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Factset Estimates API

The Factset Estimates API from Factset — 9 operation(s) for factset estimates.

Factset Estimates API is one of 233 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 3.2.0, at version 2.5.0.

Requests are made against a single base URL, https://api.factset.com/content.

18 operations 9 paths 43 schemas 9 GET9 POST

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
2.5.0
Base URL
https://api.factset.com
Authentication
HTTP Basic
Resource Areas
1

Authentication & Security 1

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…
getRollingConsensus 9 params → 200400401403415500
POST
/factset-estimates/v2/rolling-consensus
Factset Retrieves consensus estimates for a requested list of ids and rolling…
getRollingConsensusForList body → 200400401403415500
GET
/factset-estimates/v2/fixed-consensus
Factset Retrieves consensus estimates for a requested list of ids and fixed…
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…
getConsensusRatings 4 params → 200400401403415500
POST
/factset-estimates/v2/consensus-ratings
Factset Ratings consensus estimates to fetch Buy, Overweight, Hold…
getConsensusRatingsForList body → 200400401403415500
GET
/factset-estimates/v2/detail-ratings
Factset Broker Detail estimates to fetch Buy, Overweight, Hold, Underweight…
getDetailRatings 4 params → 200400401403415500
POST
/factset-estimates/v2/detail-ratings
Factset Broker Detail estimates to fetch Buy, Overweight, Hold, Underweight…
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…
getSegments 10 params → 200400401403415500
POST
/factset-estimates/v2/segments
Factset Retrieves product segment estimates for a requested list of ids and…
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 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.

detailResponse
object
1 property
detailRatings
object
10 properties
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…
metric
object
5 properties
category
string
Filters the list of Estimate metrics by major category - FINANCIALSTATEMENT = Includes Balance Sheet, Cash Flow, and Income Statement. INDUSTRYMETRICS = Indust…
periodicityDetail
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates.
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…
consensusRatingsResponse
object
1 property
statistic
string
Statistic for consensus calculation.
surpriseResponse
object
1 property
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…
consensusRatingsRequest
object
Request object for requesting consensus ratings estimates.
4 properties 1 required
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…
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…
metricsRequest
object
Metrics Request Body
2 properties
detailRatingsResponse
object
1 property
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…
segmentsRequest
object
Request object for requesting segments estimates.
10 properties 2 required
segmentsResponse
object
1 property
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…
periodicitySurprise
string
The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates.
detailEstimate
object
25 properties
metricsResponse
object
1 property
rollingConsensusRequest
object
Request object for requesting rolling consensus estimates.
9 properties 2 required
consensusRatings
object
11 properties
surprise
object
18 properties
segmentType
string
Controls the type of segment selected. BUS = Business GEO = Geographic
relativeFiscalEnd
integer
Relative fiscal period, expressed as an integer, used to filter results.
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.…
errorResponse
object
5 properties
consensusEstimate
object
19 properties
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…
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…
detailRatingsRequest
object
Request object for requesting detail ratings estimates.
4 properties 1 required
surpriseRequest
object
Request object for requesting surprise estimates.
8 properties 2 required
relativeFiscalStart
integer
Relative fiscal period, expressed as an integer, used to filter results.
fixedConsensusRequest
object
Request object for requesting fixed consensus estimates.
9 properties 2 required
rollingDetailRequest
object
Request object for requesting rolling detail estimates.
10 properties 2 required
fixedDetailRequest
object
Request object for requesting rolling detail estimates.
10 properties 2 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…
segmentsEstimate
object
20 properties
consensusResponse
object
1 property
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…

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-factset-estimates-api-openapi.yml Raw ↑

Other APIs Factset publishes across the network.

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FactSet Securitized Derivatives API for Digital Portals
FactSet Watchlist API for Digital Portals
FactSet Funds API for Digital Portals
FactSet Data Monitor API
FactSet Mergers and Acquisitions API
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FactSet Real-Time Options API
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Where this information came from

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