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FactSet

Paid

Comprehensive financial data and analytics platform for investment professionals.

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4.6 Editor Rating
Vetted Score
4.6 / 5.0

Earns a high score due to its comprehensive data sets, robust analytical tools, and strong enterprise support, making it a staple for institutional investors.

Key Features
Extensive Financial Data Coverage

Provides real-time and historical data across equities, fixed income, derivatives, and macroeconomic indicators.

Advanced Analytics & Modeling

Integrated tools for portfolio analysis, risk management, and quantitative modeling with Excel add‑ins and APIs.

Customizable Dashboards & Reporting

Allows users to build tailored dashboards, generate automated reports, and share insights across teams.

Frequently Asked Questions

FactSet offers limited trial access on a case‑by‑case basis, typically arranged through a sales representative.

FactSet is primarily accessed via web browsers on any OS and offers a Windows client; macOS users can use the web interface.

Yes, FactSet provides APIs and Excel add‑ins that allow seamless integration of its data into custom workflows and third‑party tools.
Specifications
Pricing Model Subscription-based pricing with custom enterprise plans; specific tiers are not publicly disclosed.
Supported Platforms
Web (browser)Windows