This course guide has been developed by your liaison librarian, in cooperation with your instructors, to support your research for your group video assignment on financial statement analysis and market approach valuation.
There is a video demo, available in your Quercus course shell, that takes you through how to use FactSet to locate company and financial information, including generating a table of peer companies and ratio analysis. Below is information on FactSet accounts.
The library staff in the Finance Learning Centre have set-up FactSet accounts for all of you to use in completing the group video assignment. If you already had a FactSet account, this won’t impact you and you can continue to use your existing account.
If you haven't already, you should very soon receive an email from FactSet to your official University of Toronto email account. This email will provide instructions on how to set up your account, starting with how to register your FactSet ID.
If you do not receive the email from FactSet, please check your junk mail folder. Once you've verified you did not receive this email, please feel free to contact the FLC at utm.lkcflc@utoronto.ca for help.
PC users will be able to access both FactSet Web and Workstation, but Mac users are limited to FactSet Web.
Anyone can come to the FLC to use FactSet Workstation, which is installed on all of our computers, without needing a personal account. See the FLC’s website for our location and hours.
Your FactSet account will remain active until you graduate. If at any time, you don't log in for 90 days, your account will be deactivated, and you will need to contact FactSet Support (support@factset.com) to request reactivation.
We encourage you to explore and become familiar with FactSet’s many features:
If you have any questions or concerns about FactSet, please feel free to contact us at utm.lkcflc@utoronto.ca. Enjoy exploring FactSet!