FactSet Pricing 2026
Complete pricing guide with plans, hidden costs, and negotiation tips
FactSet pricing varies by team size and features, ranging from $4K to $50K per user/year in 2026. Your actual cost depends on the tier you choose, contract length, and negotiated discounts.
Use the interactive pricing calculator to estimate your exact cost based on team size and requirements.
- Free tier: No free tier available
- Billing: Monthly and annual (save 15-20%)
- Hidden costs: Add ~35% for implementation, support, and training
FactSet offers 4 pricing tiers: FactSet Workstation Basic, FactSet Workstation Standard, FactSet Workstation Premium, FactSet Enterprise/API. Standard paid plans include FactSet Workstation Basic at $333/user/year, FactSet Workstation Standard at $1000/user/year. The FactSet Workstation Standard plan is buy-side analysts and portfolio managers.
Compared to other financial data & terminals software, FactSet is positioned at the premium price point.
FactSet is a leading financial data platform serving 237,000+ users at nearly 9,000 firms including portfolio managers, analysts, and investment bankers. Unlike Bloomberg's all-inclusive pricing, FactSet uses modular, a la carte pricing so you pay only for data you need.
Base workstation starts at $4,000-$12,000/user/year, with fully-loaded configurations reaching $30,000-$50,000/user/year. This makes FactSet 30-50% cheaper than Bloomberg for many use cases.
FactSet excels in buy-side analytics, quant research, and API/data feed access. Its 95%+ client retention reflects strong fit for asset managers who value Excel integration, estimates, and programmatic access over Bloomberg's real-time trading focus.
All FactSet Plans & Pricing
| Plan | Monthly | Annual | Best For |
|---|---|---|---|
| FactSet Workstation Basic | $333 /user/year | $4000 /user/year | Individual analysts needing basic financial data |
| FactSet Workstation Standard | $1000 /user/year | $12000 /user/year | Buy-side analysts and portfolio managers |
| FactSet Workstation Premium | Contact | Contact | Equity research teams and hedge funds |
| FactSet Enterprise/API | Contact | Contact | Large institutions and quant funds needing programmatic access |
View all features by plan
FactSet Workstation Basic
- Core workstation access
- Company fundamentals and financials
- Basic screening and charting
- Market news and quotes
- Web and mobile access
- Email support
FactSet Workstation Standard
- All Basic features
- FactSet Estimates consensus data
- Portfolio analytics
- Excel Add-in integration
- Enhanced company financials
- Real-time quotes (select exchanges)
- 24/7 phone support
FactSet Workstation Premium
- All Standard features
- StreetAccount real-time news
- Broker-level estimates detail
- Fixed income analytics
- Risk analytics (Portfolio Analysis)
- Full Excel Add-in suite
- Dedicated account manager
FactSet Enterprise/API
- All Premium features
- FactSet Data Feeds (batch delivery)
- Full API access (REST/SDK)
- Custom data integration
- SPAR performance attribution
- Axioma risk models integration
- Dedicated technical support team
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Frequently Asked Questions
01 How much does FactSet cost?
FactSet pricing ranges from $4,000 to $50,000+ per user per year depending on modules. Basic workstation starts around $4,000-$12,000/year. Fully-loaded with estimates, StreetAccount, and analytics costs $24,000-$36,000/year. Average contract is ~$45,000/year based on market data.
02 FactSet vs Bloomberg: How do they compare?
FactSet ($4,000-$50,000/user/year) offers modular pricing while Bloomberg ($28,000-$32,000/user/year) is all-inclusive. FactSet is typically 30-50% cheaper for equivalent functionality. Choose Bloomberg for trading and IB Chat; choose FactSet for buy-side analytics and API capabilities.
03 Does FactSet offer a free trial?
FactSet offers personalized demos and evaluation periods for qualified prospects, but no self-service trial. Students access free through university subscriptions at participating institutions.
04 How does FactSet's modular pricing work?
Unlike Bloomberg's all-in-one model, FactSet uses a la carte pricing. Start with base workstation ($4,000-$12,000) and add: Estimates ($5,000-$15,000), StreetAccount ($3,000-$8,000), exchange feeds, risk models, and API access. Pay only for what you need.
05 Is there student or academic pricing?
FactSet provides academic access through university subscriptions rather than individual pricing. 200+ universities have FactSet access. Students register with .edu email at FactSet's academic portal.
06 How much do FactSet APIs and data feeds cost?
Basic API access may be included in Premium tiers. Standalone API licensing typically costs $25,000-$75,000/year. Enterprise data feeds range $50,000-$200,000+/year depending on volume and redistribution rights.
07 Does FactSet work with Excel?
Yes, FactSet offers robust Excel integration through COM Add-in (Windows) and FactSet 365 (Mac, Windows, Web). Pull financials, estimates, and prices using =FDS formulas. Standard and Premium tiers include Excel access.
08 What FactSet modules are included vs. extra?
Base includes fundamentals, screening, news, market data. Add-ons: Estimates consensus, StreetAccount news, broker-level detail, exchange feeds, fixed income analytics, Portfolio Analysis, SPAR, and API access. Most need 2-4 add-ons.
09 What are FactSet contract terms?
Typically 1-year contracts with more flexibility than Bloomberg's 2-year minimum. Multi-year agreements unlock 10-20% discounts. 60-90 days cancellation notice required. Early termination penalties are often negotiable.
10 How to negotiate FactSet pricing?
Get competing quotes from Bloomberg, Refinitiv, Capital IQ. Commit to multi-year contracts for 10-20% off. Bundle modules. Time negotiations at fiscal year-end (August). Leverage expected user growth.
11 What is FactSet's cancellation policy?
Contracts require 60-90 days notice before renewal to cancel. Early termination penalties are negotiable (unlike Bloomberg's rigid 50%). More flexibility during economic downturns or major business changes.
12 Does FactSet offer volume discounts?
Yes. 5-10 users: 10-15% off. 10-25 users: 15-25% off. 25-50 users: 20-30% off. 50+ users: 25-40% off plus enterprise pricing. 100+ users often get 40-50% below list price.