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UTSC Library Finance & Trading Lab

Learn the fundamentals of financial research & analysis.

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What is FactSet?

FactSet is a research platform that consolidates all the analytics and data professionals need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface.

Access FactSet

FactSet is available in the Finance Lab (IC 306) or online.

In the lab: Click Start > All Programs > FactSet.

Online: Students and faculty may request a personal account to access FactSet anytime/anywhere. Click here to request anytime/anywhere access.

Financial Modeling Training: FactSet Knowledge Base

Learn financial modeling skills using the FactSet Knowledge Base self-study program. Highly recommended for investment banking candidates. Takes approximately 90 hours (one term). 

This is free for all current UTSC Management students. 

Click here to sign up.

Help Guides

Basic user guides for core FactSet functionality.