***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": "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": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n * **NTMA** - Next-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614) for detail.\n * **LTMA** - Last-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614) for detail.\n \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": "Returns FactSet Estimates consensus data using rolling fiscal dates.The rolling behavior causes fiscal year to automatically roll from one year to the next as the historical perspective date changes. The fiscal period rolls forward as of each period end. This endpoint is optimized to allow the request to simply include a relative fiscal period (e.g. use relativeFiscalStart integer 1 and periodicity ANN for next unreported fiscal year end), and then see what the consensus thought the \"next fi" }, { "info": { "name": "Factset Retrieves consensus estimates for a requested list of ids and rolling fiscal periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/rolling-consensus", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates consensus data using rolling fiscal dates.
The rolling behavior causes fiscal year to automatically roll from one year to the next as the historical perspective date changes. The fiscal period rolls forward as of each period end. This endpoint is optimized to allow the request to simply include a relative fiscal period (e.g. use relativeFiscalStart integer 1 and periodicity ANN for next unreported fiscal year end), and then see what the consensus thought the \"next fi" }, { "info": { "name": "Factset Retrieves consensus estimates for a requested list of ids and fixed fiscal periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/fixed-consensus", "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": "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": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n * **NTMA** - Next-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614) for detail.\n * **LTMA** - Last-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614) for detail.\n \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": "Returns FactSet Estimates consensus data using fixed fiscal dates. For example, if the company's current unreported year is 12/2020, all data returned by formulas that specify as the period/report basis will be for 12/2005 regardless of what perspective dates (startDate/endDate) are used. The fixed dates are \"locked\" in time and all estimated values are for that explicit date. If you are requesting that the estimated periods can change with the perspective date, please use the rolling-consensus " }, { "info": { "name": "FactSet consensus estimates for fixed fiscal periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/fixed-consensus", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates consensus data using fixed fiscal dates. For example, if the company's current unreported year is 12/2020, all data returned by formulas that specify as the period/report basis will be for 12/2005 regardless of what perspective dates (startDate/endDate) are used. The fixed dates are \"locked\" in time and all estimated values are for that explicit date. If you are requesting that the estimated periods can change with the perspective date, please use the rolling-consensus " }, { "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 Ratings consensus estimates to fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/consensus-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": "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" } ] }, "docs": "Returns ratings from the FactSet Estimates database for current and historical for an individual security using rolling fiscal dates as of a specific date.\n" }, { "info": { "name": "Factset Ratings consensus estimates to fetch Buy, Overweight, Hold, Underweight, and Sell.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/consensus-ratings", "body": { "type": "json", "data": "{}" } }, "docs": "Returns ratings from the FactSet Estimates database for current and historical for an individual security using rolling fiscal dates as of a specific date.\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.\nThe `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.\nThe `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 Surprise estimates for rolling fiscal periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/surprise", "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": "statistic", "value": "", "type": "query", "description": "Statistic for consensus calculation." }, { "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": "Returns FactSet Estimates surprise data using rolling fiscal dates.\n" }, { "info": { "name": "Factset Surprise estimates for rolling fiscal periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/surprise", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates surprise data using rolling fiscal dates.\n" }, { "info": { "name": "Factset Retrieves product & geographic segment estimates for a requested list of ids and fiscal periods", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/segments", "params": [ { "name": "ids", "value": "", "type": "query", "description": "Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.***ids limit** = 50 per request*
* Make Note - id limit of 50 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": "segmentType", "value": "", "type": "query", "description": "Controls the type of segment selected.\n * **BUS** = Business / Product Segment\n * **GEO** = Geographic Segment\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": "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": "periodicity", "value": "", "type": "query", "description": "The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates.\n * **ANN** - Annual\n * **QTR** - Quarterly\n * **SEMI** - Semi-Annual \n * **NTMA** - Next-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614) for detail.\n * **LTMA** - Last-Twelve-Months - Time-weighted Annual. Estimates use a percentage of annual estimates from two fiscal years to create an estimate based on the 12-month period. Visit [OA 16614](https://my.apps.factset.com/oa/pages/16614) for detail.\n \n" }, { "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": "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": "Returns FactSet Estimates Consensus Data for the segments gathered from the Business, Geographical, or Actual Reconciliation (ADJUSTMENT) classifications by using fiscal periods with a reporting frequency. \n" }, { "info": { "name": "Factset Retrieves product segment estimates for a requested list of ids and fiscal periods", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/segments", "body": { "type": "json", "data": "{}" } }, "docs": "Returns FactSet Estimates Data for the segments gathered from the Business, Geographical, or Actual Reconciliation (ADJUSTMENT) classifications by using fiscal periods with a reporting frequency. \n" }, { "info": { "name": "Factset Available Estimate metrics", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/metrics", "params": [ { "name": "category", "value": "", "type": "query", "description": "Filters the list of Estimate metrics by major category -\n * **FINANCIAL_STATEMENT** = Includes Balance Sheet, Cash Flow, and Income Statement.\n * **INDUSTRY_METRICS** = Industry specific metrics.\n * **OTHER** = Target Price\n" }, { "name": "subcategory", "value": "", "type": "query", "description": "Sub-Category Filter for the Primary Category Requested. Choose a related sub-category for the Category requested. For methodology, visit [OA 16038](https://my.apps.factset.com/oa/pages/16038)Financial Statement - \n * **BALANCE_SHEET** - Balance Sheet line items, such as Assets, Long-term Debt, and more.\n * **CASH_FLOW** - Cash Flow Statement line items, such as Free Cash Flow and Share Repurchases\n * **INCOME_STATEMENT** - Income Statement line items, such as EPS, Sales, DPS, and more.\n * **MISCELLANEOUS** - EPS Long Term Growth\n
Industry Metrics - \n\n * **AIRLINES** - Including items such as Revenue Passenger, Total Revenue per ASK, Available Seats, and more.\n * **BANKS** - Including items such as Net Interest Income, Trading Income, Net Loans, and more. SUPPLEMENTAL\n * **COMMODITIES** - Including items such as Average Target Price.\n * **COMPUTER_HARDWARE** - Including items such as Total Addressable Market.\n * **CONSUMER_SERVICES** - Including items such as Gross Merchandise Volume\n * **EDUCATION** - Including Items such as Total Student Enrollment\n * **FINANCIAL_SERVICE_PROVIDER** - Including items such as Annual Subscription Value\n * **HOME_BUILDERS** - Including items such as Home Sales, Land Sales, Cancellation Rates, and more.\n * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more.\n * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more.\n * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims.\n * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more.\n * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more.\n * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims.\n * **MARIJUANA** - Including items such as Cost per Gram and Kg of Cannabis Sold.\n * **MINING** - Including items such as Realized Price and Total Production\n * **MULTIFINANCIAL** - Including items such as AUM, Net Flows, and Fee Related Earnings.\n * **OIL_AND_GAS** - Including items such as Downstream Income, Production per Day, and Exploration Expense.\n * **OTHER** - Target Price\n * **REITS** - Including items such as Funds from Operations, Implied Cap Rate, and LTV.\n * **RESTAURANTS** - Including items such as Restaurant Margin.\n * **RETAILERS** - Including items such as Stores Information, Selling Space and Net sales per square foot.\n * **TELECOMMUNICATIONS** - Including items such as Gross Adds, Monthly Revenue Per User, Churn, and more.\n * **TRANSPORTATION** - Including items such as Revenue Per Unit, Volume Growth, and Operating Ratio.
\n \n" } ] }, "docs": "Returns list of available Estimate metrics that can be used in the `metrics` parameter of related endpoints.\n**By default, Factset provides Estimated items in millions. For specific metric methodology definitions, reference the `OAurl` response items to launch the available methodology page.** \n" }, { "info": { "name": "Factset Available Estimate metrics or ratios.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-estimates/v2/metrics", "body": { "type": "json", "data": "{}" } }, "docs": "Returns list of available Estimate metrics that can be used in the `metrics` parameter of related endpoints.\n**By default, Factset provides Estimated items in millions. For specific metric methodology definitions, reference the `OAurl` response items to launch the available methodology page.** \n" } ] } ], "bundled": true }