What is S&P?

The S&P North American Technology Software Index serves as a benchmark index, which includes U.S. traded securities from the GICS application software and system software sub-industries. It is an essential tool for investors who aim to track the performance of software companies. This index is a clear indicator of the market trends within the software industry in North America.

Moreover, S&P provides a comprehensive service by using a blend of proprietary and external data, combined with the expertise of experienced analysts and advanced analytics. This service is designed to furnish clients with accurate forecasts and the necessary tools to navigate the market effectively. By integrating sector-specific and market data with timely news and analytics, S&P can uncover insights and unlock new opportunities for a diverse range of clients.

S&P's data solutions are known for sourcing, structuring, linking, and delivering data that is pivotal for decision-making processes among asset managers, consultants, corporations, energy utilities, and financial institutions. The proprietary data sets available through S&P cover an array of crucial areas including supply chains, ESG performance, and private credit markets. The depth and breadth of S&P's data allow for a deeper understanding of market dynamics, ultimately guiding informed decisions in the financial world.

S&P Plugins for Excel

Features of S&P Capital IQ Excel Add-In

The S&P Capital IQ database enhances Excel's capabilities through an add-in feature, enabling users to create complex formulas within Excel. These formulas can integrate searches and lists from the main web interface, and the add-in also provides access to pre-built spreadsheets that cover a vast array of business topics.

Best S&P Plugins for Excel

The Market Intelligence Office Add-In is recognized as a top-tier Excel Add-In, designed to streamline various tasks by pulling in the latest information with a single click. It is particularly useful for constructing presentations, documents, and quick financial models. This Add-In integrates various data types, such as S&P Capital IQ Fundamentals, SNL Sector-Specific Data, and Compustat® Data Suite, along with Transactions, Corporate Structure & Ownership, Key Developments, People Data, Estimates & Consensus Analytics, Events & Transcripts. It supports a wide range of analyses and activities, including credit, ESG, quantitative, fundamental, portfolio & risk analysis, idea generation, investment strategy, data feeds, peer and competitive analysis, sector intelligence, supply chain intelligence, and enterprise technology intelligence. Additionally, the Excel Add-In is instrumental in creating accurate, updated, and on-brand presentations.

Using S&P Plugins in Excel

To utilize the S&P Capital IQ plug-in, users must have Microsoft Excel for Windows. The installation process involves logging into S&P Capital IQ, navigating to My Capital IQ Downloads, and downloading the Office Plug-in. After running the downloaded file, users should login to the plugin using their S&P Capital IQ credentials. For any issues encountered during the download process, the Contact Us menu in Capital IQ provides assistance.

Common Use Cases

• S

  
  Creating refreshable financial models for peer analysis
• S

  
  Downloading and analyzing S&P 500 constituent data using saved screens and the Formula Builder
• S

  
  Building customized presentations by linking Excel data to PowerPoint
• S

  
  Generating reports on company activities using event information and transcripts
• S

  
  Conducting sector-specific analysis with SNL data and the Compustat Data Suite

Frequently Asked Questions

How do I add the S&P Capital IQ Pro Excel add-in to my Excel?

To add the S&P Capital IQ Pro Excel add-in, log in to S&P Capital IQ, navigate to My Capital IQ and go to the Downloads section to find the plugin. Download and run the plugin file, then log in with your Capital IQ credentials within Excel.

Why can't I log in to the S&P Capital IQ Pro add-in in Excel immediately after registering?

After registering for a Capital IQ account using your university email address, it may take up to 30 minutes for the account to become operational within Excel.

What should I do if my S&P Capital IQ Pro Excel add-in is not working?

If the add-in stops working, you should log out, close all Excel workbooks, and reopen them. If issues persist, try reloading the COM Add-in from the Excel Options menu.

How do I use different types of company identifier codes in the Excel version of Capital IQ Pro?

The Excel version of Capital IQ Pro accepts various identifier codes, such as Capital IQ Company ID, Company Ticker, SEC CIK, Issue ISIN, Compustat GV Key, and Issue CUSIP. Be aware of the required prefixes for different identifier types in your formulas, and note that SEDOL codes can identify a company but cannot be retrieved.

What is a sanity check and how do I perform it in the S&P Capital IQ Pro Excel add-in?

A sanity check is a simple query you can conduct to ensure you have a valid prefixed identifier code. Users can execute such a query within the add-in to validate prefixed IDs.