1. Real-Time, Personalized Market Monitoring


Dashboard

Jump to: Overview | Personalize Your Own Dashboard | Perform Analysis Right at Your Dashboard

Overview

The S&P Capital IQ Pro Dashboard application serves as an informational tool that provides streaming pricing data for multiple asset classes alongside news and MI fundamentals. The Dashboard application allows you to:

  • Stream real time level 1 stock price quotes and performance metrics, from all major global exchanges
  • Leverage a rich library of datasets for the companies in your watchlists, including credit ratings, ownership, fundamentals, estimates, and valuation multiples.

  • Access interactive charts that can be augmented with benchmarks and annotated with company announcements

  • Track streaming company news, key developments, filings, transcripts, and events
  • Capture daily market briefings, analytical sector news and Coalition investment banking insights

  • Monitor deal flow for M&A, ECM, DCM, and Rounds of Funding for focus sectors and regions or covered clients

Personalize your own Dashboard

Upon log-in, you are automatically directed to the Dashboard containing many widgets designed for real-time market monitoring. We have selected default widgets that are most relevant for you, but you can always create your own personalized Dashboard.

Click the (+) icon to create your own Dashboard from scratch and add the widgets you find most useful.


Click the Add Widget icon on the right-hand side to show all available widgets you can choose from.


Perform analysis right at your Dashboard

From the Add Widget icon, add the Chart widget in your Dashboard. Type the primary entity you are looking to analyze.


In the ‘Annotation’ dropdown menu, you can select from a variety of annotations and key developments to pin on your chart.


Click the ‘Apply’ button after selecting key developments from the ‘Annotation’ dropdown menu. Hover to the diamond pin to view details of the key development.


Back to top


News


Stay informed with in-depth news and research from 350+ journalists in 12 countries covering Banking, Insurance, Real Estate, Media, Telecom Services, Technology, Energy & Utilities, Metals & Mining, Healthcare, and more.

From the top navigation, click on “News” then select “All Sector News” to access news coverage across all industries. You can also choose My News to see only sector-specific news.


News by Industry or Topic

You can also choose to access specific news coverage by industry or department.



Issues in Focus

View news and analysis on trending topics and activities that shape the global economy by reading articles within “Issues in Focus”.


Key Developments

Track “Key Developments” specific to the banking industry by making adjustments to the industry, development type, date range and geography fields in the filter section.


Set up News Alerts

You can also receive customized news in your inbox and push notifications via the mobile app. Click “Create Alert”, filter the requirements, then “save” your selection. Your personalized news is now on its way.


Back to top

Alerts


Be notified of company leadership changes and restructures, changes in screening results, and new investment research reports in flexible real-time or daily digest format.

In the Saved Items menu, select Alerts then click on “Create New Alert”.


Create an email alert or mobile app push notification by selecting your preferred filters and entities. You can choose the alert frequency.


Stock Price Alerts

With Stock Price alerts, you can be notified when a company has a major intraday price change or receive a summary email of the previous day’s market activity for the companies you care about.

Use the Stock Price trigger to set alerts on metrics such as price and %price change, or receive a stock price summary email.


Estimates Surprise Alerts

With Estimate Surprise alerts, you can be notified when company earnings beat or miss analyst estimates by a given threshold.

Go to the Estimates trigger at the bottom of the page.


You can choose metrics like EBITDA, Revenue or EPS, then set parameters and thresholds to be alerted on.


Screening Alerts

With Screening alerts, you can be notified when a company has been added or removed from the screening results. You can also include all of the screening results within the email or as an Excel attachment.

After saving a screen, click on the “Create Alert” button at the top right of the Screener page.


You can set when you want to be alerted and what will be included in the screening alert.


Back to top

Streaming Transcripts

In the top navigation bar, go to “Apps” and select “Launch Streaming Transcripts”. This opens a new window.


The list of upcoming calls for streaming are available on the left hand side. You can stream up to 3 transcripts simultaneously, and also view the details of the call you have selected.



You can perform a keyword search (highlighted in yellow) or track warning words (in red highlight) using the search functionality from Call Detail box.


Back to top


Geographies

Jump to: Country Profiles

Get an overview of the various ongoing risks (political, security, terrorism, operational) of each country through the Control Risk Ratings. Go to “Geographies” on the top navigation then select Country Risk.



You can also access the Country Profile directly from the Country Risk page by clicking on the dropdown arrow on the right side of the country name.


Country Profiles

Heighten your macroeconomic perspective on key economic and industry trends within our Country Profile. Simply type a country into the Search menu.



You can drill-down into country metrics on the left hand menu for country-level views.



The Country Profile also provides numerous macroeconomic data points (such as GDP, Imports, Population, etc.) and forecasts up to 2050 as provided by the Economist Intelligence Unit (EIU). From the left hand navigation, click on “Economic & Demographic Data” to view economic data.



You can also compare the country you are looking at versus other nations covered by MI through the peer group analysis provided in “Economy in Perspective”.



The Country Profile also provides regulatory highlights across the globe. S&P Global partners with local law firms to provide an overview of local regulatory organizations.




Related Resources:

This series of hands-on learning sessions will teach you key workflows in the S&P Capital IQ Pro and test your knowledge. A passing score will earn you a digital credential to recognize your proficiency of each skill. Sessions include 'Custom Analysis, Data Visualization, Market Monitoring and Company & Country Profiles'.


 
 

Upcoming webinars | Latest product enhancements | Conferences | Contact your Relationship Manager | New user training

Refer a colleague Your entire department may have access to the S&P Capital IQ Pro under the existing license.
Encourage your colleagues to register for their own login:

NEW USER SIGN UP >
 
Facebook LinkedIn You Tube

© S&P Global Market Intelligence Inc. All rights reserved.
Privacy Policy | Cookie Notice | Terms of Use | Disclosures | Do Not Sell My Personal Information