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Compare FactSet Workstation and YCharts 
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At a Glance
Market Segments
Small-Business (45.7% of reviews)
Small-Business (82.1% of reviews)
Entry-Level Pricing
No pricing available
Custom Pricing Team-Wide
FactSet Workstation
Star Rating
(35)4.3 out of 5
Market Segments
Small-Business (45.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about FactSet WorkstationYCharts
Star Rating
(88)4.6 out of 5
Market Segments
Small-Business (82.1% of reviews)
Pros & Cons
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' charting capabilities are particularly praised for their clarity and ease of use, making it a favorite among small-business users.
- Reviewers say that YCharts offers superior financial analysis tools, scoring 9.4 compared to Factset's 7.9. Users on G2 highlight the depth of analysis features in YCharts, which allow for more comprehensive insights into financial data.
- Users report that YCharts has a higher ease of setup rating at 9.7, while Factset does not provide a score in this area. Reviewers mention that YCharts' intuitive interface and straightforward onboarding process make it accessible for users with varying levels of technical expertise.
- G2 users indicate that YCharts shines in collaboration features, scoring 8.8, while Factset's collaboration tools are less favored. Reviewers mention that YCharts allows for seamless sharing and annotation of documents, enhancing teamwork and communication.
- Reviewers mention that both platforms have strong support quality, with YCharts and Factset both scoring 9.4. However, users on G2 report that YCharts' support team is particularly responsive and helpful, which can be crucial for small businesses needing quick assistance.
- Users say that YCharts has a more favorable product direction score of 7.9 compared to Factset's 7.5. Reviewers mention that YCharts is perceived as more innovative, with frequent updates and new features that align with user needs, while Factset's updates are seen as less frequent.
Pricing
Entry-Level Pricing
FactSet Workstation
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 Workstation
Free Trial is available
YCharts
Free Trial is available
Ratings
Meets Requirements
9.2
22
8.8
68
Ease of Use
8.6
22
9.2
67
Ease of Setup
8.8
8
9.6
27
Ease of Admin
Not enough data
9.6
8
Quality of Support
9.3
20
9.5
64
Has the product been a good partner in doing business?
8.8
8
9.8
9
Product Direction (% positive)
8.3
21
8.3
68
Features by Category
Financial Information
8.2
11
9.3
56
7.7
11
Feature Not Available
Analysis
8.1
12
9.2
54
7.6
12
9.5
56
7.5
10
8.9
51
7.3
8
7.8
36
7.1
8
8.4
37
Market News
7.9
13
8.5
49
7.9
13
9.2
55
8.1
13
8.3
51
Platform Basics
7.5
10
7.4
40
7.5
10
8.3
35
Agentic AI - Financial Research
Not enough data
7.7
10
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
7.7
8
Not enough data
7.1
8
Not enough data
Platform Content
6.3
8
Not enough data
6.9
8
Not enough data
Platform Data
6.7
8
Not enough data
Platform Interoperability
6.2
7
Not enough data
Platform Performance
6.7
7
Not enough data
Agentic AI - Financial Analytics
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Agentic AI - Financial Risk Management
Not enough data
Not enough data
Data collection
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Segment Trending
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Market Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Fixed Income Pricing Data
Not enough data
Not enough data
Categories
Categories
Shared Categories
FactSet Workstation and YCharts are categorized as Financial Research
Unique Categories
FactSet Workstation is categorized as Financial Analytics, Investment Portfolio Management, Market Intelligence, Financial Risk Management, and Fixed Income Pricing Data
YCharts has no unique categories
Reviews
Reviewers' Company Size
FactSet Workstation
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
37.1%
Investment Management
22.9%
Investment Banking
11.4%
Banking
5.7%
Venture Capital & Private Equity
2.9%
Other
20.0%
Financial Services
61.5%
Investment Management
26.9%
Automotive
2.6%
Oil & Energy
1.3%
Investment Banking
1.3%
Other
6.4%
Alternatives
Discussions
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 Workstation has no more discussions with answers
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
Who owns YCharts?
1 Comment
Official Response from YCharts
YCharts was acquired by private equity firm, LLR Partners in 2020. The Chicago fintech firm was previously backed by Morningstar.Read more
What is YCharts used for?
1 Comment
Official Response from YCharts
Check out five impactful ways to use YCharts: https://go.ycharts.com/hubfs/5_Impactful_Ways_Advisors_Use_YCharts.pdf
Read more
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