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  1. 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. FactSet’s workspace is customizable and flexible.

  2. You can access all of the following directly through the FactSet Help menu EXCEPT: a. Your serial number b. Your serial number's broker entitlements c. Which exchanges you subscribe to real-time access to d. Hot key manager

  3. FactSet Fundamentals Combines global coverage, deep company data, and unparalleled transparency for detailed historical financial statement content, per share data, calculated ratios, pricing, and textual information to ensure a powerful data solution and access to industry-leading support staff dedicated to en-

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  4. Searching with FactSearch. FactSearch allows you to quickly search for and navigate to securities, indices, people, and FactSet components/reports. For a guided tour on using FactSearch, launch the eLearning demo on Online Assistant page 16253. Enter keywords into the FactSearch box.

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  5. Feb 29, 2024 · For help getting started with FactSet, new users have many options: 1. If you like to learn by watching videos, then check out the FactSet Learning Portal . Here's the FactSet Learning Portal URL: https://learning.factset.com ; If you are using the FactSet Workstation (installed software), type @LRN in the top search bar to access the Learning ...

  6. One of the key features of FactSet is the ability to save workspaces online. This means that users can save their customized layouts, charts, tables, and other data views so that they can access them from any device with an internet connection.

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  8. To access FactSet: Log in to the workstation using your UTORid credentials. From the Start Menu, navigate to the 1-LKCFLC Applications folder, and select FactSet. Each FLC workstation uses a generic FactSet account, so there is no need to log in to FactSet on the workstation.

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