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Build personalized market summary reports based on your portfolios

Data Science and AI

By FactSet Insight  |  April 8, 2015

Market Intelligence is a real-time publishing tool that that lets you consolidate market, economic, and portfolio-specific data from various sources into a presentation-ready format. All content is built around your portfolios.

Based on your own custom portfolios and your custom selected inputs, you can generate beginning and end-of-day summaries and those tedious-to-produce-but-essential internal market summaries that provide a quick summary or updates about the markets and your holdings. Market Intelligence combines many repetitive and independent tasks into a consolidated workflow.

Market Intelligence features:

  • Build personalized market summary reports based on your portfolios leveraging numerous data sets available within FactSet
  • Easily modify the report output through a visual and intuitive interface
  • Schedule morning, midday, or afternoon delivery of reports by email
  • Add custom sections to the report by entering your own notes
  • Edit previously created jobs/reports

Currently available content sets:

  • StreetAccount News: Markets, Economics and Portfolio news
  • CallStreet Events: Upcoming events
  • Price Performance: Portfolio prices, Market Indices, Commodities
  • Insider Trading Activity: Insider Buys & Sells
  • Investment Research: Broker Research Reports

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The information contained in this article is not investment advice. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.