Advanced Options
Charting
Chart Builder
Access Chart Builder one of two ways:
Ticker symbols and indices are
displayed above the chart for easy
access, adaptation, and removal.
1. Using the Screening and
Analytics tab located at the
top of the page.
Identifier Lookup
2. Through the left-hand links
on any company profile.
The Chart Builder enables you to easily create
Daily Market Charts, Financial Period charts, and
Shares Traded Analyses. Charts are fully
customizable according to chart template, time
frame, various annotations, technical analysis
indicators, and historical estimates.
The Identifier Lookup, in addition to the company
search feature, will allow you to add market indices,
interest rates, foreign exchange rates, and
constituents from your saved lists within Capital IQ.
You can also use the Identifier Lookup to create
custom indices. Click the Add as Index checkbox at
the bottom of the Identifier Lookup window once you
have selected numerous securities to create the
custom index. If the Add Individually checkbox is
selected, make sure to deselect it to prevent adding
each constituent to your chart as a separate series.
ƒ Chart Type: Select between Line, High/Low/Close,
Candlestick, and Area charts. High/Low/Close and
Candlestick are available only when one series
appears on the chart. Area is available only when
one series or a single custom index appears on the
chart.
ƒ Time Frame: Use the options from the dropdown
or specify a date range.
ƒ Frequency: Specify how often data points should
appear on the chart
ƒ Currency: Specify the currency and conversion
method for your chart.
ƒ Values Output: Choose to see your chart in
absolute or relative terms.
ƒ Base Index/Date: For relative charts, select the
series and date to compare against.
ƒ Benchmark: For a Relative Over Benchmark chart,
select the benchmark that you want to subtract
from the other series on your chart. You can select
a major market index or specify a custom
benchmark using the Identifier Lookup.
This function modifies your annotation selections. The
available annotation categories depend on the
selected trading item(s).
Daily Market Charts
View daily stock price moves for companies,
market indices, custom indices, interest rates,
and foreign exchange rates. For companies, you
can also chart TEV, Market Cap, and trailing and
forward multiples. To understand a company’s
stock fluctuations add technical analytics, Key
Developments (annotations), and historical
estimates.
Add companies to your chart by typing your
ticker, CUSIP, ISIN, or SEDOL into the Add
Identifier textbox. Multiple identifiers can be
added when separated by commas. If you are
unsure of a company’s ticker/CUSIP/ISIN/SEDOL,
search for the company name by clicking the
Advanced Search button next to the Add
Identifiers textbox.
Technical analysis offers indicators to add to the
chart.
When adding trading items,
make sure to specify if you’d
like to add them as an
individual series or as an index.
Chart Options
Click the Chart Options button for chart customization.
This function allows you to select the Reuters
estimates you want to add. Price target is applied to
the main chart, and all others create separate charts.
Note: Access is specific to your account configuration
Once complete, you can export your chart to Excel or
convert to an image using the icons at the top of the
page.
CLIENT SUPPORT: (North America) 888-806-5541, Global: +44.(0)20.7176.1234 / +1.212.438.1070
© Capital IQ, Inc. All rights reserved.
Time Frame and Features
Click the time frame links at above the chart to
quickly change the chart’s time frame. Use the
“Custom” link to access the Chart Options
window and specify a custom time frame.
Note: You can only perform a Shares Traded Analysis for one
company at a time, whereas Daily Market and Financial
Period charts allow you to add up to 16 different series. You
will be notified if you exceed either threshold.
Shares Traded Analysis
A Shares Traded Analysis creates a histogram
displaying the volume of shares traded for one
company within given price ranges.
Financial Period Charts
Financial Period Charts allow you to chart any
financials/multiples/estimates on a quarterly, annual,
or LTM basis. The chart can take the form of a line or
bar chart and can also be combination of both.
Use the Chart Options button or “Custom” link to
adjust the time frame or the size/number of bins.
Note: There is a limit of 50 bins and the minimum size of
each is .02 currency units.
You will notice each security that you have added
has a color-coded button above the chart.
Depress the buttons to select the series for which
you would like to add Annotations, Technical
Analysis, or Historical Estimates.
Note: Leaving all buttons deselected will apply the
option(s) to all companies.
You can use the arrow at the end of the button to
pull in volume, adjust the stock prices historically
for dividends, remove the series from the chart,
or change the axis. When charting companies,
you can use the left and right axis dropdown
menus above the security buttons to select the
metric you would like to chart. In addition to
share pricing, you also have the option to chart
the TEV, Market Cap, trailing multiples, and if
estimates are part of your account configuration,
historical forward multiples.
Charting Mode
Use the Charting Mode radio buttons to toggle
between Daily Market, Financial Periods, or
Shares Traded Analysis charts for the same
company.
In order to customize your chart, use the Chart
Options button to access additional options that apply
to the entire chart.
Saved Charts and Templates
ƒ Time Frame: Use the options from the dropdown or
specify a date range.
ƒ Currency: Specify the currency and conversion
method for your chart.
ƒ Restatement Type: Specify which filing to use for
the chart. The chart will default to the latest filings
available, which will include any restatements or
reclassifications of financials.
ƒ Frequency: Choose between quarterly or annual
statements or view an LTM Periods chart.
ƒ Line (Left Y-Axis)/Bar (Right Y-Axis): You can
choose to view the financials either as a line graph
or a bar chart. You can also incorporate a
combination of both for different items. Select a
data point from the left and then click either the
Line or Bar arrow to add the data points to the
chart.
Scroll left and right to
view more options.
Select Save Chart to save
charts and templates.
The Saved Chart option captures the securities that
were on the chart when it was saved. The Saved
templates option will automatically replace the
security on the chart while retaining all other
customization.
You can access your Saved Charts and Saved
Templates at the top of the Chart Builder page or by
scrolling over the Screening & Analytics tab, going to
Charting and clicking on Saved Charts/Templates.
CLIENT SUPPORT: (North America) 888-806-5541, Global: +44.(0)20.7176.1234 / +1.212.438.1070
© Capital IQ, Inc. All rights reserved.