6. Research & Charting

Our integrated online database contains extensive research on public and private companies, available in the Investment Research section of the platform. There you will find exclusive reports aggregated from brokerage, independent, and market research contributors for deep insights you won't find anywhere else. Lastly, but equally as important, analyze stock price performance over time with the help of our Chart Builder tool.

Research | Preview and Download Reports | View/Request Entitlements | Charting


Deepen your insight with our Investment Research from over 1,700 contributors including renowned brokers JP Morgan, UBS, Deutsche Bank, and more. Get started by performing a Quick Search to filter on companies and keywords.

Select "Advanced Criteria >>" for additional industry and geography filters. Results are sorted with the most relevant reports on top.

Apps Dropdown

Another way to access Investment Research for a specific company is from the company profile, by selecting 'Investment Research' from the left side column.

When you find the research you want to see, click on the report headline or PDF icon to launch the preview window. 


Preview and Download Reports

The preview window allows you to see report details such as Table of Contents, report thumbnail images, and Keywords in Context, giving insight into how your keywords are used throughout the report.

Finally, click “Download Now” to download the report from the preview window.

Ticker or company name

Preview multiple reports by selecting those of interest, and then clicking “Preview”. Download multiple reports simultaneously either as a single merged PDF or individual reports.

Analysis tool

Save Your Search and Create Alerts

When you perform a Quick Search, you can save your search to quickly re-run later by clicking the "Save" button. A pop up window will appear, allowing you to name your search and determine access levels for sharing searches with your colleagues.

You can access your saved searches later from the "Saved Searches" tab. 

Analysis tool


To be proactively alerted to new research that meets your saved search criteria, click on "Options" and then “Create Alert”.


View and Request Entitlements

Click on the "View/Request Entitlements" icon in the toolbar located at the top on the Investment Research page to view your current entitlements or request access for additional entitlements via email.

Alternatively, if you are not seeing research from a specific contributor firm and you believe you should have access, you can reach out to your sales representative to request an entitlement.

Learn more requesting an entitlement from a contributor firm here.

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You can analyze price performance with our Chart Builder tool, which is accessible from the "Charting" tab. 


Add a company into the entity bar, select metrics from our quick metrics menu for the chart to populate. You can edit your added metrics at the bottom. At the top, you can add another entity and more metrics to compare and also change the time frame.


View the impact of past events with our Annotated Stock Chart. You can find it within a company profile, on the left hand side links, under Charting.

Place your mouse on any of the icons to see what specific key event happened at that point in time.


Related Training:

*Screenshots are for illustrative purposes only.

Need more help? Contact our 24x7x365 Support team or request one-on-one training with your Relationship Manager.

As a new user of the S&P Capital IQ platform, you’re also eligible to access the S&P Capital IQ Pro at no additional cost. Register here.

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