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For additional functionality, faculty may wish to download the Workstation version of FactSet. See the box on this page for more information. Faculty may contact FactSet Consulting Services, 24/7 for application, project and technical support. Spreadsheet with your codes, so FactSet does not create a separate data file (i.e., you only work with one spreadsheet). The Factset Sidebar will allow you to identify =FDS codes through the formula look-up bar. To download data, first add security identifiers to the sidebar in the “identifier” field as shown below. Source: FactSet Markets Diary: Data on U.S. Overview page represent trading in all U.S. Markets and updates until 8 p.m. See Closing Diaries table for 4 p.m.
Version 3.19 | 366 KB
Meet Your New Platform
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Hit the ground running with your new investment platform, built specifically for your workflow. You can start positioning and marketing products, constructing portfolios, and analyzing investments today.
Set User Preferences
Learn how to configure the platform to your specifications and workflows.
Create Investment Lists
Assemble your investment lists and optimize them based on your workflow.
Establish Search Criteria
Set your criteria, so you can screen for specific investments.
Looking for more hands-on training? Find a workshop or forum in your city.
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Your new analysis platform for creating, selecting, and marketing investments is ready. Let’s get started.
Download Morningstar Direct to your desktop.
Having trouble? Try our step-by-step download instructions.
Version 3.19 | 366 KB
Meet Your New Platform
![Factset download for mac os Factset download for mac os](/uploads/1/3/4/7/134750577/626183966.jpg)
Hit the ground running with your new investment platform, built specifically for your workflow. You can start positioning and marketing products, constructing portfolios, and analyzing investments today.
Set User Preferences
Learn how to configure the platform to your specifications and workflows.
Create Investment Lists
Assemble your investment lists and optimize them based on your workflow.
Establish Search Criteria
Set your criteria, so you can screen for specific investments.