Finance & Investment

Data on U.S. and international public and private companies, M&A deals, executives and boards worldwide; news, investment research, and more. Includes powerful screening tools, chart builders, and Office Plug-In modeling tool. By S&P Global. Please note that UTSA does not subscribe to Capital IQ PRO.

Access to Capital IQ is for current faculty, staff, and students only and requires approval by Capital IQ. To request a new Capital IQ account:
1. Click on the Capital IQ database link above; login with abc123 and passphrase; complete DUO authentication.
2. Click on New User in the top right header and enter your utsa.edu email.
3. Check your email box for confirmation and finish the sign-up. Your login credentials will be provided via email from Capital IQ.

Once your Capital IQ account is created, for future access you will need to use the proxied link to Capital IQ above on the library database page, and then your personal Capital IQ credentials to log in.

To download Office Plug-in, go to My Capital IQ tab > My Profile > Downloads. See research guide for more information. You may also complete Capital IQ training at S&P Market Intelligence Academic Resource Center.

Contains up to a 20-year history of fundamental financial, statistical, and market data for corporations, banks, S&Ls, ADRs/ADSs, business segments, geographic areas, industry composites and indexes in 'North America' as well as 'Global.' Extensive coverage of annual and quarterly Income Statement, Balance Sheet, Cash Flow, and supplemental data items is provided on over 19,000 active and inactive publicly traded companies. Includes currency files with cross-translation tables for more than 100 currencies. Particularly useful for advanced quantitative analysis, including database queries, or for access to company/industry financial statements and data. Updated quarterly.

You must request a WRDS user account using your UTSA email. WRDS account requests are usually processed within two business days.

WRDS now requires 2FA DUO authentication. Follow the prompts to set up your WRDS DUO.

Comprehensive business and financial data for U.S. and international public and private companies, active and inactive. Includes executive compensation data, bonds, Country Insight, Supply Chain, Investext analyst reports and screening tools.

Provides exclusive investment tools, up-to-date Morningstar financial data, research, and independent opinions on mutual funds, stocks, and exchange-traded funds. Ratings and risk information are updated daily.
Only a few people can use this database at one time.

Bureau van Dijk is a Moody's Analytics company. ORBIS contains financial information on listed and private companies from 220+ countries; bank and insurance reports; comprehensive ownership/subsidiary coverage; directors and contacts; market reports, M&A activity and more. Features the ability to screen based on 100+ criteria. Complementary access to the Pan-European dataset (AMADEUS), global company dataset (OSIRIS), and ORBIS dataset through WRDS under Bureau van Dijk data.

Provides analyst reports; securities research; economic company, product and industry research reports from J.P. Morgan Chase & Company. U.S and global coverage. 2011-current.

Provides analysis and quotes for equities and indices; current company, industry, and market news; and economic data for countries around the world.

UTSA faculty, students, and staff can search Bloomberg from one of sixteen workstations. One workstation is located in the 2nd floor Business Information Hub in the John Peace Library building. Fifteen workstations are located in the Financial Studies Lab in the Alvarez College of Business.

Both UTSA Libraries and Alvarez College of Business don’t have access to Bloomberg Anywhere - equivalent to the Bloomberg Terminal via the web.

Bloomberg Terminal’s Log-in Requirement:
• Bloomberg is only available on designated workstations at UTSA.
• First-time users: in order to obtain your Bloomberg login credentials, please log into a Bloomberg workstation with your UTSA abc123 and register with the Bloomberg system using your UTSA email.

Wharton Research Data Services (WRDS) is a comprehensive data management platform for financial, accounting, economic and management data accessible through a single interface. Access to specific datasets depends on UTSA subscriptions, including Compustat, CRSP, IBES, Risk Metrics, Bureau van Dijk, Audit Analytics, and more. Includes deep archives of historical data. WRDS may be accessed via (a) the web interface, (b) a UNIX terminal session, and (c) PC SAS Connect, Matlab, Stata, R, and Python.

WRDS is only available to these categories of current UTSA users:
• Faculty
• PhD students
• Master’s and undergraduate students
• Research Assistants (sponsored by a faculty member)
• Visiting faculty
• Staff
• Shared class accounts (must be requested by a sponsoring College of Business faculty member)

You must request a WRDS user account using your UTSA email. WRDS account requests are usually processed within two business days.

WRDS now requires 2FA DUO authentication. Follow the prompts to set up your WRDS DUO.