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Charting

FactSet’s Charting section is an interactive visualization workspace that lets users plot company, market, and analytical time series in flexible multi-panel charts. It combines price history, volume, valuation metrics, comparisons, and technical overlays so users can move from raw data to visual analysis inside a single charting environment.

Charting section of FactSet provides the following data:

  • Identifier Input — Users can chart a selected company, security, index, or other supported identifier, making the charting workspace a front end for FactSet’s broader market and company databases.
  • Compare — FactSet allows users to add comparison identifiers such as benchmarks, peers, sectors, or indices to evaluate relative performance and divergence over time.
  • Plot Options — The chart can be configured into multiple plots, each with its own scale and display style, allowing different data types to be viewed together in one layout.
  • Price Series — A primary plot can display the security’s price history over the selected horizon, typically as a line, bar, or high-low style chart depending on the chosen format.
  • Volume Series — A secondary plot can display trading volume, helping users interpret price moves alongside changes in market activity and liquidity.
  • Additional Series — Users can add further series such as valuation measures, profitability metrics, macro indicators, spreads, currencies, or other FactSet data fields to the same chart.
  • Technical Indicators — FactSet supports technical-analysis overlays and indicators, such as moving averages and other programmed chart studies, for trend and momentum analysis.
  • Time Horizon Controls — The chart can be viewed across different time periods and frequencies, supporting short-term monitoring as well as long-horizon historical analysis.
  • Frequency and Local Settings — Users can switch frequency and local display settings to control how observations are sampled and how market data are presented.
  • Multi-Panel Layout — FactSet supports stacked plots, such as price in one panel and volume or valuation in another, allowing complementary measures to be analyzed together.
  • Valuation Tab — In addition to price charting, the workspace supports valuation charts that display time-series of ratios such as P/E, EV/EBITDA, price-to-book, and related market-based valuation measures.
  • Interactive Exploration — Hovering, selecting, and switching chart elements allows users to inspect underlying data points and quickly move between chart styles and analysis views.
  • Saved and Reusable Charts — FactSet charting supports reusable chart templates and generated chart outputs, making it useful for recurring monitoring and research workflows.