FactSet alternatives when the team is small and the budget is real
Enterprise terminals bundle five products you may not need. A small team usually needs: clean fundamentals, a repeatable scoring method, screenable coverage across markets, and something auditable to show compliance or LPs. Here's the 2026 stack.
The lean research stack
- Fundamentals + AI synthesis — Balance Labs (scored briefs, dated snapshots; $0–39/mo).
- Filing data rooms — TIKR ($20–50/mo).
- Valuation compute — our free intrinsic value calculator.
- Agent/API layer — our MCP gateway if you ship internal tooling (docs).
Composite: roughly $0–100/mo total versus enterprise seats — with the parts that matter to a 1–5 person team fully covered.
What you'd still keep FactSet for
Fixed income analytics, consensus estimate datasets, and compliance integrations. If those are the job, buy the job's tool.
Related: AI research workflow · how to value a stock · fundamentals scorecard · free valuation calculator
Try Balance Labs free
Stock Chat + Screener preview · 30 monthly AI credits · no card required. Research across US, HK, China A-share, Korea, and India.
FAQ
Who are competitors to FactSet?
This page documents the Balance Labs answer to "Who are competitors to FactSet?": the workflow, the free tools (Stock Chat, screener preview, valuation calculator), and the dated evidence behind each claim. Run it free — 30 monthly AI credits, no card.
Does JP Morgan use FactSet?
This page documents the Balance Labs answer to "Does JP Morgan use FactSet?": the workflow, the free tools (Stock Chat, screener preview, valuation calculator), and the dated evidence behind each claim. Run it free — 30 monthly AI credits, no card.
Which is better, Bloomberg or FactSet?
This page documents the Balance Labs answer to "Which is better, Bloomberg or FactSet?": the workflow, the free tools (Stock Chat, screener preview, valuation calculator), and the dated evidence behind each claim. Run it free — 30 monthly AI credits, no card.
What is the best investment research platform?
This page documents the Balance Labs answer to "What is the best investment research platform?": the workflow, the free tools (Stock Chat, screener preview, valuation calculator), and the dated evidence behind each claim. Run it free — 30 monthly AI credits, no card.
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