openapi: 3.0.0 info: version: 2.5.0 title: FactSet Estimates contact: name: FactSet Research Systems email: api@factset.com description: > Gain access to 20+ years of comprehensive estimates and statistics of over 250+ estimated metrics, including financial statement items, product segments, geosegments, and industry metrics. FactSet's consensus estimates are aggregated from a wide base of over 800+ contributors and cover over 19,000 active companies across 90+ countries. Data returned can be accessed on the data frequencies based on quarterly, fiscal years, and calendar years. FactSet Estimates updates on a real time basis intraday (every 5 minutes). Updating times vary based on earning season vs. non-earning season but the goal is to have the data available to the client within a few hours that FactSet receives updated information. Often times updates times can be much faster as FactSet has always been known as one of the fastest estimate providers in the market. servers: - url: https://api.factset.com/content description: Production security: - BasicAuth: [] tags: - name: Factset Estimates paths: /factset-estimates/v2/rolling-consensus: get: tags: - Factset Estimates summary: >- Factset Retrieves consensus estimates for a requested list of ids and rolling fiscal periods. operationId: getRollingConsensus description: > 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 fiscal year" estimates were through time as you "roll" back your perspective dates. This differs from locking down an absolute estimate period such as explicitly stating Fiscal Year 2019. This can be done in the fixed-consensus endpoint.
parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/metrics' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/frequency' - $ref: '#/components/parameters/relativeFiscalStart' - $ref: '#/components/parameters/relativeFiscalEnd' - $ref: '#/components/parameters/periodicity' - $ref: '#/components/parameters/currency' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/consensusResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: >- Factset Retrieves consensus estimates for a requested list of ids and rolling fiscal periods description: > 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 fiscal year" estimates were through time as you "roll" back your perspective dates. This differs from locking down an absolute estimate period such as explicitly stating Fiscal Year 2019. This can be done in the fixed-consensus endpoint.
operationId: getRollingConsensusForList requestBody: required: true description: Request object for Rolling Conensus estimates. content: application/json: schema: $ref: '#/components/schemas/rollingConsensusRequest' responses: '200': description: Rolling Conensus Estimate data items content: application/json: schema: $ref: '#/components/schemas/consensusResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/fixed-consensus: get: tags: - Factset Estimates summary: >- Factset Retrieves consensus estimates for a requested list of ids and fixed fiscal periods operationId: getFixedConsensus description: > 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 endpoint. parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/metrics' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/frequency' - $ref: '#/components/parameters/fiscalPeriodStart' - $ref: '#/components/parameters/fiscalPeriodEnd' - $ref: '#/components/parameters/periodicity' - $ref: '#/components/parameters/currency' responses: '200': description: Consensus Estimate Data Items. content: application/json: schema: $ref: '#/components/schemas/consensusResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: FactSet consensus estimates for fixed fiscal periods description: > 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 endpoint. operationId: getFixedConsensusForList requestBody: required: true description: Request object for Estimate Data Items. content: application/json: schema: $ref: '#/components/schemas/fixedConsensusRequest' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/consensusResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/rolling-detail: get: tags: - Factset Estimates summary: FactSet estimates detail data for rolling fiscal periods operationId: getRollingDetail description: > 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. parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/metrics' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/frequency' - $ref: '#/components/parameters/periodicityDetail' - $ref: '#/components/parameters/includeAll' - $ref: '#/components/parameters/relativeFiscalStart' - $ref: '#/components/parameters/relativeFiscalEnd' - $ref: '#/components/parameters/currency' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/detailResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: FactSet estimates detail data for rolling fiscal periods description: > 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. operationId: getRollingDetailForList requestBody: required: true description: Request object for Estimate Data Items. content: application/json: schema: $ref: '#/components/schemas/rollingDetailRequest' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/detailResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/fixed-detail: get: tags: - Factset Estimates summary: Factset Estimates detail data for fixed fiscal periods operationId: getFixedDetail description: > 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. parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/metrics' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/frequency' - $ref: '#/components/parameters/periodicityDetail' - $ref: '#/components/parameters/includeAll' - $ref: '#/components/parameters/fiscalPeriodStart' - $ref: '#/components/parameters/fiscalPeriodEnd' - $ref: '#/components/parameters/currency' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/detailResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: Factset Estimates detail data for fixed fiscal periods description: > 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. operationId: getFixedDetailForList requestBody: required: true description: Request object for Estimate Data Items. content: application/json: schema: $ref: '#/components/schemas/fixedDetailRequest' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/detailResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/consensus-ratings: get: tags: - Factset Estimates summary: >- Factset Ratings consensus estimates to fetch Buy, Overweight, Hold, Underweight, and Sell. operationId: getConsensusRatings description: > Returns ratings from the FactSet Estimates database for current and historical for an individual security using rolling fiscal dates as of a specific date. parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/frequency' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/consensusRatingsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: >- Factset Ratings consensus estimates to fetch Buy, Overweight, Hold, Underweight, and Sell. description: > Returns ratings from the FactSet Estimates database for current and historical for an individual security using rolling fiscal dates as of a specific date. operationId: getConsensusRatingsForList requestBody: required: true description: Request object for Estimate Data Items. content: application/json: schema: $ref: '#/components/schemas/consensusRatingsRequest' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/consensusRatingsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/detail-ratings: get: tags: - Factset Estimates summary: >- Factset Broker Detail estimates to fetch Buy, Overweight, Hold, Underweight, and Sell. operationId: getDetailRatings description: > Retrieves the Broker Level ratings for the requested Id and date range. Ratings include Buy, Hold, Sell, Overweight, and Underweight.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.
parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/includeAll' responses: '200': description: Estimate Ratings data items content: application/json: schema: $ref: '#/components/schemas/detailRatingsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: >- Factset Broker Detail estimates to fetch Buy, Overweight, Hold, Underweight, and Sell. description: > Retrieves the Broker Level ratings for the requested Id and date range. Ratings include Buy, Hold, Sell, Overweight, and Underweight.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.
operationId: getDetailRatingsForList requestBody: required: true description: Request object for Detail Reatings Data Items. content: application/json: schema: $ref: '#/components/schemas/detailRatingsRequest' responses: '200': description: Estimate Detail Ratings data items content: application/json: schema: $ref: '#/components/schemas/detailRatingsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/surprise: get: tags: - Factset Estimates summary: Factset Surprise estimates for rolling fiscal periods operationId: getSurprise description: | Returns FactSet Estimates surprise data using rolling fiscal dates. parameters: - $ref: '#/components/parameters/ids' - $ref: '#/components/parameters/metrics' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/frequency' - $ref: '#/components/parameters/periodicitySurprise' - $ref: '#/components/parameters/statistic' - $ref: '#/components/parameters/currency' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/surpriseResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: Factset Surprise estimates for rolling fiscal periods description: | Returns FactSet Estimates surprise data using rolling fiscal dates. operationId: getSurpriseForList requestBody: required: true description: Request object for `Security` prices. content: application/json: schema: $ref: '#/components/schemas/surpriseRequest' responses: '200': description: Estimate data items content: application/json: schema: $ref: '#/components/schemas/surpriseResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/segments: get: tags: - Factset Estimates summary: >- Factset Retrieves product & geographic segment estimates for a requested list of ids and fiscal periods operationId: getSegments description: > 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. parameters: - $ref: '#/components/parameters/segmentIds' - $ref: '#/components/parameters/segmentType' - $ref: '#/components/parameters/metrics' - $ref: '#/components/parameters/startDate' - $ref: '#/components/parameters/endDate' - $ref: '#/components/parameters/relativeFiscalStart' - $ref: '#/components/parameters/relativeFiscalEnd' - $ref: '#/components/parameters/periodicity' - $ref: '#/components/parameters/frequency' - $ref: '#/components/parameters/currency' responses: '200': description: Segment Estimate data items content: application/json: schema: $ref: '#/components/schemas/segmentsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: tags: - Factset Estimates summary: >- Factset Retrieves product segment estimates for a requested list of ids and fiscal periods description: > 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. operationId: getSegmentsForList requestBody: required: true description: Request object for Product Segments estimates. content: application/json: schema: $ref: '#/components/schemas/segmentsRequest' responses: '200': description: Segments Estimate data items content: application/json: schema: $ref: '#/components/schemas/segmentsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' /factset-estimates/v2/metrics: get: summary: Factset Available Estimate metrics operationId: getEstimateMetrics tags: - Factset Estimates description: > Returns list of available Estimate metrics that can be used in the `metrics` parameter of related endpoints. **By default, Factset provides Estimated items in millions. For specific metric methodology definitions, reference the `OAurl` response items to launch the available methodology page.** parameters: - $ref: '#/components/parameters/category' - $ref: '#/components/parameters/subcategory' responses: '200': description: Estimate data metric items content: application/json: schema: $ref: '#/components/schemas/metricsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' post: summary: Factset Available Estimate metrics or ratios. operationId: getEstimateMetricsForList tags: - Factset Estimates description: > Returns list of available Estimate metrics that can be used in the `metrics` parameter of related endpoints. **By default, Factset provides Estimated items in millions. For specific metric methodology definitions, reference the `OAurl` response items to launch the available methodology page.** requestBody: required: true description: Request object for requesting estimates data content: application/json: schema: $ref: '#/components/schemas/metricsRequest' responses: '200': description: List of Estimate metric Ids content: application/json: schema: $ref: '#/components/schemas/metricsResponse' '400': $ref: '#/components/responses/400' '401': $ref: '#/components/responses/401' '403': $ref: '#/components/responses/403' '415': $ref: '#/components/responses/415' '500': $ref: '#/components/responses/500' components: securitySchemes: BasicAuth: type: http scheme: basic parameters: ids: name: ids in: query schema: type: array items: type: string minItems: 1 maxItems: 3000 required: true explode: false 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. * examples: oneId: summary: One Market Identifier value: - AAPL-USA multipleIds: summary: Multiple Market Identifiers value: - FDS-US - AAPL-US - MSFT-US segmentIds: name: ids in: query schema: type: array items: type: string minItems: 1 maxItems: 50 required: true explode: false 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. * examples: oneId: summary: One Market Identifier value: - AAPL-USA multipleIds: summary: Multiple Market Identifiers value: - FDS-US - AAPL-US - MSFT-US relativeFiscalStart: name: relativeFiscalStart in: query required: false schema: type: integer 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). example: 1 relativeFiscalEnd: name: relativeFiscalEnd in: query required: false schema: type: integer 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). example: 3 fiscalPeriodStart: name: fiscalPeriodStart in: query required: false schema: type: string description: > Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution. * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F) * **Fiscal Year-end** - YYYY (e.g. 2019) example: '2019' fiscalPeriodEnd: name: fiscalPeriodEnd in: query required: false schema: type: string description: > Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution. * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F) * **Fiscal Year-end** - YYYY (e.g. 2019) example: '2020' periodicity: name: periodicity in: query required: false schema: type: string enum: - ANN - QTR - SEMI - NTMA - LTMA default: ANN description: > The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, Annual, and NTMA/LTMA Estimates. * **ANN** - Annual * **QTR** - Quarterly * **SEMI** - Semi-Annual * **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. * **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. periodicityDetail: name: periodicity in: query required: false schema: type: string enum: - ANN - QTR - SEMI default: ANN description: > The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual, and Annual Estimates. * **ANN** - Annual * **QTR** - Quarterly * **SEMI** - Semi-Annual periodicitySurprise: name: periodicity in: query required: false schema: type: string enum: - ANN - QTR - SEMI default: ANN description: > The periodicity for the estimates requested, allowing you to fetch Quarterly, Semi-Annual and Annual Estimates. * **ANN** - Annual * **QTR** - Quarterly * **SEMI** - Semi-Annual metrics: name: metrics in: query required: true schema: type: array items: type: string example: SALES minItems: 1 explode: false 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). examples: Metric: summary: Metrics value: - SALES statistic: name: statistic in: query required: false schema: type: string enum: - MEAN - MEDIAN - HIGH - LOW - COUNT - STDDEV default: MEAN description: Statistic for consensus calculation. currency: name: currency in: query required: false schema: type: string 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). example: USD startDate: name: startDate in: query required: false schema: type: string description: >- Start date for point in time of estimates expressed in YYYY-MM-DD format. example: '2019-07-30' endDate: name: endDate in: query required: false schema: type: string description: End date for point in time of estimates expressed in YYYY-MM-DD format. example: '2020-07-30' frequency: name: frequency in: query schema: type: string enum: - D - W - AM - AQ - AY default: D description: | Controls the frequency of the data returned. * **D** = Daily * **W** = Weekly, based on the last day of the week of the start date. * **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.). * **AQ** = Quarterly, based on the start date. * **AY** = Actual Annual, based on the start date. examples: Daily: summary: D - Daily frequency display based on trading calendar value: D Weekly: summary: W - Weekly - based on the last day of the week of the start date value: W Actual Month: summary: >- AM - Actual Month - based on the startDate (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.). value: AM Actual Annual: summary: AY - Actual Annual - based on the startDate value: AY category: name: category in: query schema: type: string enum: - FINANCIAL_STATEMENT - INDUSTRY_METRIC - OTHER required: false description: | Filters the list of Estimate metrics by major category - * **FINANCIAL_STATEMENT** = Includes Balance Sheet, Cash Flow, and Income Statement. * **INDUSTRY_METRICS** = Industry specific metrics. * **OTHER** = Target Price subcategory: name: subcategory in: query schema: type: string enum: - AIRLINES - BALANCE_SHEET - BANKS - CASH_FLOW - COMMODITIES - COMPUTER_HARDWARE - CONSUMER_SERVICES - EDUCATION - FINANCIAL_SERVICE_PROVIDER - HOME_BUILDERS - HOSPITALS - HOTELS - INCOME_STATEMENT - INSURANCE - MARIJUANA - MINING - MISCELLANEOUS - MULTIFINANCIAL - OIL_AND_GAS - OTHER - REITS - RESTAURANTS - RETAILERS - TELECOMMUNICATIONS - TRANSPORTATION required: false 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 - * **BALANCE_SHEET** - Balance Sheet line items, such as Assets, Long-term Debt, and more. * **CASH_FLOW** - Cash Flow Statement line items, such as Free Cash Flow and Share Repurchases * **INCOME_STATEMENT** - Income Statement line items, such as EPS, Sales, DPS, and more. * **MISCELLANEOUS** - EPS Long Term Growth
Industry Metrics - * **AIRLINES** - Including items such as Revenue Passenger, Total Revenue per ASK, Available Seats, and more. * **BANKS** - Including items such as Net Interest Income, Trading Income, Net Loans, and more. SUPPLEMENTAL * **COMMODITIES** - Including items such as Average Target Price. * **COMPUTER_HARDWARE** - Including items such as Total Addressable Market. * **CONSUMER_SERVICES** - Including items such as Gross Merchandise Volume * **EDUCATION** - Including Items such as Total Student Enrollment * **FINANCIAL_SERVICE_PROVIDER** - Including items such as Annual Subscription Value * **HOME_BUILDERS** - Including items such as Home Sales, Land Sales, Cancellation Rates, and more. * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more. * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more. * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims. * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more. * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more. * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims. * **MARIJUANA** - Including items such as Cost per Gram and Kg of Cannabis Sold. * **MINING** - Including items such as Realized Price and Total Production * **MULTIFINANCIAL** - Including items such as AUM, Net Flows, and Fee Related Earnings. * **OIL_AND_GAS** - Including items such as Downstream Income, Production per Day, and Exploration Expense. * **OTHER** - Target Price * **REITS** - Including items such as Funds from Operations, Implied Cap Rate, and LTV. * **RESTAURANTS** - Including items such as Restaurant Margin. * **RETAILERS** - Including items such as Stores Information, Selling Space and Net sales per square foot. * **TELECOMMUNICATIONS** - Including items such as Gross Adds, Monthly Revenue Per User, Churn, and more. * **TRANSPORTATION** - Including items such as Revenue Per Unit, Volume Growth, and Operating Ratio.
includeAll: name: includeAll in: query schema: type: boolean default: false required: false description: > Include All filter is used to identify included and excluded broker details from the consensus By default the service would return only the brokers included in the consensus- * **TRUE** = Returns all the brokers included and excluded in the consensus * **FALSE** = Returns only the broker details included in the consensus segmentType: name: segmentType in: query required: true schema: type: string enum: - BUS - GEO default: BUS description: | Controls the type of segment selected. * **BUS** = Business / Product Segment * **GEO** = Geographic Segment examples: Business: summary: BUS - Business Segments value: BUS Geographic: summary: GEO - Geographic Segments value: GEO schemas: rollingConsensusRequest: title: Rolling Consensus Request Body description: Request object for requesting rolling consensus estimates. type: object properties: ids: $ref: '#/components/schemas/ids' metrics: $ref: '#/components/schemas/metrics' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' frequency: $ref: '#/components/schemas/frequency' relativeFiscalStart: $ref: '#/components/schemas/relativeFiscalStart' relativeFiscalEnd: $ref: '#/components/schemas/relativeFiscalEnd' periodicity: $ref: '#/components/schemas/periodicity' currency: $ref: '#/components/schemas/currency' required: - ids - metrics consensusResponse: type: object title: Consensus Response properties: data: description: Array of consensus estimate objects type: array items: $ref: '#/components/schemas/consensusEstimate' consensusEstimate: title: Consensus Estimate type: object properties: requestId: description: Identifier that was used for the request. type: string example: IBM-US fsymId: description: >- Factset Regional Security Identifier. Six alpha-numeric characters, excluding vowels, with an -R suffix (XXXXXX-R). Identifies the security's best regional security data series per currency. For equities, all primary listings per region and currency are allocated a regional-level permanent identifier. The regional-level permanent identifier will be available once a SEDOL representing the region/currency has been allocated and the identifiers are on FactSet. type: string example: SJY281-R nullable: true metric: description: >- Company's Financial statement 'metric' that is estimated. Use the factset-estimates/v#/metrics endpoint for a complete list. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034) type: string example: SALES nullable: true periodicity: description: >- The reporting interval for the estimate. This is derived from Estimate Date and is translated to the Period List = ANN, QTR, SEMI, LTMA, or NMTA. type: string example: ANN nullable: true fiscalPeriod: description: >- Company's 'fiscal period' for the estimate record. Periods for periodicity of ANN = 1, and SEMI = 2. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598). type: integer example: 4 nullable: true fiscalYear: description: >- Company's 'fiscal year' for the estimate record. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: integer example: 2018 nullable: true fiscalEndDate: description: >- Company's 'fiscal end date' for the estimate record expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2017-12-31' nullable: true relativePeriod: description: >- 'Fiscal period' based on relationship to 'estimate date'. This is not applicable for fixed-consensus endpoint. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: integer example: 2 nullable: true estimateDate: description: >- Date of estimate expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2017-07-24' nullable: true currency: 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). type: string example: USD nullable: true estimateCurrency: description: Estimate currency of the requested Security type: string example: USD nullable: true mean: description: >- Mean of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 12345.01 nullable: true median: description: >- Median of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 12346.01 nullable: true standardDeviation: description: >- Standard deviation of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 0.011034 nullable: true high: description: >- Highest estimate in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: number format: double example: 12349.01 nullable: true low: description: >- Lowest estimate in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 12344.01 nullable: true estimateCount: description: >- Count or NEST of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: integer example: 20 nullable: true up: description: >- Number of Up Revisions within the consensus for the metric and period. The default window size is 100 days For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: integer example: 6 nullable: true down: description: >- Number of Up Revisions within the consensus for the metric and period. The default window size is 100 days. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: integer example: 4 nullable: true fixedConsensusRequest: title: Fixed Consensus Request Body description: Request object for requesting fixed consensus estimates. type: object properties: ids: $ref: '#/components/schemas/ids' metrics: $ref: '#/components/schemas/metrics' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' frequency: $ref: '#/components/schemas/frequency' fiscalPeriodStart: $ref: '#/components/schemas/fiscalPeriodStart' fiscalPeriodEnd: $ref: '#/components/schemas/fiscalPeriodEnd' periodicity: $ref: '#/components/schemas/periodicity' currency: $ref: '#/components/schemas/currency' required: - ids - metrics surpriseRequest: title: Surprise Request Body description: Request object for requesting surprise estimates. type: object properties: ids: $ref: '#/components/schemas/ids' metrics: $ref: '#/components/schemas/metrics' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' frequency: $ref: '#/components/schemas/frequency' periodicity: $ref: '#/components/schemas/periodicitySurprise' currency: $ref: '#/components/schemas/currency' statistic: $ref: '#/components/schemas/statistic' required: - ids - metrics surpriseResponse: title: Surprise Response type: object properties: data: description: Array of surprises type: array items: $ref: '#/components/schemas/surprise' surprise: title: Surprise type: object properties: fsymId: type: string example: SJY281-R nullable: true date: description: Date for data expressed in YYYY-MM-DD format. type: string format: date example: '2017-12-31' nullable: true currency: 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). type: string example: USD nullable: true estimateCurrency: description: Estimate currency of the requested Security type: string example: USD nullable: true metric: description: >- Company's Financial statement 'metric' that is estimated. Use the factset-estimates/v#/metrics endpoint for a complete list. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034). type: string example: SALES nullable: true statistic: description: >- Method of calculation for the consensus 'statistic'. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: string example: MEAN nullable: true periodicity: description: >- Company's 'periodicity' for the estimate record, reflecting Annual, Quarterly, or Semi-Annual report periods. Next-twelve-months (NTMA) and Last-twelve-months (LTMA) also supported. type: string example: ANN nullable: true fiscalEndDate: description: >- Company's 'fiscal end date' for the estimate record expressed in YYYY-MM-DD format type: string format: date example: '2017-12-31' nullable: true fiscalYear: description: Company's 'fiscal year' for the estimate record type: integer example: 2018 nullable: true fiscalPeriod: description: >- Company's 'fiscal period' for the estimate record. 'Periodicity' defines context for period. type: integer example: 4 nullable: true surpriseDate: description: >- Date of the reported event expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16601](https://oa.apps.factset.com/pages/16601). type: string format: date example: '2017-02-24' nullable: true surpriseAmount: description: >- Amount of difference between last consensus and actual. For more details, visit [Online Assistant Page #16145](https://oa.apps.factset.com/pages/16145). type: number format: double example: 0.07951 nullable: true surprisePercent: description: >- Percent difference between last consensus and actual. For more details, visit [Online Assistant Page #16145](https://oa.apps.factset.com/pages/16145). type: number format: double example: 6.16 nullable: true surpriseBefore: description: >- Last consensus before event. For more details, visit [Online Assistant Page #16145](https://oa.apps.factset.com/pages/16145). type: number format: double example: 1.2905 nullable: true surpriseAfter: description: >- Actual value after event. For more details, visit [Online Assistant Page #16145](https://oa.apps.factset.com/pages/16145). type: number format: double example: 1.3653 nullable: true eventDescription: description: >- Description of event. For more details, visit [Online Assistant Page #16601](https://oa.apps.factset.com/pages/16601). type: string example: Results for 2016 nullable: true eventFlag: description: >- Flag for event. Code of Event Flag, where 0 = results and 1 = profit warning. For more details, visit [Online Assistant Page #16601](https://oa.apps.factset.com/pages/16601). type: integer example: 0 nullable: true requestId: type: string example: IBM-US rollingDetailRequest: title: Rolling Detail Request Body description: Request object for requesting rolling detail estimates. type: object properties: ids: $ref: '#/components/schemas/ids' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' frequency: $ref: '#/components/schemas/frequency' includeAll: $ref: '#/components/schemas/includeAll' relativeFiscalStart: $ref: '#/components/schemas/relativeFiscalStart' relativeFiscalEnd: $ref: '#/components/schemas/relativeFiscalEnd' periodicity: $ref: '#/components/schemas/periodicityDetail' metrics: $ref: '#/components/schemas/metrics' currency: $ref: '#/components/schemas/currency' required: - ids - metrics detailResponse: type: object title: Detail Response properties: data: description: Array of consensus estimate objects type: array items: $ref: '#/components/schemas/detailEstimate' detailEstimate: title: Detail type: object properties: fsymId: type: string example: SJY281-R nullable: true metric: description: >- Company's Financial statement 'metric' that is estimated. Use the factset-estimates/v#/metrics endpoint for a complete list. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034). type: string example: SALES nullable: true periodicity: description: >- Company's 'periodicity' for the estimate record, reflecting Annual, Quarterly, or Semi-Annual report periods. type: string example: ANN nullable: true fiscalYear: description: Company's 'fiscal year' for the estimate record type: integer example: 2018 nullable: true fiscalPeriod: description: >- Company's 'fiscal period' for the estimate record. 'Periodicity' defines context for period. type: integer example: 4 nullable: true fiscalEndDate: description: >- Company's 'fiscal end date' for the estimate record expressed in YYYY-MM-DD format type: string format: date example: '2017-12-31' nullable: true relativePeriod: description: >- 'Fiscal period' based on relationship to 'estimate date'. This is not applicable for fixed-consensus endpoint. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: integer example: 2 nullable: true currency: 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). type: string example: USD nullable: true estimateDate: description: >- Date of estimate expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2017-07-24' nullable: true estimateValue: description: The value of the estimate. type: number format: double example: 23456 nullable: true analystId: description: The FactSet Entity Identifier for the analyst making the estimate. type: string example: 0DXTST-E nullable: true analystName: description: The name of the analyst making the estimate. type: string example: Josh Baer nullable: true brokerId: description: The FactSet Entity Identifier for the broker making the estimate. type: string example: 05FBK7-E nullable: true brokerName: description: The name of the broker making the estimate. type: string example: Morgan Stanley nullable: true lastModifiedDate: description: The date at which a broker provided an estimate that is a revision. type: string format: date example: '2017-07-24' nullable: true prevEstimateDate: description: >- Date the previous estimate was made expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2017-05-02' nullable: true prevEstimateValue: description: The value of the previous estimate. type: number format: double example: 22336 nullable: true section: description: >- Section of the estimate.Returns the details of brokers inlcuded and excluded in the consensus type: string example: Included nullable: true statusCode: description: Status code of the estimate. type: integer example: 0 nullable: true statusText: description: Status description of the estimate. type: string example: '' nullable: true requestId: description: Identifier that was used for the request. type: string example: IBM-US inputDateTime: description: Date and time when the data is available at the source. type: string format: string example: '2022-10-25T22:40:09' nullable: true securityCurrency: description: The currency that the company trades in. type: string example: USD nullable: true brokerEstimateCurrency: description: The currency in which estimates are made by broker. type: string example: USD nullable: true estimateCurrency: description: Estimate currency of the requested Security type: string example: USD nullable: true fixedDetailRequest: title: Fixed Detail Request Body description: Request object for requesting rolling detail estimates. type: object properties: ids: $ref: '#/components/schemas/ids' metrics: $ref: '#/components/schemas/metrics' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' frequency: $ref: '#/components/schemas/frequency' includeAll: $ref: '#/components/schemas/includeAll' periodicity: $ref: '#/components/schemas/periodicityDetail' fiscalPeriodStart: $ref: '#/components/schemas/fiscalPeriodStart' fiscalPeriodEnd: $ref: '#/components/schemas/fiscalPeriodStart' currency: $ref: '#/components/schemas/currency' required: - ids - metrics consensusRatingsRequest: title: Consensus Ratings Request Body description: Request object for requesting consensus ratings estimates. type: object properties: ids: $ref: '#/components/schemas/ids' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' frequency: $ref: '#/components/schemas/frequency' required: - ids consensusRatingsResponse: type: object title: Consensus Ratings Response properties: data: description: Array of consensus ratings estimate objects type: array items: $ref: '#/components/schemas/consensusRatings' consensusRatings: title: Consensus Ratings type: object properties: fsymId: type: string example: SJY281-R nullable: true estimateDate: description: >- Date of estimate expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2017-07-24' nullable: true buyCount: description: >- The number of Buy ratings taken into account in the calculation of a consensus. This information is shown only for a 100-day consensus. type: integer example: 5 nullable: true overweightCount: description: >- The number of Overweight ratings taken into account in the calculation of a consensus. This information is shown only for a 100-day consensus. type: integer example: 1 nullable: true holdCount: description: >- The number of Hold ratings taken into account in the calculation of a consensus. This information is shown only for a 100-day consensus. type: integer example: 1 nullable: true underweightCount: description: >- The number of Underweight ratings taken into account in the calculation of a consensus. This information is shown only for a 100-day consensus. type: integer example: 1 nullable: true sellCount: description: >- The number of Sell ratings taken into account in the calculation of a consensus. This information is shown only for a 100-day consensus. type: integer example: 1 nullable: true ratingsNestTotal: description: >- The total number of ratings taken into account in the calculation of a consensus. This information is shown only for a 100-day consensus. type: integer example: 1 nullable: true ratingsNote: description: > The mean average of ratings for the fiscal dates indicated, where each underlying rating is given a numerical score and then aggregated to a mean consensus - __*Individual Ratings Scores*__ |Value|Rating Description| ||| |1|Buy| |1.5|Overweight| |2|Hold| |2.5|Underweight| |3|Sell| type: number format: double example: 1.85555 nullable: true ratingsNoteText: description: > The mean textual rating for the fiscal dates indicated. The text rating is assigned by falling within the below defined ranges - __*Textual Ranges for Average*__ |Value|Rating Description| ||| |< 1.25|Buy| |< 1.75|Overweight| |< 2.25|Hold| |< 2.75|Underweight| |<= 3|Sell| type: string example: Hold nullable: true requestId: description: Identifier that was used for the request. type: string example: IBM-US detailRatingsRequest: title: Detail Ratings Request Body description: Request object for requesting detail ratings estimates. type: object properties: ids: $ref: '#/components/schemas/ids' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' includeAll: $ref: '#/components/schemas/includeAll' required: - ids detailRatingsResponse: type: object title: Detail Ratings Response properties: data: description: Array of detail ratings estimate objects type: array items: $ref: '#/components/schemas/detailRatings' detailRatings: title: Detail Ratings type: object properties: fsymId: type: string example: SJY281-R nullable: true estimateDate: description: >- Date of estimate expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2017-07-24' nullable: true analystId: description: The FactSet Entity Identifier for the analyst making the estimate. type: string example: 0DXTST-E nullable: true analystName: description: The name of the analyst making the estimate. type: string example: Josh Baer nullable: true brokerId: description: The FactSet Entity Identifier for the broker making the estimate. type: string example: 05FBK7-E nullable: true brokerName: description: The name of the broker making the estimate. type: string example: Morgan Stanley nullable: true ratingsNoteText: description: > A textual representation of the analysts rating. Broker recommendations are divided into five main broad categories- **Buy, Overweight, Hold, Underweight, and Sell**.Additional recommendations may be displayed for the below reasons - * Without- A rating "Without" is displayed when a broker provides estimates but does not provide a rating. * Dropping- When a broker stops covering an equity, the recommendation will show "Dropping." * Not Available- A broker may be "Not Available" due to outstanding circumstances with that particular security. Ratings are not displayed until a new rating is provided. * Most/Least- "Most" or "Least" favorable rating is displayed for top or bottom rating available for a particular security. type: string example: overweight nullable: true requestId: description: Identifier that was used for the request. type: string example: IBM-US inputDateTime: description: Date and time when the data is available at the source. type: string format: string example: '2022-10-25T22:40:09' nullable: true lastModifiedDate: description: The date at which a broker provided an estimate that is a revision. type: string format: date example: '2017-07-24' nullable: true segmentsRequest: title: Segments Request Body description: Request object for requesting segments estimates. type: object properties: ids: $ref: '#/components/schemas/segmentIds' startDate: $ref: '#/components/schemas/startDate' endDate: $ref: '#/components/schemas/endDate' relativeFiscalStart: $ref: '#/components/schemas/relativeFiscalStart' relativeFiscalEnd: $ref: '#/components/schemas/relativeFiscalEnd' periodicity: $ref: '#/components/schemas/periodicity' frequency: $ref: '#/components/schemas/frequency' segmentType: $ref: '#/components/schemas/segmentType' metrics: $ref: '#/components/schemas/metrics' currency: $ref: '#/components/schemas/currency' required: - ids - metrics segmentsResponse: type: object title: Segments Response properties: data: description: Array of Segments objects type: array items: $ref: '#/components/schemas/segmentsEstimate' segmentsEstimate: title: Segments Estimate type: object properties: requestId: description: Identifier that was used for the request. type: string example: AAPL fsymId: description: >- Factset Regional Security Identifier. Six alpha-numeric characters, excluding vowels, with an -R suffix (XXXXXX-R). Identifies the security’s best regional security data series per currency. For equities, all primary listings per region and currency are allocated a regional-level permanent identifier. The regional-level permanent identifier will be available once a SEDOL representing the region/currency has been allocated and the identifiers are on FactSet. type: string example: SJY281-R nullable: true segmentType: description: Segment selected type: string example: BUS nullable: true metric: description: >- Company's Financial statement 'metric' that is estimated. Use the factset-estimates/v#/metrics endpoint for a complete list. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034) type: string example: SALES nullable: true fiscalPeriod: description: >- Company's 'fiscal period' for the estimate record. Periods for periodicity of ANN = 1, and SEMI = 2. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598). type: integer example: 1 nullable: true fiscalYear: description: >- Company's 'fiscal year' for the estimate record. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: integer example: 2018 nullable: true segmentLabel: description: Displays the specific label of the segment. type: string example: iPhone nullable: true segmentLevel: description: >- Returns the level of the segment item as either P = Parent or S = Subordinate type: string example: S nullable: true fiscalEndDate: description: >- Company's 'fiscal end date' for the estimate record expressed in YYYY-MM-DD format. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16598) type: string format: date example: '2021-09-30' nullable: true estimateDate: description: The date the estimates are as of in YYYY-MM-DD format. type: string format: date example: '2021-07-01' nullable: true currency: description: >- Currency used estimates in consensus calculations. Use 'ESTIMATE' as input for values in Estimate Currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470). type: string example: USD nullable: true estimateCurrency: description: Estimate currency of the requested Security type: string example: USD nullable: true mean: description: >- Mean of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 12345.01 nullable: true median: description: >- Median of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 12346.01 nullable: true standardDeviation: description: >- Standard deviation of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 0.011034 nullable: true high: description: >- Highest estimate in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: number format: double example: 12349.01 nullable: true low: description: >- Lowest estimate in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: number format: double example: 12344.01 nullable: true estimateCount: description: >- Count or NEST of estimates in consensus calculation. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114) type: integer example: 20 nullable: true up: description: >- Number of Up Revisions within the consensus for the metric and period. The default window size is 100 days For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: integer example: 6 nullable: true down: description: >- Number of Up Revisions within the consensus for the metric and period. The default window size is 100 days. For more details, visit [Online Assistant Page #16598](https://oa.apps.factset.com/pages/16114). type: integer example: 4 nullable: true errorResponse: type: object title: Error Response properties: status: description: status type: string example: Bad Request timestamp: description: timestamp in YYYY-MM-DD HH:MM:SS.SSS type: string example: '2019-11-01 11:09:41.918' format: date-time path: description: The Endpoint path {package}/version/{endpoint} type: string example: /factset-estimates/v2/prices message: description: The plain text error message type: string example: Validation Error subErrors: description: subErrors related to the error message. Null if not applicable. type: object properties: object: description: the operation ID type: string field: description: Parameter Field Name type: string message: description: Error message type: string rejectedValue: description: Rejected Values in an Array type: array items: type: string metricsRequest: title: Metrics Request Body description: Metrics Request Body type: object properties: category: $ref: '#/components/schemas/category' subcategory: $ref: '#/components/schemas/subcategory' metricsResponse: type: object title: Metrics Response properties: data: description: > Array of metric objects representing the metrics that can be requested from the estimates APIs. type: array items: $ref: '#/components/schemas/metric' metric: title: Metric Object type: object properties: metric: description: >- Metric identifier to be used as `metrics` input in the FactSet Estimate endpoints. type: string example: ASSETS nullable: true name: description: Plain text name of the metric. type: string example: Total Assets nullable: true category: description: >- Primary Category of metric item, such as, FINANCIAL_STATEMENT or INDUSTRY_METRIC type: string example: FINANCIAL_STATEMENT nullable: true subcategory: description: >- Sub-category of metric items, such as the INCOME_STATEMENT or AIRLINES. type: string example: BALANCE_SHEET nullable: true OAurl: description: >- The Online Assistant Page URL, used to lookup the definition and methodology of the requested item. type: string example: https://my.apps.factset.com/oa/pages/16283 nullable: true ids: type: array items: type: string minItems: 1 maxItems: 3000 description: > The requested list of security identifiers. Accepted ID types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. * 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. * example: - FDS-US segmentIds: type: array items: type: string minItems: 1 maxItems: 50 description: > The requested list of security identifiers. Accepted ID types include Market Tickers, SEDOL, ISINs, CUSIPs, or FactSet Permanent Ids. * 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. * example: - FDS-US startDate: type: string 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. example: '2019-01-01' endDate: type: string 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. example: '2019-12-31' statistic: type: string enum: - MEAN - MEDIAN - HIGH - LOW - COUNT - STDDEV default: MEAN description: Statistic for consensus calculation. example: MEDIAN frequency: type: string enum: - D - W - AM - AQ - AY default: D description: | Controls the display frequency of the data returned. * **D** = Daily * **W** = Weekly, based on the last day of the week of the start date. * **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.). * **AQ** = Quarterly, based on the start date. * **AY** = Actual Annual, based on the start date. example: AM relativeFiscalStart: type: integer description: Relative fiscal period, expressed as an integer, used to filter results. example: 1 relativeFiscalEnd: type: integer description: Relative fiscal period, expressed as an integer, used to filter results. example: 3 fiscalPeriodStart: type: string description: > Fiscal period start expressed in absolute date formats. Date that will fall back to most recent completed period during resolution. * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F) * **Semiannual Period-end** - YYYY/FSA (e.g., 2019/1S, 2019/2S) * **Fiscal Year-end** - YYYY (e.g. 2019) example: '2019' fiscalPeriodEnd: type: string description: > Fiscal period end expressed in absolute date formats. Date that will fall back to most recent completed period during resolution. * **Month-end** - MM/YYYY (e.g., 11/2019) * **Fiscal Quarter-end** - YYYY/FQ (e.g., 2019/1F, 2019/2F, 2019/3F, 2019/4F) * **Semiannual Period-end** - YYYY/FSA (e.g., 2019/1S, 2019/2S) * **Fiscal Year-end** - YYYY (e.g. 2019) example: '2020' periodicity: type: string enum: - ANN - QTR - SEMI - LTMA - NTMA default: ANN description: >- The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates. Next-twelve-months (NTMA) and Last-twelve-months (LTMA) also supported. periodicityDetail: type: string enum: - ANN - QTR - SEMI default: ANN description: >- The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates. periodicitySurprise: type: string enum: - ANN - QTR - SEMI default: ANN description: >- The periodicity for the estimates, reflecting Annual, Semi-Annual and Quarterly Estimates. metrics: type: array items: type: string description: >- Requested metrics. Use the metrics endpoint for a list of estimate items. Note, the number of metrics you are allowed to supply is limited to 1 for now. For more details, visit [Online Assistant Page #15034](https://oa.apps.factset.com/pages/15034). example: - SALES minItems: 1 currency: description: >- Currency code for adjusting the data. Use input as 'ESTIMATE' for values in Estimate currency. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470). type: string example: USD category: type: string enum: - FINANCIAL_STATEMENT - INDUSTRY_METRIC - OTHER example: INDUSTRY_METRIC description: | Filters the list of Estimate metrics by major category - * **FINANCIAL_STATEMENT** = Includes Balance Sheet, Cash Flow, and Income Statement. * **INDUSTRY_METRICS** = Industry specific metrics. * **OTHER** = Target Price subcategory: type: string example: AIRLINES enum: - AIRLINES - BALANCE_SHEET - BANKS - CASH_FLOW - COMMODITIES - COMPUTER_HARDWARE - CONSUMER_SERVICES - EDUCATION - FINANCIAL_SERVICE_PROVIDER - HOME_BUILDERS - HOSPITALS - HOTELS - INCOME_STATEMENT - INSURANCE - MARIJUANA - MINING - MISCELLANEOUS - MULTIFINANCIAL - OIL_AND_GAS - OTHER - REITS - RESTAURANTS - RETAILERS - TELECOMMUNICATIONS - TRANSPORTATION 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 - * **BALANCE_SHEET** - Balance Sheet line items, such as Assets, Long-term Debt, and more. * **CASH_FLOW** - Cash Flow Statement line items, such as Free Cash Flow and Share Repurchases * **INCOME_STATEMENT** - Income Statement line items, such as EPS, Sales, DPS, and more. * **MISCELLANEOUS** - EPS Long Term Growth
Industry Metrics - * **AIRLINES** - Including items such as Revenue Passenger, Total Revenue per ASK, Available Seats, and more. * **BANKS** - Including items such as Net Interest Income, Trading Income, Net Loans, and more. SUPPLEMENTAL * **COMMODITIES** - Including items such as Average Target Price. * **COMPUTER_HARDWARE** - Including items such as Total Addressable Market. * **CONSUMER_SERVICES** - Including items such as Gross Merchandise Volume * **EDUCATION** - Including Items such as Total Student Enrollment * **FINANCIAL_SERVICE_PROVIDER** - Including items such as Annual Subscription Value * **HOME_BUILDERS** - Including items such as Home Sales, Land Sales, Cancellation Rates, and more. * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more. * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more. * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims. * **HOSPITALS** - Including items such as Bad Debt Provisions, Medical Cost Ratio, SS Admissions and more. * **HOTELS** - Including items such as Average Daily Rate, Occupancy %, RevPAR, and more. * **INSURANCE** - Including items such as Gross Premiums Written, Underwriting Income, and Claims. * **MARIJUANA** - Including items such as Cost per Gram and Kg of Cannabis Sold. * **MINING** - Including items such as Realized Price and Total Production * **MULTIFINANCIAL** - Including items such as AUM, Net Flows, and Fee Related Earnings. * **OIL_AND_GAS** - Including items such as Downstream Income, Production per Day, and Exploration Expense. * **OTHER** - Target Price * **REITS** - Including items such as Funds from Operations, Implied Cap Rate, and LTV. * **RESTAURANTS** - Including items such as Restaurant Margin. * **RETAILERS** - Including items such as Stores Information, Selling Space and Net sales per square foot. * **TELECOMMUNICATIONS** - Including items such as Gross Adds, Monthly Revenue Per User, Churn, and more. * **TRANSPORTATION** - Including items such as Revenue Per Unit, Volume Growth, and Operating Ratio.
includeAll: type: boolean default: false example: false description: > Include All filter is used to identify included and excluded broker details from the consensus By default the service would return only the brokers included in the consensus- * **TRUE** = Returns all the brokers included and excluded in the consensus * **FALSE** = Returns only the broker details included in the consensus segmentType: type: string enum: - BUS - GEO default: BUS description: | Controls the type of segment selected. * **BUS** = Business * **GEO** = Geographic example: BUS responses: '400': description: >- Bad Request. This can occur for several reasons. Please review the "message" for more details. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/badRequestDateFormat' Bad Request - Missing Required Parameter: $ref: '#/components/examples/badRequestRequiredParameter' Bad Request - Future Date: $ref: '#/components/examples/badRequestFutureDate' Bad Request - Invalid Parameter: $ref: '#/components/examples/badRequestInvalidParameters' Bad Request - Malformed JSON: $ref: '#/components/examples/badRequestMalformedJSON' Bad Request - Read Timeout: $ref: '#/components/examples/badRequestReadTimeout' '401': description: >- Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For more help, select the **Report Issue** in the top right corner of this Developer Portal specification card and choose Connectivity 401 or 403 Responses. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/unauthenticated' '403': description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/forbidden' '415': description: >- Unsupported Media Type. This error may be returned when the caller sends a resource in a format that is not accepted by the server. This can be fixed by ensuring that Content-Type header is set to the correct value. In this instance, "application/json" would be the appropriate value. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Bad Request - Date Format: $ref: '#/components/examples/unsupportedMediaType' '500': description: Internal Server Error. content: application/json: schema: $ref: '#/components/schemas/errorResponse' examples: Internal Server Error - Not Writable: $ref: '#/components/examples/notWritable' Internal Server Error - General Exception: $ref: '#/components/examples/generalException' examples: badRequestDateFormat: summary: Bad Request - Date Format description: >- This bad request occurs when a request doesn't use the YYYY-MM-DD in the date parameters. To resolve, convert your date to YYYY-MM-DD. value: status: Bad Request timestamp: '2019-10-31 16:08:07.945' path: /factset-estimates/v2/{endpoint} message: >- The date parameter 'startDate' must be in the following date format: YYYY-MM-DD subErrors: badRequestRequiredParameter: summary: Bad Request - Required Parameter Missing description: >- This error message occurs when the request does not include the required parameters. Required parameters are indicated with a red asterisks symbol in the specification file. value: status: Bad Request timestamp: '2020-06-12 15:48:42.016' path: /factset-estimates/v2/{endpoint} message: The parameter 'ids' is required and may not be empty. subErrors: badRequestFutureDate: summary: Bad Request - Future Date description: >- This error message occurs when a future date is requested in the startDate and endDate parameters. Please revise your request to include dates as of today's current date or any prior historical date. value: status: Bad Request timestamp: '2020-06-12 15:52:48.091' path: /factset-estimates/v2/{endpoint} message: >- The use of future dates is not applicable in this endpoint. Please revise your request to include dates up to today's current date. subErrors: badRequestInvalidParameters: summary: Bad Request - Invalid Parameters description: >- This error message occurs when a request parameter is used in which is not recognized by the service. Please revise your request to include only the parameters listed in the specification. Typical causes are spelling mistakes and use of improper casing. value: status: Bad Request timestamp: '2020-06-12 15:58:54.068' path: /factset-estimates/v2/{endpoint} message: >- Invalid Parameter (s): fakeParameterName1 fakeParameterName2. Please modify your request to use parameters outlined in the specification for this endpoint. subErrors: badRequestMalformedJSON: summary: Bad Request - Malformed JSON Request description: >- This error may be returned when the request body is specified as JSON, but is not in proper JSON format. value: status: Bad Request timestamp: '2019-11-05 09:48:29.18' path: /factset-estimates/v2/{endpoint} message: Malformed JSON Request subErrors: badRequestReadTimeout: summary: Bad Request - Read Timeout description: >- This error may be returned if it takes more than 29 seconds to hear back from the data fetch service. value: status: Bad Request timestamp: '2019-11-04 16:18:38.949' path: /factset-estimates/v2/{endpoint} message: The request took too long. Try again with a smaller request. subErrors: unauthenticated: summary: User Authentication Failed description: >- This occurs when a user is not properly authenticated or recognized by the service. Please double check the USERNAME-SERIAL and API-Key used to request and ensure you are within the IP range specified for the Key. Report Issue under 401 error for help with troubleshooting. value: status: User Authentication Failed timestamp: '2019-10-31 16:08:07.945' path: /factset-estimates/v2/{endpoint} message: User Authentication Failed. subErrors: forbidden: summary: Forbidden description: >- The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization. value: status: Forbidden timestamp: '2020-06-12 16:08:51.731' path: /factset-estimates/v2/{endpoint} message: >- USERNAME-SERIAL does not have permission to use /factset-estimates/v2/{endpoint} subErrors: unsupportedMediaType: summary: Unsupported Media Type description: >- This bad request occurs when the media type passed in the request is not supported. Currently the APIs only support 'application/json'. value: status: Unsupported Media Type timestamp: '2019-11-05 09:42:27.237' path: /factset-estimates/v2/{endpoint} message: >- text/html media type is not supported. Supported media types are application/json subErrors: notWritable: summary: Internal Server Error - Not Writable description: >- This error may be returned when the server encounters an error writing the JSON response. value: status: Internal Server Error timestamp: '2019-11-05 09:48:29.18' path: /factset-estimates/v2/{endpoint} message: Error writing JSON output subErrors: generalException: summary: Internal Server Error - General Exception description: >- This is the most general error that can be returned to by the service. Please `Report Issue` to FactSet. value: status: Internal Server Error timestamp: '2019-11-01 10:36:01.944' path: /factset-estimates/v2/{endpoint} message: Unexpected error subErrors: