{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Portfolio API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Portfolio", "type": "folder" }, "items": [ { "info": { "name": "Create a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/create", "body": { "type": "json", "data": "{}" } }, "docs": "Create a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|The number of portfolios would exceed 100.|400 Bad Request|" }, { "info": { "name": "Delete a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/delete", "body": { "type": "json", "data": "{}" } }, "docs": "Delete a portfolio." }, { "info": { "name": "Details of a portfolio.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/portfolio/get", "params": [ { "name": "id", "value": "", "type": "query" }, { "name": "_attributes", "value": "", "type": "query", "description": "Limit the attributes returned in the response to the specified set." } ] }, "docs": "Details of a portfolio." }, { "info": { "name": "List of portfolios with keyfigures.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/portfolio/list", "params": [ { "name": "_attributes", "value": "", "type": "query", "description": "Limit the attributes returned in the response to the specified set." }, { "name": "_sort", "value": "", "type": "query", "description": "Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 2 (possibly prefixed) attribute name(s) is allowed." } ] }, "docs": "List of portfolios with keyfigures." }, { "info": { "name": "Modify a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/modify", "body": { "type": "json", "data": "{}" } }, "docs": "Modify a portfolio." }, { "info": { "name": "Evaluate a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/evaluation/list", "body": { "type": "json", "data": "{}" } }, "docs": "Performs an evaluation over a period of time and returns portfolio key figures for each day, week, or month." }, { "info": { "name": "List of portfolios.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/portfolio/name/list", "params": [ { "name": "_attributes", "value": "", "type": "query", "description": "Limit the attributes returned in the response to the specified set." }, { "name": "_sort", "value": "", "type": "query", "description": "Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 2 (possibly prefixed) attribute name(s) is allowed." } ] }, "docs": "List of portfolios." }, { "info": { "name": "Add a payout to a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/payout/create", "body": { "type": "json", "data": "{}" } }, "docs": "Add a payout to a portfolio." }, { "info": { "name": "Delete a payout of a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/payout/delete", "body": { "type": "json", "data": "{}" } }, "docs": "Delete a payout of a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|Invalid payout identifier.|400 Bad Request|" }, { "info": { "name": "List of payouts in a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/payout/list", "body": { "type": "json", "data": "{}" } }, "docs": "List of payouts in a portfolio." }, { "info": { "name": "Modify a payout in a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/payout/modify", "body": { "type": "json", "data": "{}" } }, "docs": "Modify a payout in a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|At least one of the parameters `notation`, `type`, `amount`, `transaction` or `time` must be set.|400 Bad Request|\n|Invalid payout identifier.|400 Bad Request|" }, { "info": { "name": "List all open positions of a portfolio.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/portfolio/position/list", "params": [ { "name": "id", "value": "", "type": "query" }, { "name": "_attributes", "value": "", "type": "query", "description": "Limit the attributes returned in the response to the specified set." }, { "name": "_language", "value": "", "type": "query" }, { "name": "_sort", "value": "", "type": "query", "description": "Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 10 (possibly prefixed) attribute name(s) is allowed." }, { "name": "_paginationOffset", "value": "", "type": "query", "description": "Non-negative number of entries to skip, or 0 (default)." }, { "name": "_paginationLimit", "value": "", "type": "query", "description": "Non-negative maximum number of entries to return." } ] }, "docs": "List all open positions of a portfolio." }, { "info": { "name": "List all closed positions of a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/position/closed/list", "body": { "type": "json", "data": "{}" } }, "docs": "List all closed positions of a portfolio." }, { "info": { "name": "Add a transaction to a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/transaction/create", "body": { "type": "json", "data": "{}" } }, "docs": "Add a transaction to a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|The number of transactions would exceed 1000.|400 Bad Request|" }, { "info": { "name": "Delete a transaction of a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/transaction/delete", "body": { "type": "json", "data": "{}" } }, "docs": "Delete a transaction of a portfolio." }, { "info": { "name": "List of transactions in a portfolio.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/portfolio/transaction/list", "params": [ { "name": "id", "value": "", "type": "query" }, { "name": "_attributes", "value": "", "type": "query", "description": "Limit the attributes returned in the response to the specified set." }, { "name": "_language", "value": "", "type": "query" }, { "name": "_sort", "value": "", "type": "query", "description": "Sortable attributes. The sort order is ascending unless it is prefixed with a minus sign, in which case it is descending. A list of at most 7 (possibly prefixed) attribute name(s) is allowed." }, { "name": "_paginationOffset", "value": "", "type": "query", "description": "Non-negative number of entries to skip, or 0 (default)." }, { "name": "_paginationLimit", "value": "", "type": "query", "description": "Non-negative maximum number of entries to return." } ] }, "docs": "List of transactions in a portfolio." }, { "info": { "name": "Modify a transaction in a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/transaction/modify", "body": { "type": "json", "data": "{}" } }, "docs": "Modify a transaction in a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|At least one of the parameters `numberShares`, `price`, `charges`, `exchangeRate` or `time` must be set.|400 Bad Request|" }, { "info": { "name": "Add a cash transaction to a portfolio.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/transaction/cash/create", "body": { "type": "json", "data": "{}" } }, "docs": "Add a cash transaction to a portfolio.\n\nCertain error conditions yield errors as follows: \n\n|Error Condition|HTTP Error|\n|-------|--------|\n|The number of transactions would exceed 1000.|400 Bad Request|" }, { "info": { "name": "Delete a cash transaction.", "type": "http" }, "http": { "method": "POST", "url": "https://api.factset.com/portfolio/transaction/cash/delete", "body": { "type": "json", "data": "{}" } }, "docs": "Delete a cash transaction." } ] } ], "bundled": true }