Stay on FactSet if…
You need comprehensive market data, consensus estimates, deep analytics, and modeling integrations across a team — and you have institutional budget.
FactSet alternative
An AI alternative to FactSet.
For fundamental company research.
FactSet is an institutional data terminal — comprehensive data, estimates, and analytics, priced accordingly. AnalystBook doesn't replace all of that. It replaces the fundamental filing-research slice: grounded AI, forensic signals, source-linked filings, and Ana, from $69/month. Here's an honest look at where each one wins.
14-day free trial. Cancel anytime.
The difference
AI Intelligence you can verify.
AnalystBook's Intelligence brief reads the official filing and writes the analysis in plain language, grounded in the source. The numbers are computed, not generated, so the same filing always returns the same answer, and every claim links to the paragraph it came from. And you can ask Ana, our in-app AI research analyst, anything about a company — she answers strictly from the filings, cites every claim, and is designed to decline whatever she can't ground. Like any AI it can still make mistakes — which is exactly why every claim links back to the source for you to verify. Intelligence you can verify, not a chatbot you second-guess.
At a glance
AnalystBook vs FactSet, side by side.
| FactSet | AnalystBook | |
|---|---|---|
| Built for | Institutions, sell-side & buy-side teams | Fundamental analysts, small funds & family offices |
| Pricing | Enterprise — five-figure per seat / year | From $69/month · 14-day free trial · self-serve |
| Focus | Comprehensive data, estimates & analytics | Fundamental company research, from the filings |
| AI Intelligence brief | Data tools + AI add-ons | Reads the official filings and writes the analysis — never claims what isn't in the source |
| AI research assistant | — | Ana — answers only from the filings, cites every claim, declines what she can't ground |
| The numbers | Vast data & consensus estimates | Computed deterministically from the filing — every figure source-linked |
| Forensic scores | Data & functions | Altman Z, Beneish M & earnings quality — sector-calibrated, on every company |
| Estimates & market data | Yes — deep estimates & market data | No estimates — primary-source filings & forensic signals |
| Research workspace | Workstation & models | Watchlist, notes, theses, to-dos & quarterly reviews — persist per company |
| Getting started | Sales & onboarding | Self-serve in minutes |
Which one is right for you
Pick the tool that fits the work.
Choose AnalystBook if…
Your job is reading the filing and building a fundamental view, and you'd rather not pay five figures for the slice you use. Grounded AI, sector-calibrated forensic signals, source-linked filings, and Ana, for $69/month.
FAQ
Common questions.
Is AnalystBook a FactSet alternative?
For fundamental, filing-driven research, yes — at a fraction of the cost. It does not replace FactSet's consensus estimates, comprehensive market data, or modeling tools. If those are core to your team, keep FactSet; if your day is reading filings and forming a view, AnalystBook covers that with grounded AI, forensic signals, and Ana.
What is Ana, AnalystBook's AI analyst?
Ana is AnalystBook's in-app AI research analyst. You can ask her questions about a company and she answers strictly from our stored official filings and structured data, citing every claim. She's designed to decline anything she can't ground in the source — no outside world knowledge, no web search, and no buy, sell, or hold verdicts. Like any AI she isn't infallible, so every claim links back to the filing for you to verify. For research only; not investment advice.
How much cheaper is AnalystBook than FactSet?
FactSet is an enterprise terminal that typically runs five figures per seat per year. AnalystBook is $69/month — about $690/year — self-serve, with a 14-day free trial. It's a focused fundamental-research tool, not a full data terminal, which is how it stays that affordable.
Is AnalystBook just for reading filings, or does it organize my research too?
Both. Beyond the dossier and the AI Intelligence brief, AnalystBook is a research workspace: follow the companies you cover, keep notes pinned to the filing, track open theses and to-dos, and get quarterly review reminders. Your work persists per company, so you pick up where you left off months later.
Read the filing without reading the filing.
14 days free. Every claim sourced, every number computed.
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