For help getting started FactSet, new users can use the following options: Refer to the FactSet QuickStart Guide. Use the FactSet Learning Modules, featuring eLearning courses that can help you learn FactSet at your own pace Click on the Learning tab – located in the upper-left corner of the FactSet desktop. FactSet Developer Portal Developer. FactSet Disclaimer: This webpage is intended to provide you information about patch announcement for certain specific software products. The information is provided 'As Is' without warranty of any kind. Click the Download Free Trial button above and get a 14-day, fully-functional trial of CrossOver. After you've downloaded CrossOver check out our YouTube tutorial video to the left, or visit the CrossOver Mac walkthrough for specific steps.
Your new analysis platform for creating, selecting, and marketing investments is ready. Let's get started.
Download Morningstar Direct to your desktop.
Having trouble? Try our step-by-step download instructions.
Version 3.19 | 366 KB
Download Factset Desktop
Meet Your New Platform
Hit the ground running with your new investment platform, built specifically for your workflow. You can start positioning and marketing products, constructing portfolios, and analyzing investments today.
Set User Preferences
Learn how to configure the platform to your specifications and workflows.
Create Investment Lists
Assemble your investment lists and optimize them based on your workflow.
Establish Search Criteria
Set your criteria, so you can screen for specific investments.
Looking for more hands-on training? Find a workshop or forum in your city.
For help getting started FactSet, new users can use the following options: Refer to the FactSet QuickStart Guide. Use the FactSet Learning Modules, featuring eLearning courses that can help you learn FactSet at your own pace Click on the Learning tab – located in the upper-left corner of the FactSet desktop. FactSet Developer Portal Developer. FactSet Disclaimer: This webpage is intended to provide you information about patch announcement for certain specific software products. The information is provided 'As Is' without warranty of any kind. Click the Download Free Trial button above and get a 14-day, fully-functional trial of CrossOver. After you've downloaded CrossOver check out our YouTube tutorial video to the left, or visit the CrossOver Mac walkthrough for specific steps.
Your new analysis platform for creating, selecting, and marketing investments is ready. Let's get started.
Download Morningstar Direct to your desktop.
Having trouble? Try our step-by-step download instructions.
Version 3.19 | 366 KB
Download Factset Desktop
Meet Your New Platform
Hit the ground running with your new investment platform, built specifically for your workflow. You can start positioning and marketing products, constructing portfolios, and analyzing investments today.
Set User Preferences
Learn how to configure the platform to your specifications and workflows.
Create Investment Lists
Assemble your investment lists and optimize them based on your workflow.
Establish Search Criteria
Set your criteria, so you can screen for specific investments.