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ExcelConnect

Access an easy-to-use analysis tool for companies and indices that integrates estimates, pricing, financials, benchmarks, ownership and economic data in the Microsoft Excel platform.

FactSet's ExcelConnect combines financial analysis with your familiar Excel environment. 

Key Features:

  • Access premium data: access FactSet Estimates, plus pricing, benchmarks, Reuters Fundamentals, FactSet LionShares' ownership data, and FactSet Economics with EcoWin
  • Perform key analysis functions: create charts for prices, consensus trends, forward P/E and EPS growth, historical charts, revisions, recommendations, risk premiums, and breakdowns
  • Perform complete company analysis: view everything from a snapshot of data for a single company to a complete time series of information for a sector or an industry
  • Select brokers and analyze individual brokers’ estimates: view individual brokers' estimates along with the dates on which the estimates were made, updated, and confirmed
  • Create custom aggregates: combine identifiers from your properietary spreadsheets to create custom aggregates that are automatically integrated into ExcelConnect's analysis and charting tools
 
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