FactSet Workstation for Equity PMs
October 23, 2025
FactSet Workstation for Equity PMs
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with FactSet Workstation
I primarily use FactSet Workstation to download data through its Excel add-in, from which I can build financial models for analyzing stocks, bonds and funds as well as managing portfolios. I receive real-time alerts from FactSet Workstation on all investments on my watchlist as well as major market moving events. I also monitor portfolios, markets and news flow during the day through the Workstation.
Pros
- Comprehensive set of company financial and market data
- Smooth integration with Excel
- Good coverage of multiple asset classes
Cons
- Excel add-in formulas are not constructed in an intuitive way and too often require assistance from help desk
- No chat function for help desk, which means delayed assistance time or talking with non-native English speakers, some of whom can be difficult to understand
- There should be an AI chatbot that can answer routine queries; for more advanced questions, a human rep can be connected
- Portfolio performance metrics should be downloadable using Excel add-in rather than being available only on Workstation
- Made researching stocks much more efficient
- Portfolio construction has become more systematic
- Bloomberg Terminal, S&P Capital IQ and LSEG Eikon
Bloomberg has the most data / content but is too expensive, while Eikon has the least. FactSet Workstation and Capital IQ were comparable in price but FactSet Workstation had broader data coverage.
Do you think FactSet Workstation delivers good value for the price?
Yes
Are you happy with FactSet Workstation's feature set?
Yes
Did FactSet Workstation live up to sales and marketing promises?
Yes
Did implementation of FactSet Workstation go as expected?
Yes
Would you buy FactSet Workstation again?
Yes
Comments
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