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, filing-extracted financials, and Ana, from $49/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 you can ask Ana, our in-app AI research analyst, anything about a company: she answers from AnalystBook's own structured, industry-aware data — the filings we organize for every U.S. public company — citing her sources and declining whatever she can't ground. Because we structure and own that data, she reasons over clean, comparable facts, not loose document text. Like any AI it can still make mistakes — which is exactly why her answers cite their sources 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 $49/month · 14-day free trial · self-serve |
| Focus | Comprehensive data, estimates & analytics | Fundamental company research, from the filings |
| Intelligence Brief | Data tools + AI add-ons | Reads the actual filings and writes the analysis in plain English — bound to the source, so it states only what the filing supports |
| AI research assistant | — | Ana, our in-app AI research analyst — reasons only over our structured, industry-aware company data, cites her sources, and refuses anything she can't ground |
| The numbers | Vast data & consensus estimates | Computed straight from the filing, never generated — the same filing gives the same numbers |
| Forensic scores | Data & functions | Altman Z, Beneish M & earnings quality — sector-calibrated, on every company |
| Estimates & market data | Yes — deep estimates & market data | No consensus estimates — we work from the filings themselves, with forensic signals |
| Research workspace | Workstation & models | A complete research workspace — build and track your thesis, take notes, manage to-dos, watchlist & quarterly reviews; everything persists 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, filing-extracted financials, and Ana, for $49/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 research analyst?
Ana is AnalystBook's in-app AI research analyst. Ask her anything about a company and she answers only from AnalystBook's own structured data — the official filings we organize and index, industry-aware, for every U.S. public company — citing her sources. She doesn't use the open web or outside knowledge and gives no buy, sell, or hold verdicts, and she's designed to decline whatever she can't ground. Because we own and structure that data, Ana reasons over clean, comparable facts, not loose document text. Like any AI she isn't infallible, so her answers cite their sources 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 starts at $49/month — about $490/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 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. Sources cited, every number computed.
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