Factset Factset Estimates 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 Estimates. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, code examples, a changelog, and 1 JSON Schema.
This API exposes
18 operations
across 9 paths,
and defines 43 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.
18 operations9 paths43 schemas9 GET9 POST
Metadata
The identity and technical contract details declared by the specification.
Factset Factset Estimates API declares
1 security scheme
for authenticating requests.
It accepts HTTP basic authentication (basicAuth).
By default, every request must be authenticated.
Paths & Operations 18
Across 9 paths, the API surfaces 18 operations — 9 GET, 9 POST. Each is listed below with its method, path, parameters, and response codes.
Factset Estimates 18
GET
/factset-estimates/v2/rolling-consensus
Factset Retrieves consensus estimates for a requested list of ids and rolling fiscal periods.
getRollingConsensus9 params→ 200400401403415500
POST
/factset-estimates/v2/rolling-consensus
Factset Retrieves consensus estimates for a requested list of ids and rolling fiscal periods
Factset Broker Detail estimates to fetch Buy, Overweight, Hold, Underweight, and Sell.
getDetailRatings4 params→ 200400401403415500
POST
/factset-estimates/v2/detail-ratings
Factset Broker Detail estimates to fetch Buy, Overweight, Hold, Underweight, and Sell.
getDetailRatingsForListbody→ 200400401403415500
GET
/factset-estimates/v2/surprise
Factset Surprise estimates for rolling fiscal periods
getSurprise8 params→ 200400401403415500
POST
/factset-estimates/v2/surprise
Factset Surprise estimates for rolling fiscal periods
getSurpriseForListbody→ 200400401403415500
GET
/factset-estimates/v2/segments
Factset Retrieves product & geographic segment estimates for a requested list of ids and fiscal periods
getSegments10 params→ 200400401403415500
POST
/factset-estimates/v2/segments
Factset Retrieves product segment estimates for a requested list of ids and fiscal periods
getSegmentsForListbody→ 200400401403415500
GET
/factset-estimates/v2/metrics
Factset Available Estimate metrics
getEstimateMetrics2 params→ 200400401403415500
POST
/factset-estimates/v2/metrics
Factset Available Estimate metrics or ratios.
getEstimateMetricsForListbody→ 200400401403415500
Schemas 43
The contract defines 43 schemas that model the data the API accepts and returns. The most detailed are detailEstimate (25 properties), segmentsEstimate (20 properties), consensusEstimate (19 properties), surprise (18 properties). Each schema is shown below with its type and property counts.
surpriseRequest
object
Request object for requesting surprise estimates.
8 properties2 required
ids
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…
fixedDetailRequest
object
Request object for requesting rolling detail estimates.
10 properties2 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…
currency
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…
consensusRatings
object
11 properties
periodicitySurprise
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates.
surprise
object
18 properties
segmentsResponse
object
1 property
metrics
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…
detailRatingsResponse
object
1 property
relativeFiscalStart
integer
Relative fiscal period, expressed as an integer, used to filter results.
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
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. AM = Monthly, based on the star…
consensusEstimate
object
19 properties
endDate
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…
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.…
consensusRatingsRequest
object
Request object for requesting consensus ratings estimates.
4 properties1 required
periodicity
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates. Next-twelve-months (NTMA) and Last-twelve-months (LTMA) also support…
detailResponse
object
1 property
fiscalPeriodEnd
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…
startDate
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
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…
category
string
Filters the list of Estimate metrics by major category - FINANCIALSTATEMENT = Includes Balance Sheet, Cash Flow, and Income Statement. INDUSTRYMETRICS = Indust…
segmentsRequest
object
Request object for requesting segments estimates.
10 properties2 required
rollingConsensusRequest
object
Request object for requesting rolling consensus estimates.
9 properties2 required
rollingDetailRequest
object
Request object for requesting rolling detail estimates.
10 properties2 required
consensusResponse
object
1 property
periodicityDetail
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates.
fixedConsensusRequest
object
Request object for requesting fixed consensus estimates.
9 properties2 required
detailRatingsRequest
object
Request object for requesting detail ratings estimates.
4 properties1 required
metric
object
5 properties
consensusRatingsResponse
object
1 property
errorResponse
object
5 properties
segmentType
string
Controls the type of segment selected. BUS = Business GEO = Geographic
statistic
string
Statistic for consensus calculation.
metricsResponse
object
1 property
detailRatings
object
10 properties
surpriseResponse
object
1 property
metricsRequest
object
Metrics Request Body
2 properties
Specification
The full machine-readable OpenAPI contract behind this narrative.
Every API here is available over the API and to AI agents over MCP. APIs is not yet its own endpoint on the v1 API. Reach this content through network search and the tag graph, or the MCP server below.
Installs https://mcp.apievangelist.com/mcp in Claude, Cursor, VS Code and the rest — one button, every client.
MCP tools for apis
4 tools reach this content
search_api_evangelistSearch every content type across the network at once.
find_relatedThe shared-tag relevance graph — what else covers this.
get_tagEverything one tag labels, across all content types.
guide_topicPRO — a curated bundle for a topic: area, guidance, rules, papers, stories, services.
A second provider on the same verified email joins the account you already have.
Your account
ⓘWhere this information came from
This is an independent, third-party profile of Factset Factset Estimates API, published by
API Evangelist. We do not operate, host, resell, or
support these APIs, and we are not affiliated with or endorsed by the company unless stated above.
Everything here is built from publicly available information — the company's own site,
developer portal, documentation, public repositories, and the specifications it publishes for public use.
Nothing is obtained by breaching a system, defeating an access control, or using credentials.
The Kin Score and Agent Readiness rating are independently calculated assessments of a company's
public API artifacts, scored against a published rubric. They are not certifications,
endorsements, security assessments, or audits.
Corrections, re-scores, and removal are free — no partnership or purchase required, and
you do not need to justify the request. A removed company is recorded as unrated, never scored
zero for having asked. Acknowledgement within one business day; removal within two.
info@apievangelist.com
·
Read the full data-sourcing policy → On a security or compliance team? Put security in the subject line and
you will get a person, not a form — we will tell you exactly which public URLs this profile was built from.
