FactSet - Internal Research Notes

Enhance your research workflow with the FactSet extension for note-taking and automatic entity tagging during web browsing.

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About FactSet - Internal Research Notes

The FactSet Internal Research Notes Extension enables users to efficiently create notes while browsing online content. It features an advanced entity recognition system that automatically tags FactSet entities relevant to the selected text. This extension is available exclusively to FactSet subscribers, streamlining research and data organization.

How to Use

Install the FactSet Chrome Extension, browse the web, and select content to analyze. Use the extension to create detailed notes related to your selected content. Its built-in entity recognition automatically tags relevant FactSet entities for easy reference.

Features

Seamless integration with FactSet platform

Create notes directly from web pages

Automatic tagging of FactSet entities

Use Cases

Researching companies and industries online and efficiently saving and tagging key information for future reference within FactSet.

Best For

Investment bankersResearch analystsCorporate strategistsPortfolio managersFinancial analysts

Pros

Simplifies research by allowing instant note creation from web pages

Integrates smoothly with the FactSet platform for streamlined workflows

Facilitates collaboration through shared research notes

Automates entity tagging to save time and improve data accuracy

Cons

Relies on the accuracy of the entity recognition system

Limited to FactSet entities only

Requires an active FactSet subscription

Frequently Asked Questions

Find answers to common questions about FactSet - Internal Research Notes

Who can access the FactSet Internal Research Notes Extension?

The extension is available exclusively to FactSet subscribers.

What functionalities does the FactSet Internal Research Notes Extension provide?

It enables users to create notes while browsing and automatically tags relevant FactSet entities based on the selected content.

Is the extension compatible with browsers other than Chrome?

Currently, it is available only for the Chrome browser.

Does the extension support multiple languages?

The extension primarily supports English content for accurate entity recognition and tagging.

What are the benefits of automatic entity tagging?

It saves time, improves data accuracy, and helps organize research more effectively by automatically identifying relevant FactSet entities.