Research FAQ
Frequent questions about our Research tools
Do I need a Data License?
You do not need a data license to use Portfolio123. But if you have one you will be able to download point in time data either using our API or DataMiner and from the screener reports.
Without a data license, if the As Of Date in the screener is set to a date within the last 9 calendar days, then the screen report will contain all the data. But downloads from the screener will only have data for the first 500 tickers and the rest will show "N/A".
If the As Of Date used in the screen is >= 10 days ago then only the first 5 columns of the screen report will have data and the download will contain all N/A's.
How do I get S&P Global data ?
We support both FactSet and Compustat with CapitalIQ. Contact us if you think you have a license or want to get a quote.
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