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Factset

Factset Custom Symbols API

The Custom Symbols API from Factset — 7 operation(s) for custom symbols.

Documentation Provider Profile APIs.io OpenAPI GitHub

Factset Custom Symbols 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 Custom Symbols. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, code examples, a changelog, and 1 JSON Schema.

This API exposes 10 operations across 7 paths, and defines 16 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.

10 operations 7 paths 16 schemas 1 DELETE4 GET2 PATCH3 POST

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

Paths & Operations 10

Across 7 paths, the API surfaces 10 operations — 1 DELETE, 4 GET, 2 PATCH, 3 POST. Each is listed below with its method, path, parameters, and response codes.

Custom Symbols 10
GET
/v1/custom-symbols
Factset Get list of all custom symbols in your group along with some of their standard field and custom fields data
GetCustomSymbols 5 params → 200404default
POST
/v1/custom-symbols
Factset Create a custom symbol
CreateCustomSymbol body → 201400default
GET
/v1/custom-symbols/{customSymbolId}
Factset Get all custom field and standard field details on a specific custom symbol
GetCustomSymbol 2 params → 200
PATCH
/v1/custom-symbols/{customSymbolId}
Factset Edit a custom symbol’s standard field and custom field data
PatchCustomSymbol 1 param body → 200400404default
DELETE
/v1/custom-symbols/{customSymbolId}
Factset Delete a custom symbol
DeleteCustomSymbol 1 param → 200400404default
GET
/v1/custom-symbols/{customSymbolId}/records
Factset Get all notes and meetings where a specific customSymbol was tagged as primary or related identifier
GetCustomSymbolRecords 1 param → 200404default
GET
/v1/custom-symbols/standard-symbol-metadata/{standardSymbol}
Factset Get all custom field and standard field details on a specific standard symbol
GetStandardSymbolMetadataGuid 1 param → 200404default
POST
/v1/custom-symbols/{customSymbolId}/link-standard-symbol
Factset Link custom symbol to standard symbol
LinkCustomSymbolToStandardSymbol 1 param body → 200
POST
/v1/custom-symbols/standard-symbol-metadata
Factset Create standard symbol metadata
CreateStandardSymbolMetadata body → 201400default
PATCH
/v1/custom-symbols/standard-symbol-metadata/{standardSymbolId}
Factset Edit a standard symbol’s standard field and custom field data
PatchStandardSymbol 1 param body → 200400404default

Schemas 16

The contract defines 16 schemas that model the data the API accepts and returns. The most detailed are CustomSymbolDto (14 properties), CreateCustomSymbolDto (12 properties), CreateStandardSymbolMetadataDto (11 properties), InstrumentDto (8 properties). Each schema is shown below with its type and property counts.

CustomSymbolDto
object
14 properties
CustomSymbolAddressDto
object
6 properties
StandardSymbolDto
object
1 property 1 required
NewItemDto
object
1 property
CreateCustomSymbolCustomFieldValueDto
object
7 properties 1 required
RecordPreviewDto
object
4 properties
CreateCustomSymbolDto
object
12 properties
CustomSymbolTypeSummaryDto
object
2 properties
InstrumentDto
object
8 properties
OperationType
integer
CustomSymbolCustomFieldValueDto
object
4 properties
CustomSymbolContact
object
6 properties
Operation
object
5 properties
CustomSymbolSubTypeSummaryDto
object
2 properties
ProblemDetails
object
5 properties
CreateStandardSymbolMetadataDto
object
11 properties 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-custom-symbols-api-openapi.yml Raw ↑

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#Custom Symbols
← Back to F APIs
API Details
ID
factset:factset-custom-symbols-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
APIs.io →  GitHub →
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