{ "opencollection": "1.0.0", "info": { "name": "Factset Analytics Datastore About Rolling API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Rolling", "type": "folder" }, "items": [ { "info": { "name": "Factset Retrieves Consensus Estimates for a Requested List of Ids and Rolling Fiscal Periods.", "type": "http" }, "http": { "method": "GET", "url": "https://api.factset.com/factset-estimates/v2/rolling-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": "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)\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 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 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" } ] } ], "bundled": true }