Factset
Financial data platform with portfolio analytics and AI insights for investment professionals.
| What is it | Financial data platform with portfolio analytics and AI insights for investment professionals. |
|---|---|
| Pricing | Contact for Pricing |
| Free tier | No |
| Platform | Web Application |
| API | Yes |
| Works with | Claude AI |
| Best for | portfolio performance analysis and risk monitoring, investment research and idea generation |
| Domain registered | 1993 |
Data updated Aug. 1, 2026
What does Factset do?
Factset is a financial data and analytics platform built for investment professionals. It gives you access to real-time market data, company financials, earnings estimates, and economic indicators across global markets. The platform also includes Factset Intelligence, an AI assistant that can answer questions, surface insights, and automate routine tasks using your own data and workflows. Whether you're an analyst researching stocks or a portfolio manager monitoring risk, Factset puts the numbers and context you need in one place.
The platform works through a customizable workstation where you can build dashboards, run portfolio analytics, and generate reports. What makes it stand out is the depth of its data coverage — from public equities and fixed income to private markets — and the AI layer that understands financial terminology. You can ask Factset Intelligence questions like 'What are the key risks in my portfolio?' or 'Show me companies with the highest revenue growth in this sector,' and get answers with supporting data. Other useful features include a library of pre-built analytics, Excel integration, and a suite of tools for trading and compliance.
Factset is best suited for asset managers, hedge funds, wealth advisors, and corporate finance teams who need reliable data and fast analysis. Common use cases include evaluating portfolio risk, conducting equity research, benchmarking competitors, and preparing client reports. It's a comprehensive platform — not a simple app — and it takes time to learn, but for professionals who live in spreadsheets and data feeds, it's a powerful workhorse.
Key features
What makes it stand outWho is Factset for?
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