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  1. Find application download support for existing FactSet subscribers here, including all product documentation and support files.

  2. In this article, we will walk you through the simple steps of downloading, installing, and configuring the FactSet Excel Add-In. We will also cover how to effectively use this tool to access FactSet functions and data, create customized templates, and troubleshoot common issues.

  3. Mar 24, 2022 · You can download our free cost basis spreadsheet template below. It’s available in CSV format: Cost Basis Spreadsheet Template; Just click the link, save the file, and open it in Google Sheets or Excel. Feel free to make changes, improve it, and share it.

  4. Jun 12, 2024 · Downloading to Excel. Run reports directly in Excel using historical wizard FactSet Sidebar. Confirm that FactSet Excel Add-In is enabled and the FactSet tab is displayed on Excel top access toolbar. To download FactSet Add-In in Excel, select: File > Options > Add-Ins > FactSet Office COM Add-In.

    • Zina Shapiro
    • 2012
  5. FactSet is a research platform that consolidates all the analytics and data professionals need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface. Getting Started. FactSets workspace is customizable and flexible.

  6. Open in Excel Online. This add-in works in: Excel 2016 or later on Mac, Excel 2016 or later on Windows, Excel on the web. How to start add-ins directly within Office Online. You can launch any add-in within Office Online. Click here for step by step instructions.

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  8. Accessing M&A Summary Data. View global merger and acquisition data, deal details, and private placements in the M&A Summary report. Track detailed information on a company’s latest deal activity including announce date, deal value, and advisors. Review deal activity by price and volume for the last 12 months.

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