Document Intelligence 2.0
An analysis of large sets of documents with precise citations, designed for audit. Version 2.0 analyzes several documents at once.
S&P Capital IQ Pro is the data and research platform of S&P Global Market Intelligence. It adds generative AI features: document analysis (filings, transcripts, presentations, news, research), the ChatIQ assistant, and plain-language screening. S&P data also reaches Claude through an MCP server built by Kensho, S&P Global’s AI subsidiary.
S&P Capital IQ Pro has no free plan. The recommended plan to start with: S&P Capital IQ Pro license, by quote. Prices checked on October 20, 2026 on the vendor’s official page.
Who it’s for: asset management, research and M&A teams who already have a Capital IQ Pro license and want to compare several documents or connect the data to an assistant.
An analysis of large sets of documents with precise citations, designed for audit. Version 2.0 analyzes several documents at once.
The ChatIQ assistant queries several documents from several companies or sectors: filings, transcripts, presentations, news, research. It compares, surfaces strategic findings, assesses competitive positioning and tracks trends.
Notifications on earnings figures and summaries as soon as a company reports.
Also
The pages we read publish no prices and give no rollout schedule.
| Plan | Price | Who it’s for |
|---|---|---|
| S&P Capital IQ Pro license Recommended to start | By quote | Asset managers, banks, companies |
If you already have Capital IQ Pro, try Multi-Doc ChatIQ on three documents you know. For data in Claude, go through the administrator: license rights apply.
Your data. The pages we were able to read describe neither hosting, nor retention, nor whether questions are used for training.
What it does less well
The prompt to copy
Compare these three transcripts. For each company, give the margin outlook, the risks cited by management and what changed from the previous quarter. Cite the exact passage for each point.
The other big market database, with an MCP server for several assistants.
For agent-based research on broker documents, transcripts and expert interviews.
The assistant to which you connect S&P data through the Kensho MCP server.
S&P Capital IQ Pro license: by quote. Prices checked on October 20, 2026 on the vendor’s official page.
No: S&P Capital IQ Pro has no free plan. If you already have Capital IQ Pro, try Multi-Doc ChatIQ on three documents you know.
The pages we were able to read describe neither hosting, nor retention, nor whether questions are used for training.
FactSet: The other big market database, with an MCP server for several assistants. AlphaSense: For agent-based research on broker documents, transcripts and expert interviews. Claude: The assistant to which you connect S&P data through the Kensho MCP server.
Page checked on October 20, 2026. Brands are named to identify the tools. No affiliation.