Watchlists

Watchlists are analogous to a stock portfolio, and allow you to view the most recent value as of a specified point in time for up to 200 data series – both prices and fundamental indicators.

There are two ways to create a new watchlist:

1) Creating a Customized Watchlist:

Log in to the S&P Capital IQ Pro.
Go to the top-right Folder Icon and menu, select Lists, Portfolio & Screens.
Select Create List or Portfolio.

2) Using Search Results:

Search a given entity in the search bar. Click the company name of your choice, leading you to the corporate profile.
At the top of the profile, to the right of the company name, click the "three dots" radio menu and select "Add to My Lists"
Click the Next button. To save the watchlist, click the Save button on the commodities toolbar and select Save As.
Type a name into the dialog box and click Save.

User Tip: Once saved, the watchlists appear under the Lists, Portfolios & Screens menu in the top-right Folder drop down menu.

Watchlist Display

Default Views – S&P Cap IQ Pro has created three default views to toggle between.
Basic View – Shows the most recent price
Detailed View – Shows the most recent price along with the day's Open, High, Low, Volume and Open Interest Volume where applicable.
Hourly View – This view only applies to LMP prices. It displays the most recent 24 hours for both the day-ahead and real-time markets, allowing you to see during what times and during what hours prices are high in a given market.

Editing Columns

You may add, remove and change the order of the columns displayed on your watchlist by clicking Edit > Edit Fields.

Sorting Your Watchlist

You may sort your watchlist by clicking Edit > Sort.

Export Data to Excel and PDF

You may export the watchlist grid to Microsoft Excel and PDF. Inline charts do not export. However, as the charts are images, you may right-click and save the chart image to your hard drive.

For information on how to download this data into S&P Cap IQ Pro Office please click here.

Alerts

Alerts are customizable email updates and summaries.

Creating Alerts:

Log in to the S&P Capital IQ Pro.
Go to the top-right Folder Icon and menu, select Alerts. Create a new alert.
Click the Save button and name your Alert

Delivery Frequency

Alerts are delivered to fit your workflow.

Real-Time updates: Receive instant notification of new content.
Midday & Evening summaries: Sent twice each business day. Includes content published between 6 p.m. of the previous day and 1 p.m. of the current day. The evening summary includes content published between 1 p.m. and 6 p.m. of the current day. All times are based on the user's preferred time zone, found in the Time Zone dropdown on the Settings page.
Evening-only summary: Contains content published between 9 p.m. of the previous day and 9 p.m. of the current day. Times are based on the user's preferred time zone, found in the Time Zone dropdown on the Settings page.
Weekly summaries: Contains the latest editions of your favorite features or blogs.

Delivery frequency options depend of your alert type:

Delivery Format

S&P Global Market Intelligence sends both HTML and plain text emails. The delivery format preference is a global preference which affects all S&P Cap IQ Pro Alerts.

To specify the global delivery format:

Click the Settings dropdown at the top right corner of your screen and click “Modify Settings, Alerts and Portfolios”
Under the Alerts and Portfolios section, select either HTML or Text from the Delivery Format dropdown.

Alert Types:

My S&P Cap IQ Pro Summary: Receive a comprehensive overview of the day's news, documents, events, index activity and research reports, based on industry and geography settings and other content filters.
Portfolios: Receive alerts on news, events, new financial data, research reports and filings and other documents related to companies in your portfolio(s).
My Publications: Receive alerts about industry newsletters and reports with optional attached PDFs.
Keywords: Create a keyword alert to receive emails about specific news content.
My Features: Receive notice of new content available within any regular feature.
Departments: Receive alerts based on your preferred subject matter interest.
My Blogs: Receive notice of new blog postings.