Neotask brings S&P Global's authoritative financial data into your investment and risk workflows - access ratings, market intelligence, and company fundamentals through conversation.
Retrieve S&P credit ratings, outlooks, and rating histories for companies and debt instruments
Query market intelligence and company fundamental data across thousands of global entities
Automate credit monitoring and financial data retrieval for risk and portfolio management workflows
What You Can Do
S&P Global through Neotask provides three core data actions:
Get credit ratings - retrieve current ratings, outlooks, and rating actions for any rated entity. Covers corporate, sovereign, and structured finance ratings.
Get company fundamentals - access revenue, earnings, balance sheet, and key financial ratios for public and private companies in the S&P Global coverage universe.
Get market intelligence - surface news, research, and market data from S&P Global's comprehensive information platform.
Every action runs autonomously or requires your approval - you decide.
Try Asking
"What is the current S&P credit rating and outlook for Boeing?"
"Show me the rating history for Ford Motor Company over the last five years"
"Pull Q3 fundamentals for the top 10 companies in the S&P 500 energy sector"
"What is the revenue and EBITDA for Microsoft from S&P Global data?"
"Are there any recent rating actions on high-yield issuers in the healthcare sector?"
Pro Tips
Combine credit ratings with bond portfolio data so agents can flag any holding where the issuer's outlook has been revised to negative.
Schedule monthly credit monitoring reports through automations so risk teams get rating change alerts without manual checking.
Use fundamentals data as input for valuation models - agents can pull the numbers and pass them to a spreadsheet or analytics integration in the same workflow.
Multiple workspaces and capacity for larger teams.
Works Well With
Google Meet - Connect Google Meet and S&P Global to automate financial briefings, sync market data, and streamline research workflows ...
WhatsApp - Automate financial data alerts from S&P Global to WhatsApp. Get market intelligence, investment alerts, and risk notific...
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