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Factset Summary API

The Summary API from Factset — 1 operation(s) for summary.

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

This API exposes 2 operations across 1 path, and defines 5 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.

2 operations 1 paths 5 schemas 1 GET1 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
Resource Areas
1

Authentication & Security 1

Factset Summary API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 2

Across 1 path, the API surfaces 2 operations — 1 GET, 1 POST. Each is listed below with its method, path, parameters, and response codes.

Summary 2
GET
/factset-funds/v1/summary
Factset Get Basic Reference Summary Data for a Fund.
getFundsSummary 1 param → 200400401403415500
POST
/factset-funds/v1/summary
Factset Get Basic Reference Data for a Large List of Fund Ids.
getFundsSummaryForList body → 200400401403415500

Schemas 5

The contract defines 5 schemas that model the data the API accepts and returns. The most detailed are summaries (35 properties), errorResponse (5 properties), summariesRequest (1 property), summariesResponse (1 property). Each schema is shown below with its type and property counts.

summaries
object
35 properties
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…
errorResponse
object
5 properties
summariesResponse
object
1 property
summariesRequest
object
Summaries Request Body
1 property 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-summary-api-openapi.yml Raw ↑

Other APIs Factset publishes across the network.

FactSet Recommendation List API for Digital Portals
FactSet Bonds API for Digital Portals
FactSet Virtual Portfolio API for Digital Portals
FactSet Stocks API for Digital Portals
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
FactSet News API
News API for Digital Portals
FactSet Real-Time Options API
Where this information came from

This is an independent, third-party profile of Factset Summary 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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