S&P Capital IQ API

Fast, on-demand access to a wide range of financial data sets

Deliver High-Quality Data to Your Systems, Portals
and Business Applications

Easy to
Implement

If you are looking for a way to access our extensive array of financial data faster, more securely and with
fewer resources than traditional data feeds, then consider the S&P Capital IQ API.

Enterprise Use

Flexibility to easily implement solutions by leveraging established industry standards such as

Representational State Transfer (REST), JSON and client libraries

Extensive Data

Scalability to integrate new users and/or applications without having to add resources

Customizable to your unique needs, this unparalleled delivery option provides:

Efficiency to tailor data requests outside of desktop applications and handle frequent updates
Access to a comprehensive range of financial data to enable detailed analysis for better risk
management and investment decisions

S&P Capital IQ API Architecture

AUTHENTICATION

DISPLAY DATA
Websites
Internal Databases
Business Applications
Portals

REQUEST
Request encrypted via
standard https protocol

RESPONSE
Generate data based
on the request

S&P Capital IQ API

Client

Back Your Decision-Making with Award-Winning Content*

Give your users access to one of the industrys most comprehensive sets of global datafrom a broad range
of Reference and Terms & Conditions data to Corporate Actions, Valuations & Pricing, Standard & Poors
Credit Ratings and Research to Fundamental & Specialty data.

For more information visit

www.spcapitaliq.com

2013 Inside Market Data Award

Acquisition of the Year
2013 Inside Reference Data Award
Best Analytics Provider
Best Enterprise Data Management Initiative

*

Hosted by Inside Market Data and Inside

Reference Data, these awards recognize
industry excellence within market data,
reference data and enterprise data

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Data Support a Full Spectrum of Investor Functions

Reference Data

Corporate Actions

CUSIP
Security, Entity & Sector Cross Referencing
(including GICs, GICRS aka ISID+, Crosswalk)

Dividends
UITs

Terms & Conditions

Research & Commentary

Global Fixed Income

Structured Finance
Financial Obligors (including Amount
Outstanding and Associated Obligor)

Valuations

Credit Ratings

BROAD COVERAGE

Evaluated Pricing
Contributed Pricing
Exchange Pricing
Model Valuations
R2P

Equity Research
Fixed Income Research
Exchange Traded & Mutual Fund Research
Options Strategies

Corporates
Financial Institutions
Insurance
Governments
Structured Finance

Company Information

Fundamentals
Industry Classification
Market Data
Estimates
Index Data
Equity Ownership
PDs/MDS

Reference Data
Access an extensive array of information to understand the linkages between complex relationships:
Global IdentifiersCross reference multiple classification schemes to identify securities that are
traded globally
Ownership LinkagesUncover the global ownership relationships between instruments and issuers
Financial ObligationsReveal the ultimate financial obligors/guarantors of North American fixed
income securities
Business Entity Cross Reference ServiceAccess a robust cross-reference system for entities,
companies and issuers that links the standardized and proprietary IDs for over 2 million entities to the
primary keyS&P Capital IQ Company ID

Global Terms & Conditions Data

Get near real-time and end of day updates for over 2 million global fixed income securities including corporates,
governments, agencies, U.S. municipals and more than 1.4 million U.S. structured finance securities.

Corporate Actions
Find the information you need about dividends, distributions and other corporate actions quickly and
easily through our global corporate actions data base. We provide information for more than 1 million
globally listed equity securities, including over 48,000 funds. Coverage spans over 128 countries and 150
exchanges worldwide, with detailed announcements on over 50 corporate actions and event types.

Valuations & Pricing

We provide independent evaluated prices daily on over 3 million global fixed income instruments, CDS
price verification and OTC derivative valuations. Through our API service, you also gain access to over 1.8
million actual trade and indicative prices sourced from third-party providers on a daily basis, visibility to
the trade data used to create the valuations and trading data from over 80 exchanges around the world.
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Credit Ratings & Research

Review Standard & Poors credit ratings and related research on more than 9,000 global issuers
including corporates, financial institutions and insurance companies; 600 sovereigns, and international
and U.S. public finance entities; and 15,000 structured finance transactions.

Fundamental & Specialty Data

Tap into one of the largest data sets of company financial information, including core and analyticallyenhanced information. Coverage is provided for more than 60,000 public companies and 590,000 private
companies globally.
For public companies, we collect more than 5,000 unique financial data items and 2,500 industryspecific terms. All financials for private companies are standardized for full comparison against public
company financials and market data. A click-through feature traces adjustments and line item level
details back to source documents.
Specialty data includes:
Industry-specific data covering in-depth operational information on companies in 16 industries,
including: Airlines; Banks; Hotels & Gaming; Healthcare Facilities; Homebuilding; Insurance; Internet
Media; Managed Care (HMO); Mining; Oil & Gas; Pharmaceuticals; Real Estate; Restaurants; Retail;
Semi-conductor Equipment and Telecom; and Cable & Wireless
S&P Capital IQ estimates delivered in real-time for over 100 countries and including data points
for recommendation, per share items, financial statement items, industry specific estimates and
company guidance
Ownership details for over 55,000 public and private companies worldwide
Transaction data for M&A, private placement, venture capital, spin-offs, PIPEs, bankruptcies, share
buyback programs and public equity and debt offerings
Bank regulatory data covering more than 900 unique FDIC data items and over 800 unique FFIEC data items
Debt and equity capital structure details for more than 51,000 public and private companies and
equity capital structure data on over 81,000 public and select private companies worldwide
Company and people intelligence including summary or detailed information on executives, directors,
lines of business, competitors, contact information and much more
Macroeconomic data including coverage of historical and forecasted global economic indicators

Specialized Analysis
Access proprietary research and commentary and gain insights across sectors, geographies and asset
classes, including:
Stock reports and ETF research
Cross-asset class commentary
Quantitative and portfolio construction research
Risk Assessment tools help you evaluate the creditworthiness of existing or potential investments,
including stock rankings, models to accelerate alpha generation and global estimates.
In addition, leverage a range of quantitative credit risk analysis tools to enhance your own models to identify
weakening credit and fortify surveillance for both rated and unrated entities. This includes pre-calculated
credit scores, market signals based on credit default swap spreads and both short- and medium-term
measures of the probability that an entity may default.

S&P Capital IQ API

The Fastest, Most Efficient Way to Access

the Data You Need, When You Need It
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S&P CAPITAL IQ S&P Capital IQ API

Standard & Poors and its affiliates provide a wide range of services to, or relating to, many organizations, including issuers of securities,
investment advisers, broker-dealers, investment banks, other financial institutions and financial intermediaries, and accordingly may receive
fees or other economic benefits from those organizations, including organizations whose securities or services they may recommend, rate,
include in model portfolios, evaluate or otherwise address. Analytic services and products provided by McGraw Hill Financial are the result of
separate activities designed to preserve the independence and objectivity of each analytic process.
No content (including ratings, credit-related analyses and data, valuations, model, software or other application or output therefrom) or any
part thereof (Content) may be modified, reverse engineered, reproduced or distributed in any form by any means, or stored in a database or
retrieval system, without the prior written permission of Standard & Poors Securities Evaluations, Inc. (SPSE), or its affiliates (collectively,
S&P). The Content shall not be used for any unlawful or unauthorized purposes. S&P and any third-party providers, as well as their directors,
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contact US
Americas
+1 212 438 7280
EMEA
+44 (0) 20 7176 1234
Asia-Pacific
+852 2533 3588
www.spcapitaliq.com

S&P keeps certain activities of its business units separate from each other in order to preserve the independence and objectivity of their
respective activities. As a result, certain business units of S&P may have information that is not available to other S&P business units. S&P
has established policies and procedures to maintain the confidentiality of certain nonpublic information received in connection with each
analytical process.
S&P provides a wide range of services to, or relating to, many organizations, including financial institutions and financial intermediaries.
Accordingly, S&P may receive fees or other economic benefits from those organizations, including organizations whose securities or services
they may recommend, rate, include in model portfolios, evaluate, price or otherwise address. Analytic services and products provided by S&P
are the result of separate activities designed to preserve the independence and objectivity of each analytic process.
Valuations are prepared by Standard & Poors Securities Evaluations, Inc. (SPSE) is a part of S&P Capital IQ and a registered investment
adviser with the United States Securities and Exchange Commission. SPSEs advisory services include evaluated pricing and model valuation of
fixed income securities and other instruments, and analyses of certain U.S. and European fixed income securities using its proprietary Risk-toPrice scoring methodology. Products and services provided by SPSE may not be available in all countries or jurisdictions, or may be subject to
additional disclosures. This material is not to be construed as an offering of services where not available. Please visit the following website for
important disclosures regarding SPSE and its investment advisory services: http://www.standardandpoors.com/regulatory-affairs/securitiesevaluations/en/us
CUSIP is a registered trade mark of the American Bankers Association. STANDARD & POORS, S&P and CAPITAL IQ are registered trademarks of
Standard & Poors Financial Services LLC.
Copyright 2013 Standard & Poors Financial Services LLC (S&P). All rights reserved.

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