Account Preferences Setup

Settings allows you to customize S&P Cap IQ Pro to fit your specific workflow.

Click on your name in the upper right hand corner of the page, from here you can modify your profile to your work flow by clicking into “User Profile and Display Information”


User Profile - Select a profile that best describes your focus in order to show you the most relevant data for the work you do. Note that changing your selected user profile will update your content filters and may overwrite any customized settings.

Content Filters

  • Industry - Select the industries most relevant to you.
  • Geography - Filter content based on specific geographies.
  • News Geography - Apply a filter based on company headquarters or story subject matter.
  • News Departments - Department and subdepartment selections allow you to filter My S&P Cap IQ Pro content by the subjects of interest to you.
  • Market Indexes - Select up to 30 industry-specific total return and broad market indexes.
  • Document Types - Select your Document preferences to filter the documents included in the Advanced Document Search, Today's Filings, the Latest Filings Dashboard Component and NewsWire.


Display Settings

  • Culture - Selecting a culture will update your display settings. You still are able to customize individual fields after you have applied a culture.
  • Currency - Select a currency and conversion method to control display of monetary data.
  • Date and Number Format - Choose region-specific formatting for date, time, and numerical data.
  • Time Zone - Set a time zone to ensure timely delivery of mid-day and evening alerts.
  • Terminology - Choose Americas or U.K./Europe/Asia specific terminology for fields and definitions.
  • Unit of Measure - Choose your preferred measurement standard for all property-related content in the S&P Cap IQ Pro site.
  • Exchange - Select your preferred exchange to eliminate the need for providing the exchange suffix when searching by Trading Symbol for companies trading on your preferred exchange.

 
 
 
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