Document Intelligence on S&P Capital IQ Pro integrates powerful AI tools with enhanced traceability to extract insights faster, with greater precision and transparency.It enables users to analyze multiple documents from different sources, including filings, transcripts, investor presentations, news, research, and more across multiple companies or industries. The Multi-Document ChatIQ feature harnesses generative AI capabilities to seamlessly interact across multiple documents for efficient comparison, strategic insights, competitive positioning and trend analysis.
S&P Global is excited to introduce our ChartIQ and Chart Explainer tools, designed to enhance data visualization and analytical capabilities for investors. ChartIQ provides dynamic, interactive charting solutions that enable users to visualize market trends and performance metrics in real-time, facilitating informed decision-making. Embedded within the chart are drawing tools, technical analysis indicators, and key development overlays that empower users to visually analyze price movements, assess market conditions, and contextualize trading decisions with relevant data. Complementing this, the Chart Explainer tool offers intuitive explanations of complex financial data, breaking down key indicators and trends such as material stock price movements and fluctuations. Together, these tools empower investors to gain deeper insights into market movements and make strategic investment choices with confidence.
Intel Corporation Stock Chart & Chart Explainer via Capital IQ Pro: Intel Corporation (NASDAQGS:INTC) | Stock Chart
When Capital IQ’s breadth meets Visible Alpha’s granularity, clients gain access to the most comprehensive and powerful estimate platform in the market. This unified dataset provides both scale and precision, enabling better forecasting, benchmarking, and decision-making.
The Visible Alpha add-on amplifies S&P Capital IQ Pro by integrating granular consensus estimates and analyst data. While Capital IQ Pro offers a comprehensive suite of financial tools, the Visible Alpha integration enriches users’ analysis with over 200 million new data points, enabling smarter, data-driven decisions.
Users can access deep financial insights on over 109,000 public companies and 54 million private companies through S&P Capital IQ Pro, with decades of historical data for robust performance and trend analysis. With the Visible Alpha add-on, their analysis can include Visible Alpha’s 1 million+ consensus estimates for more than 7,300 public companies, which offer forward-looking projections extending beyond 2040.
Streamlined Workflows for Deeper Insights
Peer Analysis: Evaluate peers through an industry-focused lens in S&P Capital IQ Pro Peer Comps, leveraging Visible Alpha data to enable more relevant and precise peer benchmarking.
M&A and Equity Analysis: Combine Capital IQ Pro’s M&A data with Visible Alpha’s segment-level revenue projections to assess post-deal synergies and long-term
valuation impacts.
Financial Modeling: Use ready-to-apply financial modeling templates in Excel from both platforms for simplified DCF analysis, M&A assessments, and other key
financial models.
Gauge Market Sentiment: View Visible Alpha's trends over time for market sentiment analysis, then combine it with Capital IQ Pro's AI-driven earnings transcript sentiment scoring for deeper post-earnings insights.
With dry powder at record levels and existing portfolios in a prolonged holding pattern, there has never been greater demand for deep portfolio intelligence from firms that want to better understand what they already own. Firms are striving to extract alpha in a stagnant market.
iLEVEL answers this need with its AI-powered search capability, which empowers investment teams to explore and understand the factors that shape portfolio performance, facilitating faster, better-informed decisions. iLEVEL Document Intelligence allows users to query all documents stored in iLEVEL's Document Library. This includes board decks, quarterly financials, annual financials and fund financials. Document Intelligence help users interrogate assumptions and uncover opportunities or unexpected developments that would otherwise never come to light.
Automated Data Ingestion at iLEVEL
With exits down and multiples levelling off, portfolio monitoring has turned from a passive to active exercise for many firms. To power this new focus, private market investors need to scale their existing data collection efforts while also bringing new sources of data into the fold to create a 360° view of each holding. To support the evolution of portfolio monitoring within your private investment programs, iLEVEL’s AI-powered data collection experience removes the friction inherent in collecting new and existing data sets on your investment holdings.
Our Automated Data Ingestion capability reduces the time required to gather documents, extract key data points, and upload the data into iLEVEL.
CreditCompanion™ (Beta) is a powerful GenAI chatbot designed to help RatingsDirect® users efficiently uncover, analyze, and summarize credit research insights.
Harnessing the latest advancements in Natural Language Processing (NLP), Large Language Models (LLMs), and a tailored Retrieval Augmented Generator (RAG), CreditCompanion operates seamlessly to deliver accurate and relevant responses.
CreditCompanion, built upon the extensive credit ratings and research available in RatingsDirect, will enhance productivity and optimize workflows. A credit analyst can expect to save considerable time on routine tasks, including locating credit-related information about an entity, extracting insights on a collection of companies, analyzing and summarizing industry and macroeconomic trends, and generating lists of companies that meet specific criteria.
Key Benefits:
- Efficient Access to Ratings Research: offers an intuitive chat interface that simplifies access to S&P Global Ratings data and research, making it easier to find relevant information quickly.
- Comprehensive Credit Summaries: Generates company credit summaries, peer comparisons, and ratings lists.
- Rapid Information Compilation: Quickly gathers and compiles summaries on entities, peers, sectors, and trends in the macroeconomic and credit markets.
- Insightful Data Extraction: Effectively extracts insights from an extensive database, encompassing over 1 million credit ratings and three years of credit research from S&P Global Ratings.
- Reliable and Transparent Information: provides thorough linking to relevant source documents from S&P Global Ratings, ensuring that clients can confidently rely on the responses they receive.
At S&P Global Energy, we’re putting AI at the core of how our customers work—empowering the people who power the markets. ChatAI, powered by Kensho, is the first generative AI tool available to S&P Energy subscribers and a transformative new feature within our centralized web and mobile platform, Platts Connect.
Designed as a powerful AI chatbot, ChatAI enables users to query reports and extract unique insights directly from their subscribed content in real time. With one simple prompt, customers can access precise, sourced answers—accelerating analysis, surfacing connections, and driving more informed decision-making across the commodities value chain.
We’re advancing alongside our customers, helping them piece together disparate data for next-level decision-making and strategic advantage. ChatAI reflects our flexible AI ecosystem, where AI-ready data and generative technology act as catalysts for discovery—unleashing data-driven innovation that transforms businesses and markets alike.
With ChatAI, actionable insights are one prompt away—on the leading commodities platform where we’re always innovating.
In an era where the volume and complexity of data are continually expanding, S&P Global recognizes that effective data management is paramount to maintaining a competitive edge. Kensho Link is an advanced linking ecosystem designed to automate the linking of diverse data sets, addressing the escalating challenges associated with manual data integration.
By leveraging an ensemble model approach powered by cutting-edge NLP and LLM technologies, Kensho Link not only enhances data linking capabilities across various domains but also ensures that critical entity types, including Company, Security, People, and Asset data, are accurately mapped to S&P Global entities. This self-service platform empowers our clients and users to customize automations to meet their specific needs, while also providing robust auditability and a feedback loop to minimize drift. The ability to unify customer views, enhance compliance reporting, and support risk management through enriched entity hierarchies makes Kensho Link a transformative tool. It stands out as a vital solution that drives efficiency, accuracy, and ultimately delivers a more compelling offering for our clients in the rapidly evolving financial services industry.
Kensho LLM-ready API
A cutting-edge service that enables customers to accurately and effectively retrieve a set of S&P Global’s trusted data via any GenAI application
Kensho LLM-ready API enables customers to seamlessly integrate a set of complex, high-priority S&P Global datasets into Generative AI models like GPT, Gemini, or Claude, allowing customers to use natural language to query S&P Global’s tabular datasets. The solution helps engineering, product, and business teams across financial services save significant time and resources by making company information, financial statements, historic market data, and global securities data a question away.
What data is currently available through the Kensho LLM-ready API?
The Kensho LLM-ready API provides access to S&P Global’s AI-ready datasets. Today, this includes:
- Capital IQ Financials with Market Data
- Business Relationships
- Earnings Call Transcripts
- Company Intelligence
- Competitors
- M&A Transactions
How does it work?
Clients can use our Python client or MCP server that enables LLMs to interact with the LLM-ready API. Our API endpoints map directly to SQL queries on the backend server that call on S&P’s Xpressfeed database. These endpoints form the “tools” LLMs can call to retrieve answers and generate analytics. Every LLM query is translated into function calls or code, providing traceability and reproducibility.
What types of questions or workflows does this solution support?
Company Financials: Quickly answer a variety of questions related to company financials, such as: “Compare the gross margins and EBITDA trends for Amazon, Google, and Meta over the past 5 years?” or “Summarize the key takeaways from Apple's latest earnings call, focusing on guidance and capital allocation.”
Financial Research: Financial professionals, from hedge fund managers to private equity researchers, need access to crucial financial data wherever their workflows take place. The LLM-ready API paired with an LLM is ideal for company and market research tasks such as creating pitch books, research reports, and market positioning presentations.
Investment Banking Analysis: Use our API with your chosen LLM to develop a due‑diligence brief in a fraction of the time it would normally take – pulling key financials, generating comps tables, benchmarking peers, and flagging risks in minutes.
What are some other use cases, beyond LLMs and GenAI?
Though designed with LLMs in mind, the solution is not limited to LLM use cases alone; it can be used by Python developers for any type of engineering or as a software development kit (SDK) for S&P Global datasets.
What privacy and security measures are in place?
This LLM-ready API is called using standard coding languages, in this case, Python. This ensures that S&P Global does not receive or see a user’s natural language questions, only the code used to make the API call. This limits exposure to a customer’s confidential information. For additional information about data privacy, please see S&P Global Data Processing Policy.
At S&P Global Market Intelligence, we continue to leverage AI to enhance our existing products, launch new solutions, and open new distribution channels.
We are combining IBM Watsonx Orchestrate Agentic framework with Global Insight deep foundation of trade, cost, economics, risk, and market data (Global Trade Atlas, Panjiva, RiskGauge, and Country Risk), to develop innovative solutions for procurement teams.
S&P Global Market Intelligence clients have access to new tools to more efficiently identify new vendors, uncover vulnerabilities, and overall build stronger, more resilient supply chains for the future.
Additionally, clients of IBM watsonx Orchestrate’s clients will be able to access our Agentic Solutions through the IBM Agent Catalog leveraging our data to further improve efficiencies in their enterprise processes, including procurement.
S&P Global Market Intelligence’s Smart Choice tool allows procurement teams to dramatically cut the time to identify the optimal suppliers:
- Integrated supplier intelligence across multiple content domains: trade flows, commodity pricing, country risk, economics scenarios, and entity risk
- One click-report providing an overview based on millions of data points.
- Agentic interactivity to expand and refine analysis
At S&P Global Energy, we continue to lead the market by making our trusted intelligence more accessible, adaptable, and AI-ready. AI Ready Data transforms our rich portfolio of market reports, forecasts, commentaries, and analyses into a machine-readable format optimized for seamless integration with large language models (LLMs) and advanced analytics systems.
This innovation allows customers to easily embed our content into their own AI environments—whether through Retrieval-Augmented Generation (RAG) solutions, internal analytics tools, or third-party applications such as Microsoft 365 Copilot. With flexible data delivery, enriched metadata, and compliance-ready frameworks, AI Ready Data accelerates the development of custom AI solutions that surface insights faster, strengthen analysis, and enhance decision-making across the energy and commodities value chain.
By enabling organizations to combine S&P Global Energy’s trusted intelligence with their proprietary data, AI Ready Data empowers users to identify opportunities, manage risk, and innovate with confidence. Whether integrated into Copilot or other AI platforms, this solution turns information into intelligence—fueling smarter strategies, faster actions, and a clear competitive edge in an AI-driven world.