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1. www.reddit.com › r › CFAFree access to FactSet web while preparing for CFA

   www.reddit.com › r › CFA

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   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.

2. www.computershare.com › us › tax-information-centerCost Basis and FATCA Information Center - Computershare

   www.computershare.com › us › tax-information-center

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   • Netbasis
   • Computershare's Investor Center Website
   • Computershare's Employee Plan Participant Portal

   Computershare is pleased to work with NetBasis, a Web-based service, to provide historical share price and corporate action information for many securities and mutual funds going back to 1925. NetBasis contains information and tools to assist shareholders and financial professionals with information related to the cost basis of shares. Information ...

   See full list on computershare.com

   If you are a shareholder of a Computershare-administered dividend reinvestment plan, you may access your statements and tax documents through Computershare’s Investor Center website. The Investor Center website also is a resource to find historical stock prices for companies that are Computershare clients. View Investor Center website

   See full list on computershare.com

   If you acquired shares through a Computershare-administered Employee Stock Purchase Plan (ESPP) or Stock Options Plan, you may access statements and tax documents through Computershare’s Employee Plan Participant Portal. Note: If you are looking for cost basis information for an ESPP or Option Plan not managed by Computershare, check with your plan...

   See full list on computershare.com

3. www.costbasis.com › calculatorsCost Basis Calculators

   www.costbasis.com › calculators

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   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.

4. www.factset.com › solutions › dataReal-Time Market Data - FactSet

   www.factset.com › solutions › data

   Learn how FactSet's collection and delivery of consolidated real-time data can enhance your TCA and compliance workflows. DOWNLOAD WEBCAST. Access smarter real-time market data, connected. Explore our growing list of data feeds, APIs, and platforms on the Open:FactSet Marketplace.

5. investor.factset.com › financials › annual-reportsAnnual Reports & Proxies - FactSet

   investor.factset.com › financials › annual-reports

   All statements that address expectations or projections about the future, including statements about our strategy for growth, product development, market position, subscriptions, expected expenditures and financial results are forward-looking statements. Forward-looking statements may be identified by words like “expected”, “anticipates ...

6. www.factset.com › solutions › portfolio-analyticsClient and Portfolio Reporting - FactSet

   www.factset.com › solutions › portfolio-analytics

   Automate and scale your processes with the power of FactSet’s reporting suite. Combine key portfolio analytics with your internal data sources to produce and distribute client-facing documents such as fund factsheets, regulatory reports, marketing pitchbooks, and internal board reports.

7. People also ask

   How can FactSet improve your TCA and compliance workflows?

   • Access the real-time data you need to navigate the markets and power your business with confidence. Learn how FactSet's collection and delivery of consolidated real-time data can enhance your TCA and compliance workflows. Access smarter real-time market data, connected.

   Real-Time Market Data - FactSet

   www.factset.com/solutions/data/real-time-market-data

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   How does FactSet work?

   • Trust FactSet to run data uploads, calculations, document creation, and maintenance with managed reporting services. Alternatively, access FactSet's user-empowered solution to integrate structured and unstructured data from disparate sources in a customized, automated workflow process.

   Client and Portfolio Reporting | FactSet

   www.factset.com/solutions/portfolio-analytics/reporting

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   Why should I subscribe to FactSet?

   • Replicate real-world scenarios with free access to FactSet data and analytics to increase the depth of your understanding at your convenience. You will receive monthly newsletters with links to eLearning courses and relevant application tips to help you make the most of your subscription.

   Free access to FactSet web while preparing for CFA : r/CFA - Reddit

   www.reddit.com/r/CFA/comments/hrogew/free_access_to_factset_web_while_preparing_for_cfa/

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   How can FactSet help you prepare for a Level III CFA exam?

   • 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.

   Free access to FactSet web while preparing for CFA : r/CFA - Reddit

   www.reddit.com/r/CFA/comments/hrogew/free_access_to_factset_web_while_preparing_for_cfa/

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8. www.factset.com › solutions › portfolio-analyticsFixed Income - FactSet

   www.factset.com › solutions › portfolio-analytics

   View hundreds of advanced calculations, including key rate durations, OAS, vegas, and custom scenarios available on a daily, timely basis for all portfolio and benchmark positions. Deliver a scalable fixed income compute grid and distribute results via feeds, APIs, or direct programmatic access.