Integration Details

Access S&P Global's comprehensive financial data platform with a focus on Visible Alpha, the premier provider of granular company-specific and industry-level KPIs. While traditional consensus providers offer 20-30 headline estimates per company, Visible Alpha delivers 900,000+ individual parameters extracted directly from full sell-side analyst models using machine learning—providing unprecedented depth in segment-level, product-level, and operational driver analysis.

Our S&P Global integration provides seamless connectivity to market data, fundamentals, estimates, and real-time pricing across global markets. Whether you need granular bottom-up consensus or comprehensive reference data, we support integration via:

1. Xpressfeed via Snowflake/Databricks: Zero-ETL access to S&P Global datasets including Visible Alpha's 115,000+ standardized industry metrics across 6,400+ companies, updated continuously with instant availability through Delta Sharing
2. S&P Capital IQ Pro Platform: Programmatic API access to fundamentals, pricing, estimates, ownership, and entity mapping covering 66,000+ public companies
3. Direct Data Feeds: SFTP, S3, or cloud delivery with flexible formatting for bulk datasets including Capital IQ Fundamentals, Compustat, and Xpressfeed packages
4. Custom Integration: Tailored delivery mechanisms optimized for your infrastructure and workflows

Our integration maps S&P identifiers (Company IDs, CapIQ IDs) to your existing security master (Bloomberg IDs, CUSIP, SEDOL, ISIN, internal IDs) ensuring seamless data flow across your entire technology stack.

Key Data Categories

Visible Alpha Granular Consensus: Access to analyst-level and consensus estimates for 900,000+ company-specific parameters organized into 184 industry templates with 115,000+ standardized metrics. Unlike traditional consensus that scrapes research reports, Visible Alpha processes full analyst models to extract segment-level revenue, product-mix assumptions, operational KPIs, and business drivers—providing an average of 160+ forecast line items per company versus the typical 20-30 headline estimates.

Standardized Industry Metrics: Cross-company analysis enabled through universal parameters that make peer comparisons possible at unprecedented granularity. Each of the 184 industries has custom templates with metrics specific to that sector's key drivers—from same-store sales growth in retail to subscriber metrics in telecom to drug indication-level revenue in biopharma.

S&P Capital IQ Fundamentals: Access 750+ fundamental data items including income statements, balance sheets, cash flows, derived ratios, and segment data across 80+ years of history for 66,000+ public companies and 700,000+ private companies

Market Data & Pricing: Real-time and delayed quotes, end-of-day prices, returns, volume, corporate actions, and splits across global equities and fixed income with coverage of 26M+ securities

Entity & Security Master: S&P Capital IQ Concordance for identifier mapping and entity resolution, supporting bulk reconciliation of thousands of securities with machine learning-powered matching

Estimates & Analytics: Consensus estimates, earnings forecasts, price targets, and analyst recommendations from global research providers via traditional Capital IQ estimates plus Visible Alpha's deep consensus

FAQs

1. Do you support S&P's API integrations, and what are the tradeoffs versus Snowflake data shares?

Yes, we integrate with S&P Capital IQ Pro's APIs for real-time queries, interactive applications, and use cases where you need specific data points on-demand. The API is ideal when you're building tools that require fresh data with sub-hour latency or when you need to look up specific companies/metrics interactively. Snowflake/Databricks shares are better for bulk analytics, backtesting, and ML workflows where you're querying across thousands of companies or joining large historical datasets. Many clients use both: APIs for live dashboards and trading tools, Snowflake for research and data science. We handle the integration architecture so you can use the right tool for each use case without managing multiple data pipelines.

2. How do you handle identifier mapping between S&P data and other vendors like Bloomberg, FactSet, and our OMS?

We leverage S&P Capital IQ's Company ID as the stable identifier within the S&P ecosystem, then map it to industry identifiers (Bloomberg Global ID, FIGI, CUSIP, SEDOL, ISIN) and your internal OMS IDs using the Capital IQ Concordance service plus our own mapping layers. The Concordance API uses machine learning to match entities with high accuracy, handling corporate actions, name changes, and entity hierarchies. We maintain these mappings in your Hedgineer security master with versioning and audit trails. Once mapped, all S&P data—whether from Capital IQ fundamentals, Visible Alpha consensus, or market data—automatically links to your positions, orders, and analytics. We handle bulk mapping for your entire universe upfront, then maintain it with daily incremental updates.