How can I access the Excel add-in for S&P Capital IQ?

S&P Capital IQ is available for current SFU students, faculty, and staff. If you haven't done so already, first register with a valid SFU email address for an S&P account. 

   This FAQ applies only to the Excel add-in for S&P Capital IQ. The main web interface for S&P Capital IQ is available both on campus and remotely for all current SFU researchers.

The S&P Capital IQ database offers an Excel add-in feature that provides an alternative method to retrieve most Capital IQ data. The add-in allows you to create formulas within Excel, including ones that incorporate searches and lists you've saved in the main web interface, or you can use the pre-built template spreadsheets covering a wide range of business topics.

Screen capture from S&P Capital IQ showing the location of the My Capital IQ and Downloads links.Downloading the Excel add-in

 The Excel add-in feature is only available for computers using the Windows operating system.

You can download the add-in from within your S&P Capital IQ account. Go to My Capital IQ (top left corner of the screen) and select Downloads. Then select the option to "Download Office Plug-in" and follow the instructions to install the plug-in.

Accessing the Excel add-in

On campus 

All current SFU researchers: The Excel add-in feature is available for all current SFU researchers with S&P accounts while you are at any SFU campus and logged into the SFU network.

Off campus 

SFU faculty & staff should be able to log into the Excel add-in from off campus without any extra steps. If you encounter issues, contact S&P to confirm that your S&P Capital IQ account is properly coded as a faculty/staff account. Call them at +1 888 806 5541, or email them at

SFU graduate students must first connect to SFU's Virtual Private Network (VPN) before logging into the Excel add-in. For instructions on how to download and install the Forticlient VPN app, see Get Started with SFU VPN

SFU undergraduate students are unable to access the Excel add-in from off campus. 

Current members of the Beedie Endowment Asset Management (BEAM) team should contact the Business Librarian, Mark Bodnar, to discuss options:

If you have further questions, please contact Mark Bodnar: