{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Detail API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Detail", "type": "folder" }, "items": [ { "info": { "name": "Factset Estimates Detail Data for Rolling Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/rolling-detail", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.

***ids limit** = 3000 per request*

* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, and Annual Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n" }, { "name": "includeAll", "value": "", "type": "query", "description": "Include All filter is used to identify included and excluded broker details from the consensus\n By default the service would return only the brokers included in the consensus-\n * **TRUE** = Returns all the brokers included and excluded in the consensus\n * **FALSE** = Returns only the broker details included in the consensus\n \n" }, { "name": "relativeFiscalStart", "value": "1", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 1 and periodicity to ANN to ask for relative Fiscal Year 1 (FY1)." }, { "name": "relativeFiscalEnd", "value": "3", "type": "query", "description": "Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. For example, set to 2 and periodicity to ANN to ask for relative Fiscal Year 1 (FY2)." }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"rolling\" fiscal periods. \n" }, { "info": { "name": "Factset Estimates Detail Data for Rolling Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/rolling-detail", "body": { "type": "json", "data": "{}" } }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"rolling\" fiscal periods.\n" }, { "info": { "name": "Factset Estimates Detail Data for Fixed Fiscal Periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/fixed-detail", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.

***ids limit** = 3000 per request*

* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "metrics", "value": "", "type": "query", "description": "Requested metrics. Use the /metrics endpoint to return a list of available estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. **Top 10** most used metrics are **EPS, SALES, DPS, EBITDA,EBIT, PRICE_TGT, CFPS, BPS, NET_INC, and ASSETS**. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034).\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the frequency of the data returned.\n * **D** = Daily\n * **W** = Weekly, based on the last day of the week of the start date.\n * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). \n * **AQ** = Quarterly, based on the start date.\n * **AY** = Actual Annual, based on the start date. \n" }, { "name": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, and Annual Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n" }, { "name": "includeAll", "value": "", "type": "query", "description": "Include All filter is used to identify included and excluded broker details from the consensus\n By default the service would return only the brokers included in the consensus-\n * **TRUE** = Returns all the brokers included and excluded in the consensus\n * **FALSE** = Returns only the broker details included in the consensus\n \n" }, { "name": "fiscalPeriodStart", "value": "2019", "type": "query", "description": "Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution.\n * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F)\n * **Fiscal Year-end** - YYYY (e.g. 2019)\n" }, { "name": "fiscalPeriodEnd", "value": "2020", "type": "query", "description": "Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution.\n * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F)\n * **Fiscal Year-end** - YYYY (e.g. 2019)\n" }, { "name": "currency", "value": "USD", "type": "query", "description": "Currency code for adjusting the data. Use 'ESTIMATE' as input value for the values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470)." } ] }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"fixed\" fiscal periods.\n" }, { "info": { "name": "Factset Estimates Detail Data for Fixed Fiscal Periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/fixed-detail", "body": { "type": "json", "data": "{}" } }, "docs": "Updated intraday, the FactSet detail estimates apis provide individual broker-level estimates collected from over 800 sell-side analysts. This database contains 20+ years of broker history across more than 59,000 global companies. Content is provided for \"fixed\" fiscal periods.\n" }, { "info": { "name": "Factset Broker Detail Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/detail-ratings", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.

***ids limit** = 3000 per request*

* Make Note - id limit of 3000 for defaults, otherwise the service is limited to a 30 second duration. This can be reached when increasing total number of metrics requested and depth of history. *\n" }, { "name": "startDate", "value": "2019-07-30", "type": "query", "description": "Start date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "endDate", "value": "2020-07-30", "type": "query", "description": "End date for point in time of estimates expressed in YYYY-MM-DD format." }, { "name": "includeAll", "value": "", "type": "query", "description": "Include All filter is used to identify included and excluded broker details from the consensus\n By default the service would return only the brokers included in the consensus-\n * **TRUE** = Returns all the brokers included and excluded in the consensus\n * **FALSE** = Returns only the broker details included in the consensus\n \n" } ] }, "docs": "Retrieves the Broker Level ratings for the requested Id and date range. Ratings include Buy, Hold, Sell, Overweight, and Underweight.\n

The `startDate` and `endDate` parameters controls the range of perspective dates. By default, the service will return the range of estimateDates within the latest company's reporting period. As you expand the date range, additional full historical reporting periods and all ratings estimateDates per broker will be returned.

\n" }, { "info": { "name": "Factset Broker Detail Estimates to Fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/detail-ratings", "body": { "type": "json", "data": "{}" } }, "docs": "Retrieves the Broker Level ratings for the requested Id and date range. Ratings include Buy, Hold, Sell, Overweight, and Underweight.\n

The `startDate` and `endDate` parameters controls the range of perspective dates. By default, the service will return the range of estimateDates within the latest company's reporting period. As you expand the date range, additional full historical reporting periods and all ratings estimateDates per broker will be returned.

\n" } ] } ], "bundled": true }