There are 26 Windows PCs, 20 machines for the Capital IQ Rotman Interactive trader and other Math related apps. The other 6 are for Bloomberg software.
Capital IQ
About
Capital IQ is a web and Excel based financial application.
The web portal offers various software and data feeds to advisory firms, banks, corporations, investment managers, private equity funds, universities, and more, providing overall market awareness and investment analysis audiences can use to inform their investment strategies.
The Excel plug-in allows you to import financial, market and company data along with comp sets, filings, saved screens and other information.
How to connect
Capital IQ access is controlled by a Nexus security group. It is available to students, faculty, researchers, and staff for non-commercial academic research on a request basis. The grad students taking some of the specific Math Business courses are automatically added to the Active IQ allowed group.
The finance lab PCs in MC3004 have a shortcut on the desktop, and the Excel plug-in already installed.
Use your @uwaterloo.ca email address for authentication.
Excel Plug-In Installation: Login to your Capital IQ account using above URL and then select Downloads from the left pane, located in My Profile section. Download the file, run it, and follow the instructions.
Bloomberg
About
Bloomberg provides both historical and real-time financial market and economic data, covering all sectors worldwide. It also features analytics, company financials, news, and customizable charting.
The Bloomberg Terminal is a computer software system provided by the financial data vendor Bloomberg L.P. that enables professionals in the financial service sector and other industries to access Bloomberg Professional Services through which users can monitor and analyze real-time financial market data and place trades on the electronic trading platform. It was developed by employees working for businessman Michael Bloomberg. The system also provides news, price quotes, and messaging across its proprietary secure network. It is well known among the financial community for its black interface, which has become a recognizable trait of the service.
How to Use
You will need to have a Bloomberg account to use Bloomberg terminal.
First time users must register with Bloomberg and create a personalized login and password.
- Login to Bloomberg terminal using your Nexus account.
- Launch Bloomberg app
- At the login prompt enter your account name and password. If you don’t have account name and you are a first-time user then click on link that says create a new login and complete the registration form. You will receive a validation code in an email. Complete the validation to complete the account creation process. Remember your account name and password.