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- Factset Investment Research-vs-YCharts
Compare Factset Investment Research and YCharts 
At a Glance
Market Segments
Enterprise (42.9% of reviews)
Small-Business (80.6% of reviews)
Entry-Level Pricing
No pricing available
Custom Pricing Team-Wide
Factset Investment Research
Star Rating
(28)4.3 out of 5
Market Segments
Enterprise (42.9% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Factset Investment ResearchYCharts
Star Rating
(62)4.6 out of 5
Market Segments
Small-Business (80.6% of reviews)
Entry-Level Pricing
Custom Pricing Team-Wide
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that YCharts excels in Data Visualization with a score of 9.2, while Factset Investment Research falls behind at 8.1. Reviewers mention that YCharts' interactive charts and customizable dashboards make it easier to present data effectively.
- Reviewers say that YCharts offers superior Financial Analysis capabilities, scoring 9.4 compared to Factset's 7.9. Users highlight the comprehensive financial metrics and intuitive analysis tools in YCharts that facilitate deeper insights.
- Users on G2 mention that YCharts has a more user-friendly interface, reflected in its Ease of Use score of 9.2, while Factset's score of 8.6 indicates a steeper learning curve. Reviewers appreciate YCharts' straightforward navigation and accessibility for new users.
- G2 users report that YCharts shines in Charting features, achieving a score of 9.4, whereas Factset's score of 7.5 suggests limitations. Reviewers note that YCharts provides a wider variety of chart types and customization options.
- Reviewers mention that YCharts has a higher score in Alerts and Monitoring at 8.8 compared to Factset's 8.1. Users appreciate YCharts' timely notifications and customizable alert settings that keep them informed about market changes.
- Users say that YCharts outperforms Factset in Document Annotation, with a score of 8.3, indicating a more robust feature set for adding notes and comments directly on documents, which enhances collaboration and review processes.
Pricing
Entry-Level Pricing
Factset Investment Research
No pricing availableYCharts
YCharts Enterprise
Custom Pricing
Team-Wide
Professional features PLUS Collaboration & Content Sharing Across Users, Tailored Onboarding & Training Program, Firm-wide Excel Model Conversion & Automation, Consolidated Billing & Account Admin
Free Trial
Factset Investment Research
Free Trial is available
YCharts
Free Trial is available
Ratings
Meets Requirements
9.0
15
8.9
52
Ease of Use
8.6
15
9.1
51
Ease of Setup
Not enough data
9.4
11
Ease of Admin
Not enough data
9.8
7
Quality of Support
9.4
13
9.4
49
Has the product been a good partner in doing business?
9.0
5
9.8
8
Product Direction (% positive)
7.5
14
8.0
52
Features by Category
Financial Information
8.1
7
9.2
42
7.9
7
Feature Not Available
Analysis
7.9
8
9.4
40
7.5
8
9.4
42
7.2
6
9.1
38
Not enough data
8.3
25
Not enough data
8.8
26
Market News
8.1
9
8.8
38
7.8
9
9.0
41
8.1
9
8.3
39
Platform Basics
7.5
6
7.6
29
7.2
6
8.5
24
Categories
Categories
Shared Categories
Factset Investment Research and YCharts are categorized as Financial Research
Unique Categories
Factset Investment Research has no unique categories
YCharts has no unique categories
Reviews
Reviewers' Company Size
Factset Investment Research
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
YCharts
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
35.7%
Investment Management
17.9%
Investment Banking
14.3%
Banking
7.1%
Venture Capital & Private Equity
3.6%
Other
21.4%
Financial Services
58.1%
Investment Management
27.4%
Automotive
3.2%
Oil & Energy
1.6%
Investment Banking
1.6%
Other
8.1%
Most Helpful Reviews
Factset Investment Research
Most Helpful Favorable Review
Vipin S.
Verified User in Investment Banking
For listed companies, I don't need to look at any other source for authentication.
Most Helpful Critical Review
YCharts
Most Helpful Favorable Review
Verified User in Financial Services
-Website is fast and easy to use -So many options to sort and filter -Huge database of mutual funds and ETFs -Excel plug in to maintain dynamic comparisons
Most Helpful Critical Review
Verified User in Financial Services
A little too complex and not commonly used by peers
Vipin S.
Verified User in Investment Banking
For listed companies, I don't need to look at any other source for authentication.
Verified User in Financial Services
-Website is fast and easy to use -So many options to sort and filter -Huge database of mutual funds and ETFs -Excel plug in to maintain dynamic comparisons
Verified User in Financial Services
A little too complex and not commonly used by peers
Alternatives
Discussions
What is FactSet RMS?
1 comment
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
What is a research management system?
1 comment
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
Factset Investment Research has no more discussions with answers
How do I use YCharts?
1 comment
Official Response from YCharts
Check out these resources to learn how to use YCharts:
Product Spotlight YouTube Videos: https://tinyurl.com/y5xxys5d and YCharts 101 YouTube Videos:...Read more
What does YCharts cost?
1 comment
Official Response from YCharts
YCharts offers several subscription plans with varying features and pricing. The cost of YCharts can depend on factors such as the level of access, the...Read more
What is a Ychart?
1 comment
Official Response from YCharts
YCharts is an investment research and client communications platform. It provides tools and resources for analyzing and visualizing financial data, including...Read more
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