Factset (APIs.json)

FactSet APIs connect applications and workflows to an extensive universe of content and functionality.

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.

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Tags

  • Accounts
  • Analytics
  • Directory
  • Lookups
  • Paths
  • Sub Directories
  • Columns
  • Engines
  • Settings
  • Column Statistics
  • Statistics
  • Components
  • Currencies
  • Absolute
  • Convert
  • Dates
  • Format
  • Documents
  • PA3
  • Sub Directories
  • Frequencies
  • Groups
  • Grouping
  • Linked
  • Templates
  • Calculations
  • Runs
  • Parameters
  • Cancels
  • Status
  • Results
  • Units
  • Pricing
  • Sources
  • Templated
  • Unlinked
  • Details
  • Default
  • Types

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.

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  • (FQL
  • Data
  • Defined
  • Formulas
  • Items
  • Series
  • Time
  • Universes
  • (Screening
  • Sectional
  • Batches
  • Status
  • Results

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.

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Tags

  • Close
  • End Of Day
  • Factset
  • Global
  • High
  • Low
  • Prices
  • Securities
  • End Of Day
  • Large
  • Actions
  • Corporate
  • Information
  • Annualized
  • Div
  • Dividends
  • Ends
  • Indicated
  • Dates
  • Given
  • Ranges
  • `ids`
  • Outstanding
  • Security
  • Shares
  • Batches
  • Status
  • Results

Open FactSet Database (OFDB) API

Through Open FactSet Database (OFDB) API, users can create, modify and view non portfolio databases.

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Tags

  • Databases
  • Jobs
  • Status
  • Audit
  • Paths
  • Statistics
  • Fields
  • Symbols
  • Dates

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.

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Tags

  • Events
  • Headlines
  • Details
  • Adaptive
  • Cards
  • Entities
  • Data
  • Dictionaries
  • Signals
  • Themes
  • Categories

FactSet Natural Language Processing API

These APIs leverage natural language processing to help extract meaningful data from unstructured text

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Tags

  • Endpoints
  • Extraction
  • Jobs
  • Theme
  • Themes
  • Results
  • Sentiments
  • Completions
  • Status
  • Generate
  • Headlines
  • Summarization
  • Text
  • Summaries
  • Summarize
  • Detect
  • Entities
  • Obtain
  • Answers
  • Questions
  • Submit
  • Q&A

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

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  • Archive
  • Jobs
  • Calculate
  • Status

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.

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  • Accounts
  • Analytics
  • Existing
  • Models
  • Names
  • Paths
  • Takes
  • Data
  • Endpoints
  • Underlying
  • Dates
  • Entries
  • Previously
  • Specific
  • Symbols
  • Items
  • Schemas

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…

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Tags

  • Accounts
  • Analytics
  • Details
  • Engines
  • Paths
  • SPAR
  • Types
  • Directory
  • Lookups
  • Sub Directories
  • Benchmark
  • Benchmarks
  • Components
  • Currencies
  • Documents
  • SPAR3
  • Sub Directories
  • Frequencies
  • Calculations
  • Runs
  • Parameters
  • Cancels
  • Status
  • Results
  • Units

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…

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Tags

  • Close
  • End Of Day
  • Factset
  • High
  • Low
  • Prices
  • Securities
  • End Of Day
  • Large
  • Income
  • Pricing
  • Dates
  • Ranges
  • Details
  • References
  • Security
  • Given
  • Period
  • Rolling
  • `ids`
  • Annualized
  • Compound
  • Performance
  • Snapshots
  • Totals
  • Div
  • Dividends
  • Ends
  • Information
  • History
  • Splits
  • Shares
  • Companies
  • Frequency
  • Levels
  • Market
  • Value
  • Values
  • Databases
  • Latest
  • Relative
  • Rollover
  • Batches
  • Status
  • Results

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.

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Tags

  • Attributes
  • Candidates
  • Concordance
  • Entities
  • Factset
  • Match
  • Matches
  • Names
  • Single
  • Up
  • Creating
  • Files
  • Inputs
  • Tasks
  • Status
  • Users
  • Decisions
  • Universes
  • Mapping
  • Saved
  • Clients
  • Ids
  • Large
  • People
  • Existing
  • Metadata
  • Fetch
  • Given
  • Statistics
  • Saves
  • Single Mapping
  • Specified
  • Single Mapping
  • Perform
  • Search
  • Snowflake
  • Snowflake Friendly
  • Save
  • Find
  • Firstname,
  • Lastname
  • Middlename
  • Name People
  • Person's
  • Potential
  • Using

FactSet ESG API

FactSet ESG API giving access to SASB & SDG Score data

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  • (SASB)
  • Accounting
  • Based
  • Board
  • Categories
  • Defined
  • ESG
  • Factset
  • Long Term,
  • Momentum
  • Scores
  • Short Term,
  • Standards
  • Sustainability
  • Large
  • Long Term,
  • Short Term,
  • Dates
  • Ids
  • Rankings
  • Ranks
  • Ranges
  • Specified
  • Array
  • Flat
  • Inputs
  • Keys
  • Named
  • Type(s)
  • Value
  • Development
  • Goals
  • Long Term,
  • Nations
  • Short Term,
  • Sustainable
  • United
  • Long Term,
  • Short Term,
  • (PAI)
  • (SFDR)
  • Adverse
  • Compliant
  • Data
  • Disclosure
  • Finance
  • Impact
  • Principle
  • Regulations
  • Reporting
  • SFDR
  • Support
  • Enable
  • Events
  • Important
  • Management
  • Most
  • Negative
  • Portfolio
  • Positive
  • Spotlights
  • Strategies
  • Systematic
  • Timely
  • Trading
  • Articles
  • Days
  • Lens
  • Previous
  • SASB
  • Tagged
  • SDG

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.

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  • Adaptive
  • Cards
  • Companies
  • Components
  • Digital
  • Format
  • Microsoft
  • Multiple

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.

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  • Analytics
  • Components
  • Engines
  • Vault
  • Configurations
  • Absolute
  • Convert
  • Dates
  • Format
  • Directory
  • Documents
  • Paths
  • Sub Directories
  • Frequencies
  • Calculations
  • Runs
  • Parameters
  • Cancels
  • Status
  • Results
  • Units

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.

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Tags

  • Catalog
  • Categories
  • Chart
  • Charts
  • Images
  • Services
  • Templates
  • Used
  • Formats
  • JPEG
  • PNG

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.

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Tags

  • Articles
  • Details
  • News
  • Chains
  • Constituents
  • Given
  • Index
  • Indices
  • Instruments
  • Contain
  • Kind
  • Kinds
  • Media
  • Specific
  • Search
  • Text
  • Using
  • Types
  • Distributors
  • Publishers
  • Provided
  • Names

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.

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  • Data
  • Data Source
  • Sources
  • Tenant
  • Code
  • Entities
  • Values
  • Definitions
  • Reports
  • Generate
  • Generates
  • Instances
  • Cancels
  • Generation
  • Based
  • Files
  • Generated
  • Names
  • Results
  • Logs
  • SCIM
  • Users
  • VRS
  • Creates
  • Attributes
  • Groups
  • Roles
  • To/from

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…

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  • Consensus
  • Estimates
  • Factset
  • Fiscal
  • Ids
  • Periods
  • Rolling
  • Fact
  • Sets
  • Data
  • Detail
  • Buy
  • Fetch
  • Hold
  • Overweight
  • Ratings
  • Sell
  • Underweight
  • Brokers
  • Surprise
  • Geographic
  • Products
  • Segments
  • Available
  • Metrics
  • Ratios

FactSet Issue Tracker API

Through Issue Tracker API, Clients can Create, Read and Update the Issue Tracker Issues programmatically.

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  • Creates
  • Issues
  • Trackers
  • Details
  • Matched
  • Comments
  • Posts

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.

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Tags

  • Accounts
  • Analytics
  • Directory
  • Lookups
  • Paths
  • Sub Directories
  • Axioma
  • Engines
  • Optimizations
  • Runs
  • Parameters
  • Cancels
  • Status
  • Results
  • Currencies
  • Documents
  • Equity
  • Strategies
  • Sub Directories

FactSet Barra Portfolio Optimizer

Barra Portfolio Optimizer (BPM) API

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Tags

  • Accounts
  • Analytics
  • Directory
  • Lookups
  • Paths
  • Sub Directories
  • BPM
  • Engines
  • Optimizations
  • Runs
  • Parameters
  • Cancels
  • Status
  • Results
  • Currencies
  • Documents
  • Strategies
  • Sub Directories

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,…

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FactSet Event Calendar API

Accessing Event Calendar content along with business logic contained in the workstation experience

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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…

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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.

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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.

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FactSet Overview Report Builder API

Relevant industry-specific data for high level analysis of public and private companies

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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.

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FactSet Recommendation List API for Digital Portals

Manage lists of financial products via a CMS or upload job, including revision control.

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FactSet Benchmarks API

Returns Benchmark Constituent data including weights, price, and market value for a specified date.

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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.

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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

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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.

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FactSet Foreign Exchange Rate API

Access Foreign Exchange Rate Spots and Forwards for a given currency pair and date range.

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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.

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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.

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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…

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FactSet Funds API

Reference and Time Series Mutual Fund Data

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FactSet Terms and Conditions API

FactSet Security Reference - Fixed Income Terms & Conditions

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FactSet Northfield Portfolio Optimizer

Northfield Portfolio Optimizer API

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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

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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).

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FactSet Company Logo API for Digital Portals

Logo images of listed companies (US, CA, EU)

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FactSet Securitized Derivatives API for Digital Portals

Fundamental data for a single securitized derivative. Notation-based key figures of a securitized derivative.

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FactSet Watchlist API for Digital Portals

Watchlists keeps track of users´ individual investment objectives in self-directed wealth management applications.

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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.

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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

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FactSet Fixed Income Calculation API

Leverage FactSet's Fixed Income Calculation Engine to derive analytics on the fly

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FactSet Tick History API

Tick History provides dynamic access to historical tick data for a specific security for specific dates or date range.

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FactSet IRN Configuration API

Config API allows users to read and update configuration and settings of the Internal Research Notes.

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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.

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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.

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FactSet Standard Datafeed API

Download standard datafeed tables and schemas based on user subscription

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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.

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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.

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FactSet Exchange DataFeed Snapshot API - Entire Exchange

Provides clients access to Snapshot files created at 15-minute intervals for an entire exchange

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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.

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FactSet Portfolio Reporting Batcher API

The PRB API allows clients to trigger existing PRB jobs.

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FactSet Global Filings API

This API is designed to expose document search and document retrieval functionality

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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…

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FactSet StreetAccount News API

Accessing streetAccount news along with business logic contained in the workstation experience

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FactSet Entity Report Builder API

Create entity tree reports that display complex ownership structures through the FactSet Entity Report Builder API.

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FactSet People API

Fetch People Profiles, Job History, or get associated positions and names of companies.

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FactSet Axioma Fixed Income Optimizer

Fixed Income-based portfolio optimization

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FactSet IRN Meetings API

Meetings API allows users to extract, create, update and delete their meetings and appointments in Internal Research Notes application.

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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.

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FactSet ETF Profile and Prices API

Access FactSet-collected profile data and pricing for Exchange Traded Funds (ETFs).

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FactSet Classifications API

Get Industry Classifications from a variety of vendors

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FactSet Analytics Datastore API

Request pre-calculated Portfolio Analytics data saved in FactSet's Analytics Datastore, via deterministic URLs.

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FactSet Quant Engine API

Use Quant Engine API to retrieve quantitative dataset from FactSet Content Database

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FactSet Investment Banking Office Refresh API

Refresh FactSet models (e.g., Excel templates with =FDS codes).

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FactSet Funds API for Digital Portals

Search for mutual funds and ETFs using one single consolidated API, including a criteria-based screener.

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FactSet Content Feeds Data Dictionary

Browse data items and definitions available through FactSet's off platform product offerings.

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FactSet Private Markets API

FactSet Private Markets API

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FactSet Programmatic Environment API

FactSet Programmatic Environment API

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FactSet Procure to Pay SCIM

Create users and manage user attributes, entitlements and security settings

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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.

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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).

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FactSet Ownership Report Builder API

Returns top holders of company and fund equity

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FactSet Documents Distributor - Documents API

Documents APIs that provide filings such as Global Filings and XML files such as StreetAccount

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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.

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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

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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.

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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.

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FactSet Open FactSet Marketplace API

Access FactSet’s comprehensive catalog of Data Feeds, APIs and Technology Solutions available on the Open FactSet Marketplace.

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FactSet Entity API

FactSet’s 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 o

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Procure to Pay Invoice and Billing

List and download available PDF invoices. Generate custom billing reports.

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FactSet IRN Notes API

Notes API allows users to extract, create, update and delete their notes in the Internal Research Notes application.

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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…

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FactSet GeoRev API

FactSet Revere Geographic Revenue ("GeoRev") Exposure data provides a highly structured and normalized display of companies’ revenues by geography.

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FactSet Direct Streaming of Transaction Messages API

Connect transaction data from your OMS to be leveraged in FactSet's PMP and Portfolio Analytics applications

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Open FactSet Partners - Documents

Access to all job listing files provided by the OFM Partners: LinkUp

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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.

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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.

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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…

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FactSet ETF API

ETF Reference Data

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FactSet Search Answers

The FactSet Search Answers API provides answers to search queries, reflecting the data shown within FactSet Search Answers.

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FactSet Capital Structure Report Builder API

Curated data from multiple sources for comprehensive capital analysis reports

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FactSet Trading API

This Trading API gives programmatic access to FactSet's trading platform

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