Factset Portfolio API
The Portfolio API from Factset — 19 operation(s) for portfolio.
Factset Portfolio 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 Portfolio. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, code examples, a changelog, and 1 JSON Schema.
This API exposes 19 operations across 19 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.
Metadata
The identity and technical contract details declared by the specification.
Authentication & Security 1
Factset Portfolio API declares
1 security scheme
for authenticating requests.
It accepts HTTP basic authentication (basicAuth).
By default, every request must be authenticated.
Paths & Operations 19
Across 19 paths, the API surfaces 19 operations — 5 GET, 14 POST. Each is listed below with its method, path, parameters, and response codes.
Schemas 18
The contract defines 18 schemas that model the data the API accepts and returns. The most detailed are PostPortfolioCreateRequest (2 properties), PostPortfolioModifyRequest (2 properties), PostPortfolioPayoutModifyRequest (2 properties), OffsetBasedPaginationOutputObject (2 properties). Each schema is shown below with its type and property counts.
Specification
The full machine-readable OpenAPI contract behind this narrative.
Source
More from Factset 12
Other APIs Factset publishes across the network.
This is an independent, third-party profile of Factset Portfolio 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.
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