FactSet Connector

Last updated 9 days ago

Who can use this feature

• Org admins and IT admins can manage which connectors are available to end users

Overview

Power WRITER agents with FactSet data to get real-time and historical analysis, reporting, and content generation. To learn more about WRITER Connectors click here.

In order to enable the FactSet connector you will need to purchase an API license for each data set that you wish to grant WRITER agents access to. The three data sets available within WRITER are as follows:

1. Transcripts & Events
   • Earnings calls, investor days, M&A events, guidance calls
   • Full text transcripts, metadata (event type, speaker, timestamp)
2. Fundamentals
   • Company KPIs, financial statements, and ratios
   • Historical data for benchmarking and longitudinal analysis
3. Earnings Estimates
   • Consensus estimates across revenue, EPS, EBITDA, etc.
   • Analyst revisions, surprise metrics, and beat/miss history

Managing the FactSet to WRITER connector

To use the FactSet connector, you must be an active FactSet customer.

If you’re not a current FactSet customer but want to access FactSet data through WRITER, please contact your WRITER representative to purchase the appropriate data licenses. This will enable access to the FactSet datasets and connector.

For instructions on setting up connectors in WRITER, see this article.

FAQs

What use cases does the FactSet data connector unlock in WRITER?

• Analyst Report Drafting: Auto-generate first drafts of equity research reports using FactSet data + client guidance
• Portfolio Commentary: Summarize performance, earnings impact, macro events
• Earnings Call Recaps: Create real-time or next-day summaries of earnings calls with links to estimates and fundamentals
• Competitor Benchmarking: Generate side-by-side financial comparisons using standardized KPIs
• Client Briefs / Pitches: Auto-compile deal history, financial overviews, and investment themes for bankers and advisors

What FactSet data is provided through WRITER?

You can access a library of data points, including but not limited to:

• Company Financials: Income statements, balance sheets, and cash flow statements.
• Analyst Estimates: Consensus estimates for metrics like EPS, revenue, and target price.
• Ownership Data: Information on institutional and insider holdings.
• Economic Data: Macroeconomic indicators and series.
• Symbology: Tools to look up company identifiers across different systems.

Who can turn on the FactSet integration?

Any WRITER admin with an active FactSet license can enable the integration.

How do I purchase an API license for FactSet?

Please reach out to your WRITER representative to purchase.