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1. To begin please click on one of the four options shown (Fundamentals, Financials, Geographic or Advisers).
2. Click "Search" on an option from left panel.
3. The "Enter Criteria" box will open to the right, Select/Enter your values.
4. Click "Count" to check the number of matches for your selection.
5. Click "Apply" to add the criteria
6. * Repeat for all the search options of your choice until complete
7. Click "Output" for all the fields you wish to output as columns in the data (this is done automatically where you have searched and applied the count)
8. Click "Export" to receive your spreadsheet or Click "Benchmark" to compare the performance of your selected companies.

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