Compare · FactSet
FactSet alternatives and competitors, with FactSet pricing compared
FactSet is a data and analytics workstation for buy-side teams who need portfolio analytics, attribution, fixed income coverage and a deep Excel integration in one annual contract. Investables.ai is a public-market research layer: one structured card per asset, both sides of the argument, risk flags surfaced, in seconds, on a monthly subscription with no sales process.
AI research card
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Thesis, bull and bear case, key metrics, comparables and risk flags, synthesized into one structured tear-sheet.
Sample output is illustrative. Not financial advice.
Thesis
Bull case
Bear case
Key metrics
illustrative
Comparables
Risk flags
Informational only · sample output, not live market data · not financial advice.
Enter a ticker · read the research card · you decide
FactSet is a good product that a lot of people are overpaying for, and the two facts are not in conflict. The Workstation was built for buy-side analysts and portfolio managers who live in Excel, run performance attribution, and need fixed income and portfolio analytics next to their equity data. If that describes your desk, nothing on this page is cheaper for the same job. If you bought it to read public companies faster, you are renting a portfolio analytics engine to do a job that does not need one.
FactSet is quote-only, so start with the honest caveat: there is no public price list. The figures on this page come from procurement marketplaces, resellers and buyers who published what they paid. They are budgeting ranges, not quotes, and the spread is wide because the platform is modular.
Investables.ai is a different tier on purpose. Paste any ticker, ETF, crypto token or startup and it returns a structured research card: a plain-language thesis, an explicit bull case, an explicit bear case, key metrics, comparables and labeled risk flags. It has no portfolio analytics, no performance attribution, no private-company financials and no Excel add-in, and this page says so instead of claiming parity. It is informational research, not personalized investment advice, and it never places a trade.
The short answer
What is the best FactSet alternative?
It depends which half of FactSet you use. For portfolio analytics, attribution and fixed income, the real substitutes are Bloomberg, LSEG Workspace and Capital IQ, all in the same five-figure tier. For public-equity research and screening, Koyfin, YCharts and Investables.ai cover most of the work for a fraction of the cost. FactSet is quote-only with reported seats running roughly $4,000 to $50,000 per user a year and a reported median contract near $20,000 to $25,000; Investables.ai starts at $29 a month.
Last updated August 2026
What each one costs
FactSet pricing vs Investables.ai pricing
FactSet sells on quote and publishes no price list. Everything below is what buyers, resellers and procurement marketplaces reported publicly as of August 2026. Two independent procurement datasets put the median contract between roughly $20,500 and $25,200 a year, which is the most useful single number to budget against.
| Plan | Price (USD) | What you get |
|---|---|---|
| FactSet, entry / a la carte | Reported from about $4,000 per user / year | A narrow slice: selected data modules only, no full workstation |
| FactSet Workstation, standard | Reported about $12,000 per user / year | The common base configuration: global fundamentals, screening, Office add-ins |
| FactSet Workstation, full stack | Reported $22,000 to $30,000 per user / year | Adds portfolio analytics, attribution, risk models and deeper content sets |
| Typical negotiated contract | Reported median $20,500 to $25,200 / year | What procurement data says buyers actually sign, across seat counts |
| Real-time exchange data and add-ons | Reported to add 30% to 60% on top | Exchange feeds are licensed separately and are the most common budget surprise |
| Investables.ai Analyst | $29 / month | 50 research cards a month with thesis, bull case, bear case, metrics and risk flags |
| Investables.ai Pro | $79 / month | 300 cards a month plus earnings call and filing summaries, exports |
| Investables.ai Team | $249 / month | 5 seats, 1,500 cards a month, shared watchlists and audit-ready exports |
FactSet pricing is quote-only and every figure above is a publicly reported third-party range gathered August 2026, not an official quote. Contact FactSet for accurate pricing. Investables.ai does not include portfolio analytics, performance attribution, private-company financials or an Excel add-in.
The full landscape
FactSet competitors, compared
The tools buyers shortlist against FactSet, grouped by tier. Enterprise platforms sit at the top and sell on quote; affordable public-market tools sit below. Prices are list or publicly reported figures gathered August 2026.
| Tool | Reported price (USD) | What it is, and who shortlists it |
|---|---|---|
| FactSet Workstation | Quote only, reported $4,000 to $50,000 / seat / yr | Data, analytics, portfolio attribution and Office add-ins. The buy-side default. |
| Bloomberg Terminal | Reported $28,320 to $31,980 / seat / yr | Real-time market data, news and messaging. Chosen by desks that trade, not teams that only analyze. |
| S&P Capital IQ Pro | Quote only, reported $10,000 to $50,000+ / seat / yr | Public and private financials, transaction comps and an Excel plug-in. The banking and PE default. |
| LSEG Workspace | Quote only | The former Refinitiv Eikon. Strong on fixed income, FX, commodities and macro. |
| PitchBook | Quote only, reported five figures / seat / yr | Private markets, venture and PE deal data. Bought when private coverage is the whole point. |
| AlphaSense | Quote only, reported $10,000 to $20,000 / seat / yr | Search across filings, transcripts and broker research. Shortlisted when reading is the bottleneck. |
| YCharts | $300 to $500 / user / month, billed annually | Charting, screening and client-ready visuals. A common RIA and wealth-team step down. |
| Koyfin | Free, then $39 to $299 / month | Charting, screening and dashboards for public equities. The most common affordable swap. |
| Morningstar Investor | $34.95 / month or $249 / year | Fund and equity research with independent ratings. Aimed at individuals, not deal teams. |
| Investables.ai | $29 to $249 / month | A structured AI research card per public asset: thesis, bull case, bear case, metrics, comparables and risk flags, on a monthly subscription. |
Enterprise pricing in this table is quote-only and the figures shown are publicly reported third-party ranges gathered August 2026, not official quotes. Confirm current pricing with each vendor before budgeting. Investables.ai does not include portfolio analytics, attribution, private-company financials or an Excel add-in.
Side by side
FactSet vs Investables.ai, honestly
A fair look at what each does well. Both are capable tools. Here is where they differ.
| What matters | Investables.ai | FactSet |
|---|---|---|
| Core job | Understand a public asset fast: thesis, bull case, bear case, metrics, comparables, risk flags | Analyze and model portfolios and securities across asset classes |
| Portfolio analytics and attribution | Not covered. Per-asset research, not portfolio math | A core strength and a common reason buy-side teams choose it |
| Fixed income and multi-asset | Not covered. Equities, ETFs, crypto and startups | Broad coverage across fixed income, FX and derivatives |
| Private company data | Not covered. Public assets only | Included, though thinner than Capital IQ or PitchBook |
| Excel and Office integration | No add-in. Exports instead | Excel and PowerPoint add-ins are central to the workflow |
| Both sides of the case | Every card states an explicit bull case and bear case plus labeled risk flags | Neutral data and analytics you interpret yourself |
| Buying process | Card payment, monthly, cancel any time | Sales cycle, quote and an annual contract |
| Price | $29 to $249 a month | Quote only, reported $4,000 to $50,000 per seat a year |
| Best suited for | Individual investors, RIAs, analysts and small funds working public markets | Asset managers, hedge funds, wealth teams and sell-side research desks |
Comparison reflects general, publicly understood positioning. Capabilities change, so check each product for the latest.
Why analysts pick Investables.ai
One structured research card for every name you study
Portfolio analytics is the expensive part
The jump from a reported $12,000 seat to a reported $30,000 one is mostly attribution, risk models and multi-asset coverage. If you never run an attribution report, that is the entire premium you are paying and never touching. Investables.ai prices the public-market read on its own, which is why the number has three fewer digits.
A written case, not a screen of fields
FactSet gives you data to interpret. That is right when you are building a model and wrong when you have twenty names to triage before Monday. Investables.ai returns a written thesis with the bull case, the bear case and the risk flags already surfaced, so the reading is done and the judgment is still yours.
No quote, no seat negotiation
There is no sales call, no annual commitment and no exchange-data surprise on the invoice. You subscribe monthly and cancel when you want. It is informational research meant to speed up your own work, not financial advice, and it issues no ratings, picks or price targets.
Good questions
FactSet vs Investables.ai, answered
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The analysis without the five-figure seat.
Comparing on cost across the whole category? Our investment research platform pricing page lists what every major platform charges, checked against vendor pages.
Make your own research faster with Investables.ai
Turn any ticker into a structured research card with the thesis, both sides of the argument and the risk flags in seconds. You stay in control of every decision.
Informational only, not financial advice · past performance does not guarantee future results