FactSet Research Systems provides computer-based financial data and analysis for financial professionals, including investment managers, hedge funds, and investment bankers. It consolidates data on global markets, public and private companies, and equity and fixed-income portfolios.
Factset
APIs
Factset PA Engine API
Through the PA Engine API, request analytics for multi-asset class performance, attribution, and risk, including the flexibility of choosing your portfolio, benchmark, return period, and more.
Factset Formula API
Use FactSet's flexible, formula-based API to retrieve data from almost all available content sets FactSet offers through FactSet's FQL and Screening formulas.
FactSet Global Prices API
FactSet Global Prices API currently covers listing and composite level prices, volume, turnover, and VWAP data on a seven day week basis for a global equity universe.
Open FactSet Database (OFDB) API
Through Open FactSet Database (OFDB) API, users can create, modify and view non portfolio databases.
FactSet Signals API
Leverage Signals to identify material events for a company. Signals are derived from FactSet's core data, cognitive computing technology, and our 3rd party partners.
FactSet Natural Language Processing API
These APIs leverage natural language processing to help extract meaningful data from unstructured text
FactSet Universal Screening API
Use the Universal Screening API to calculate your saved screens and then output the results in a convenient JSON format or archive the results to an Open FactSet Database (OFDB) file
FactSet Portfolio
Through the Portfolio API, you can accomplish what-if analysis by uploading a paper portfolio to test out a new strategy or prospective opportunity.
FactSet SPAR Engine API
Through the SPAR API (Style, Performance, and Risk) monitor your portfolios' returns against equity and fixed income benchmarks, and peer universes, with MPT risk statistics such as beta, standard deviation, r-squared, alpha, and tracking error_
FactSet Prices API
Gain access to comprehensive global coverage for equity prices, returns, volume, shares, splits, and dividends. Security types include Common Stock, ADR, GDR, Preferred, Closed-ended Fund, Exchange Traded Fund, Unit, Open-ended Fund, Exchange_
FactSet Concordance API
The FactSet Concordance API helps our users discover the respective FactSet Entity & People identifier for a specific entity based off of a list of provided corresponding attributes, such as Names, URLs, and Location.
FactSet Digital Cards
The FactSet Digital Cards API provides quick access to key company information and market data in an easily consumable and sharable format.
FactSet Vault API
Through the Vault API, request validated pre-calculated returns and attribution data archived in Portfolio Vault to streamline your official performance and reporting workflows.
FactSet Chart Generation Service
An API for getting chart images in the form of png or jpg based on various parameters like ticker, benchmark, currency, frequency, start and end date etc.
FactSet Real-Time News API
Retrieve news by category, identifier, and keyword, for a specific date or range of dates. Endpoints can be subscribed for streamed updates.
FactSet Vermilion API
The Vermilion API, enables users to programmatically access FactSet's Vermilion Reporting Suite (VRS) and seamlessly integrate into customer's 3rd party applications. The API is referred to as two key product initiatives, the REST API and the SCIM API.
FactSet Estimates API
20+ years of comprehensive estimates and statistics on a wide variety of financial statement items as well as industry-specific metrics. FactSet's consensus estimates are aggregated from a wide base of contributors and cover over 19,000 active_
FactSet Issue Tracker API
Through Issue Tracker API, Clients can Create, Read and Update the Issue Tracker Issues programmatically.
FactSet Axioma Equity Optimizer API
The Axioma Equity API offers equity-based portfolio optimizations, balancing a client's investment objectives within the confines of the established constraints within their investment strategy.
FactSet Exchange DataFeed Snapshot API - Symbol List
FactSet's Exchange DataFeed Snapshot API provides cost-effective access to real-time and delayed global exchange data. Proprietary technology normalizes over 200 global exchanges and 150+ data fields. Asset types integrated include equities,_
FactSet Event Calendar API
Accessing Event Calendar content along with business logic contained in the workstation experience
FactSet ID Lookup API
FactSet Identifier Lookup API exposes the service that powers the search functionality in FactSet WorkStation and FactSet Web. Clients can leverage this API for their search functionality to return tickers, entity names, and other identifiers_
FactSet Conversational API Powered by FactSet Mercury
The FactSet Conversational API allows clients to white-label core FactSet Mercury capabilities in a client's chatbot experience.
FactSet IRN Contacts API
Contacts API allows users to create, update and delete Contacts as well as configure settings in the Internal Research Notes Contacts application.
FactSet Overview Report Builder API
Relevant industry-specific data for high level analysis of public and private companies
FactSet Documents Distributor - CallStreet Events
CallStreet Events contains all the Documents Distributor APIs that offer events data such as Events Audio and Near Real-Time Transcripts.
FactSet Recommendation List API for Digital Portals
Manage lists of financial products via a CMS or upload job, including revision control.
FactSet Benchmarks API
Returns Benchmark Constituent data including weights, price, and market value for a specified date.
FactSet Bonds API for Digital Portals
Search for fixed income instruments, using a criteria-based screener. The API provides also fundamental data and key figures.
FactSet Virtual Portfolio API for Digital Portals
Virtual portfolios empower self-directed investors to define, track and realize their mid- to long-term financial strategies
FactSet S&P Global Fixed Income Evaluated Prices and Analytics API
S&P Global Fixed Income Evaluated Prices & Analytics API provides access to evaluated pricing and analytics data for Corporate Bonds, Municipal Bonds and Asset Backed Securities(ABS). Perform quick analytics by controlling the date ranges, frequency.
FactSet Foreign Exchange Rate API
Access Foreign Exchange Rate Spots and Forwards for a given currency pair and date range.
FactSet Fixed Income Analytics Batcher API
The Fixed Income Analytics Batcher API allows the user to enrich portfolio holdings with fixed income analytics and monitor requests interactively.
FactSet Open Risk API
Through this API one can get a comprehensive access to factor-based linear risk analytics engine, offering flexible and powerful risk analyses with full capability.
FactSet Intraday Tick History API
FactSet's Tick History provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 19 tick history fields. Asset types integrated_
FactSet Terms and Conditions API
FactSet Security Reference - Fixed Income Terms & Conditions
FactSet Security Modeling API
The Security Modeling (SM) API allows clients to programmatically work with the terms and conditions (t&c's) stored in the Security Modeling application
FactSet Stocks API for Digital Portals
Search for equity instruments based on stock-specific parameters, request EOD benchmark key figures and selected fundamentals (end of fiscal year and potential daily updates).
FactSet Company Logo API for Digital Portals
Logo images of listed companies (US, CA, EU)
FactSet Securitized Derivatives API for Digital Portals
Fundamental data for a single securitized derivative. Notation-based key figures of a securitized derivative.
FactSet Watchlist API for Digital Portals
Watchlists keeps track of users_ individual investment objectives in self-directed wealth management applications.
FactSet Quant Factor Library API
The FactSet Quant Factor Library (QFL) API helps to detect investment themes across global equity markets, incorporate ideas into your portfolio construction process, and transform raw data into actionable intelligence.
FactSet Exchange DataFeed Data Model API
The Exchange DataFeed Data Model API provides mapping tables for enumeration values used in the FactSet Real-Time products
FactSet Fixed Income Calculation API
Leverage FactSet's Fixed Income Calculation Engine to derive analytics on the fly
FactSet Tick History API
Tick History provides dynamic access to historical tick data for a specific security for specific dates or date range.
FactSet IRN Configuration API
Config API allows users to read and update configuration and settings of the Internal Research Notes.
FactSet IRN Custom Symbols API
This API allows users to create, read, edit and delete IRN custom symbols as well as configure settings in the Internal Research Notes Symbol Manager application.
FactSet Portfolio Optimizer API
The FactSet Portfolio Optimizer (FPO) offers full multi-asset class portfolio optimization, balancing a client's investment objectives within the confines of the established constraints within the investment strategy.
FactSet Standard Datafeed API
Download standard datafeed tables and schemas based on user subscription
FactSet Real-Time Time Series API
Time series data, end-of-day or intraday, tick-by-tick or subsampled. Additional vendor-specific endpoints provide a modified interface for seamless integration with the ChartIQ chart library.
FactSet BookBuilder API
The BookBuilder API is a powerful tool that quickly combines FactSet's detailed reports for companies of interest into polished pdfs that can be read, saved down, and shared with others.
FactSet Exchange DataFeed Snapshot API - Entire Exchange
Provides clients access to Snapshot files created at 15-minute intervals for an entire exchange
FactSet Ownership API
FactSet's Fund Ownership API gives access to underlying fund holding details for a specified fund ID or list of IDs. Holdings details include industry codes, security identifiers, adjusted market value, adjusted shares held, and issue type.
FactSet Portfolio Reporting Batcher API
The PRB API allows clients to trigger existing PRB jobs.
FactSet Global Filings API
This API is designed to expose document search and document retrieval functionality
FactSet Symbology API
FactSet Symbology API provides symbol resolution services, allowing users to translate from familiar market symbols to FactSet's native symbology. FactSet's symbology sits at the center of its hub-and-spoke data model, enabling you to quickly_
FactSet StreetAccount News API
Accessing streetAccount news along with business logic contained in the workstation experience
FactSet Entity Report Builder API
Create entity tree reports that display complex ownership structures through the FactSet Entity Report Builder API.
FactSet People API
Fetch People Profiles, Job History, or get associated positions and names of companies.
FactSet Axioma Fixed Income Optimizer
Fixed Income-based portfolio optimization
FactSet IRN Meetings API
Meetings API allows users to extract, create, update and delete their meetings and appointments in Internal Research Notes application.
FactSet Fundamentals Report Builder API
Report Builder APIs return data in relational structures and with industry handling to provide the most relevant financial data in a presentation-ready format.
FactSet ETF Profile and Prices API
Access FactSet-collected profile data and pricing for Exchange Traded Funds (ETFs).
FactSet Classifications API
Get Industry Classifications from a variety of vendors
FactSet Analytics Datastore API
Request pre-calculated Portfolio Analytics data saved in FactSet's Analytics Datastore, via deterministic URLs.
FactSet Quant Engine API
Use Quant Engine API to retrieve quantitative dataset from FactSet Content Database
FactSet Investment Banking Office Refresh API
Refresh FactSet models (e.g., Excel templates with =FDS codes).
FactSet Funds API for Digital Portals
Search for mutual funds and ETFs using one single consolidated API, including a criteria-based screener.
FactSet Content Feeds Data Dictionary
Browse data items and definitions available through FactSet's off platform product offerings.
FactSet Procure to Pay SCIM
Create users and manage user attributes, entitlements and security settings
FactSet Publisher API
Through the Publisher API, you can optimize your reporting workflows by calculating customized, presentation-ready documents that integrate Portfolio Analysis, SPAR, commentary, risk, as well as your firm's proprietary data.
FactSet Options API
The FactSet Options API provides Chains and related pricing data such as mid bid-ask price, reference data (e.g., strike price), and risk measures (e.g., Greeks and implied volatility).
FactSet Ownership Report Builder API
Returns top holders of company and fund equity
FactSet Documents Distributor - Documents API
Documents APIs that provide filings such as Global Filings and XML files such as StreetAccount
FactSet Portfolio Metadata API
The Portfolio Metadata API will allow users to read, write, and edit ACCTs and ACCT properties as well as ACTMs and components.
FactSet Optimization Engine API (Multi-period)
The Optimization Engine API (Multi-period) allows users to execute multi-period optimization, with client provided data, to solve dynamic asset allocation problems
FactSet Real-Time Price Alerting API
Basic Price Alerting deals with generation of alerts based on current price data. Users can define an upper or lower limit and choose on which price type those limit conditions apply.
FactSet Real-Time Quotes API
The Quotes API combines endpoints for retrieving security end-of-day, delayed, and realtime prices with performance key figures and basic reference data on the security and market level.
FactSet Open FactSet Marketplace API
Access FactSet's comprehensive catalog of Data Feeds, APIs and Technology Solutions available on the Open FactSet Marketplace.
FactSet Entity API
FactSets Entity API provides access to FactSet's complete security and entity level symbology, comprehensive entity reference data, and all of the necessary relationships and connections to create a foundation that tightly correlates disparate sources
Procure to Pay Invoice and Billing
List and download available PDF invoices. Generate custom billing reports.
FactSet IRN Notes API
Notes API allows users to extract, create, update and delete their notes in the Internal Research Notes application.
FactSet RBICS API
A Comprehensive structured taxonomy to classify companies by what they primarily do. FactSet Revere Business Industry Classification System (RBICS) delivers a granular view for investors by classifying companies using a bottom-up approach_
FactSet GeoRev API
FactSet Revere Geographic Revenue ("GeoRev") Exposure data provides a highly structured and normalized display of companies' revenues by geography.
FactSet Direct Streaming of Transaction Messages API
Connect transaction data from your OMS to be leveraged in FactSet's PMP and Portfolio Analytics applications
Open FactSet Partners - Documents
Access to all job listing files provided by the OFM Partners: LinkUp
FactSet Estimates Report Builder API
The FactSet Estimates Report Builder APIs return consensus estimate data with fiscal periods and line items structured in a presentation-ready format.
FactSet Data Monitor API
Data Monitor is an SDK that provides access to the same, trusted, information available within FactSet's Workstation and Web offerings.
FactSet Fundamentals API
Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data and detailed historical financial statement content, FactSet Fundamentals_
FactSet Search Answers
The FactSet Search Answers API provides answers to search queries, reflecting the data shown within FactSet Search Answers.
FactSet Capital Structure Report Builder API
Curated data from multiple sources for comprehensive capital analysis reports
FactSet Trading API
This Trading API gives programmatic access to FactSet's trading platform
Resources
#Financial
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