S&P Global's research platform for company, credit, sector and market data
As of 12 November 2026, S&P Capital IQ Pro's pricing is not published; the vendor quotes on request. S&P Global Market Intelligence's research platform for company financials, filings, screening, sector data and AI document search, with an Excel plug-in. Softwr lists it under Investment Analytics. S&P Capital IQ Pro is made by S&P Global Market Intelligence, available on Web, iOS, Android.
Overview
S&P Capital IQ Pro is the research platform from S&P Global Market Intelligence. It is aimed at investment bankers, credit analysts, corporate development teams, asset managers and academic users who need public and private company financials, filings, transcripts, transactions, estimates and market data in one place, with the same data reachable from Excel. The platform is organised around datasets rather than a single terminal screen: company profiles and financials, a Screener across companies and securities, Transactions, Market Data, Documents and Filings, News and Alerts, and sector modules for banking, insurance, real estate, energy, metals and mining, and technology, media and telecoms. Credit content from S&P Global Ratings is surfaced through RatingsDirect pages and the CreditCompanion tool. The March 2026 release notes record more than four million structured securities from Markit added to fixed income coverage, Visible Alpha consensus estimates for the biopharma sector, and a Chart Builder for custom charts. Most of the recent development has gone into the AI layer. ChatIQ answers natural-language questions across company, market, credit and economic data and over filings, transcripts, news and research. Document Intelligence lets a user select up to 20 documents from different companies and query them together, and the Document Viewer pairs in-document search with ChatIQ. Since October 2025 the Screener can turn a plain-language description into screening criteria, and Earnings IQ alerts send topline earnings figures for US-listed companies as soon as they are published. The October 2026 update added ChatIQ Spreadsheets, an Excel modelling assistant that writes refreshable Capital IQ Pro formulas, a ChatIQ Presentations tool in Labs, a discounted cash flow tool and a Portfolio Insights beta for attributing portfolio returns. The S&P Capital IQ Pro Plug-in brings the data into Excel through formulas, table functions and a template library, and there is a mobile app. For bulk delivery S&P sells the same content separately through Xpressfeed, APIs, Snowflake and Kensho tools. Pricing is not published: access is licensed through a demo and sales process, and several datasets, such as mine emissions, are add-on subscriptions on top of the base licence.
The honest half
Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about S&P Capital IQ Pro.
Cross-shopped
Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.
FactSet: The closest like-for-like research workstation, with a similar Excel add-in and document search, generally stronger in buy-side portfolio analytics while Capital IQ Pro leans on S&P credit ratings and sector datasets.
Bloomberg Terminal: Built around real-time market data, messaging and trading rather than company fundamentals and sector research, and sold per terminal.
LSEG Workspace: LSEG's desktop combines company data with real-time markets and Reuters news, a broader trading-floor tool than Capital IQ Pro's research focus.
PitchBook: Specialises in private companies, venture and private equity deals and fund data, narrower than Capital IQ Pro but deeper on private markets.
Koyfin: A far cheaper web platform with published monthly prices, adequate for listed equity research and charting but without credit ratings, sector modules or deal data.
Pricing
Taken from the vendor's own pricing page. Prices move, so check before you buy.
Capital IQ Pro licence
On request
Capabilities
ChatIQ
Natural-language questions across company, market, credit and economic data and over filings, transcripts, news and research, with links back to the source text.
Document Intelligence
Search and query filings, transcripts, investor presentations, news and research, including Multi-Document ChatIQ across up to 20 documents at once.
Screener
Screens companies and securities on financial, sector and sustainability criteria, with an optional AI-assisted mode that converts a plain-language description into criteria.
S&P Capital IQ Pro Plug-in
Excel add-in that pulls platform data through formulas and table functions, with a Formula Builder, identifier lookup and a library of Excel templates.
ChatIQ Spreadsheets
AI Excel modelling assistant, added in October 2026, for building, reviewing and analysing models with refreshable Capital IQ Pro formulas.
Sector and credit modules
Dedicated coverage for banks and credit unions, insurance, real estate, energy, and metals and mining, plus RatingsDirect credit profiles and CreditCompanion.
Valuation tools
Discounted cash flow analysis, customisable total enterprise value calculations and point-in-time trading comparables, introduced in the October 2026 update.
Earnings IQ alerts
Notifications with topline earnings metrics for US exchange-listed companies as soon as they are released by press release or SEC filing.
Answered, with sources
Each answer names the page it came from, so you can check it rather than take our word for it.
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.
SourceUp 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.
SourceYes. 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.
SourceS&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.
SourceYes. 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.
SourceKeep looking
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Softwr does not host reviews and shows no star rating for S&P Capital IQ Pro, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.
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