Investment Analytics · head to head
Clarity AI vs S&P Capital IQ Pro

Clarity AI
Investment Analytics
AI-driven sustainability, climate and SFDR data for investors and banks
- From
- On request
- Free plan
- No

S&P Capital IQ Pro
Investment Analytics
S&P Global's research platform for company, credit, sector and market data
- From
- On request
- Free plan
- No
The short version
- Each has a real cost: Clarity AI no prices are published for any module; the site routes every enquiry to Talk to an Expert, checked November 2026.; S&P Capital IQ Pro no published pricing: the product page and release notes offer a demo request only, checked November 2026.
- They diverge on capability: Clarity AI covers Customisable ESG ratings, S&P Capital IQ Pro covers ChatIQ.
- Prices and features above were last checked on 12 November 2026.
Where they differ
Only the attributes on which Clarity AI and S&P Capital IQ Pro actually diverge.
| Attribute | Clarity AI | S&P Capital IQ Pro |
|---|---|---|
| Platforms | Web, API | Web, Excel, Mobile |
Identical on both: starting price (On request), pricing model (quote), free tier (No), user rating (Not yet rated), category (Investment Analytics).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in Clarity AI
- Customisable ESG ratings
- SFDR and EU regulatory reporting
- Asset-level physical climate risk
- Climate transition and carbon footprint
- Source traceability
- Fund and private company coverage
- Retail banking carbon footprint
- API, datafeeds and MCP connectors
Only in S&P Capital IQ Pro
- ChatIQ
- Document Intelligence
- Screener
- S&P Capital IQ Pro Plug-in
- ChatIQ Spreadsheets
- Sector and credit modules
- Valuation tools
- Earnings IQ alerts
What people use each for
The jobs each tool is most often brought in to do.
Clarity AI
- Producing SFDR PAI statements and Article 8 and 9 periodic disclosuresnot S&P Capital IQ Pro
- Testing whether holdings qualify as sustainable investments under a firm's own SFDR methodologynot S&P Capital IQ Pro
- Assessing physical climate risk across a portfolio or loan book at asset levelnot S&P Capital IQ Pro
- Matching client sustainability preferences to products under MiFID IInot S&P Capital IQ Pro
- Checking fund names against ESMA naming guidelinesnot S&P Capital IQ Pro
- Showing retail banking customers the carbon footprint of their card spendingnot S&P Capital IQ Pro
S&P Capital IQ Pro
- Building comparable company and precedent transaction sets for M&A and valuation worknot Clarity AI
- Credit analysis drawing on S&P Global Ratings research alongside company financialsnot Clarity AI
- Sector research in banking, insurance, real estate, energy, and metals and miningnot Clarity AI
- Querying filings and earnings call transcripts across many companies with ChatIQnot Clarity AI
- Feeding refreshable company and market data into Excel modelsnot Clarity AI
- Private company research and screening for deal sourcingnot Clarity AI
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
Clarity AI
- No prices are published for any module; the site routes every enquiry to Talk to an Expert, checked November 2026.
- The Glass Lewis merger closed in September 2026 with branding and product integration still to be settled, so buyers are signing up to a roadmap that will change; the company says existing products stay supported during a phased integration.
- Coverage figures differ between pages: the homepage cites around 98,000 issuers, the ESG ratings page 60,000+ companies and the SFDR PAI page 65,000+, so the coverage for a given dataset needs confirming rather than assuming.
- Heavy use of AI estimation fills gaps that analyst-led providers leave empty, but an estimated figure is still not a reported one, and users should check confidence levels before relying on it in regulatory disclosures.
- The physical risk web app with an interactive hazard map was only scheduled for July 2026; before then the asset-level physical risk product was datafeed only.
- Glass Lewis is majority owned by Peloton Capital Management and Stephen Smith and also issues proxy voting recommendations, so ratings and stewardship advice now sit in one group; the company publishes conflict-of-interest controls, but it is a structural change from an independent data vendor.
S&P Capital IQ Pro
- No published pricing: the product page and release notes offer a demo request only, checked November 2026.
- Several datasets are add-on subscriptions on top of the base licence, so the content a user sees depends on what their firm has bought rather than on the product.
- Multi-Document ChatIQ excludes Dow Jones and Nikkei news, scanned documents, insurance statutory filings and research from contributors including Goldman Sachs, Citi, Barclays and Bank of America, per the October 2025 release notes.
- Earnings IQ alerts cover US exchange-listed companies only, per the October 2025 release notes.
- Many of the newest AI tools are labelled beta or Labs, including Portfolio Insights and ChatIQ Presentations, as of the October 2026 announcement.
- The product pages on spglobal.com refuse automated requests, so evaluating the product without talking to sales means relying on release notes and press releases.
Pricing, plan by plan
Clarity AI
On request- Enterprise$undefined/mo
- Priced by quotation through Talk to an Expert or the contact form
- Licensed by module: climate, ESG risk, regulation, impact and retail banking
- Delivered via web app, API, datafeed, MCP or partner platforms
S&P Capital IQ Pro
On request- Capital IQ Pro licence$undefined/mo
- Priced by quotation through S&P Global Market Intelligence sales, no list prices published
- Some datasets, such as mine emissions, are separate add-on subscriptions
- Bulk data delivery via Xpressfeed, APIs and Snowflake is sold separately
Which should you pick?
Choose Clarity AI if
- You need customisable esg ratings.
- You work on Web, API.
- You also want sfdr and eu regulatory reporting.
Choose S&P Capital IQ Pro if
- You need chatiq.
- You work on Web, Excel, Mobile.
- You also want document intelligence.
Questions people ask
- Is Clarity AI or S&P Capital IQ Pro better?
- Neither clearly leads. Clarity AI starts at On request and S&P Capital IQ Pro at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, Clarity AI or S&P Capital IQ Pro?
- Clarity AI starts at On request and S&P Capital IQ Pro at On request.
- Does Clarity AI or S&P Capital IQ Pro run on more platforms?
- Clarity AI runs on Web, API. S&P Capital IQ Pro runs on Web, Excel, Mobile.
- What is Clarity AI best used for?
- Clarity AI is most often used for producing sfdr pai statements and article 8 and 9 periodic disclosures, testing whether holdings qualify as sustainable investments under a firm's own sfdr methodology, assessing physical climate risk across a portfolio or loan book at asset level, matching client sustainability preferences to products under mifid ii. Of those, producing sfdr pai statements and article 8 and 9 periodic disclosures and testing whether holdings qualify as sustainable investments under a firm's own sfdr methodology are not what S&P Capital IQ Pro is typically brought in for.
- What can Clarity AI do that S&P Capital IQ Pro cannot?
- Clarity AI covers Customisable ESG ratings, SFDR and EU regulatory reporting, Asset-level physical climate risk, Climate transition and carbon footprint. S&P Capital IQ Pro covers ChatIQ, Document Intelligence, Screener, S&P Capital IQ Pro Plug-in.
Answered from the vendors’ own pages
Clarity AI: What does Clarity AI cover?
Sustainability and other extra-financial data for companies, funds and governments. The company cites coverage of around 98,000 issuers, 2.3 million private companies, more than 450,000 funds and 400-plus sovereigns, across climate, ESG risk, EU regulation and impact.
SourceS&P Capital IQ Pro: What is ChatIQ in Capital IQ Pro?
ChatIQ is the conversational AI layer in Capital IQ Pro. It answers natural-language questions across company, market, credit and economic data and over financial documents, news and research. The October 2026 update extended it to Excel modelling through ChatIQ Spreadsheets and to slide creation through ChatIQ Presentations in Labs.
SourceClarity AI: How are Clarity AI ESG ratings built?
They are rules-based and use SASB materiality, drawing on more than 100 data sources with AI estimation and validation. Users can build custom profiles that choose topics, set weights and decide how missing data is handled, and trace each figure to its source.
SourceS&P Capital IQ Pro: How many documents can Multi-Document ChatIQ analyse at once?
Up to 20, drawn from filings, transcripts, investor presentations, news and research across different companies or industries. Dow Jones and Nikkei news, scanned documents, insurance statutory filings and some contributor research are excluded.
SourceClarity AI: Does Clarity AI help with SFDR reporting?
Yes. It calculates PAI indicators at entity and product level with portfolio look-through and produces pre-filled SFDR Annex I entity reports, Annexes II to V product disclosures for Article 8 and 9 funds, and the European ESG Template for distributors.
SourceS&P Capital IQ Pro: Can Capital IQ Pro data be used in Excel?
Yes. The S&P Capital IQ Pro Plug-in pulls data into Excel with formulas, a Formula Builder and a template library, and new datasets such as sustainability metrics and bond indices are added to it alongside the web platform.
SourceClarity AI: What happened between Clarity AI and Glass Lewis?
The two companies combined in a transaction that closed on 21 September 2026 and was announced on 24 September. Terms were not disclosed. Existing products remain supported and will be integrated in phases, with Madrid named as the centre of excellence for sustainability, data and AI.
SourceS&P Capital IQ Pro: How much does S&P Capital IQ Pro cost?
S&P Global does not publish prices. Access is licensed through its sales team after a demo, and some datasets are sold as add-on subscriptions.
SourceClarity AI: How is Clarity AI data delivered?
Through a web app, APIs, datafeeds, standalone apps and MCP connectors for AI agents. It is also available inside platforms such as Aladdin, eFront, Clearstream and Allfunds.
SourceS&P Capital IQ Pro: Can the AI screener build screens from plain English?
Yes. Since October 2025 the Companies screener has an optional AI-assisted mode that converts a natural-language description into screening criteria, which can then be refined manually. It is switched on in Screener settings.
SourceClarity AI: Is Clarity AI regulated under the EU ESG Ratings Regulation?
Clarity AI Europe S.L. has applied to ESMA for authorisation of its ESG ratings products under Regulation (EU) 2024/3005, which has applied since 2 July 2026. The disclosures page states that over 98% of ESG rating revenue comes from investor-paid subscriptions.
SourceClarity AI: What does Clarity AI cost?
Prices are not published. The site directs buyers to Talk to an Expert or the contact form for a quote.
SourceRelated pages
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