S&P Capital IQ Pro June 2025 Release Highlights

In this Capital IQ Pro release, we focused on the following themes to bring our clients enhanced content for differentiated insights and capabilities that drive workflow efficiencies, all designed to enhance our clients’ daily workflows:

• Visible Alpha Estimates: We introduced Excel export options and enhanced click-through audit capabilities for Visible Alpha Estimates growth metrics, in addition to making Visible Alpha Peer Comps accessible to all users.
• GenAI Enhancements: We are excited to introduce Chart Explainer, a GenAI-driven feature that summarizes key insights and trends in stock movements, along with the new ‘@Help’ function in ChatIQ for quick access to Help Center support content.
• Private Markets: We enhanced Headcount Analytics by adding department and role metrics, including growth and attrition rates in Screener, and introduced eight new Topic Tags to improve deal sourcing workflows in niche sectors.
• Content Expansion: We introduced iBoxx Fixed Income Indices to enhance liquid tradable index solutions, added North American Production data to the Upstream Oil & Gas offering, and included new Credit Union Summary metrics, Uninsured Deposits and Basel III Leverage Ratio Cushion in Screener for Banks and Credit Unions.
• Mobile App: We enhanced the Capital IQ Pro mobile app homepage for easier discovery of S&P 500 earnings events, optimized it for iPad users, and introduced a new investment research widget and ownership module for quick access to relevant data and analyst content.