FactSet Portfolio Guide

Platform by FactSet

Added to Marketplace: January 11, 2023


Create powerful portfolio visualizations and narratives for you and your clients using ready-to-use reports or craft your own using FactSet's library of modular components.

Access a wide range of available reports and components across multiple asset classes to build compelling presentations, including investment portfolio comparison reports.

Capitalize on interactive or automated reporting with a powerful suite of reporting tools for a time-saving solution that allows you to focus more on portfolio analysis.

Platform Coverage

Platform Details

Produce presentation-ready reports with your holdings data, analyst research, and FactSet's robust content and analytics. Expertly tailor your reports for specific clients.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.

Product Resources

Helpful Links

Product Tags

Data Visualization


Connect with us to access a free trial and see how you can elevate your investment process with our smarter, connected data.