New York – October 06, 2026 -- S&P Global has rolled out an expanded ChatIQ conversational AI experience within its S&P Capital IQ Pro platform, embedding natural-language search deeper into research, modeling and credit workflows for financial professionals.
ChatIQ now merges multi-source analysis, screening and charting into one conversational interface
Users can query company, market, credit and economic data alongside financial documents, news and research without switching between tools. S&P Global positions the update as a way to reduce time spent navigating disparate systems.
Whit McGraw says AI is becoming a 'more natural part' of the Capital IQ Pro workflow
"With the expanded ChatIQ experience, we are making AI a more natural part of the Capital IQ Pro workflow by combining conversational access with the depth, quality and transparency clients expect from S&P Global," said Whit McGraw, Head of Platforms at S&P Global Market Intelligence.
New ChatIQ Spreadsheets and Presentations tools automate Excel modeling and PowerPoint slide creation
ChatIQ Spreadsheets introduces an AI-powered Excel modeling assistant with refreshable Capital IQ Pro formulas for model building, review and analysis. ChatIQ Presentations, now available in Labs, lets users generate data-driven PowerPoint slides directly from Capital IQ Pro data.
Valuation workflows gain new Discounted Cash Flow analysis and point-in-time trading comparables
The release adds customizable Total Enterprise Value calculations and improved export capabilities, supporting more flexible company valuation processes.
Private markets benchmarking tool from With Intelligence enables tailored fund performance comparisons
The new tool allows users to build custom private market benchmarks and compare fund performance against key metrics.
Fixed income analytics expand with Markit's Global Sector Curves and a new Rate Profile page
The additions give deeper visibility into global bond markets, pricing trends and tenor-level analysis.
Credit analysis tools get redesigned RatingsDirect profiles and expanded insurance analytics
Enhancements to Credit Memo Builder aim to improve source transparency and consistency across the credit review process. The platform also expands data coverage across banking, energy, insurance, macroeconomic data, private companies, sustainability, news and alerts.
AI-powered Portfolio Insights enters beta to link returns with market events and earnings
The beta tool helps users identify drivers of portfolio return and connect performance with relevant market developments, news, events and earnings context.