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Factset

Factset Optimizations API

The Optimizations API from Factset — 12 operation(s) for optimizations.

Documentation Provider Profile APIs.io OpenAPI GitHub

Factset Optimizations 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 Optimizations. 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 12 paths, and defines 35 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 operations 12 paths 35 schemas 3 DELETE9 GET3 POST3 PUT

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 Optimizations 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 12 paths, the API surfaces 18 operations — 3 DELETE, 9 GET, 3 POST, 3 PUT. Each is listed below with its method, path, parameters, and response codes.

Optimizations 18
POST
/analytics/engines/afi/v3/optimizations
Factset Create and Run Afi Optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/afi/v3/optimizations/{id}
Factset Create or Update Afi Optimization and Run It.
putAndOptimize 3 params body → 201202400401403404409415
GET
/analytics/engines/afi/v3/optimizations/{id}
Factset Get Afi Optimization Parameters by Id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/afi/v3/optimizations/{id}
Factset Cancel Afi Optimization by Id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/afi/v3/optimizations/{id}/status
Factset Get Afi Optimization Status by Id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/afi/v3/optimizations/{id}/result
Factset Get Afi Optimization Result by Id
getOptimizationResult 1 param → 200400401403404500503
POST
/analytics/engines/npo/v3/optimizations
Factset Create and Run Npo Optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/npo/v3/optimizations/{id}
Factset Create or Update Npo Optimization and Run It.
putAndOptimize 3 params body → 201202400401403404409415
GET
/analytics/engines/npo/v3/optimizations/{id}
Factset Get Npo Optimization Parameters by Id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/npo/v3/optimizations/{id}
Factset Cancel Npo Optimization by Id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/npo/v3/optimizations/{id}/status
Factset Get Npo Optimization Status by Id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/npo/v3/optimizations/{id}/result
Factset Get Npo Optimization Result by Id
getOptimizationResult 1 param → 200400401403404500503
POST
/analytics/engines/fpo/v3/optimizations
Factset Create and Run Fpo Optimization
postAndOptimize 2 params body → 201202400401403404415429
PUT
/analytics/engines/fpo/v3/optimizations/{id}
Factset Create or Update Fpo Optimization and Run It.
putAndOptimize 3 params body → 201202400401403404415429
GET
/analytics/engines/fpo/v3/optimizations/{id}
Factset Get Fpo Optimization Parameters by Id
getOptimizationParameters 1 param → 200400401403404500503
DELETE
/analytics/engines/fpo/v3/optimizations/{id}
Factset Cancel Fpo Optimization by Id
cancelOptimizationById 1 param → 204400401403404500503
GET
/analytics/engines/fpo/v3/optimizations/{id}/status
Factset Get Fpo Optimization Status by Id
getOptimizationStatusById 1 param → 201202400401403404500503
GET
/analytics/engines/fpo/v3/optimizations/{id}/result
Factset Get Fpo Optimization Result by Id
getOptimizationResult 2 params → 200400401403404500503

Schemas 35

The contract defines 35 schemas that model the data the API accepts and returns. The most detailed are OptimalPortfolio (5 properties), AFIOptimizerStrategyOverrides (5 properties), NPOOptimizerStrategyOverrides (5 properties), OptimizerStrategyOverrides (5 properties). Each schema is shown below with its type and property counts.

CalculationInfoRoot_2
object
1 property 1 required
CalculationInfo
object
1 property
OptimizerStrategyOverrides
object
5 properties
NPOOptimizationParameters
object
4 properties 2 required
AFIOptimizerStrategyOverrides
object
5 properties
PaDoc
object
1 property 1 required
OptimizerTradesList
object
2 properties
OptimizerOutputTypes
object
3 properties
NPOOptimizerStrategyOverrides
object
5 properties
FPOOptimizationParameters
object
4 properties 2 required
CalculationInfo_2
object
1 property
ObjectRoot_3
object
1 property
AFIOptimizationParametersRoot
object
2 properties
CalculationInfo_3
object
1 property
CalculationInfoRoot
object
2 properties 1 required
OptimizerAccountOverrides
object
4 properties
AFIOptimizationParameters
object
4 properties 2 required
Error
object
3 properties
ObjectRoot_2
object
1 property 1 required
OptimizerAccount
object
2 properties
FPOAccount
object
3 properties 1 required
ConstraintAction
object
2 properties
ClientErrorResponse
object
1 property
ObjectRoot
object
2 properties 1 required
NPOOptimizerStrategy
object
2 properties 1 required
OptimizerOptimalHoldings
object
3 properties
OptimalPortfolio
object
5 properties
ErrorSource
object
2 properties
NPOOptimizationParametersRoot
object
2 properties
OptimizerCalculationMeta
object
AFIOptimizerStrategy
object
2 properties 1 required
CalculationInfoRoot_3
object
1 property
FPOOptimizationParametersRoot
object
2 properties
OptimizerStrategy
object
2 properties 1 required
Optimization
object
3 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-optimizations-api-openapi.yml Raw ↑

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