Alerts and Watchlists

What are alerts?

S&P Cap IQ Pro Alerts are customizable email updates and summaries that you can set up to notified of any companies, watch list and industry news you are tracking.

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 Cap IQ Pro 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:

  1. Click the Settings dropdown at the top right corner of your screen and click “Modify Settings, Alerts and Portfolios”
  2. 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.
Creating and Modifying Alerts:

All alerts can be created from the Alerts and Portfolios section on the Settings page.

To access your alerts:

  1. Click the Settings dropdown at the top right corner of your screen and click “Modify Settings, Alerts and Portfolios”
  2. In the Alerts and Portfolio section, click the Edit icon under the Actions column to modify the alert frequency or content.
  3. To create a new alert, select the alert type from the dropdown. Note that only custom keyword, departments and portfolio alerts can be deleted.
 
 
 
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