FactSet

Open FactSet, load your portfolios and watchlists, and scan a live dashboard that unifies world markets, sector heatmaps, top movers, economic calendars, and breaking headlines. Configure alerts for earnings, price gaps, and rating changes so you can triage what matters before the bell. Drill from index level to single security in a click, pop out time-and-sales or option chains, and pin the charts you rely on for intraday decisions. Build a morning note from templated snapshots and send it to your team directly from the workspace.

When you dive into a company, pull standardized financials that align across filings, then layer in consensus, revisions, and broker models to see where expectations are shifting. Create scenarios (base/bull/bear), tie drivers to revenue lines, and track how changes flow through cash flow and leverage. Enrich the view with sustainability and governance metrics, insider and institutional ownership, and supply‑chain links. Map the capital structure, including maturities, covenants, and pricing, and compare funding costs to peers. Export to Excel or use the built‑in modeling canvas; every assumption is auditable and shareable with your team.

For portfolio oversight, quantify exposures by sector, country, currency, and style, and decompose risk into factor and idiosyncratic components. Run stress tests against rates, commodities, and FX shocks, or replay historical events to see potential drawdowns and contributions to tracking error. Attribute performance by allocation and selection, verify mandate guidelines with automated rules, and flag drifts in real time. Generate a rebalance proposal, simulate market impact with pre‑trade analytics, then route orders across asset classes using integrated order and execution tools. Watch fills, slippage, and costs as they happen, and reconcile positions at the end of day.

To source ideas and produce content, build screens that mix fundamentals, estimate momentum, ownership changes, corporate actions, and sustainability scores. Backtest signals on your universe, inspect hit rates and turnover, and convert winners into model lists. Turn analysis into client‑ready outputs with interactive charts, tear sheets, and auto‑updating decks; publish to a portal or export to PowerPoint and PDF in one step. Keep a curated research stream with real‑time headlines and Street notes tied to tickers you follow, and collaborate through shared views, annotations, and permissions so coverage handoffs are seamless.