FactSet Workstation
FactSet Workstation: Broad company research, market data and portfolio analysis across desktop, web and mobile. Ranked #2 of 54 in Equity Research Platforms by our editors (9.3/10); pricing: Pricing on request; best for institutional analysts needing broad research and data.
At a glance
- Editor score9.3 / 10
- PricingPricing on request
- Best forInstitutional analysts needing broad research and data
- Company financialsYes
- Facts checked4 Oct 2026
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
Our verdict on FactSet Workstation
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 analyze portfolios alongside market and company data. Its coverage includes global markets, real-time data, financials, estimates and research reports, with access through web, Windows, iOS and Android. Mobile functions include watchlists, quote activity, investment news and performance monitoring.
Research discovery is a central strength: users can search broker research, filings, transcripts, investor presentations and proprietary research, while streaming news and quotes keep market information close to that work. Custom screening criteria and stock-selection models support company selection, and alerts can be tied to securities, news, price or valuation criteria. Company analysis extends to industry and market data, relationships, geographic revenue exposure and corporate entity structures. Microsoft Office integration adds a connection to an established investment workflow; teams choosing software mainly for a tightly focused screening task may find this breadth more than they need.
Portfolio tools cover performance, risk and composition, helping analysts connect security research with portfolio review. The vendor describes cloud, desktop and mobile deployment, and its brochure directs interested buyers to contact sales. That makes a direct sales discussion part of the buying path rather than a self-serve price comparison. The listed support channel is documentation. FactSet Workstation is a stronger fit for institutional teams seeking a broad research and analytics environment across company, market and portfolio work; buyers prioritizing public prices, a wider set of named integrations or listed support channels should compare alternatives.
FactSet Workstation pricing
FactSet Workstation fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Company financials | Yes |
| Equity screening | Yes |
| Earnings estimates | Yes |
| Market coverage | Global |
| Data freshness | Real_time |
| Research reports | Yes |
| Deployment | Cloud, Desktop, Mobile |
| Platforms | Web, Windows, iOS, Android |
| Support | Docs |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Microsoft Office |
| Pricing | Pricing on request |
| Website | factset.com |
| Facts checked | 4 Oct 2026 |
FactSet Workstation integrations
FactSet Workstation lists 1 integrations on its own site.
- Microsoft Office
Alternatives to FactSet Workstation
- Bloomberg TerminalA broad real-time research terminal for institutional market teams.9.4
- Bloomberg IntelligenceA research-led platform for company, industry and market analysis with Excel and API export.9.1
- ICE ConnectA global market-data platform with real-time equity screening, alerts and Python access.9.0
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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