{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Fixed API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Fixed", "type": "folder" }, "items": [ { "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)\nfor 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)\nfor 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 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 Gets Pricing for a List of Fixed Income Securities", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-prices/v1/fixed-income", "params": [ { "name": "ids", "value": "", "type": "query", "description": "The requested list of Fixed Income security identifiers.

***ids limit** = 2000 per request*

*

Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.

*" }, { "name": "startDate", "value": "2019-01-01", "type": "query", "description": "The start date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "endDate", "value": "2019-12-31", "type": "query", "description": "The end date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted in this endpoint.\n" }, { "name": "frequency", "value": "", "type": "query", "description": "Controls the display frequency of the data returned.\n * **D** = Daily\n * **M** = Monthly, based on the last trading day of the month.\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 * **MTD** = Month-to-date\n * **CQ** = Quarterly based on the last trading day of the calendar quarter (March, June, September, or December).\n * **CQTD** = Calendar quarter-to-date\n * **AY** = Actual Annual, based on the start date.\n * **CY** = Calendar Annual, based on the last trading day of the calendar year.\n * **CYTD** = Calendar Year-to-date.\n" } ] }, "docs": "Get BID, MID, ASK, and Issuer Entity ID for a list of Fixed Income Securities as of a requested date range. Available for U.S. Corporate, Treasury and Agency bonds, Municipals, and non-U.S. Corporate and Government bonds. To learn more about Fixed Income Prices database, please review [OA:15995](https://my.apps.factset.com/oa/pages/15995)\n" }, { "info": { "name": "Factset Requests Pricing for a List of Fixed Income Securities for Date Range Requested", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/factset-prices/v1/fixed-income", "body": { "type": "json", "data": "{}" } }, "docs": "Get BID, MID, ASK, and Issuer Entity ID for a list of Fixed Income Securities as of a requested date range. Available for U.S. Corporate, Treasury and Agency bonds, Municipals, and non-U.S. Corporate and Government bonds. To learn more about Fixed Income Prices database, please review [OA:15995](https://my.apps.factset.com/oa/pages/15995)\n" } ] } ], "bundled": true }