FactSet Internal Research Notes Extension

Overview

FactSet Internal Research Notes Extension is a browser add-on designed for streamlining the note-taking process for financial professionals. While browsing, you can create research notes directly and have the tool automatically tag relevant entities—like companies, tickers, or people—making organization effortless. It's built for analysts and investors who rely on FactSet for their workflow, helping them capture insights without breaking focus. When you're done, your notes are synced and ready for retrieval, turning scattered thoughts into a structured, searchable resource.

How to Use

Install the FactSet extension in your browser, then browse research pages. Use the tool to create notes on what you read, and it automatically tags relevant entities (e.g., companies, people) for easy reference later.

Core Features

Use Cases

1. 1 Researching companies and industries online and easily saving relevant information and tagging entities for later use within FactSet.

Frequently Asked Questions