New York, October 6 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced the latest update to S&P Capital IQ Pro, centered on an expanded ChatIQ experience that integrates conversational AI more deeply into the platform. The enhanced ChatIQ enables financial professionals to ask questions in natural language and quickly access S&P Global’s data and insights in one place.
ChatIQ integrates multi-source analysis, filtering, and charting capabilities into a single conversational experience. Users can ask questions about companies, markets, credit and economic data, as well as financial filings, news, and research content, reducing the time spent switching between tools and allowing more time to analyze reliable information.
“S&P Global continues to evolve how customers research, analyze, and collaborate,” said Whit McGraw, Head of the S&P Global Market Intelligence Platform. “Through the enhanced ChatIQ experience, we are making AI a more natural part of the Capital IQ Pro workflow by combining conversational access with the depth, quality, and transparency customers expect from S&P Global.”
Capital IQ Pro Major Updates
The latest version of Capital IQ Pro integrates AI-driven research, modeling, and presentation tools with data and analytics across a broader range of valuation, private markets, fixed income, credit, and broader market applications.
- AI-driven workflows: ChatIQ Spreadsheets introduces an AI-powered Excel modeling assistant for building, reviewing, and analyzing models, with support for refreshable Capital IQ Pro formulas; ChatIQ Presentations, currently available in Labs, helps users create data-driven PowerPoint slides using Capital IQ Pro data.
- Valuation and Financial Analysis: Added discounted cash flow analysis, customizable Total Enterprise Value calculations, point-in-time comparable company data, and enhanced export functionality to support a more flexible company valuation process.
- Private Markets: With Intelligence offers a new customizable benchmarking tool that helps users create tailored private markets benchmarks and compare fund performance using key metrics.
- Fixed Income: Integrate Markit’s Global Sector Curves and introduce the Rate Profile page to provide deeper visualizations of global bond markets, pricing trends, and term structure analysis.
- Credit Analysis: Redesigned RatingsDirect company and industry sector data, expanded insurance analysis, and enhanced Credit Memo Builder improve access to relevant credit information, source transparency, and consistency in the credit review process.
- Data coverage: Enhanced with additional data on banking, energy, insurance, macroeconomic indicators, private companies, sustainability, news, and alerts, expanding the platform’s content coverage and availability.
- Portfolio Insights: The AI-powered Portfolio Insights, currently in testing, helps users identify the drivers of their portfolio returns and connects performance to relevant market dynamics, news, events, and earnings contexts.
These updates are part of S&P Global Market Intelligence’s broader strategy around Capital IQ Pro to integrate reliable data, AI-driven tools, and connected experiences to support financial professionals in their research, analysis, and decision-making, and to help them uncover value in global markets.
To learn more about S&P Capital IQ Pro, click here.
To learn more about S&P Global AI, visit here.
Media contact:
Orla O'Brien
S&P Global
+1 857-407-8559
[email protected]
Florence Bogitsh
S&P Global Market Intelligence
+1 646 460-7204
[email protected]
[email protected]
About S&P Global
S&P Global (NYSE: SPGI) empowers businesses, governments, and individuals to make more confident decisions through trusted data, expertise, and technology. The company advances Essential Intelligence through world-leading benchmarks, data, and insights, helping clients plan with confidence, act decisively, and thrive in a rapidly changing global environment.
From helping clients evaluate new investments in capital and commodities markets, to addressing energy expansion, the accelerated development of artificial intelligence, and the evolution of public and private markets, S&P Global empowers leading organizations worldwide to seize opportunities, overcome challenges, and plan for tomorrow—starting today. Learn more at www.spglobal.com.