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All comparisons

EquiVault vs FactSet

FactSet builds the workbook. EquiVault writes the memo.

Feature EquiVault FactSet
Cost per year $468 / yr (Starter · $39 / mo, one market pack included; extra packs $348 / yr) — or $199 / mo flat for a whole team on Professional $1,500–4,000/seat/mo · $18K–48K/yr
Time to a research note ~20 minutes (sourced + narrated) ~4–8 hours (manual write-up)
Source-cited atoms Every value · hover for lineage Workbook query · cite manually
Narration / explanation layer Atlas explains causality + visual cues None · you write the interpretation
Query model Plain English to Atlas Excel-style formulae + FQL
Smart Signals (English, prompt-driven) Built-in · 4 classes + prompt engine FactSet Alerts · technical query
Real-time team collaboration CRDT canvas · live multi-user Workbook sharing · async
Onboarding Glance free · pick a blueprint Sales process · multi-week training
Free demo Glance · frozen demo workspace, no card None
Mobile-first reading Canvas works on tablet · mobile alerts Desktop-bound

FactSet is a workbook engine that ships you the raw cells. EquiVault is a research engine that ships you the sourced thesis. Both are useful; they live in different parts of the workflow.

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