS 

Yale researchers have access to the following Captial IQ datasets via WRDS:

  • Transactions
  • Capital Structure
  • Key Developments
  • Identifiers
  • People Intelligence
  • S&P Credit Ratings

Have business research questions? Ask us!

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Business and Management Librarians
Marx Science and Social Science Library
Yale University Library
219 Prospect Street - Concourse Level

Meet with a Business Librarian