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Factset

Factset Symbols API

The Symbols API from Factset — 22 operation(s) for symbols.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

This API exposes 35 operations across 22 paths, and defines 40 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.

35 operations 22 paths 40 schemas 6 DELETE15 GET3 PATCH8 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 Symbols API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (basicAuth). By default, every request must be authenticated.

Paths & Operations 35

Across 22 paths, the API surfaces 35 operations — 6 DELETE, 15 GET, 3 PATCH, 8 POST, 3 PUT. Each is listed below with its method, path, parameters, and response codes.

Symbols 35
GET
/v1/custom-symbol-custom-fields
Factset Get All the Custom Symbol Custom Fields
GetCustomSymbolCustomFields → 200
POST
/v1/custom-symbol-custom-fields
Factset Create a Custom Symbol Custom Field
CreateCustomSymbolCustomField body → 201400default
GET
/v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}
Factset Get a Specific Custom Symbol Custom Field's Details
GetCustomSymbolCustomField 1 param → 200404default
PATCH
/v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}
Factset Edit a Custom Symbol Custom Field
PatchCustomSymbolCustomField 1 param body → 200400404default
DELETE
/v1/custom-symbol-custom-fields/{customSymbolCustomFieldId}
Factset Delete a Custom Symbol Custom Field
DeleteCustomSymbolCustomField 1 param → 200400404default
GET
/v1/custom-symbol-types
Factset Get All the Custom Symbol Types
GetCustomSymbolTypes → 200
POST
/v1/custom-symbol-types
Factset Create a Custom Symbol Type
CreateCustomSymbolType body → 201400default
GET
/v1/custom-symbol-types/{customSymbolTypeId}
Factset Get a Specific Custom Symbol Type's Details
GetCustomSymbolType 1 param → 200404default
PUT
/v1/custom-symbol-types/{customSymbolTypeId}
Factset Edit a Custom Symbol Type
UpdateCustomSymbolType 1 param body → 204400404default
DELETE
/v1/custom-symbol-types/{customSymbolTypeId}
Factset Delete a Custom Symbol Type
DeleteCustomSymbolTypeAsync 1 param → 200400404default
GET
/v1/custom-symbol-types/{customSymbolTypeId}/custom-fields
Factset Get Custom Fields for Custom Symbol Type
GetSymbolCustomFieldsForCustomSymbolType 1 param → 200404default
GET
/v1/symbols-relationships
Factset Get All the Symbols Relationships
GetSymbolsRelationships → 200
POST
/v1/symbols-relationships
Factset Create a Symbol Relationship
CreateSymbolRelationshipType body → 201400default
POST
/v1/custom-symbol-types/reorder
UpdateCustomSymbolTypeOrder body → 204400404default
PUT
/v1/symbols-relationships/{symbolsRelationshipId}
Factset Edit a Symbol Relationship
EditSymbolsRelationship 1 param body → 204400404default
DELETE
/v1/symbols-relationships/{symbolsRelationshipId}
Factset Delete a Symbol Relationship
DeleteSymbolsRelationship 1 param → 200400404default
GET
/v1/custom-symbols
Factset Get List of All Custom Symbols in Your Group Along With Some of Their Standard Field and Custom Fields Data
GetCustomSymbols 5 params → 200404default
POST
/v1/custom-symbols
Factset Create a Custom Symbol
CreateCustomSymbol body → 201400default
GET
/v1/custom-symbols/{customSymbolId}
Factset Get All Custom Field and Standard Field Details on a Specific Custom Symbol
GetCustomSymbol 2 params → 200
PATCH
/v1/custom-symbols/{customSymbolId}
Factset Edit a Custom Symbols Standard Field and Custom Field Data
PatchCustomSymbol 1 param body → 200400404default
DELETE
/v1/custom-symbols/{customSymbolId}
Factset Delete a Custom Symbol
DeleteCustomSymbol 1 param → 200400404default
GET
/v1/custom-symbols/{customSymbolId}/records
Factset Get All Notes and Meetings Where a Specific Customsymbol Was Tagged as Primary or Related Identifier
GetCustomSymbolRecords 1 param → 200404default
GET
/v1/custom-symbols/standard-symbol-metadata/{standardSymbol}
Factset Get All Custom Field and Standard Field Details on a Specific Standard Symbol
GetStandardSymbolMetadataGuid 1 param → 200404default
GET
/v1/symbol-relationships/{symbolId}/relationships
Factset Returns a List of a Symbols Relationships
GetSymbolRelationships 1 param → 200404default
GET
/v1/symbol-relationships/{symbolRelationshipId}
Factset Get Details on a Specific Symbol Relationship
GetSymbolRelationship 1 param → 200404default
DELETE
/v1/symbol-relationships/{symbolRelationshipId}
Factset Delete a Symbol Relationship
DeleteSymbolRelationship 1 param → 200400404default
POST
/v1/custom-symbols/{customSymbolId}/link-standard-symbol
Factset Link Custom Symbol to Standard Symbol
LinkCustomSymbolToStandardSymbol 1 param body → 200
POST
/v1/custom-symbols/standard-symbol-metadata
Factset Create Standard Symbol Metadata
CreateStandardSymbolMetadata body → 201400default
PUT
/v1/symbol-relationships/{symbol}
Factset Edit a Symbol Relationship
EditAndAddSymbolRelationship 1 param body → 200
PATCH
/v1/custom-symbols/standard-symbol-metadata/{standardSymbolId}
Factset Edit a Standard Symbols Standard Field and Custom Field Data
PatchStandardSymbol 1 param body → 200400404default
DELETE
/analytics/accounts/v3/models/{name}/symbols/{symbol}
Factset Delete All Entries for a Symbol or Specific Date Entries for a Symbol From a Previously Created Account.
deleteModelAccountBySymbol 3 params → 204400401403404500503
GET
/analytics/accounts/v3/models/{name}/symbols/{symbol}
Factset Get Account Endpoint, Takes an Account Name, Symbol and Returns Underlying Data for That Symbol
getAccountForSymbol 3 params → 200400401403404406500503
GET
/analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}
Factset Get Account Endpoint, Takes an Account Name and Returns Underlying Data
getAccountForDateAndSymbol 4 params → 200400401403404406500503
GET
/notation/crossReference/getByFactSetMarketSymbol
Translate a Factset Market Symbol to a Notation.
get/notation/crossReference/getByFactSetMarketSymbol 3 params → 200
POST
/notation/crossReference/listBySymbol
Factset List of Entitled Notations.
post/notation/crossReference/listBySymbol body → 200

Schemas 40

The contract defines 40 schemas that model the data the API accepts and returns. The most detailed are CustomSymbolDto (14 properties), CreateCustomSymbolDto (12 properties), CreateStandardSymbolMetadataDto (11 properties), CustomSymbolCustomFieldConfigDto (10 properties). Each schema is shown below with its type and property counts.

CustomSymbolDto
object
14 properties
SymbolIdNameDto
object
3 properties
RecordPreviewDto
object
4 properties
LanguageMember
string
ISO 639-1 code of the language.
CustomSymbolCustomFieldFormulaConfigDto
object
2 properties 2 required
CustomSymbolTypeDto
object
7 properties
Operation
object
5 properties
CustomSymbolCustomFieldConfigDto
object
10 properties
StandardSymbolDto
object
1 property 1 required
NewItemDto
object
1 property
AttributesMember
array
Limit the attributes returned in the response to the specified set.
SaveCustomSymbolTypeDto
object
7 properties 1 required
CustomSymbolTypeSummaryDto
object
2 properties
InstrumentDto
object
8 properties
Error
object
3 properties
CreateCustomSymbolCustomFieldDto
object
9 properties 7 required
ReorderCustomSymbolTypeDto
object
1 property
PostNotationCrossReferenceListBySymbolRequest
object
Request Body
2 properties
StatusObject
object
The status member contains the status code of the response.
1 property 1 required
CustomSymbolCustomFieldValueDto
object
4 properties
EntityType
integer
SymbolsRelationshipDto
object
7 properties
ClientErrorResponse
object
1 property
CreateCustomSymbolDto
object
12 properties
CreateCustomSymbolCustomFieldValueDto
object
7 properties 1 required
ErrorSource
object
2 properties
OperationType
integer
SymbolRelationshipDto
object
7 properties
SymbolRelationshipUpdateDto
object
7 properties
CustomSymbolSubTypeDto
object
2 properties
SymbolsRelationshipIdNameDto
object
3 properties
CustomSymbolTypeDetailDto
object
7 properties
CustomSymbolSubTypeSummaryDto
object
2 properties
ProblemDetails
object
5 properties
CreateStandardSymbolMetadataDto
object
11 properties 1 required
SymbolsRelationShipSaveDto
object
6 properties 2 required
UpdateCustomSymbolTypeDto
object
7 properties 1 required
CustomSymbolContact
object
6 properties
CustomSymbolAddressDto
object
6 properties
DataAndMetaModel
object
2 properties 1 required

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

factset-symbols-api-openapi.yml Raw ↑

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#Symbols
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API Details
ID
factset:factset-symbols-api
Base URL
https://api.factset.com
Docs
https://developer.factset.com/api-catalog/pa-engine-api
Provider
Factset
APIs.io →  GitHub →
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