Why does this seem so much less intuitive than Bloomberg. Half the time it feels like my hotkeys in the terminal don’t register. I feel so clunky trying to navigate anything.
Any advice on speeding up proficiency? Would love any tips people have as far as getting every bit of usability out of the platform.
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Based on the most helpful WSO content, here’s how you can improve your proficiency with FactSet and make it feel less clunky:
1. Master the Basics First
2. Customize Your Workspace
3. Leverage FactSet Add-Ins
4. Practice with Real Scenarios
5. Seek Help from Colleagues or Forums
6. Patience and Repetition
Bonus Tip:
Stick with it—FactSet is a powerful tool once you get the hang of it!
Sources: What I Wish Every First Year Analyst Knew, Tips & Suggestions for adapting as a new Investment Banking Analyst (mine and yours), 7 Practical Tips for Entering 1st Year IBD Analysts, What I Wish Every First Year Analyst Knew
Factset is garbage, especially vs. Bloomberg. What are you trying to do with it? Getting familiar with the excel plugins and formulas saves a lot of time. That and building your own dashboards and trackers.
My main gripe is that navigating the platform feels like I’m wading through syrup.
Is there a way to cycle through windows on the same tab without using your mouse?
They list cntrl + tab in their menu but that doesn’t work for me so I assume I must be doing something wrong.
Their custom dashboards seem helpful, but using them bc of the above makes it feel like such a chore.
I’ve done a few trainings with their reps and it feels like they aren’t nearly as familiar with the platform as I expected which was frustrating.
Yeah man, I remember when I used factset like a decade ago and it was exactly what you're describing. I did a lot of formulas in spreadsheets in order to do proper data analysis. Not sure if they updated their keyboard shortcuts but I remember how slow it was and clicking around with a mouse was horrible.
When I was in ER I made some contacts at Bloomberg to join a beta program where we helped them standardize models for some of our coverage universe. Ended up getting our whole team free bloomberg terminals for a year. Completely changed the game and let me chat with buyside clients more frequently.
Because it is ABSOLUTE garbage hahaha. I remember using it in college and thinking it was trash then, had the unfortunate experience of touching it again last year and it feels like they haven't updated it since.
It feels like garbage because it is garbage. Move on to another data provider
Shift bracket is elite tho ngl
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