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Factset

Factset Financial Statements API

Retrieve standardized financial statement data including income statements, balance sheets, and cash flow statements. Access annual, quarterly, and interim data for companies worldwide.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

This API exposes 4 operations across 2 paths, and defines 18 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.

4 operations 2 paths 18 schemas 2 GET2 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 Financial Statements API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 4

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

Financial Statements 4

Retrieve standardized financial statement data including income statements, balance sheets, and cash flow statements. Access annual, quarterly, and interim data for companies worl…

GET
/fundamentals
Factset Returns Company Fundamental Data.
getFundamentals 8 params → 200202400401403415500
POST
/fundamentals
Factset Returns Company Fundamental Data for a List of Identifiers.
postFundamentals body → 200202400401403415500
GET
/financial-statements
Factset Returns Financial Statement Line Items.
getFinancialStatements 8 params → 200400401403415500
POST
/financial-statements
Factset Returns Financial Statement Line Items for a List of Identifiers.
postFinancialStatements body → 200202400401403415500

Schemas 18

The contract defines 18 schemas that model the data the API accepts and returns. The most detailed are Fundamental (13 properties), FinancialStatementsRequestBody (8 properties), FundamentalsRequestBody (7 properties), BatchStatus (5 properties). Each schema is shown below with its type and property counts.

ErrorResponse
object
Standard error response wrapper.
1 property
FundamentalsRequestBody
object
Core request parameters for fundamentals data.
7 properties 2 required
FiscalPeriod
object
Fiscal period date range specification. Calendar dates that will fall back to the most recently completed period during resolution.
2 properties
BatchStatus
object
Status information for an asynchronous batch request.
5 properties
Error
object
A single error detail object.
4 properties
FinancialStatementsRequestBody
object
Request parameters for financial statement data.
8 properties 2 required
Periodicity
string
Periodicity or frequency of the fiscal periods. ANN = Annual, QTR = Quarterly, SEMI = Semi-Annual, LTM = Last Twelve Months, YTD = Year-to-date. Suffix R inclu…
BatchError
objectnull
Error information for a failed batch request.
3 properties
UpdateType
string
Update status flag. RP = Include preliminary data, RF = Only final data.
FundamentalsRequest
object
Wrapper for fundamentals request body.
1 property 1 required
Currency
string
ISO 4217 currency code. Use "DOC" for reporting currency. Defaults to LOCAL.
Fundamental
object
A single fundamental data point representing a metric value for a specific security, fiscal period, and periodicity.
13 properties
BatchStatusResponse
object
Wrapper for batch request status.
1 property
BatchFlag
string
Enable asynchronous batch processing. Y = Enable, N = Disable.
SecurityIds
array
List of security identifiers. Accepted types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. Limit of 1,000 per non-batch request / 30,…
FinancialStatementsRequest
object
Wrapper for financial statements request body.
1 property 1 required
MetricsList
array
List of fundamental metric identifiers. Use the /metrics endpoint for a complete catalog of available items.
FundamentalsResponse
object
Response wrapper containing an array of fundamental data items.
1 property

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-financial-statements-api-openapi.yml Raw ↑

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#Financial Statements
← Back to F APIs
API Details
ID
factset:factset-financial-statements-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
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