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

  2. With this resource available to you anytime and anywhere, you can use FactSet to reinforce your learning by putting Level III CFA exam concepts into practice. Replicate real-world scenarios with free access to FactSet data and analytics to increase the depth of your understanding at your convenience.

  3. Mar 24, 2022 · One easy way to track your cost basis is to use a simple spreadsheet. It lets you know exactly where you stand before any transaction and throughout the year. When it’s time to finally do your taxes, it makes calculating cost basis that much easier. You can download our free cost basis spreadsheet template below. It’s available in CSV format:

  4. Free calculators for computing cost basis and gain/loss on cash in lieu of fractional shares resulting from spinoffs, stock splits, stock mergers, stock mergers with cash to boot. Calculators also adjust for return of principal payments and amortization of bond premiums and discounts.

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  8. investor.factset.com › financials › sec-filingsSEC Filings - FactSet

    Sep 19, 2024. 8-K. Report of unscheduled material events or corporate event. 0001013237-24-000119.pdf. 0001013237-24-000119.xls. EX-101.SCH - XBRL TAXONOMY EXTENSION SCHEMA View HTML. Sep 16, 2024. 5. Annual filing director officer or owner of more than ten percent.