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How to Research Stocks With the FactSheet Widget

This article will show you how to open stock Factsheet widgets, edit list-based widgets and combine several widgets to create your own workspace.

Opening a Factsheet widget

To begin, let's open a Factsheet widget for a stock.

Click the search icon in the title bar and enter the name of the stock.

You can use filters to search by asset class and narrow the results.

GIF searching for a stock symbol.

Click the name of the stock to open a Factsheet widget. You can also open a Factsheet widget by clicking a company name within another widget.

open factsheet with stock information.

To open an empty Factsheet widget, click the main menu in the top left corner of the Trading Dashboard. Click Widgets and select the Factsheet widget.

GIF opening factsheet widget using main menu.

Information tabs

Each Factsheet widget includes an Overview tab, which shows key information on a security.

For a stock, this includes:

  • Price Data
  • Base Data
  • Chart
  • Key Figures
  • Latest Dividend Data
  • Performance
  • Fiscal Year-End data
  • Estimates
  • Recommendations

Screenshot of the Factsheet overview tab.

Additional tabs provide deeper information about the security.

For a stock, this includes:

  • Chart tab
  • Prices & Markets tab:
    • All Markets
    • Historical Data
    • Order Book Data
    • Times & Sales Data
  • News tab that contains context-sensitive news data
  • Performance tab that shows performance data for up to five years
  • Company tab that provides more details on a company's profile, fundamentals, estimates and recommendation.
    • For example, the company portrait includes: Upcoming calendar events, key figures, ownership data and other key information
    • The tabs Profit & Loss, Balance Sheet and Analysis Data provide FactSet Fundamentals data
    • Estimates provides consensus FactSet estimates and recommendations data
  • Related Products tab, which includes related products for the underlying security
    • Options provide access to all option exchanges and option classes

Screenshot highlighting all of the Factsheet's tabs.

Adding widgets

Some components of a stock Factsheet widget, such as Chart and News, are available as single widgets from the Widget Gallery.

To add a widget, open the main menu and click Widgets.

GIF adding widgets from the widget gallery.

In the following example, we combined:

  1. List widget
  2. Index Constituents widget
  3. News widget
  4. All Markets widget
  5. Order Book widget
  6. Times & Sales widget

Screenshot of dashboard with above listed widgets numbered 1 to 6.

Customizing columns

You can customize the columns in a list-based widget to include stock data. Click the widget menu and select Define Columns.

GIF showing how to define columns in list based widgets.

In this example, we have added columns for Sector, Industry and Dividend yield.

Screenshot of the define columns setting showing the fields listed above.

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> Next: How to Search for a Quote

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