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S&P Global Market Intelligence: Capital IQ Pro, datasets, estimates and licensing

An institutional guide to S&P Capital IQ Pro, Estimates, Marketplace, data feeds and analytics, including the separate licensing and redistribution rules that matter to brokerage applications.

By FXBrokers.ai ResearchOperating status: ActivePublished Updated Sources checked

Services & institutional customers

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S&P Global Market Intelligence supplies institutional financial information rather than brokerage execution. Its Capital IQ Pro environment combines company fundamentals, credit and fixed-income information, ownership, estimates, transactions, news and research. The practical dividing line is between using those datasets to inform decisions and buying direct rights to display or resell the data in a customer product.[1]

Capital IQ Pro presents extensive public and private-company information, plus fixed-income and lending records. Dataset breadth is not universal data completeness: an analyst must check the company, market, period, revision history and permissible calculation rather than assume every security and field is always available.[1]

Estimates include S&P Capital IQ estimates and Visible Alpha information. Consensus series, underlying sell-side contributions, fiscal-period normalization and the handling of restatements can change a comparative model. Production users should specify the exact estimate fields rather than just the word “consensus”.[2]

At a glance01

Research coverage and the question each dataset addresses

Research coverage and the question each dataset addresses
DatasetResearch useCoverage distinction
Company financialsScreen public and private companies, compare accounts and build valuation models.A company record does not mean every period or statement field is populated.Source 1
Ownership and transactionsIdentify owners, deal precedents and comparable companies.An ownership snapshot and a transaction record answer different questions.Source 1
Fixed income and lendingResearch debt instruments alongside issuer information.Issuer coverage is separate from instrument-level data.Source 1
News and researchMonitor developments that change an investment thesis.Reporting dates and original publication times matter.Source 1
At a glance02

Capital IQ Estimates and Visible Alpha

Capital IQ Estimates and Visible Alpha
Published comparisonCapital IQ EstimatesVisible Alpha
Company universe20,000+ current; 60,000+ historical7,500+ current; 10,000+ historicalSource 2
Contributor population600+ active contributors250+ model contributorsSource 2
Forecast horizonTypically 3–5 yearsTypically 5–10 years; some series up to 15Source 2
GranularityTop-line financial measures and industry dataDetailed broker-model line items, segments and operating KPIsSource 2

These are vendor-published dataset counts checked on 26 October 2026, not a promise that every company has every metric. The two estimates products have different universes and depths; comparing one company requires matching the fiscal period, line-item definition and contributor basis.[2]

At a glance03

Capital IQ Pro research tools

Capital IQ Pro research tools
ToolPublished function
ChatIQConversational research within the platform.Source 1
Document IntelligenceAI-assisted work with company documents.Source 1
Chart ExplainerExplanations supporting chart interpretation.Source 1
Screening and peer analysisBuild company sets and compare financial information.Source 1
At a glance04

Private-market research datasets

Private-market research datasets
Dataset or analysisPublished function
Corporate relationshipsOwnership, parent and affiliate context.Source 5
Capital flowsFundraising, deployment and fund-performance information.Source 5
Workforce analyticsHiring, churn and role movement through time.Source 5
Deal sourcingFunding rounds, revenue growth and headcount support private-company screening.Source 5
At a glance05

Dataset discovery and distribution

Dataset discovery and distribution
ResourcePublished scope
Marketplace toolsSample datasets, dictionaries, prebuilt queries and visualisations support discovery.Source 4
Pricing and valuationSeparate fixed-income, CDS, loan and OTC-derivative data families.Source 4
Alternative dataMachine-readable text, supply-chain data and alpha signals.Source 4
Short interestShort-selling and borrow-cost information.Source 4

Platforms & integrations

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The delivery choices include a licensed research interface, Excel-linked models, APIs, Xpressfeed and cloud access. A broker building issuer-research pages might require an API and display rights; a private analysis desk might use terminal and Excel entitlements; a quantitative team may ingest a licensed feed into its own warehouse.[2]

Cloud distribution through major analytic platforms can reduce ingestion work, but the consuming organisation remains responsible for permissions, version handling, joins and data provenance. An API response or spreadsheet refresh is an access mechanism, not a guarantee that a benchmark, rating or corporate-action field can be republished.[2]

At a glance06

Human and machine delivery routes

Human and machine delivery routes
RoutePractical role
Capital IQ ProInteractive research and company comparisons.Source 2
Capital IQ Pro Office / ExcelRefresh linked models and analysis in spreadsheets.Source 2
XpressfeedLoad licensed datasets into internal data systems.Source 2
APIRetrieve entitled content programmatically.Source 2
CloudAccess through supported platforms including Snowflake and Databricks.Source 2
At a glance07

Dataset, delivery and permission are separate decisions

Dataset, delivery and permission are separate decisions
LayerMeaning for an implementation
ContentSpecify the purchased companies, securities, fields and history.Source 1Source 2
DeliveryChoose the interface, spreadsheet, feed, API or cloud path.Source 2
ConsumerIdentify whether analysts, internal systems or outside customers receive the output.Source 1
PublicationExternal display and redistribution require agreement-specific rights; this profile does not assert a universal licence.Source 1
At a glance08

Entity and industry reference services

Entity and industry reference services
ProductPublished function
BECRSLinks entities to Capital IQ Company IDs, hierarchies and identifiers including LEI and CUSIP6.Source 6
ISCRSMaps industry classifications including GICS, ICB, SIC, NACE and other industry schemes.Source 6
Company RelationshipsCorporate family trees, ultimate parents, investors and ownership relationships.Source 6
Business RelationshipsCustomer/supplier, competitor and strategic-alliance links.Source 6

Pricing & commercial terms

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Implementation costs can sit outside the data licence: data identifiers, refresh reconciliation, corporate-action processing, entitlement controls and monitoring often require internal engineering. Quote evaluation should therefore compare the same data fields, historical depth, delivery frequencies and users, rather than contrasting headline subscription prices alone.[2]

The inspected product pages invite an institutional enquiry rather than publish one complete price for the research platform, estimates and machine-readable feeds. A quotation therefore needs a named content package and delivery scope.[1][2]

At a glance09

What an enterprise proposal needs to separate

What an enterprise proposal needs to separate
ComponentWhy the distinction matters
Research accessAnalyst access to a platform is a different deliverable from a production data feed.Source 1
Estimate productCapital IQ Estimates and Visible Alpha have different coverage and model detail.Source 2
Delivery entitlementSpreadsheet, API and cloud availability should match the licensed service.Source 2
Downstream useCustomer-facing research or redistribution needs explicit terms in the relevant agreement.Source 1

Implementation & delivery

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For a research deployment, start with the instruments or issuers that must be covered and map required metrics, historical periods, calculation methodologies and reporting outputs. A proof of concept should reconcile a sample company’s fiscal calendar and restated numbers against source filings before widening access.[1]

At a glance10

Research acceptance checks — editorial guidance

Research acceptance checks — editorial guidance
SampleUseful reconciliation
IssuerMatch the company identifier and legal entity to the intended issuer.Source 1
Financial periodDistinguish annual, quarterly and forecast periods before joining data.Source 2
Consensus measureMatch currency, unit, contributor population and metric definition.Source 2
Model refreshRetain the source date and period with imported values.Source 2
At a glance11

Kensho Link matching workflow

Kensho Link matching workflow
Step or outputPublished behaviour
InputCompany name with optional city, country or URL.Source 6
MatchingAI-assisted comparison against the company database, including non-Latin names.Source 6
ResultBest match, confidence score and supporting company details.Source 6
ReviewConfidence and supporting fields help validate a match; a company name alone is not a unique identifier.Source 6

Support & contacts

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S&P promotes subscriber support for its institutional research products; the service route and response terms must be taken from the product agreement and account access. The public product page is a sales route, not a published universal incident-recovery SLA.[2]

Published contact and documentation routes

Institutional product enquiryWebsite
https://www.spglobal.com/market-intelligence/en/solutions/products/sp-capital-iq-proSource 1

Scope Request a demonstration and clarify datasets and redistribution rights.

Estimates and delivery optionsWebsite
Product enquiry telephoneTelephone
+1 800 786 8980Source 1

Scope Published Capital IQ Pro product-enquiry number.

The Capital IQ Pro page advertises global support around the clock, 365 days a year, and assistance with Office models and templates. This is the published support offering; contractual remedies and service levels remain those in the subscriber’s agreement.[1]

Permissions & service scope

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A broker using research data in client-facing material should separately assess local investment-research and communications rules, the source-data licence, and how updates or corrections are reflected. None of those obligations is discharged merely because the numbers originate on a recognized institutional platform.[1]

At a glance12

Information services and financial activity

Information services and financial activity
ServiceBoundary
Research platformProvides information and analytical tools; it does not execute a broker’s client order.Source 1
ForecastsAnalyst estimates are forecasts, not assured earnings.Source 2
Credit-related informationAccess to a dataset does not grant a user authority to issue credit ratings.Source 3
Client publicationsA subscriber should establish its contractual publication rights before embedding licensed data.Source 1

Operator & evidence

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The profile concerns S&P Global Market Intelligence as a business and data-service identity. Individual S&P Global divisions, notably Ratings and other index or commodity products, have distinct service terms and should not be presented as automatically included in one Market Intelligence licence.[3]

Operator
S&P Global Market Intelligence (S&P Global group)
Service scope
Institutional company and securities information, analytics, estimates, credit and alternative data delivered through Capital IQ Pro, APIs, feeds, Excel and cloud channels; licensing scope depends on dataset and use.
Customer types
Investment banks; Brokerage research teams; Asset managers; Corporate finance analysts; Market-data distributors
Delivery
SaaS; API; Hosted
Pricing publication
Quote only
Platforms
S&P Capital IQ Pro; S&P Global Marketplace; Xpressfeed; API Solutions; S&P Capital IQ Estimates
Integrations
Excel add-in; Xpressfeed; Cloud data access; S&P Global APIs
Implementation
Subscription rights and dataset entitlement precede data delivery. Integrations vary between terminal-style access, APIs, Excel, feeds and cloud; data rights must cover the actual use case.
Support
Commercial and subscriber support is routed through S&P Market Intelligence account teams and platform customer support; product-specific entitlements govern access.
Permissions and regulatory scope
This is an information and software profile, not a claim that subscribing grants access to regulated markets or a credit-rating licence. Ratings data has separate downstream-use rights.

Provider metadata checked 26 Oct 2026Source 1Source 2Source 3Source 4Source 5Source 6

Follow the evidence

Sources & further reading

  1. Capital IQ Pro: product and data scope S&P Global · Accessed 22 Oct 2026
  2. Capital IQ Estimates: delivery routes S&P Global · Accessed 22 Oct 2026
  3. Market Intelligence solutions S&P Global · Accessed 26 Oct 2026
  4. Data distribution and discovery S&P Global · Accessed 26 Oct 2026
  5. Private company data and workflows S&P Global · Accessed 26 Oct 2026
  6. Cross Reference Services S&P Global · Accessed 26 Oct 2026

This profile reports dated public information, including provider-published services and terms. It does not independently test or guarantee service delivery, integrations or performance. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.

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