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Compare FactSet Workstation and YCharts 
At a Glance
Market Segments
Small-Business (45.7% of reviews)
Small-Business (81.8% 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
(103)4.7 out of 5
Market Segments
Small-Business (81.8% 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.
- G2 reviewers report that YCharts excels in ease of use, with many users appreciating its intuitive interface and straightforward reporting features. One user highlighted how the platform provides all necessary information in an easy-to-navigate format, making it accessible even for those without coding knowledge.
- Users say that FactSet Workstation offers a comprehensive suite of tools, making it a one-stop solution for investment teams. Reviewers noted its extensive capabilities, including real-time pricing and customizable reports, which cater to a wide range of research needs.
- According to verified reviews, YCharts stands out for its quick implementation process. Users have praised the initial setup as very easy, allowing them to start building portfolios and accessing market information without delay.
- Reviewers mention that while FactSet Workstation provides deeply curated financial data, some users find it less user-friendly compared to YCharts. The flexibility in building screens and reports is appreciated, but the learning curve can be steeper for new users.
- G2 reviewers highlight YCharts' strong data visualization capabilities, with users enjoying the clarity and effectiveness of its graphs. This feature is particularly beneficial for those who need to present data in a visually appealing manner.
- Users report that both platforms offer solid customer support, but YCharts edges out slightly with higher satisfaction ratings. Reviewers have noted the quality of support as a key factor in their positive experiences, emphasizing the responsiveness and helpfulness of the YCharts team.
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
8.9
74
Ease of Use
8.6
22
9.1
76
Ease of Setup
8.8
8
9.5
36
Ease of Admin
Not enough data
9.4
9
Quality of Support
9.3
20
9.6
70
Has the product been a good partner in doing business?
8.8
8
9.8
10
Product Direction (% positive)
8.3
21
8.4
74
Features by Category
Financial Information
8.2
11
9.3
59
7.7
11
Feature Not Available
Analysis
8.1
12
9.2
57
7.6
12
9.5
60
7.5
10
8.9
52
7.3
8
7.8
36
7.1
8
8.4
37
Market News
7.9
13
8.6
50
7.9
13
9.1
60
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
64.4%
Investment Management
25.3%
Automotive
2.3%
Oil & Energy
1.1%
Investment Banking
1.1%
Other
5.7%
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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