Full disclosure: Dombey Capital is our own research service and our top pick here, for the reasons below. The section on where it falls short is there so you can judge whether it fits your process.
Why investors look for a FactSet alternative
FactSet is an institutional financial data and analytics platform. Its website describes financial data, market analytics and AI solutions and does not list a price; access is sold through its sales team to asset managers, banks, wealth managers and corporate teams.
Individual investors and small teams look elsewhere for three reasons:
- No published price. Without a list price, it is hard to judge value before a sales conversation, and institutional contracts are sized for firms.
- More than they need. Many individual investors mainly use financial statements, estimates, a screener, transcripts and filings. Retail platforms now cover most of that.
- Data is not a view. A data platform gives the numbers. It does not tell you what a spin-off, a tender offer or a restructuring means for the stock.
The alternatives below cover those gaps in different ways. Our earlier comparisons of S&P Capital IQ alternatives and Bloomberg Terminal alternatives cover the other two institutional platforms.
Quick comparison
| Tool | Best for | Key features | Price (as of November 2026) |
|---|---|---|---|
| Dombey CapitalTop pick | Special situations and dated catalysts | Weekly Phoenix Report, Catalyst Briefing, DombeyAI Portal, dated public archive | Founding Membership $1,200/yr; Standard Access $80/yr or $8/mo; Public Archive free |
| Koyfin | Financials, estimates and charts in one place | 10Y financials and estimates on Plus, transcripts and filings, stock and ETF screener | Free; Plus $39/mo; Premium $79/mo; Advisor Core $209/mo; Advisor Pro $299/mo |
| TIKR | Long financial history at a set price | Up to 30Y financials, estimates, transcripts with audio and slides, global coverage | Free; Plus $24.95/mo; Pro $54.95/mo; Ultimate $119.95/mo |
| Fiscal.ai | KPI and segment data | As-reported and standardized financials, segments and KPIs, transcripts, API | See the vendor's pricing page |
| YCharts | Advisors and client-ready research | Screeners, dashboards, charting, proposals, fund and economic data | Through sales; free trial |
| AlphaSense | Institutional document search | Broker research from 1,000+ firms, expert transcript library, filings | Through sales |
| S&P Capital IQ | Institutional company data | Public and private company data; demo on request | Through sales |
| SEC EDGAR | Primary filings | Full-text search, filing histories, free APIs | Free |
How we compared these tools
We compared them from vendor documentation, pricing pages and public product pages, weighting the criteria that matter most for special situations and dated catalysts.
| Criterion | Weight | What it measures |
|---|---|---|
| Fit for special situations and catalysts | 30% | Whether the tool helps judge a spin-off, deal, tender or restructuring, not just report numbers |
| Depth of company data | 20% | Years of financials, estimates, segments, transcripts and filings |
| Price transparency and value | 20% | Whether a price is published and what it buys |
| Access to primary documents | 15% | How easily you reach the filings behind the numbers |
| Screening and workflow | 15% | Screeners, alerts, watchlists, export and integrations |
If you weight data depth and workflow above catalyst fit, Koyfin, TIKR and the institutional platforms move ahead of Dombey, which is research rather than a database.
Quick picks by job
Best for special situations and dated catalysts: Dombey Capital
Dombey publishes research on situations where an event can reset a stock's value: spin-offs, tender offers, stocks below net cash, restructurings and other catalysts. Each thesis is dated and priced on publication and kept in the archive. It replaces the judgment part of the work, not the data workstation.
Best for financials, estimates and charts in one place: Koyfin
Koyfin Plus includes ten years of financials and estimates, transcripts, filings and a stock and ETF screener at $39 a month. It is the closest everyday substitute for FactSet's company screens at a published price.
Best for long financial history at a set price: TIKR
TIKR sets data depth by plan, from five years of US financials on the free plan to 30 years on Ultimate, with transcripts, audio and slides on Pro and above.
Best for KPI and segment data: Fiscal.ai
Fiscal.ai's documentation describes as-reported and standardized financials, plus segments and KPIs for the largest 2,300 companies globally, available on its platform and through an API.
Best for advisors: YCharts
YCharts plans center on screeners, dashboards, charting and client proposals, with fund and economic data. It suits advisors who need research and client material together.
Best for institutional document search: AlphaSense
AlphaSense searches broker research from more than 1,000 sell-side and independent firms, an expert transcript library and regulatory filings together.
Best for institutional company data: S&P Capital IQ
S&P Capital IQ is the closest institutional data peer to FactSet. Like FactSet, it is sold through sales, with a demo on request.
Best for the primary documents: SEC EDGAR
Every US public company's filings are on EDGAR, free, with full-text search and free APIs.
Full reviews
1. Dombey Capital
What it does. Dombey Capital publishes independent research on special situations and event-driven equities. Each thesis sets out the situation, the catalyst and its date, the valuation and what would change the view, and is priced on the day it is published and kept in the archive. There are three access levels:
- Founding Membership ($1,200 a year, annual billing only): the weekly Phoenix Report, weekly Options Research, the Catalyst Briefing, the DombeyAI Portal with the Daily Phoenix Screener and the Earnings Conviction Model, valuation and execution analysis, and priority access.
- Standard Access ($80 a year, about $6.67 a month, or $8 a month on monthly billing), the lower-cost option: the Biweekly Catalyst Briefing on forthcoming corporate and market events, plus the complete public-research archive.
- Public Archive (free): published executive theses and public research.
Best for. Investors who use a data platform to find situations and want research on what the event means for the stock. Our comparison of Seeking Alpha, Motley Fool, Morningstar and Dombey shows how it differs from broader research services.
Pricing. Founding Membership $1,200 a year. Standard Access $80 a year or $8 a month. Public Archive free. See the subscription options.
Pros
- Research on the situation, not only the numbers.
- Each thesis is dated and archived, so you can check later whether it held.
- Founding Membership includes the DombeyAI Portal; Standard Access is a low-cost entry point.
Cons
- Not a database: no financial statement history, Excel integration or data feeds.
- Covers a short list of situations.
- The full list of limits is in the section on where Dombey falls short.
Verdict: Our top pick for investors whose work centers on special situations and dated catalysts. Pair it with a data platform.
2. Koyfin
What it does. Koyfin is a financial data and charting platform. Its pricing page lists two years of financials and one year of estimates on the free plan, and ten years of financials and estimates, transcripts, press releases, filings and a stock and ETF screener on Plus. Premium adds portfolio analytics and custom formulas; the advisor plans add model portfolios and client reports.
Best for. Individual investors who want financials, estimates and charts in one place at a published price. Our list of Koyfin alternatives compares it with similar tools.
Pricing. Free. Plus $39 a month. Premium $79 a month. Advisor Core $209 a month. Advisor Pro $299 a month. Annual plans save up to 30%.
Pros
- Published prices and a useful free plan.
- Ten years of financials and estimates on Plus.
- Strong charting and dashboards.
Cons
- Built for public securities; no private company or deal database.
- Less depth than institutional platforms on credit and ownership.
Verdict: The closest everyday FactSet substitute for an individual investor.
3. TIKR
What it does. TIKR is a stock research platform with financials, estimates, transcripts and screening. The free plan covers US stocks with five years of financials and 90 days of transcripts. Plus adds full global data and ten years of financials. Pro adds ten years of transcripts with audio and slides, four years of forecast estimates and top fund holdings. Ultimate lists 30 years of financials and full transcript history.
Best for. Investors who want long financial history and transcripts at a set price. See our list of TIKR alternatives.
Pricing. Free. Plus $24.95 a month. Pro $54.95 a month. Ultimate $119.95 a month.
Pros
- Up to 30 years of financials.
- Global coverage on paid plans.
- Transcripts with audio and slides on Pro and above.
Cons
- Charting and portfolio tools are lighter than Koyfin's.
- No Excel integration comparable to institutional platforms.
Verdict: The value choice for long history and transcripts.
4. Fiscal.ai
What it does. Fiscal.ai offers company data on its platform and through an API. Its documentation describes financials and ratios delivered as-reported and standardized, with 20+ annual and 40+ quarterly periods, segments and KPIs for the largest 2,300 companies globally by market capitalization, structured transcripts and estimates. The API quickstart says a key starts a free trial with no credit card.
Best for. Investors who model companies by their reported KPIs and segments. See our list of Fiscal.ai alternatives.
Pricing. See the vendor's pricing page.
Pros
- Company-specific KPIs and segment data.
- As-reported and standardized financials side by side.
- API access for those who build their own tools.
Cons
- KPI coverage centers on the largest companies.
- We could not confirm plan prices from the vendor's site today.
Verdict: The best fit for KPI-driven analysis between retail and institutional tools.
5. YCharts
What it does. YCharts is a research and client-communication platform. Its plans page lists Analyst, Presenter, Professional and Enterprise plans, with screeners, tables, dashboards, watchlists, alerts and charting, and proposal tools on the higher plans.
Best for. Financial advisors who need research and client material in one tool. Our list of YCharts alternatives covers similar platforms.
Pricing. The plans page asks you to call for pricing and offers a free trial.
Pros
- Strong charting and client-ready outputs.
- Fund, stock and economic data together.
Cons
- Pricing through sales.
- Built more for advisors than for single-company deep dives.
Verdict: A good fit for advisors replacing FactSet for client work.
6. AlphaSense
What it does. AlphaSense is a market intelligence platform. Its pricing page describes seat-based Market Intelligence plans and a usage-based Enterprise Suite, with broker research from more than 1,000 sell-side and independent firms, an expert transcript library and regulatory filings, across more than 500 million documents.
Best for. Institutional teams whose FactSet use is mostly reading and searching documents. See our list of AlphaSense alternatives.
Pricing. Through sales.
Pros
- Broker research and expert transcripts in one search.
- AI tools built for document search.
Cons
- No published price.
- Not a replacement for screening and portfolio analytics.
Verdict: The institutional choice for search over data.
7. S&P Capital IQ
What it does. S&P Capital IQ is S&P Global Market Intelligence's company data platform. The Capital IQ site is a login page with a "Request Demo" link; no price is published.
Best for. Institutions that want an alternative institutional data vendor rather than a retail tool.
Pricing. Through sales.
Pros
- Institutional breadth comparable to FactSet.
- Public and private company coverage.
Cons
- No published price; contracts are sized for firms.
- The same "too much for one investor" problem as FactSet.
Verdict: The like-for-like switch for an institution, not an individual.
8. SEC EDGAR
What it does. EDGAR is the SEC's filing system. It holds every US public company's filings, with full-text search and free APIs for filing histories and XBRL financial data.
Best for. Anyone who wants the primary documents behind the numbers. Our guide on how to search SEC EDGAR filings walks through it.
Pricing. Free.
Pros
- Free and complete for US filers.
- The source every platform here draws from.
Cons
- No standardization, estimates or screening.
- Takes more time per company.
Verdict: Essential alongside any choice above.
Where Dombey falls short
Dombey is our top pick for its job, but it is not a FactSet replacement on data:
- Narrow coverage. It covers special situations and event-driven equities, not the whole market.
- No broad stock data terminal. There is no financial statement history, screening across all stocks, Excel integration or data feed.
- Small team. Research comes from a small team, so the number of situations covered is limited.
- Pen-name author. Research is published under the byline James Whitfield, a pen name.
- Short history. The track record is young, so judge it on the archive as it builds.
Free vs paid
A capable free setup combines SEC EDGAR for filings, Koyfin's or TIKR's free plan for financials, and Dombey's Public Archive for research on specific situations. Paid plans earn their cost when you need longer history, global coverage, transcripts and estimates, or research on dated events delivered on a schedule. The institutional tools make sense only for firms with the budget and the team to use them.
How to choose
| Your situation | Pick | Add later when |
|---|---|---|
| You research special situations and dated catalysts | Dombey CapitalTop pick | You need financials across many companies: add Koyfin or TIKR |
| You want financials, estimates and charts at a set price | Koyfin | You need 30 years of history: add TIKR Ultimate |
| You want long history and transcripts | TIKR | You need charting and portfolio analytics |
| You model companies by their KPIs | Fiscal.ai | You need broker research |
| You are an advisor | YCharts or Koyfin's advisor plans | You need deeper company work |
| You are an institution focused on documents | AlphaSense | You need a data workstation |
| You are an institution replacing like for like | S&P Capital IQ | Never, if it covers your needs |
| You want the primary sources, free | SEC EDGAR | You want standardized data |
The bottom line
Dombey Capital is our top pick among FactSet alternatives for investors whose work centers on special situations and dated catalysts, used alongside a data platform. For the data itself, Koyfin and TIKR offer the most at a published price, Fiscal.ai stands out on KPIs and segments, and YCharts suits advisors. AlphaSense and S&P Capital IQ remain the institutional options, priced through sales. SEC EDGAR is free and belongs in every setup.