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CFA Institute members are provided with access to the following FactSet datasets

  • FactSet Global Prices and Corporate Actions
  • FactSet Fundamentals (Basic)
  • FactSet Estimates (Basic)

Utilizing the FactSet content, CFA Institute members will be able to access a global database of monthly prices, detailed annual financial history, and analyst consensus estimates for upcoming fiscal years.

All data and information provided by FactSet and subject to FactSet’s terms of use

Note: Certain files may be too large to be fully loaded into Excel. Below, we provide sample Python, R, and Matlab codes to be able to load the data into each respective programming language. We suggest using one of these approaches when Excel is unable to load the full dataset.

Sample Codes

global-prices

FactSet Global Prices and Corporate Actions

By downloading the dataset you agree to the terms of use, FactSet Terms of Use

*NOTE: Members please login here to access these files.

Prices 1yr Americas
Prices 1yr APAC
Prices 1yr EMEA
Prices 10yr Americas
Prices 10yr APAC
Prices 10yr EMEA 

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FactSet Fundamentals Basic

hiring hotspots

FactSet Estimates Basic

By downloading the dataset you agree to the terms of use, FactSet Terms of Use

*NOTE: Members please login here to access these files.

Estimates 1yr Americas
Estimates 1yr APAC
Estimates 1yr EMEA
Estimates 10yr Americas
Estimates 10yr APAC
Estimates 10yr EMEA