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Factset Factset API

factset endpoints

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

This API exposes 82 operations across 58 paths, and defines 134 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.

82 operations 58 paths 134 schemas 58 GET24 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
Resource Areas
1

Authentication & Security 1

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

Paths & Operations 82

Across 58 paths, the API surfaces 82 operations — 58 GET, 24 POST. Each is listed below with its method, path, parameters, and response codes.

Factset 82

factset endpoints

GET
/factset/etf/getBySymbol
Factset Retrieve basic profile information for a specified ETP.
get/factset/etf/getBySymbol 2 params → 200
GET
/factset/etf/allocation/asset/listBySymbol
Factset This endpoint returns selected ETP's asset allocations.
get/factset/etf/allocation/asset/listBySymbol 4 params → 200
GET
/factset/etf/allocation/country/listBySymbol
Factset This endpoint returns selected ETP's country allocations.
get/factset/etf/allocation/country/listBySymbol 4 params → 200
GET
/factset/etf/allocation/currency/listBySymbol
Factset This endpoint returns selected ETP's currency allocations.
get/factset/etf/allocation/currency/listBySymbol 4 params → 200
GET
/factset/etf/allocation/economicDevelopment/listBySymbol
Factset List of allocations classified by a holding's economic development status.
get/factset/etf/allocation/economicDevelopment/listBySymbol 4 params → 200
GET
/factset/etf/allocation/exchange/listBySymbol
Factset This endpoint returns selected ETP's exchange allocations.
get/factset/etf/allocation/exchange/listBySymbol 4 params → 200
GET
/factset/etf/allocation/industry/listBySymbol
Factset This endpoint returns selected ETP's industry allocations.
get/factset/etf/allocation/industry/listBySymbol 4 params → 200
GET
/factset/etf/allocation/marketCapitalization/listBySymbol
Factset List of allocations classified by a holding's total market capitalization.
get/factset/etf/allocation/marketCapitalization/listBySymbol 4 params → 200
GET
/factset/etf/allocation/region/listBySymbol
Factset This endpoint returns selected ETP's region allocations.
get/factset/etf/allocation/region/listBySymbol 4 params → 200
GET
/factset/etf/allocation/sector/listBySymbol
Factset This endpoint returns selected ETP's sector allocations.
get/factset/etf/allocation/sector/listBySymbol 4 params → 200
GET
/factset/etf/analytics/getBySymbol
FactSet proprietary analytics datapoints for ETPs.
get/factset/etf/analytics/getBySymbol 2 params → 200
GET
/factset/etf/analytics/holdings/statistics/getBySymbol
FactSet's portfolio statistics for ETPs.
get/factset/etf/analytics/holdings/statistics/getBySymbol 2 params → 200
GET
/factset/etf/analytics/score/getBySymbol
FactSet proprietary ETP rankings.
get/factset/etf/analytics/score/getBySymbol 2 params → 200
GET
/factset/etf/analytics/trade/getBySymbol
Factset Trade statistics for specific ETP.
get/factset/etf/analytics/trade/getBySymbol 2 params → 200
GET
/factset/etf/characteristics/getBySymbol
Factset Retrieve basic characteristic information for a specified ETP.
get/factset/etf/characteristics/getBySymbol 2 params → 200
GET
/factset/etf/class/getBySymbol
Factset Retrieve an ETP's classification specific to asset class, geography, or investment strategy.
get/factset/etf/class/getBySymbol 2 params → 200
GET
/factset/etf/class/category/broad/list
Factset List of ETP class broad categories.
get/factset/etf/class/category/broad/list 1 param → 200
GET
/factset/etf/class/category/focus/list
Factset List of ETP class focus categories.
get/factset/etf/class/category/focus/list 3 params → 200
GET
/factset/etf/class/category/niche/list
Factset List of ETP class niche categories.
get/factset/etf/class/category/niche/list 3 params → 200
GET
/factset/etf/class/geography/list
Factset List of ETP class geographies.
get/factset/etf/class/geography/list 1 param → 200
GET
/factset/etf/competitors/listBySymbol
FactSet's proprietary list of competing companies.
get/factset/etf/competitors/listBySymbol 2 params → 200
GET
/factset/etf/distribution/getBySymbol
Factset Retrieve an ETP's current distribution details.
get/factset/etf/distribution/getBySymbol 2 params → 200
GET
/factset/etf/fundFlows/getBySymbol
Factset Retrieve an ETP's cash inflow/outflows for various time periods.
get/factset/etf/fundFlows/getBySymbol 2 params → 200
GET
/factset/etf/growthOfTenK/listBySymbol
Factset This endpoint returns selected ETP's Growth of 10K calculated values.
get/factset/etf/growthOfTenK/listBySymbol 7 params → 200
GET
/factset/etf/holdings/listBySymbol
Factset Holdings details for an individual ETP.
get/factset/etf/holdings/listBySymbol 4 params → 200
GET
/factset/etf/marketAggregates/getBySymbol
Factset Market aggregate data for ETPs.
get/factset/etf/marketAggregates/getBySymbol 2 params → 200
GET
/factset/etf/premiumDiscount/summary/listBySymbol
Factset Summary of ETP premium discount data.
get/factset/etf/premiumDiscount/summary/listBySymbol 6 params → 200
GET
/factset/etf/price/getBySymbol
Factset Retrieve historical ETP NAV values.
get/factset/etf/price/getBySymbol 2 params → 200
GET
/factset/etf/returns/getBySymbol
Factset Retrieve total return data for a specified ETP.
get/factset/etf/returns/getBySymbol 3 params → 200
GET
/factset/etf/strategy/getBySymbol
Factset Retrieve various classification details for a specified ETP.
get/factset/etf/strategy/getBySymbol 2 params → 200
GET
/factset/etf/strategy/segment/list
Factset Retrieve a list of ETP strategy segments.
get/factset/etf/strategy/segment/list 3 params → 200
GET
/factset/etf/structure/getBySymbol
Factset Retrieve the basic structure information for a specified ETP.
get/factset/etf/structure/getBySymbol 2 params → 200
GET
/factset/etf/taxesAndFees/us/getBySymbol
Factset Retrieve the tax and fee related information for a specified ETP.
get/factset/etf/taxesAndFees/us/getBySymbol 2 params → 200
GET
/factset/etf/timeSeries/listBySymbol
Factset Retrieve historical NAV data for a specified ETP.
get/factset/etf/timeSeries/listBySymbol 6 params → 200
GET
/factset-benchmarks/v1/constituents
Factset Returns the Requested Benchmark Constituents and Respective Weights, Price and Market Value.
getBenchmarkConstituents 4 params → 200400401403415500
POST
/factset-benchmarks/v1/constituents
Factset Returns the Requested Benchmark Constituents and Respective Weights, Price and Market Value.
getBenchmarkConstituentsForList body → 200400401403415500
GET
/factset-benchmarks/v1/fixed-income-constituents
Factset Returns the Requested Fixed Income Benchmark Constituents and Respective Weights, Price and Market Value.
getFIBenchmarkConstituents 3 params → 200400401403415500
POST
/factset-benchmarks/v1/fixed-income-constituents
Factset Returns the Requested Benchmark Constituents and Respective Weights, Price and Market Value.
getFIBenchmarkConstituentsForList body → 200400401403415500
GET
/factset-benchmarks/v1/index-snapshot
Factset Index Level Prices, Returns, and Related Information as of a Single Date.
getIndexSnapshot 5 params → 200400401403415500
POST
/factset-benchmarks/v1/index-snapshot
Factset Retrieves the Index Level Snapshot of Prices and Returns Information for a Given Identifier and Single Date.
getIndexSnapshotForList body → 200400401403415500
GET
/factset-benchmarks/v1/index-history
Factset Retrieves Index Level Prices and Returns Information for a List of Identifiers and Historical Date Range.
getIndexHistory 9 params → 200400401403415500
POST
/factset-benchmarks/v1/index-history
Factset Retrieves Index Level Prices and Returns Information for a List of Identifiers and Historical Date Range.
getIndexHistoryForList body → 200400401403415500
GET
/factset-benchmarks/v1/ratios
Factset Returns the Aggregated Ratios of a Requested Benchmark
getBenchmarkRatios 7 params → 200400401403415500
POST
/factset-benchmarks/v1/ratios
Factset Returns the Aggregated Ratios of a Requested Benchmark
getBenchmarkRatiosForList body → 200400401403415500
GET
/factset-benchmarks/v1/id-list
Factset Returns a Sample List of Benchmark Identifiers and the Benchmark Categorization to Use in Other Benchmark Api Endpoints.
getBenchmarkIds 1 param → 200400401403415500
POST
/factset-benchmarks/v1/id-list
Factset Returns a Sample List of Benchmark Identifiers and the Benchmark Categorization to Use in Other Benchmark Api Endpoints.
getBenchmarkIdsForList body → 200400401403415500
GET
/factset-esg/v1/sasb-scores
Factset Gets Short-term, Long-term, and Momentum Scores Based on the 26 Esg Categories Defined by the Sustainability Accounting Standards Board (sasb).
getSasbScores 7 params → 200400401403415500
POST
/factset-esg/v1/sasb-scores
Factset for a Large List of Ids, Gets Short-term, Long-term, and Momentum Scores Based on the 26 Esg Categories Defined by the Sustainability Accounting Standards Board (sasb).
getSasbScoresPost body → 200400401403415500
GET
/factset-esg/v1/sasb-ranks
Factset Gets Esg Rankings for a Requested List of Ids and Dates.
getSasbRanks 6 params → 200400401403415500
POST
/factset-esg/v1/sasb-ranks
Factset Get Esg Ranks for a Large List of Ids and Specified Date Range.
getSasbRanksPost body → 200400401403415500
GET
/factset-esg/v1/sasb-scores-all
Factset Gets a Flat Key Value Array of Scores for Named Categories of the Input Scoretype(s).
getSasbScoresAll 6 params → 200400401403415500
POST
/factset-esg/v1/sasb-scores-all
Factset Gets a Flat Key Value Array of Scores for Named Categories of the Input Score Type(s).
getSasbScoresAllPost body → 200400401403415500
GET
/factset-esg/v1/sdg-scores
Factset Gets Short-term, Long-term, and Momentum Scores Based on the 16 Sustainable Development Goals Categories Defined by the United Nations.
getSdgScores 6 params → 200400401403415500
POST
/factset-esg/v1/sdg-scores
Factset Gets Short-term, Long-term, and Momentum Scores Based on the 16 Sustainable Development Goals Categories Defined by United Nations.
getSdgScoresPost body → 200400401403415500
GET
/factset-esg/v1/sfdr-pai
Factset Gets Principle Adverse Impact (pai) Data to Support Compliant Sfdr Sustainable Finance Disclosure Regulation (sfdr) Reporting
getSfdrPai 6 params → 200400401403408415500
POST
/factset-esg/v1/sfdr-pai
Factset Gets Principle Adverse Impact (pai) Data to Support Compliant Sfdr Sustainable Finance Disclosure Regulation (sfdr) Reporting
getSfdrPaiForList body → 200400401403408415500
GET
/factset-esg/v1/sasb-spotlights
Factset Gets Spotlight Data for the Most Important Positive and Negative Esg Events to Enable Timely and Systematic Trading Strategies and Portfolio Management
getSasbSpotlights 7 params → 200400401403408415500
POST
/factset-esg/v1/sasb-spotlights
Factset Gets Spotlight Data for the Most Important Positive and Negative Esg Events to Enable Timely and Systematic Trading Strategies and Portfolio Management
getSasbSpotlightsForList body → 200400401403408415500
GET
/factset-esg/v1/sdg-spotlights
Factset Gets Spotlight Data for the Most Important Positive and Negative Esg Events to Enable Timely and Systematic Trading Strategies and Portfolio Management
getSdgSpotlights 7 params → 200400401403408415500
POST
/factset-esg/v1/sdg-spotlights
Factset Gets Spotlight Data for the Most Important Positive and Negative Esg Events to Enable Timely and Systematic Trading Strategies and Portfolio Management
getSdgSpotlightsForList body → 200400401403408415500
GET
/factset-esg/v1/sasb-articles
Factset Request Articles Tagged With Sasb Lens Categories From 2016-01-01 to Previous Day.
getSasbArticles 6 params → 200400401403408415500
POST
/factset-esg/v1/sasb-articles
Factset Request Articles Tagged With Sasb Lens Categories From 2016-01-01 to Previous Day
getSasbArticlesForList body → 200400401403408415500
GET
/factset-esg/v1/sdg-articles
Factset Request Articles Tagged With Sdg Lens Categories From 2016-01-01 to Previous Day.
getSdgArticles 6 params → 200400401403408415500
POST
/factset-esg/v1/sdg-articles
Factset Request Articles Tagged With Sdg Lens Categories From 2016-01-01 to Previous Day
getSdgArticlesForList body → 200400401403408415500
GET
/factset-estimates/v2/rolling-consensus
Factset Retrieves Consensus Estimates for a Requested List of Ids and Rolling Fiscal Periods.
getRollingConsensus 9 params → 200400401403415500
POST
/factset-estimates/v2/rolling-consensus
Factset Retrieves Consensus Estimates for a Requested List of Ids and Rolling Fiscal Periods
getRollingConsensusForList body → 200400401403415500
GET
/factset-estimates/v2/fixed-consensus
Factset Retrieves Consensus Estimates for a Requested List of Ids and Fixed Fiscal Periods
getFixedConsensus 9 params → 200400401403415500
POST
/factset-estimates/v2/fixed-consensus
Factset Consensus Estimates for Fixed Fiscal Periods
getFixedConsensusForList body → 200400401403415500
GET
/factset-estimates/v2/rolling-detail
Factset Estimates Detail Data for Rolling Fiscal Periods
getRollingDetail 10 params → 200400401403415500
POST
/factset-estimates/v2/rolling-detail
Factset Estimates Detail Data for Rolling Fiscal Periods
getRollingDetailForList body → 200400401403415500
GET
/factset-estimates/v2/fixed-detail
Factset Estimates Detail Data for Fixed Fiscal Periods
getFixedDetail 10 params → 200400401403415500
POST
/factset-estimates/v2/fixed-detail
Factset Estimates Detail Data for Fixed Fiscal Periods
getFixedDetailForList body → 200400401403415500
GET
/factset-estimates/v2/consensus-ratings
Factset Ratings Consensus Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.
getConsensusRatings 4 params → 200400401403415500
POST
/factset-estimates/v2/consensus-ratings
Factset Ratings Consensus Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.
getConsensusRatingsForList body → 200400401403415500
GET
/factset-estimates/v2/detail-ratings
Factset Broker Detail Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.
getDetailRatings 4 params → 200400401403415500
POST
/factset-estimates/v2/detail-ratings
Factset Broker Detail Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.
getDetailRatingsForList body → 200400401403415500
GET
/factset-estimates/v2/surprise
Factset Surprise Estimates for Rolling Fiscal Periods
getSurprise 8 params → 200400401403415500
POST
/factset-estimates/v2/surprise
Factset Surprise Estimates for Rolling Fiscal Periods
getSurpriseForList body → 200400401403415500
GET
/factset-estimates/v2/segments
Factset Retrieves Product & Geographic Segment Estimates for a Requested List of Ids and Fiscal Periods
getSegments 10 params → 200400401403415500
POST
/factset-estimates/v2/segments
Factset Retrieves Product Segment Estimates for a Requested List of Ids and Fiscal Periods
getSegmentsForList body → 200400401403415500
GET
/factset-estimates/v2/metrics
Factset Available Estimate Metrics
getEstimateMetrics 2 params → 200400401403415500
POST
/factset-estimates/v2/metrics
Factset Available Estimate Metrics or Ratios.
getEstimateMetricsForList body → 200400401403415500

Schemas 134

The contract defines 134 schemas that model the data the API accepts and returns. The most detailed are sasbScoresAll (32 properties), detailEstimate (25 properties), segmentsEstimate (20 properties), consensusEstimate (19 properties). Each schema is shown below with its type and property counts.

surpriseRequest
object
Request object for requesting surprise estimates.
8 properties 2 required
articlesFields
array
Request available Articles data fields to be included in the response. Default is all fields. fsymId and articleId are always included. Common Fields |field|de…
benchmarkConstituentsResponse
object
1 property
ids
array
Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. ids limit = 1000 per request Make note, GET Method URL reques…
benchmarkConstituent
object
11 properties
requestedDate
string
Date of holding expressed in YYYY-MM-DD format.
sasbScoresAll
object
32 properties
sasbArticlesRequest
object
SASB Articles Request Body
6 properties 3 required
sasbSpotlightsRequest
object
SASB Spotlights Request Body
7 properties 1 required
fixedDetailRequest
object
Request object for requesting rolling detail estimates.
10 properties 2 required
segmentIds
array
The requested list of security identifiers. Accepted ID types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. Make Note - id limit of 5…
primaryOnly
boolean
Return only primary spotlights when set to true
benchmarkIdListRequest
object
1 property
indicators
array
The indicators are the Principal Adverse Impact (PAI) metrics which consists of General, Mandatory and Additional indicators which supports the SFDR reporting.…
endDate_3
string
The end date requested for a given date range in YYYY-MM-DD format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted…
currency
string
Currency for response.
benchmarkRatiosRequest
object
7 properties 2 required
indexHistoryResponse
object
1 property
sdgStartDate
string
The start date requested for a given date range in YYYY-MM-DD format. The input start date must be before the input end date. Future dates (T+1) are not accept…
consensusRatings
object
11 properties
sasbScoresAllRequest
object
SASB Scores All Request Body
6 properties 1 required
sdgSpotlightCategories
array
The SDG Categories specified for the Truvalue Scores being requested. To specify select categories returned in the response, provide a comma-separated list of…
sasbSpotlightsCategories
array
The SASB Categories requested for the respective scoreType(s). The default value is ALLCATEGORIES, which represents all 26 categories in a single overall score…
periodicitySurprise
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates.
tvlIds
array
Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. ids limit = 1500 per request Make note, GET Method URL reques…
indexHistoryRequest
object
9 properties 1 required
spotlightsResponse
object
1 property
surprise
object
18 properties
periodicity_2
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates. Next-twelve-months (NTMA) and Last-twelve-months (LTMA) also support…
sasbScores
object
6 properties
sdgCategories
array
The SDG Categories specified for the Truvalue Scores being requested. To specify select categories returned in the response, provide a comma-separated list of…
segmentsResponse
object
1 property
calendar
string
Calendar of data returned. SEVENDAY includes weekends.
benchmarkIdList
object
5 properties
startDate_2
string
The start date requested for a given date range in YYYY-MM-DD format. Data is available on a Fiscal Annual periodicity, but updated Daily. If left blank, the A…
impliedDate
string
This parameter controls the date returned in the date field. The default value is N. By default, the date field returns the actual date of the observation. Thi…
isRemoved
boolean
This parameter would return the spotlights removed in the response(i.e. Spotlight is marked as Rejected but has a firstApprovedOnDate))when set to true Only Sp…
metrics
array
Requested List of FactSet Market Aggregates (FMA) or ratios. provided the below complete metrics list. |metric item|Description|category|periodicity |:|:|:|:|…
detailRatingsResponse
object
1 property
startDate_3
string
The start date requested for a given date range in YYYY-MM-DD format. If left blank, the API will default to previous close. Future dates (T+1) are not accepte…
fiscalPeriodStart_2
string
Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution. Fiscal Quarter-end - YYYY/F…
metrics_2
array
Requested metrics. Use the metrics endpoint for a list of estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. For mo…
fixedIncomeBenchmarkConstituentsRequest
object
3 properties 1 required
relativeFiscalStart
integer
Relative fiscal period, expressed as an integer, used to filter results.
fiscalPeriodEnd_2
string
Fiscal period end expressed in absolute date formats. Date that will fall back to most recent completed period during resolution. Month-end - MM/YYYY (e.g., 11…
relativeFiscalEnd
integer
Relative fiscal period, expressed as an integer, used to filter results.
includeAll
boolean
Include All filter is used to identify included and excluded broker details from the consensus By default the service would return only the brokers included in…
detailEstimate
object
25 properties
dateOf
string
Date of Publication or Ingestion Publication: use for startDate and endDate the articles publication date Ingestion: use for startDate and endDate the articles…
benchmarkRatios
object
8 properties
sdgArticle
object
3 properties 3 required
returnType
string
The return type adjustment used in returns response items. Adjustment can be made for GROSS and NET dividends that will be included in the return calculation.…
frequency
string
Controls the display frequency of the data returned. D = Daily W = Weekly, based on the last day of the week of the start date. M = Monthly, based on the last…
indexHistory
object
14 properties
familyFilter
string
Highest Level Filter to search by common Benchmark Families, such as S&P, MSCI, or Russell. This will retrieve all related benchmark ids. For further filtering…
endDate_2
string
The end date requested for a given date range in YYYY-MM-DD format. Data is available on a Fiscal Annual periodicity, but updated Daily. If left blank, the API…
sdgScores
object
4 properties 4 required
sasbScoresResponse
object
1 property
sdgArticlesCategories
array
The SDG Categories specified for the Truvalue Scores being requested. To specify select categories returned in the response, provide a comma-separated list of…
sfdrPai
object
9 properties
sdgEndDate
string
The end date requested for a given date range in YYYY-MM-DD format. The input end date must be after the input start date. Future dates (T+1) are not accepted…
consensusEstimate
object
19 properties
frequency_3
string
Controls the display frequency of the data returned. D = Daily W = Weekly, based on the last day of the week of the start date. AM = Monthly, based on the star…
sasbArticlesCategories
array
Comma seperated list of one or more SASB category names as described below. The default value is ALLCATEGORIES. SASB Categories |SASB Category Inputs|Descripti…
indexSnapshotRequest
object
5 properties 1 required
benchmarkRatiosResponse
object
1 property
endDate
string
Requested end date for Range expressed in YYYY-MM-DD format.
segmentsEstimate
object
20 properties
subcategory
string
Sub-Category Filter for the Primary Category Requested. Choose a related sub-category for the Category requested. For methodology, visit [OA 16038](https://my.…
sdgScoresResponse
object
1 property
sasbRanks
object
5 properties
fixedIncomeBenchmarkConstituent
object
8 properties
sdgScoreTypes
array
The FactSet Truvalue Score types being requested. Score Types include the Pulse, Insight, Momentum, Article Volume, Category Volume, Dynamic Materiality Score,…
constituentIds
array
Benchmark Identifiers. Reference the helper endpoint /id-list to get a sample list of valid identifiers. You must be authorized for the ids requested, otherwis…
calculation
boolean
This parameter would return the PAI data based on the input provided. All the data for indicators or subtopics requested are returned when the input is true an…
consensusRatingsRequest
object
Request object for requesting consensus ratings estimates.
4 properties 1 required
benchmarkConstituentsRequest
object
4 properties 1 required
periodicity
string
The calculation periodicity for the aggregated period. Note - Not all periodicities are supported for each metric, depending on the type of ratio. LTM is set a…
indexSnapshot
object
16 properties
currency_2
string
Currency code for adjusting the data. Use input as 'ESTIMATE' for values in Estimate currency. For a list of currency ISO codes, visit [Online Assistant Page 1…
fiscalPeriodEnd
string
Fiscal period end is expressed in YYYY formats. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.
sasbArticle
object
3 properties 3 required
sdgSpotlightsRequest
object
SDG Spotlights Request Body
7 properties 1 required
detailResponse
object
1 property
sfdrPaiRequest
object
SFDR PAI Indicators Request Body
6 properties 1 required
startDate
string
Requested start date expressed in YYYY-MM-DD format.
sdgArticlesResponse
object
1 property
feelback
boolean
This parameter would return the latest PAI data based on the indicators or subtopics requested. The parameter should not be used in conjuction fiscalPeriodStar…
fiscalPeriodStart
string
Fiscal period start is expressed in YYYY formats. The input start date must be before the input end date. Future dates (T+1) are not accepted in this endpoint.
sasbRanksRequest
object
SASB Scores Request Body
6 properties 1 required
regionCalendar
string
Calendar of data returned.
benchmarkIdListResponse
object
1 property
sasbScoresAllResponse
object
1 property
category
string
Filters the list of Estimate metrics by major category - FINANCIALSTATEMENT = Includes Balance Sheet, Cash Flow, and Income Statement. INDUSTRYMETRICS = Indust…
sasbArticlesResponse
object
1 property
segmentsRequest
object
Request object for requesting segments estimates.
10 properties 2 required
rollingConsensusRequest
object
Request object for requesting rolling consensus estimates.
9 properties 2 required
rollingDetailRequest
object
Request object for requesting rolling detail estimates.
10 properties 2 required
calendar_2
string
Calendar of data returned. SEVENDAY includes weekends. LOCAL calendar will default to the securities' trading calendar which excludes date records for respecti…
consensusResponse
object
1 property
periodicityDetail
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates.
ids_2
array
The requested list of security identifiers. Accepted ID types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. Make Note - id limit of 3…
indexIds
array
Benchmark Identifiers. Reference the helper endpoint /id-list to get a sample list of valid identifiers.
fixedConsensusRequest
object
Request object for requesting fixed consensus estimates.
9 properties 2 required
sdgFrequency
string
Controls the display frequency of the data returned. D = Daily data (to receive most recent day's values, you must use daily frequency). W = Weekly, End of wee…
sdgScoresRequest
object
SDG Scores Request Body
6 properties 1 required
Spotlights
object
3 properties 3 required
sasbRanksResponse
object
1 property
fieldsSasbSpotlights
array
Request available SASB Spotlights data fields to be included in the response. Default is all fields. fsymId,orgId, date, spotlightId, groupId and requestId are…
sdgArticlesRequest
object
SDG Articles Request Body
6 properties 3 required
detailRatingsRequest
object
Request object for requesting detail ratings estimates.
4 properties 1 required
sasbScoresRequest
object
SASB Scores Request Body
7 properties 1 required
metric
object
5 properties
fIConstituentIds
array
Fixed Income Benchmark Identifiers. Reference the helper endpoint /id-list to get a sample list of valid identifiers. You must be authorized for the ids reques…
consensusRatingsResponse
object
1 property
sfdrPaiResponse
object
1 property
errorResponse
object
5 properties
frequency_2
string
Controls the display frequency of the data returned. D = Daily W = Weekly, based on the last day of the week of the start date. M = Monthly, based on the last…
segmentType
string
Controls the type of segment selected. BUS = Business GEO = Geographic
hedgeType
string
The hedge type adjustment used in returns response items. Adjustment can be made for HEDGED and UNHEDGED values that will be included in the return calculation…
sasbScoreTypes
array
The FactSet Truvalue Score types being requested. Score Types include the Pulse, Insight, Momentum, Article Volume, Category Volume, Dynamic Materiality Score,…
statistic
string
Statistic for consensus calculation.
errorResponse_2
object
5 properties
rankCategories
array
The Categories representing overall or composite rankings from all underlying 26 SASB Categories. SASB Categories |SASB Category Inputs|Description| ||| |ALLCA…
metricsResponse
object
1 property
fixedIncomeBenchmarkConstituentsResponse
object
1 property
categories
array
The SASB Categories requested for the respective scoreType(s). The default value is ALLCATEGORIES, which represents all 26 categories in a single overall score…
detailRatings
object
10 properties
indexSnapshotResponse
object
1 property
surpriseResponse
object
1 property
metricsRequest
object
Metrics Request Body
2 properties
paiIds
array
Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. Make note, GET Method URL request lines are also limited to a…
errorResponse_3
object
5 properties
fieldsSdgSpotlights
array
Request available SDG Spotlights data fields to be included in the response. Default is all fields. fsymId,orgId, date, spotlightId, groupId and requestId are…

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-factset-api-openapi.yml Raw ↑

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