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Factset

Factset Snapshots API

The Snapshots API from Factset — 4 operation(s) for snapshots.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

This API exposes 8 operations across 4 paths, and defines 28 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.

8 operations 4 paths 28 schemas 4 GET4 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 Snapshots API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 8

Across 4 paths, the API surfaces 8 operations — 4 GET, 4 POST. Each is listed below with its method, path, parameters, and response codes.

Snapshots 8
GET
/factset-benchmarks/v1/index-snapshot
Factset Index Level Prices, Returns, and Related Information as of a Single Date.
getIndexSnapshot 5 params → 200400401403415500
POST
/factset-benchmarks/v1/index-snapshot
Factset Retrieves the Index Level Snapshot of Prices and Returns Information for a Given Identifier and Single Date.
getIndexSnapshotForList body → 200400401403415500
GET
/DFSnapshot
Factset Request a Snapshot of Exchange Data for a List of Symbols.
get_DFSnapshot 7 params → 200402403
POST
/DFSnapshot
Factset Snap Exchange Data. Use if Url Lengh of 2,048 Is Exceeded.
post_DFSnapshot 7 params → 200402403
GET
/factset-funds/v1/returns-snapshot
Factset Get Fund Returns Over Pre-defined Time Horizons as of a Specific Date.
getFundsReturnsSnapshot 3 params → 200400401403415500
POST
/factset-funds/v1/returns-snapshot
Factset Get Fund Returns Over Pre-defined Time Horizons as of a Specific Date.
getFundsReturnsSnapshotForList body → 200400401403415500
GET
/factset-prices/v1/returns-snapshot
Factset Returns the Price Performance of the Security and Annualized Compound Total Returns.
getReturnsSnapshot 5 params → 200400401403415500
POST
/factset-prices/v1/returns-snapshot
Factset Returns the Price Performance of the Security and Annualized Compound Total Returns.
getReturnsSnapshotForList body → 200400401403415500

Schemas 28

The contract defines 28 schemas that model the data the API accepts and returns. The most detailed are fields (122 properties), returnsSnapshot_2 (22 properties), indexSnapshot (16 properties), returnsSnapshot (12 properties). Each schema is shown below with its type and property counts.

ids
array
The requested Fund Identifier. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. ids limit = 1000 per request Make note, GET Method URL request…
fundsReturnsSnapshotRequest
object
Returns Request Body
3 properties 1 required
requestedDate
string
Date of holding expressed in YYYY-MM-DD format.
currency
string
Currency for response.
returnsSnapshot
object
12 properties
dateSnapshot
string
The date requested for a given date range in YYYY-MM-DD format. The date MUST be equal to or less than the priceRecentDate found within the /summary endpoint.
calendar
string
Calendar of data returned. SEVENDAY includes weekends.
returnsSnapshot_2
object
22 properties
DFSnapshot_Response
object
sample response
4 properties
dateRS
string
The date in YYYY-MM-DD format. This controls the perspective dates to the calculate the returns. If left blank, the API will default to previous close. Future…
fields
object
All available fields in service. FID = Field ID Number.
122 properties
returnType
string
The return type adjustment used in returns response items. Adjustment can be made for GROSS and NET dividends that will be included in the return calculation.…
indexSnapshotRequest
object
5 properties 1 required
dividendAdjust
string
Controls the dividend inclusion for the NAV returns calculations, where - DIV = Include Dividends, Total Return NODIV = Exclude Dividends, Simple Return
indexSnapshot
object
16 properties
returnsSnapshotRequest
object
Returns Snapshot Request Body
5 properties 1 required
requestCurrency
string
Currency code for adjusting prices. Default is Local. For a list of currency ISO codes, visit [Online Assistant Page 1470](https://oa.apps.factset.com/pages/14…
dividendAdjustSnapshot
string
Controls the dividend reinvestment for the returns calculation. Dividends will be reinvested on the date the dividends go ex (when the dividends belong to the…
fundsReturnsSnapshotResponse
object
1 property
calendar_2
string
Calendar of data returned. SEVENDAY includes weekends. LOCAL calendar will default to the securities' trading calendar which excludes date records for respecti…
indexIds
array
Benchmark Identifiers. Reference the helper endpoint /id-list to get a sample list of valid identifiers.
idsMax2000
array
The requested list of security identifiers. Accepted ID types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids.
errorResponse
object
5 properties
errorResponse_2
object
5 properties
errorResponse_4
object
5 properties
returnsSnapshotResponse
object
1 property
indexSnapshotResponse
object
1 property
errorResponse_3
object
5 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-snapshots-api-openapi.yml Raw ↑

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FactSet Watchlist API for Digital Portals
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#Snapshots
← Back to F APIs
API Details
ID
factset:factset-snapshots-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
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