Known for portfolio management and performance tools
API Access
Est. Price
~$12,000/yr est.
Update Frequency
Intraday
Pricing Tiers
1
Regions
1
Quality SignalsB
Freshness
Recently enriched
Complete
81%
API
API Available
Product Overview
Financial Data and Analytics Platform$$
Offering: An integrated suite of global financial market data, company fundamentals, and portfolio analytics delivered via both a flagship desktop workstation and enterprise-grade APIs.
Best for: Investment professionals and quant teams requiring a unified platform for research, portfolio construction, and risk management.
Benefits
- Comprehensive multi-asset data coverage
- Flexible delivery via modern cloud-native integrations like Snowflake and Databricks
- Strong integration between desktop research tools and programmatic API access
- Robust portfolio performance and risk attribution capabilities
Drawbacks
⚠ High total cost of ownership for smaller firms due to modular pricing · ⚠ Less specialized in niche alternative data compared to boutique providers · ⚠ Workstation interface can be complex for non-traditional financial usersProduct Intelligence
Value Score
36
quality per $
Price Position
P72
premium
Coverage
40
geo × freq × depth
Try-ability
15
ease of trial
Market concentration: 7% (fragmented — buyer leverage)
Product Details
Use Cases
Portfolio performance attributionrisk managementbenchmark comparisoninvestment strategy optimizationclient reporting
Categories
Financial DataPortfolio AnalyticsPerformance MeasurementInvestment Research
Coverage
Global
Delivery
REST APIPython SDKSFTPS3 BucketSnowflake ShareDatabricksWeb UI download
Data Sources
financial exchangesgovernment filings
Detected Use Cases
competitive intelligenceinvestment researchrisk management
Pricing Tiers
Vedex estimate
~$12,000/yr est.
SUBSCRIPTIONMEDIUM
Add to Data Room
Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$12,000/yr est.
Request a sample directly from FactSet.
Web Authority
Emerging7 mentions·2 platforms
LinkedIn
5 × 2 pts+10
Reddit
2 × 3 pts+6
Evidence5 sources
Reddit
Portfolio of Factset S&P 500 Predictions of Inclusions ...
Our backtesting shows how a portfolio of our predictions of inclusions would have performed against the index itself.
Reddit
Anyone here worked for Factset? Would be awesome to ...
What would an Investment Manager use FactSet for? IMs use our portfolio tools to analyze their performance. Specifically, they'll look at the ...
LinkedIn
FactSet Empowers Smarter Investment Decisions with ...
To make smarter investment decisions, you need more than just top-level returns. You need deep, actionable insights that span every stage of ...
Data Dictionary
Expected fields and columns in this data product
About FactSet Portfolios
FactSet Portfolios is a financial data data product offered by FactSet, available on discovery. Data is updated intraday. API access is available for programmatic integration. Vedex estimates pricing at roughly $12,000/yr (an estimate, not a vendor-published price).
Known for portfolio management and performance tools
About FactSet
FactSet is a platform vendor based in USA. FactSet is a global financial digital platform and enterprise solutions provider that delivers integrated financial information, analytical applications, and services to the investment community. The ...
Related Data Categories
Financial DataPortfolio AnalyticsPerformance MeasurementInvestment Research