You don't have time to find a needle in a haystack. You need reliable information and you want it immediately. Follow along to customize your profile settings so you can view the most relevant information and eliminate noise as you navigate the platform. We'll also show you how to set up custom alerts so you will be notified proactively of important market updates.
Settings allow you to adjust your view of the platform to fit your specific needs. Begin by clicking your name at the top right corner of your screen, and go to User Profile & Display Information.
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Under the User Profile & Display information tab, you can update your personal details under "User Information" and fill in all of the required fields for your "Profile Information" including company type, functional area, role, current profile, industry focus, and geography focus so that we can serve up the right content for you.
Under "Display Information" you can select things like language, culture, currency and time zone preferences, as well as enable "Sharing Access" which allows you to share content, reports and maps with other S&P Cap IQ Pro users in your organization directly within the platform.
Be sure to hit SAVE in the top right corner to update your settings.
To create new alerts, click on Saved Items from the top navigation > Alerts > Create New Alert.
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Give your alert a name, choose whether you'd like to receive alerts via email, mobile push notification, or both, and then apply your desired filters and triggers. To enable mobile push notifications, you'll need to install the S&P Cap IQ Pro mobile app.
Click SAVE when you are done.
For a view of all alerts you have set up, go to Manage Alerts from the same Saved Items menu. You can turn alerts on and off at any time using the Alert Status toggle.
As you navigate through the S&P Capital IQ Pro, you can create alerts on the fly by clicking the "Create Alert" button in the top right corner of key pages such as Corporate Profiles, Research, and News features like the Daily Dose and Data Dispatches.
Once you click on that icon, a window will pop up and allow you to customize your alerts settings, just like on the Create New Alert page. After tailoring to your liking, click Save in the bottom right corner.
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