S&P Global expands AI tools in Capital IQ Pro
The update integrates the ChatIQ conversational assistant into research, modeling, and presentation workflows.
S&P Global announced on Oct. 6, 2026, an update to its S&P Capital IQ Pro platform led by an expanded ChatIQ conversational artificial intelligence experience. The enhancement integrates multi-source screening, analysis, and charting into a single interface covering company, market, credit, and economic data alongside financial documents and news.
The release introduces ChatIQ Spreadsheets, an Excel modeling assistant with refreshable Capital IQ Pro formulas, and ChatIQ Presentations in Labs to generate PowerPoint slides from platform data. S&P Global also launched a beta version of Portfolio Insights, which applies AI to connect portfolio return drivers with market news, corporate events, and earnings context.
Beyond generative AI, the platform expanded its analytical toolkit. Updates include new discounted cash flow analysis, customizable total enterprise value calculations, point-in-time trading comparables, and a custom private market benchmarking tool developed with With Intelligence. Fixed income tools now integrate Markit Global Sector Curves alongside a new Rate Profile page.
Credit workflows received redesigned RatingsDirect corporate and sector profiles, expanded insurance analytics, and updates to the Credit Memo Builder. S&P Global also broadened coverage across banking, energy, macroeconomic data, private companies, and sustainability indicators.
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