Standard & Poor's Research Insight User Manual

This document is a user manual for Standard & Poor’s Research Insight Compustat, including tool introduction, operation process, and company's important financial statements.


Standard & Poor's Research Insight User Manual - cover page
Brand
Standard
Category
Financial software
Document type
User Manual
Language
Chinese
Pages
44
File format
PDF
File size
8.8 MB
Updated
28 September, 2023
MD5 checksum
3D64E11A46A8463363E8139D2455786E

About this manual

This manual introduces the Research Insight interface, including the Tools menu, Research Assistant, Report Assistant, Chart Assistant, and Company Highlights. It describes how to open predefined reports, create custom reports and charts, and manage company groups and indicator sets.

The guide also details data coverage—thousands of companies, dozens of financial ratios, and decades of historical information—and shows how to link the software with Excel for real‑time data retrieval and analysis. This manual is written in Chinese.

What's inside

  • Tools Menu
  • Research Assistant
  • Report Assistant
  • Chart Assistant
  • Company Highlights
  • Open Report
  • Open Chart
  • Open Set
  • Help / Data Definition
  • Excel Integration

Specifications

Current US companies10,000
Discontinued US companies10,400
Canadian companies1,000
ADRs450
Financial ratios300
Years of historical data20
Quarterly historical data48

Frequently asked questions

How do I open a predefined report in Research Insight?

Use the Open Report command, which opens the default report for the selected company or group.

How many financial ratios are included in the database?

The database provides 300 financial ratios, such as dividend, growth, and profitability measures.

Can the software be linked to Excel for data retrieval?

Yes, the manual describes Excel integration functions that allow you to pull data directly into spreadsheets.

What is the scope of company coverage in the database?

It includes about 10,000 current U.S. companies, 10,400 discontinued U.S. companies, 1,000 Canadian companies, and 450 ADRs.

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