| Application | Shortcut | Menu Path | Description |
| Universal Screening | US | Menu --> Screening/Report
Writing --> Universal Screening | Build screens based on both non-financial and financial data. |
Economic Analysis
| EA2 | Menu --> Markets/Economic --> Economic Analysis 2.0
| View detailed country reports and global macro-economic data from a variety of sources.
|
Identifier Lookup
| IL | Menu --> Utilities --> Identifier Lookup
Magnifying glass button/icon
| Perform advance search to look for identifiers by type of security, industry, geography, etc.
|
Company Explorer
| CE
| Menu --> Company --> Country Explorer 2.0
| Perform detailed company analysis using fundamental data, estimates, price history, news, ownership, and much more.
|
EDGAR Filings
| EDG
| Menu --> Company --> Financials --> EDGAR | View, Download, and print a company's SEC filings (10k, 10Q, etc.) |
FactSet Estimates
| FE
| Menu -->Company --> FactSet Estimates
| View detailed consensus historical and forward estimates. View detail by broker.
|
Quick Portfolio
| | Menu -->Data Warehousing -->Quick Portfolio
Menu -->Portfolio --> Utilities --> Quick Portfolio
| Create portfolio of holdings to be used in multiple FactSet applications (such as Company Explorer, Portfolio Analysis, Marquee, etc.)
|
Portfolio Analysis
| PA2
| Menu --> Portfolio --> Portfolio Analysis 2.0
| Analyze structure and characteristics of a portfolio. Perform attribution analysis relative to benchmarks.
|
| Marquee | Q
| Menu --> News/ Quotes --> Marquee
| View and customize streaming consolidating real-time market and portfolio data. Unlimited customization options.
|
Data Download - Building a Spreadsheet
| DD
| Menu --> Screening/Report Writing --> Data Download
| Create custom data downloads. Create custom spreadsheets in Excel using FactSet FQL formulas to retrieve data.
|
Northfield Portfolio Optimizer
(Application in Progress - Coming Soon)
| NPO
| Menu --> Quantitative --> Northfield Portfolio Optimizer
| Uncover factor influences on a portfolio and apply them to portfolio construction. Can impose a full range of constraints in the model (position, size, industry, etc.). View effects of constrains before and after running portfolio optimizer.
|
Online Assistant
| OA
| Menu --> Utilities --> Online Assistant
| Open the online help window containing documentation, formulas and links to online tutorials.
|
