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Factset

Factset Analytics API

The Analytics API from Factset — 107 operation(s) for analytics.

Documentation Provider Profile APIs.io OpenAPI GitHub

Factset Analytics API is one of 460 APIs that Factset publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

This API exposes 1 JSON Schema definition.

Tagged areas include Analytics. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, code examples, a changelog, and 1 JSON Schema.

This API exposes 144 operations across 107 paths, and defines 276 schemas. It is described by OpenAPI 3.0.3, at version 1.0.0.

Requests are made against 2 base URLs: https://api.factset.com, https://api-sandbox.factset.com.

144 operations 107 paths 276 schemas 16 DELETE92 GET22 POST14 PUT

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.0.3
API Version
1.0.0
Base URL
https://api.factset.com
Authentication
HTTP Basic
Contact
FactSet Research Systems
License
Apache License, Version 2.0
Resource Areas
1

Authentication & Security 1

Factset Analytics API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 144

Across 107 paths, the API surfaces 144 operations — 16 DELETE, 92 GET, 22 POST, 14 PUT. Each is listed below with its method, path, parameters, and response codes.

Analytics 144
GET
/analytics/pub-datastore/swivel/v1/{document}/{accountId}/{date}
Factset Redirects to the raw PPT/PDF output created by the Publisher service.
getPdfPptMapping 3 params → 302400401403404500503
GET
/analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}
Factset Redirects to the underlying PA/SPAR data represented in a Stach format, with no as of date specified.
getStachMappingNoDate 5 params → 302400401403404500503
GET
/analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{date}
Factset Redirects to the underlying PA/SPAR data represented in a Stach format.
getStachMapping 6 params → 302400401403404500503
GET
/analytics/pub-datastore/swivel/v1/{document}/{assetName}/{reportId}/{tileId}/{accountId}/{configId}/{date}
Factset Redirects to the underlying Insight/Vault data in a Stach format.
getInsightMapping 7 params → 302400401403404500503
GET
/analytics/pub-datastore/cargo/v1/groups/{groupId}/objects/{objectId}
Factset Gets an object given an ID. In this case ID retrieved from mapping Location header, object data in response body.
getCargoEndpoint 2 params → 200400401403404500503
POST
/analytics/pub-datastore/tag-search/v1/documents/search
Factset Gets a list of Documents that a user has access to.
getDocumentsEndPoint body → 200400401403404500503
GET
/analytics/pub-datastore/tag-search/v1/tags
Factset Gets a list of tag definitions for the user.
getTagsEndPoint 2 params → 200400401403404500503
GET
/analytics/pub-datastore/tag-search/v1/tags/{name}
Factset Get a single tag definition based on its name
getSingleTagEndPoint 1 param → 200400401403404500503
POST
/analytics/pub-datastore/tag-search/v1/tags/{name}/values
Factset Gets a list of tag values for the given name
getTagValuesEndPoint 1 param body → 200400401403404500503
POST
/analytics/pub-datastore/tag-search/v1/product-types/search
Factset Gets a list of product types that a user has access to.
getProductTypes body → 200400401403404500503
GET
/analytics/lookups/v3/accounts/{path}
Factset Get accounts and sub-directories in a directory
getAccounts 1 param → 200400401403404406429500
POST
/analytics/engines/axp/v3/optimizations
Factset Create and Run Axioma optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/axp/v3/optimizations/{id}
Factset Create or Update Axioma optimization and run it.
putAndOptimize 3 params body → 201202400401403404415429
GET
/analytics/engines/axp/v3/optimizations/{id}
Factset Get Axioma optimization parameters by id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/axp/v3/optimizations/{id}
Factset Cancel Axioma optimization by id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/axp/v3/optimizations/{id}/status
Factset Get Axioma optimization status by id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/axp/v3/optimizations/{id}/result
Factset Get Axioma optimization result by id
getOptimizationResult 2 params → 200400401403404500503
GET
/analytics/lookups/v3/currencies
Factset Get currencies
getCurrencies → 200401403406429500503
GET
/analytics/engines/axp/v3/strategies/{path}
Factset Get Axioma Equity strategy documents and sub-directories in a directory
getAxiomaEquityStrategyDocuments 1 param → 200400401403404406429500
POST
/analytics/engines/afi/v3/optimizations
Factset Create and Run AFI optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/afi/v3/optimizations/{id}
Factset Create or Update AFI optimization and run it.
putAndOptimize 3 params body → 201202400401403404409415
GET
/analytics/engines/afi/v3/optimizations/{id}
Factset Get AFI optimization parameters by id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/afi/v3/optimizations/{id}
Factset Cancel AFI optimization by id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/afi/v3/optimizations/{id}/status
Factset Get AFI optimization status by id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/afi/v3/optimizations/{id}/result
Factset Get AFI optimization result by id
getOptimizationResult 1 param → 200400401403404500503
GET
/analytics/engines/afi/v3/strategies/{path}
Factset Get Axioma FI strategy documents and sub-directories in a directory
getAxiomaFIStrategyDocuments 1 param → 200400401403404406429500
POST
/analytics/engines/bpm/v3/optimizations
Factset Create and Run BPM optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/bpm/v3/optimizations/{id}
Factset Create or Update BPM optimization and run it.
putAndOptimize 3 params body → 201202400401403404409415
GET
/analytics/engines/bpm/v3/optimizations/{id}
Factset Get BPM optimization parameters by id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/bpm/v3/optimizations/{id}
Factset Cancel BPM optimization by id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/bpm/v3/optimizations/{id}/status
Factset Get BPM optimization status by id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/bpm/v3/optimizations/{id}/result
Factset Get BPM optimization result by id
getOptimizationResult 1 param → 200400401403404500503
GET
/analytics/engines/bpm/v3/strategies/{path}
Factset Get Barra strategy documents and sub-directories in a directory
getBarraStrategyDocuments 1 param → 200400401403404406429500
POST
/analytics/engines/fiab/v1/calculations
Factset Run Fiab Calculation
runFIABCalculation body → 202400401403415429500503
GET
/analytics/engines/fiab/v1/calculations
Factset Get All Fiab Calculation Summaries
getFIABCalculationStatusSummaries → 200401403406429500503
GET
/analytics/engines/fiab/v1/calculations/{id}
Factset Get Fiab Calculation by Id
getFIABCalculationById 1 param → 200202400401403404500503
POST
/analytics/engines/npo/v3/optimizations
Factset Create and Run Npo Optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/npo/v3/optimizations/{id}
Factset Create or Update Npo Optimization and Run It.
putAndOptimize 3 params body → 201202400401403404409415
GET
/analytics/engines/npo/v3/optimizations/{id}
Factset Get Npo Optimization Parameters by Id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/npo/v3/optimizations/{id}
Factset Cancel Npo Optimization by Id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/npo/v3/optimizations/{id}/status
Factset Get Npo Optimization Status by Id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/npo/v3/optimizations/{id}/result
Factset Get Npo Optimization Result by Id
getOptimizationResult 1 param → 200400401403404500503
GET
/analytics/engines/npo/v3/strategies/{path}
Factset Get Northfield Strategy Documents and Sub-directories in a Directory
getNorthfieldStrategyDocuments 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/columns
Factset Get Pa Columns
getPAColumns 3 params → 200401403406429500503
GET
/analytics/engines/pa/v3/columns/{id}
Factset Get Pa Column Settings
getPAColumnById 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/columnstatistics
Factset Get Pa Column Statistics
getPAColumnStatistics → 200401403406429500503
GET
/analytics/engines/pa/v3/components
Factset Get Pa Components
getPAComponents 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/components/{id}
Factset Get Pa Component by Id
getPAComponentById 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/dates
Factset Convert Pa Dates to Absolute Format
convertPADatesToAbsoluteFormat 4 params → 200400401403404406429500
GET
/analytics/engines/pa/v3/documents/{path}
Factset Get Pa3 Documents and Sub-directories in a Directory
getPA3Documents 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/frequencies
Factset Get Pa Frequencies
getPAFrequencies → 200401403406429500503
GET
/analytics/engines/pa/v3/groups
Factset Get Pa Groups
getPAGroups → 200401403406429500503
GET
/analytics/engines/pa/v3/grouping-frequencies
Factset Get Pa Grouping Frequencies
getPAGroupingFrequencies → 200401403406429500503
POST
/analytics/engines/pa/v3/linked-templates
Factset Create a Linked Pa Template
createLinkedPATemplates body → 201400401403404406429500
GET
/analytics/engines/pa/v3/linked-templates
Factset Get Linked Pa Templates
getLinkedPATemplates 3 params → 200400401403404406429500
PUT
/analytics/engines/pa/v3/linked-templates/{id}
Factset Update a Linked Pa Template
updateLinkedPATemplates 1 param body → 200400401403404406429500
DELETE
/analytics/engines/pa/v3/linked-templates/{id}
Factset Delete a Linked Pa Template.
deleteLinkedPATemplates 1 param → 204400401403404406429500
GET
/analytics/engines/pa/v3/linked-templates/{id}
Factset Get Linked Pa Template by Id
getLinkedPATemplatesById 1 param → 200400401403404406429500
POST
/analytics/engines/pa/v3/calculations
Factset Create and Run Pa Calculation
postAndCalculate 2 params body → 200201202400401403404415
GET
/analytics/engines/pa/v3/calculations
Factset Get All Calculations
getAllCalculations 1 param → 200400401403404406429500
PUT
/analytics/engines/pa/v3/calculations/{id}
Factset Create or Update Pa Calculation and Run It.
putAndCalculate 3 params body → 200201202400401403404409
GET
/analytics/engines/pa/v3/calculations/{id}
Factset Get Pa Calculation Parameters by Id
getCalculationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/pa/v3/calculations/{id}
Factset Cancel Pa Calculation by Id
cancelCalculationById 1 param → 204400401403404500503
GET
/analytics/engines/pa/v3/calculations/{id}/status
Factset Get Pa Calculation Status by Id
getCalculationStatusById 1 param → 200202400401403404500503
GET
/analytics/engines/pa/v3/calculations/{id}/units/{unitId}/result
Factset Get Pa Calculation Result by Id
getCalculationUnitResultById 2 params → 200400401403404500503
GET
/analytics/engines/pa/v3/pricing-sources
Factset Get Pa Pricing Sources
getPAPricingSources 3 params → 200400401403404406429500
POST
/analytics/engines/pa/v3/templated-components
Factset Create Templated Pa Component
createTemplatedPAComponents body → 201400401403404406429500
GET
/analytics/engines/pa/v3/templated-components
Factset Get Templated Pa Components in Path
getTemplatedPAComponentsInPath 1 param → 200400401403406429500503
PUT
/analytics/engines/pa/v3/templated-components/{id}
Factset Update Templated Pa Component
updateTemplatedPAComponents 1 param body → 200400401403404406429500
GET
/analytics/engines/pa/v3/templated-components/{id}
Factset Get Templated Pa Component by Id
getTemplatedPAComponentById 1 param → 200400401403404406429500
DELETE
/analytics/engines/pa/v3/templated-components/{id}
Factset Delete Templated Pa Component
deleteTemplatedPAComponents 1 param → 204400401403404406429500
POST
/analytics/engines/pa/v3/unlinked-templates
Factset Create Unlinked Pa Template
createUnlinkedPATemplates body → 201400401403406429500503
GET
/analytics/engines/pa/v3/unlinked-templates
Factset Get Unlinked Pa Templates
getUnlinkedPATemplates 2 params → 200400401403406429500503
PUT
/analytics/engines/pa/v3/unlinked-templates/{id}
Factset Update Unlinked Pa Template
updateUnlinkedPATemplates 1 param body → 200400401403404406429500
DELETE
/analytics/engines/pa/v3/unlinked-templates/{id}
Factset Delete Unlinked Pa Template
deleteUnlinkedPATemplates 1 param → 204400401403404406429500
GET
/analytics/engines/pa/v3/unlinked-templates/{id}
Factset Get Unlinked Pa Template Details by Id
getUnlinkedPATemplatesById 1 param → 200400401403404406429500
GET
/analytics/engines/pa/v3/unlinked-templates/template-types
Factset Get Default Unlinked Pa Template Types.
getDefaultUnlinkedPATemplateTypes → 200401403406429500503
GET
/analytics/engines/pa/v3/unlinked-templates/template-types/{id}
Factset Get Unlinked Pa Template Type Details by Id.
getDetailsType 1 param → 200400401403404406429500
PUT
/analytics/accounts/v3/models/{name}
Factset Create or Update an Existing Model Account
createOrUpdateModelAccount 1 param body → 200201204400401403404413
DELETE
/analytics/accounts/v3/models/{name}
Factset Delete Model Account, Takes an Account Path and Name and Deletes It.
deleteAModelAccount 1 param → 204400401403500503
GET
/analytics/accounts/v3/models/{name}
Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
getAccount 2 params → 200400401403404406500503
DELETE
/analytics/accounts/v3/models/{name}/symbols/{symbol}
Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created Account.
deleteModelAccountBySymbol 3 params → 204400401403404500503
GET
/analytics/accounts/v3/models/{name}/symbols/{symbol}
Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol
getAccountForSymbol 3 params → 200400401403404406500503
DELETE
/analytics/accounts/v3/models/{name}/dates/{date}
Factset Delete All Entries for a Date or Specific Symbol Entries for a Date From a Previously Created Account.
deleteModelAccountByDate 3 params → 204400401403404500503
GET
/analytics/accounts/v3/models/{name}/dates/{date}
Factset Get Account Endpoint, Takes an Account Name, Date and Returns Underlying Data for That Date
getAccountForDate 3 params → 200400401403404406500503
GET
/analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
getAccountForDateAndSymbol 4 params → 200400401403404406500503
GET
/analytics/accounts/v3/models/{name}/schema
Factset Get Account Schema Endpoint, Takes an Account Name and Returns Its Schema
getAccountSchema 1 param → 200400401403404406500503
POST
/analytics/engines/fpo/v3/optimizations
Factset Create and Run Fpo Optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/fpo/v3/optimizations/{id}
Factset Create or Update Fpo Optimization and Run It.
putAndOptimize 3 params body → 201202400401403404415429
GET
/analytics/engines/fpo/v3/optimizations/{id}
Factset Get Fpo Optimization Parameters by Id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/fpo/v3/optimizations/{id}
Factset Cancel Fpo Optimization by Id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/fpo/v3/optimizations/{id}/status
Factset Get Fpo Optimization Status by Id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/fpo/v3/optimizations/{id}/result
Factset Get Fpo Optimization Result by Id
getOptimizationResult 2 params → 200400401403404500503
GET
/analytics/engines/fpo/v3/strategies/{path}
Get Factset Portfolio Optimizer Strategy Documents and Sub-directories in a Directory
getFPOStrategyDocuments 1 param → 200400401403404406429500
POST
/analytics/quant/fpe/v1/calculations
Factset Starts a New Script Calculation
body → 202400500503
GET
/analytics/quant/fpe/v1/calculations/{id}
Factset Get Calculation Status by Id
1 param → 200202500503
GET
/analytics/quant/fpe/v1/calculations/{id}/output
Factset Get Calculation Output for a Specific Calculation
1 param → 200202500503
GET
/analytics/quant/fpe/v1/calculations/{id}/log
Factset Get Calculation Log for a Specific Calculation
1 param → 200202500503
POST
/analytics/quant/fpe/v1/files/{server}/{file}
Factset Starts a File Upload
2 params body → 202500503
GET
/analytics/quant/fpe/v1/files/uploads/{id}
Factset Get Upload Status by Id
1 param → 200202500503
GET
/analytics/engines/pub/v3/documents/{path}
Factset Gets Publisher Documents and Sub-directories in a Directory
getPubDocuments 1 param → 200400401403404406429500
POST
/analytics/engines/pub/v3/calculations
Factset Create and Run Pub Calculation
postAndCalculate 2 params body → 200201202400401403404415
PUT
/analytics/engines/pub/v3/calculations/{id}
Factset Create or Update Pub Calculation and Run It.
putAndCalculate 3 params body → 200201202400401403404415
GET
/analytics/engines/pub/v3/calculations/{id}
Factset Get Pub Calculation Parameters by Id
getCalculationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/pub/v3/calculations/{id}
Factset Cancel Pub Calculation by Id
cancelCalculationById 1 param → 204400401403404500503
GET
/analytics/engines/pub/v3/calculations/{id}/status
Factset Get Pub Calculation Status by Id
getCalculationStatusById 1 param → 200202400401403404500503
GET
/analytics/engines/pub/v3/calculations/{id}/units/{unitId}/result
Factset Get Pub Calculation Result by Id
getCalculationUnitResultById 3 params → 200400401403404500503
POST
/analytics/security-modeling/v3/securities/retrieve
Factset Get Existing Securities
getSecurities body → 200401403406429500503
POST
/analytics/security-modeling/v3/securities/upsert
Factset Create or Update Securities
upsertSecurities body → 200401403406429500503
POST
/analytics/security-modeling/v3/securities/delete
Factset Delete Existing Securities
deleteSecurities body → 200401403406429500503
GET
/analytics/engines/spar/v3/accounts/{accountPath}/returns-type
Factset Get Spar Account Returns Type Details
getSPARReturnsType 1 param → 200400401403404406429500
GET
/analytics/engines/spar/v3/benchmarks
Factset Get Spar Benchmark Details
getSPARBenchmarkById 1 param → 200400401403404406429500
GET
/analytics/engines/spar/v3/components
Factset Get Spar Components
getSPARComponents 1 param → 200400401403404406429500
GET
/analytics/engines/spar/v3/components/{id}
Factset Get Spar Component by Id
getSPARComponentById 1 param → 200400401403404406429500
GET
/analytics/engines/spar/v3/documents/{path}
Factset Gets Spar3 Documents and Sub-directories in a Directory
getSPAR3Documents 1 param → 200400401403404406429500
GET
/analytics/engines/spar/v3/frequencies
Factset Get Spar Frequencies
getSPARFrequencies → 200401403406429500503
POST
/analytics/engines/spar/v3/calculations
Factset Create and Run Spar Calculation
postAndCalculate 2 params body → 200201202400401403404415
GET
/analytics/engines/spar/v3/calculations
Factset Get All Calculations
getAllCalculations 1 param → 200400401403404406429500
PUT
/analytics/engines/spar/v3/calculations/{id}
Factset Create or Update Spar Calculation and Run It.
putAndCalculate 3 params body → 200201202400401403404409
GET
/analytics/engines/spar/v3/calculations/{id}
Factset Get Spar Calculation Parameters by Id
getCalculationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/spar/v3/calculations/{id}
Factset Cancel Spar Calculation
cancelCalculationById 1 param → 204400401403404500503
GET
/analytics/engines/spar/v3/calculations/{id}/status
Factset Get Spar Calculation Status by Id
getCalculationStatusById 1 param → 200202400401403404500503
GET
/analytics/engines/spar/v3/calculations/{id}/units/{unitId}/result
Factset Get Spar Calculation Result by Id
getCalculationUnitResultById 2 params → 200400401403404500503
GET
/analytics/engines/vault/v3/components
Factset Get Vault Components
getVaultComponents 1 param → 200400401403404406429500
GET
/analytics/engines/vault/v3/components/{id}
Factset Get Vault Component by Id
getVaultComponentById 1 param → 200400401403404406429500
GET
/analytics/engines/vault/v3/configurations
Factset Get Vault Configurations
getVaultConfigurations 1 param → 200400401403404406429500
GET
/analytics/engines/vault/v3/configurations/{id}
Factset Get Vault Configuration by Id
getVaultConfigurationById 1 param → 200400401403404406429500
GET
/analytics/engines/vault/v3/dates
Factset Convert Vault Dates to Absolute Format
convertVaultDatesToAbsoluteFormat 4 params → 200400401403404406429500
GET
/analytics/engines/vault/v3/documents/{path}
Factset Get Vault Documents and Sub-directories in a Directory
getVaultDocuments 1 param → 200400401403404406429500
GET
/analytics/engines/vault/v3/frequencies
Factset Get Vault Frequencies
getVaultFrequencies → 200401403406429500503
POST
/analytics/engines/vault/v3/calculations
Factset Create and Run Vault Calculation
postAndCalculate 2 params body → 200201202400401403404415
GET
/analytics/engines/vault/v3/calculations
Factset Get All Calculations
getAllCalculations 1 param → 200400401403404406429500
PUT
/analytics/engines/vault/v3/calculations/{id}
Factset Create or Update Vault Calculation and Run It.
putAndCalculate 3 params body → 200201202400401403404409
GET
/analytics/engines/vault/v3/calculations/{id}
Factset Get Vault Calculation Parameters by Id
getCalculationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/vault/v3/calculations/{id}
Factset Cancel Vault Calculation by Id
cancelCalculationById 1 param → 204400401403404500503
GET
/analytics/engines/vault/v3/calculations/{id}/status
Factset Get Vault Calculation Status by Id
getCalculationStatusById 1 param → 200202400401403404500503
GET
/analytics/engines/vault/v3/calculations/{id}/units/{unitId}/result
Factset Get Vault Calculation Result by Id
getCalculationUnitResultById 2 params → 200400401403404500503
GET
/analytics/engines/fi/v3/discount-curves
Factset Get Discount Curves
getAllFIDiscountCurves 1 param → 200401403404406429500503
POST
/analytics/engines/fi/v3/calculations
Factset Create and Run FI calculation
postAndCalculate 2 params body → 201202400401403404415429
PUT
/analytics/engines/fi/v3/calculations/{id}
Factset Create or Update FI calculation and run it.
putAndCalculate 3 params body → 201202400401403404409415
GET
/analytics/engines/fi/v3/calculations/{id}
Factset Get FI calculation parameters by id
getCalculationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/fi/v3/calculations/{id}
Factset Cancel FI calculation by id
cancelCalculationById 1 param → 204400401403404500503
GET
/analytics/engines/fi/v3/calculations/{id}/status
Factset Get FI calculation status by id
getCalculationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/fi/v3/calculations/{id}/result
Factset Get FI calculation result by id
getCalculationResult 1 param → 200400401403404500503

Schemas 276

The contract defines 276 schemas that model the data the API accepts and returns. The most detailed are SMBondFields (123 properties), SMCustomCashFlowFields (29 properties), FISecurity (17 properties), UnlinkedPATemplate (16 properties). Each schema is shown below with its type and property counts.

UnlinkedPATemplateCategoryAndTypeDetailsRoot
object
2 properties 1 required
LinkedPATemplateRoot
object
2 properties 1 required
SMRetrieveResponseRoot
object
2 properties 1 required
PaDoc
object
1 property 1 required
TagResponse
object
Response object for a single tag
1 property
VaultConfiguration
object
2 properties
PubCalculationMeta
object
OptimizerOutputTypes
object
3 properties
FIABDateParameters
object
The date parameters for FIAB calculations.
2 properties 2 required
CalculationInfo_2
object
1 property
Column
object
4 properties
SMRetrieveParametersRoot
object
2 properties 1 required
UnlinkedPATemplateCategoryAndTypeRoot
object
2 properties 1 required
FIServicerAdvances
object
1 property
AFIOptimizationParameters
object
4 properties 2 required
SPARIdentifier
object
The account/benchmark parameter for SPAR calculation.
3 properties 1 required
PubIdentifier
object
2 properties 1 required
TemplatedPAComponentParameters
object
4 properties 2 required
ErrorSource_6
object
2 properties
FICalculationParameters
object
3 properties 3 required
ConstraintAction
object
2 properties
FPOAccount
object
3 properties 1 required
CalculationStatus_2
object
2 properties
DocumentDirectoriesRoot_7
object
2 properties 1 required
TemplateContentTypes
object
3 properties
UnlinkedPATemplateParameters
object
12 properties 2 required
PAPricingSource
object
3 properties
ClientErrorResponse_8
object
1 property
StringOrNumberTagValue
SMCreateResponse
object
4 properties
PACalculationGroup
object
2 properties
OptimizerStrategyOverrides_2
object
5 properties
CalculationMeta
object
4 properties
ReturnType
object
2 properties
ConstraintAction_2
object
2 properties
VaultComponent
object
9 properties
TagValuesListResponse
object
Response object for a list of tag values
2 properties
FICalculationParametersRoot
object
2 properties
AccountDirectoriesRoot
object
1 property
FIABCalculationParameters
object
5 properties 2 required
TemplatedPAComponent
object
8 properties
FIMunicipalBondsForJobSettings
object
3 properties
CalculationInfo_7
object
1 property
DocumentDirectories_2
object
2 properties
ClientErrorResponse_7
object
1 property
VaultConfigurationSummary
object
1 property
ObjectRoot_6
object
2 properties 1 required
FIABCalculationStatus
object
6 properties
FIAttributionForJobSettings
object
2 properties
UnlinkedPATemplate
object
16 properties
LinkedPATemplateParameters
object
4 properties 2 required
DataAndMetaModel
object
2 properties 1 required
OptimizerStrategy
object
2 properties 1 required
VaultDateParameters
object
The date parameters for Vault calculation
3 properties 2 required
ClientErrorResponse_10
object
1 property
AxiomaEquityOptimizationParametersRoot
object
2 properties
CalculationInfoRoot_2
object
2 properties 1 required
OptimizerTradesList
object
2 properties
ColumnStatisticRoot
object
2 properties 1 required
PubCalculationParametersRoot
object
2 properties
LinkedPATemplateUpdateParametersRoot
object
2 properties 1 required
FIServicerAdvancesForSecurities
object
3 properties
MetaRequestModel
object
Meta request model which includes pagination controls
1 property
CalculationInfoRoot_6
object
2 properties 1 required
GroupRoot
object
2 properties 1 required
PubCalculationParameters
object
3 properties 3 required
SMCustomCashFlowFields
object
29 properties
BPMOptimization
object
5 properties
ObjectRoot_3
object
1 property 1 required
TagListResponse
object
Response object for a list of tags
2 properties
LinkedPATemplatePostSummaryRoot
object
2 properties 1 required
UnlinkedPATemplateCategoryAndType
object
2 properties
OptimizerAccountOverrides
object
4 properties
CalculationsSummary
object
4 properties
CalculationStatusMeta
object
1 property
SMFields
object
1 property 1 required
ColumnRoot
object
2 properties 1 required
TemplatedPAComponentUpdateParametersRoot
object
2 properties 1 required
BPMOptimizerStrategyAlphaOverride
object
3 properties
OneOfFieldsFields
UnlinkedPATemplateCategoryAndTypeDetails
object
6 properties
SMCreateResponseRoot
object
2 properties 1 required
FIABCalculationStatusSummary
object
2 properties
ErrorSource_9
object
2 properties
FIBalloonExtension
object
5 properties
ClientErrorResponse
object
1 property
PaginationMeta
object
1 property
VaultIdentifier
object
The account/benchmark parameter for Vault calculation.
1 property 1 required
NPOOptimizerStrategy
object
2 properties 1 required
SPARBenchmarkRoot
object
2 properties 1 required
DocumentDirectoriesRoot_8
object
2 properties 1 required
ClientErrorResponse_4
object
1 property
FileUploadStatus
object
2 properties
OptimalPortfolio
object
5 properties
DocumentDirectoriesRoot_5
object
1 property 1 required
MetaModel
object
Meta model which includes pagination information
1 property
DocumentListResponse
object
Response object for a list of documents
2 properties
SPARComponent
object
7 properties
ObjectRoot_10
object
2 properties 1 required
FIBankLoans
object
1 property
DocumentDirectoriesRoot_3
object
1 property 1 required
OptimizerAccountOverrides_3
object
4 properties
Frequency
object
1 property
ClientErrorResponse_3
object
1 property
DocumentDirectoriesRoot_2
object
2 properties 1 required
VaultComponentRoot
object
2 properties 1 required
LinkedPATemplatePostSummary
object
4 properties
FIPrepayLockout
object
2 properties
FrequencyRoot
object
2 properties 1 required
CalculationInfo_5
object
1 property
DocumentRequest
object
2 properties
PaginationInfo
object
6 properties
ColumnSummary
object
Column settings (name, directory, category)
3 properties
CurrencyRoot
object
1 property
FIJobSettings
object
10 properties 1 required
ModelAccountFieldsRoot
object
2 properties 1 required
UnlinkedPATemplateParametersRoot
object
2 properties 1 required
TemplatedPAComponentPostSummary
object
5 properties
LinkedPATemplateSummaryRoot
object
2 properties 1 required
OptimizerAccount_3
object
2 properties
Error_7
object
3 properties
FPOOptimizationParametersRoot
object
2 properties
SMDeleteResponse
object
3 properties
ConfigurationAccount
object
6 properties
PAPricingSourceRoot
object
2 properties 1 required
TemplatedPAComponentRoot
object
2 properties 1 required
DocumentDirectoriesRoot
object
1 property
CalculationInfoRoot_5
object
1 property 1 required
ErrorSource_5
object
2 properties
CalculationInfo
object
1 property
OptimizerStrategyOverrides
object
5 properties
FIPrepay
object
1 property
Error_8
object
5 properties
ObjectRoot_5
object
1 property 1 required
ObjectRoot_9
object
2 properties 1 required
SMDeleteParametersRoot
object
2 properties 1 required
CalculationUnitStatusMeta
object
1 property
BPMOptimizerStrategy
object
2 properties 1 required
PACalculationParametersRoot
object
2 properties
FISecurity
object
17 properties 2 required
LinkedPATemplate
object
7 properties
Calculation
object
2 properties
FICashflows
object
3 properties
SMCreateParameters
object
4 properties 2 required
DateParametersSummaryRoot
object
2 properties 1 required
VaultCalculationParametersRoot
object
2 properties
AFIOptimizationParametersRoot
object
2 properties
CalculationInfo_3
object
1 property
UnlinkedPATemplatePostSummary
object
4 properties
SPARAccountsRoot
object
2 properties 1 required
BPMOptimizerStrategyOverrides
object
4 properties
CalculationInfoRoot
object
1 property
SPARAccounts
object
1 property
PACalculationParameters
object
9 properties 1 required
SMDeleteParameters
object
4 properties 1 required
Group
object
3 properties
CalculationStatus
object
3 properties
FILoss
object
1 property
Error_3
object
3 properties
ErrorSource_3
object
2 properties
AccountDirectories
object
2 properties
UnlinkedPATemplatePostSummaryRoot
object
2 properties 1 required
Error
object
3 properties
ObjectRoot_11
object
2 properties 1 required
ObjectRoot_2
object
2 properties 1 required
OptimizerAccount
object
2 properties
SPARComponentRoot
object
1 property
Optimization_4
object
3 properties
PADateParameters
object
The date parameters for PA calculation.
3 properties 2 required
OptimizerStrategy_2
object
2 properties 1 required
ObjectRoot_7
object
1 property
PACalculationColumn
object
2 properties
OptimizerOptimalHoldings
object
3 properties
FIReferencePrepay
object
1 property
PAComponentData
object
8 properties
LinkedPATemplateParametersRoot
object
2 properties 1 required
Optimization_3
object
3 properties
ErrorSource_4
object
2 properties
DocumentDirectoriesRoot_6
object
2 properties 1 required
ErrorSource
object
2 properties
BPMOptimizationParametersRoot
object
2 properties
CalculationStatusRoot
object
2 properties 1 required
CalculationInfoRoot_3
object
1 property 1 required
OptimizerAccountOverrides_4
object
4 properties
ComponentSummaryRoot
object
2 properties 1 required
DocumentModel
object
Document model
3 properties
BPMOptimizationParameters
object
4 properties 2 required
ColumnSummaryRoot
object
2 properties 1 required
UnlinkedPATemplateSummary
object
3 properties
UnlinkedPATemplateUpdateParametersRoot
object
2 properties 1 required
VaultConfigurationRoot
object
2 properties 1 required
DocumentDirectories_6
object
2 properties
FIAttributionForSecurities
object
5 properties
ErrorSource_10
object
2 properties
DocumentDirectories_10
object
2 properties
CalculationMeta_2
object
4 properties
ClientErrorResponse_9
object
1 property
PAComponent
object
9 properties
PubDateParameters
object
The date parameters for Publisher calculation.
2 properties 1 required
EventSummary
object
3 properties
Error_9
object
5 properties
Optimization
object
3 properties
UnlinkedPATemplateSummaryRoot
object
2 properties 1 required
FIMarketEnvironment
object
1 property
PACalculationPricingSource
object
1 property
DocumentDirectories_5
object
2 properties
SPARDateParameters
object
The date parameters for SPAR calculation.
3 properties 3 required
UnlinkedPATemplateGroupDetails
object
3 properties
NPOOptimizationParameters
object
4 properties 2 required
AFIOptimizerStrategyOverrides
object
5 properties
ObjectRoot_8
object
1 property
LinkedPATemplateUpdateParameters
object
3 properties
CalculationUnitStatus_2
object
4 properties
CalculationUnitStatus
object
6 properties
TagModel
object
Tags model
2 properties
SPARCalculationParameters
object
5 properties 1 required
NPOOptimizerStrategyOverrides
object
5 properties
TemplatedPAComponentPostSummaryRoot
object
2 properties 1 required
UnlinkedPATemplateColumnDetails
object
3 properties
DateParametersSummary
object
2 properties
SMRetrieveResponse
object
6 properties
FPOOptimizationParameters
object
4 properties 2 required
AxiomaEquityOptimizationParameters
object
4 properties 2 required
Error_6
object
3 properties
PAComponentRoot
object
2 properties 1 required
SMCreateParametersRoot
object
2 properties 1 required
VaultCalculationParameters
object
5 properties 3 required
TemplatedPAComponentParametersRoot
object
2 properties 1 required
ClientErrorResponse_6
object
1 property
Error_4
object
5 properties
SPARBenchmark
object
3 properties
ComponentSummary
object
2 properties
CalculationStatusRoot_2
object
1 property
FIABIdentifier
object
1 property 1 required
CalculationsSummaryRoot
object
2 properties 1 required
DocumentDirectories_9
object
2 properties
LinkedPATemplateSummary
object
3 properties
Error_5
object
3 properties
FIStructuredProductsForJobSettings
object
7 properties
DocumentDirectories
object
2 properties
SMError
object
1 property
ProductTypeListResponse
object
Response object for a list of documents
2 properties
UnlinkedPATemplateRoot
object
2 properties 1 required
ObjectRoot
object
1 property
VaultConfigurationSummaryRoot
object
2 properties 1 required
ClientErrorResponse_5
object
1 property
FIDiscountCurveInfo
object
3 properties
DocumentDirectories_3
object
2 properties
FIStructuredProductsForSecurities
object
7 properties
PAIdentifier
object
2 properties 1 required
SMWarning
object
1 property
TemplatedPAComponentUpdateParameters
object
3 properties
ErrorSource_8
object
2 properties
NPOOptimizationParametersRoot
object
2 properties
TemplatedPAComponentSummary
object
4 properties
CalculationStatus_3
object
3 properties
OptimizerCalculationMeta
object
AFIOptimizerStrategy
object
2 properties 1 required
UnlinkedPATemplateUpdateParameters
object
10 properties
Currency
object
1 property
ErrorSource_7
object
2 properties
TagFilterModel
object
Request object for requesting product types
2 properties
FIReferenceSecurity
object
6 properties
SMBondFields
object
123 properties
PACalculationDataSources
object
3 properties
ColumnStatistic
object
1 property
SMRetrieveParameters
object
4 properties 1 required
SPARCalculationParametersRoot
object
2 properties
TemplatedPAComponentSummaryRoot
object
2 properties 1 required
ModelAccountFields
object
3 properties 1 required
ModelAccountAdditionalField
object
7 properties
Error_10
object
5 properties
SMDeleteResponseRoot
object
2 properties 1 required
FIMunicipalBonds
object
2 properties
FIDiscountCurveInfoRoot
object
2 properties 1 required
OneOfSMFields

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-analytics-api-openapi.yml Raw ↑

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#Analytics
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API Details
ID
factset:factset-analytics-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
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