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Head-to-head · Equity Research Platforms

FactSet Workstation vs YCharts

  • Updated Oct 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score FactSet Workstation #2 in Equity Research Platforms 9.3/10 Pricing on request ✓ 4 of 4 features Contact FactSet
YCharts #7 in Equity Research Platforms 8.3/10 Paid ✓ 4 of 4 features Visit YCharts

FactSet Workstation leads on 0 checks, YCharts on 0, and 5 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreFactSet Workstation · 9.3/10

FactSet Workstation scores higher on our rubric for equity research platforms: 9.3 against 8.3 out of 10; our editors rank them #2 and #7.

On market coverage, FactSet Workstation gives you Global where YCharts offers Regional. On data freshness, FactSet Workstation gives you Real_time where YCharts offers Near_real_time.

FactSet Workstation is the better fit for institutional analysts needing broad research and data. YCharts is the better fit for investment teams needing screening and reporting tools.

  • FactSet Workstation fits best

    Institutional analysts needing broad research and data

  • YCharts fits best

    Investment teams needing screening and reporting tools

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature FactSet Workstation 9.3/10 Visit ↗ YCharts 8.3/10 Visit ↗
At a glance
Editor score 9.3 8.3
Ranking #2 in Equity Research Platforms #7 in Equity Research Platforms
Best for Institutional analysts needing broad research and data Investment teams needing screening and reporting tools
Pricing model Paid Paid
Starting price Not published Not published
Free plan Not published —
Free trial — —
Deployment Cloud, Desktop, Mobile Cloud
Platforms Web, Windows, iOS, Android Web
Support Docs Email, Phone, Live chat
Built for Mid-market, Enterprise Small business, Mid-market, Enterprise
Features FactSet Workstation 4/4 · YCharts 4/4
Company financials ✓ ✓
Equity screening ✓ ✓
Earnings estimates ✓ ✓
Research reports ✓ ✓
Specs
Market coverage Global Regional
Data freshness Real_time Near_real_time
Our review
Pros
  • Screens public and private companies with custom criteria and stock-selection models
  • Combines streaming news and quotes with research, filings and transcript search
  • Covers portfolio risk and performance, company relationships and geographic revenue
  • Combines stock and fund screening with company fundamentals and estimates
  • Offers portfolio analysis, optimization, and custom reports
  • Professional includes an Excel add-in and compliance controls
Cons
  • Pricing requires contacting sales
  • Microsoft Office is the only named integration
  • Support channels listed here are limited to documentation
  • Paid product with a stated starting price of $3,000
  • Available on the web only
  • Coverage focuses on U.S. and Canadian-listed equities
Our verdict

FactSet Workstation brings company, market and portfolio research into one platform for investment professionals. It is suited to mid-market and enterprise teams that need to screen public and private companies, review research, and…

Read the review →

YCharts brings screening, financial data, analysis, and reporting into a cloud-based platform for investment advisers, analysts, and asset managers. Teams can screen stocks and funds, review company financial statements and fundamental…

Read the review →
  1. FactSet WorkstationEquity Research Platforms 9.3Pricing on request
  2. YChartsEquity Research Platforms 8.3Paid

Strengths and trade-offs

  • FactSet Workstation — where it wins

    • Screens public and private companies with custom criteria and stock-selection models
    • Combines streaming news and quotes with research, filings and transcript search
    • Covers portfolio risk and performance, company relationships and geographic revenue

    Where it doesn't

    • Pricing requires contacting sales
    • Microsoft Office is the only named integration
    • Support channels listed here are limited to documentation

  • YCharts — where it wins

    • Combines stock and fund screening with company fundamentals and estimates
    • Offers portfolio analysis, optimization, and custom reports
    • Professional includes an Excel add-in and compliance controls

    Where it doesn't

    • Paid product with a stated starting price of $3,000
    • Available on the web only
    • Coverage focuses on U.S. and Canadian-listed equities
  • FactSet Workstation9.3/10 · Pricing on request

    Broad company research, market data and portfolio analysis across desktop, web and mobile.

    Contact FactSetFull verdict →
  • YCharts8.3/10 · Paid

    A web-based research platform combining screening, market data, portfolio tools, and reports.

    Visit YChartsFull verdict →

More comparisons

All equity research platforms comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update