FactSet
Premier financial data platform for buy-side equity research with fundamental data, estimates, and Mercury AI analytics.
FactSet is the premier financial data platform for buy-side equity research, providing the deepest fundamental data, estimates, and consensus for investment analysis and portfolio management. FactSet Mercury AI accelerates financial research workflows with AI-powered document analysis, data extraction, and report generation. Preferred by asset managers and hedge funds for portfolio analytics, attribution, and risk reporting, FactSet offers a comprehensive alternative to Bloomberg at a lower price point for research-focused workflows. Its Excel Add-In and API provide seamless integration with existing investment processes.
Key Features
- ✓Best fundamental data for equity research
- ✓FactSet Mercury AI for financial analysis
- ✓Portfolio analytics and attribution
- ✓Estimates and consensus data
- ✓Deep company financials and filings
Pros
- ✓Best fundamental and estimates data for equity research
- ✓Lower price than Bloomberg for research workflows
- ✓FactSet Mercury AI reduces research time significantly
Cons
- ✗Less real-time market data than Bloomberg
- ✗Primarily buy-side focused — less sell-side tools
- ✗API access requires additional licensing
Pricing
Prices are indicative and may vary.