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To install the excel plugin, in the menu select "My Capital IQ", then "My Profile", then "Downloads”. The Excel plugin works only on Windows.
Individuals who wish to use Capital IQ data for statistical analysis may find accessing Capital IQ / Standard & Poor's data via WRDS to be preferable to the Capital IQ Excel plugin. Select "Compustat - Capital IQ" in the WRDS interface.
Related: How to install Capital IQ Office Excel Plug-in?
See also: Finance and Financial Data research guide.
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