openapi: 3.0.3 externalDocs: description: API Documentation url: https://developer.factset.com/api-catalog/overview-report-builder-api info: title: FactSet Overview Report Builder API description: >- Get relevant industry-specific data for high level analysis of public and private companies license: name: Apache License, Version 2.0 url: https://www.apache.org/licenses/LICENSE-2.0 version: 1.2.0 contact: name: FactSet Research Systems url: https://developer.factset.com/contact email: api@factset.com servers: - url: https://api.factset.com/report/overview/v1 tags: - name: Current Cap - name: Financial Highlights - name: Key Stats - name: Peer List - name: Profile - name: Transactions paths: /profile: get: tags: - Profile operationId: getProfileProfile summary: Factset Overview Profile parameters: - name: id in: query description: Company ticker required: true schema: type: string example: FDS responses: '200': $ref: '#/components/responses/200OKProfile' '400': $ref: '#/components/responses/400BadRequest' '401': $ref: '#/components/responses/401Unauthorized' '404': $ref: '#/components/responses/404NotFound' '429': $ref: '#/components/responses/429TooManyRequests' '500': $ref: '#/components/responses/500InternalServerError' '503': $ref: '#/components/responses/503ServiceUnavailable' /peer-list: get: tags: - Peer List summary: Factset Peer List parameters: - name: id in: query description: Company ticker required: true schema: type: string example: FDS - name: topn in: query description: Limits the number of peers returned. required: false schema: type: number example: 5 responses: '200': $ref: '#/components/responses/200OKPeerList' '400': $ref: '#/components/responses/400BadRequest' '401': $ref: '#/components/responses/401Unauthorized' '404': $ref: '#/components/responses/404NotFound' '429': $ref: '#/components/responses/429TooManyRequests' '500': $ref: '#/components/responses/500InternalServerError' '503': $ref: '#/components/responses/503ServiceUnavailable' /current-cap: get: tags: - Current Cap summary: Factset Current Capitalization parameters: - name: id in: query description: Company ticker required: true schema: type: string example: FDS responses: '200': $ref: '#/components/responses/200OKCurrentCapitalization' '400': $ref: '#/components/responses/400BadRequest' '401': $ref: '#/components/responses/401Unauthorized' '404': $ref: '#/components/responses/404NotFound' '429': $ref: '#/components/responses/429TooManyRequests' '500': $ref: '#/components/responses/500InternalServerError' '503': $ref: '#/components/responses/503ServiceUnavailable' /financial-highlights: get: tags: - Financial Highlights summary: Factset Financial / Estimate Highlights parameters: - name: id in: query description: Company ticker required: true schema: type: string example: FDS - name: actual in: query description: >- The number of actual data periods to be returned. Must be greater than 0 required: false schema: type: integer example: 4 default: 4 - name: estimate in: query description: >- The number of estimate data periods to be returned. Must be greater than 0 required: false schema: type: integer example: 1 default: 1 responses: '200': $ref: '#/components/responses/200OKFinancialHighlights' '400': $ref: '#/components/responses/400BadRequest' '401': $ref: '#/components/responses/401Unauthorized' '404': $ref: '#/components/responses/404NotFound' '429': $ref: '#/components/responses/429TooManyRequests' '500': $ref: '#/components/responses/500InternalServerError' '503': $ref: '#/components/responses/503ServiceUnavailable' /transactions: get: tags: - Transactions summary: Factset Transactions parameters: - name: id in: query description: Company ticker required: true schema: type: string example: FDS - name: transactionType in: query description: >- Filters response to return only this type of transaction. If not specified, returns all transactions. Values are not case sensitive. required: false schema: type: string enum: - ACQUISITION_MERGER - MAJORITY_STAKE - MINORITY_STAKE - SPINOFF - IPO - FOLLOW_ON - ST_DEBT - NOTES_BONDS - REVOLVING_CREDIT - TERM_LOANS - PEVC_INVESTMENTS - FUNDING example: ACQUISITION_MERGER - name: financingType in: query description: >- Filters response to return transactions of this financing type. If not specified, returns all transactions. Values are not case sensitive required: false schema: type: string enum: - DEBT - EQUITY example: EQUITY responses: '200': $ref: '#/components/responses/200OKTransactions' '400': $ref: '#/components/responses/400BadRequest' '401': $ref: '#/components/responses/401Unauthorized' '404': $ref: '#/components/responses/404NotFound' '429': $ref: '#/components/responses/429TooManyRequests' '500': $ref: '#/components/responses/500InternalServerError' '503': $ref: '#/components/responses/503ServiceUnavailable' /key-stats: description: >- Returns key financial metrics for private and public companies, as well as ETFs and mutual funds. This endpoint provides a quick and easy way to obtain fundamental financial data. These key statistics can be used to evaluate a company's financial health, compare it to other companies in the same industry, and make informed investment decisions. get: tags: - Key Stats summary: Factset Key Stats parameters: - name: id in: query description: Company ticker required: true schema: type: string example: FDS responses: '200': $ref: '#/components/responses/200OKKeyStats' '400': $ref: '#/components/responses/400BadRequest' '401': $ref: '#/components/responses/401Unauthorized' '404': $ref: '#/components/responses/404NotFound' '429': $ref: '#/components/responses/429TooManyRequests' '500': $ref: '#/components/responses/500InternalServerError' '503': $ref: '#/components/responses/503ServiceUnavailable' security: - FactSetApiKey: [] - FactSetOAuth2: [] components: securitySchemes: FactSetOAuth2: type: oauth2 flows: clientCredentials: tokenUrl: https://auth.factset.com/as/token.oauth2 scopes: {} FactSetApiKey: type: http scheme: basic responses: 200OKProfile: description: Expected response; returns the JSON in a simple key-value format headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/ProfileResponse' examples: default200ResponseExample: $ref: '#/components/examples/default200ProfileResponse' 200OKPeerList: description: Expected response; returns JSON data containing key-value format headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/PeerListResponse' examples: default200ResponseExample: $ref: '#/components/examples/default200PeerListResponse' 200OKCurrentCapitalization: description: >- Expected response; returns JSON data containing STACH 2.0 row organized package format headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/StachTableResponse' examples: default200ResponseExample: $ref: '#/components/examples/default200CurrentCapitalizationResponse' 200OKFinancialHighlights: description: >- Expected response; Returns JSON data containing STACH 2.0 row organized package format headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/StachTableResponse' examples: default200ResponseExample: $ref: '#/components/examples/default200FinancialHighlightsResponse' noDataresponse: $ref: '#/components/examples/noData200FinancialHighlightsResponse' 200OKTransactions: description: >- Expected response; Returns JSON data containing STACH 2.0 row organized package format headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/StachTableResponse' examples: default200ResponseExample: $ref: '#/components/examples/default200TransactionsResponse' transactionType200ResponseExample: $ref: '#/components/examples/transactionType200Response' financingType200ResponseExample: $ref: '#/components/examples/financingType200Response' noDataresponse: $ref: '#/components/examples/noData200TransactionsResponse' 200OKKeyStats: description: Expected response; returns the JSON in a simple key-value format headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/KeyStatsResponse' examples: default200ResponseExample: $ref: '#/components/examples/default200KeyStatsResponse' noDataResponse: $ref: '#/components/examples/noData200KeyStatsResponse' 400BadRequest: description: >- Bad Request. For further assistance, file an issue under "Workflow & Throttling - 400 or 429 Response" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting. headers: X-DataDirect-Request-Key: $ref: '#/components/headers/xDataDirectRequestKey' Api-Supported-Versions: $ref: '#/components/headers/apiSupportedVersions' Api-Version: $ref: '#/components/headers/apiVersion' content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: idRequiredParameterError: $ref: '#/components/examples/idRequiredParameterError' idInvalidParameterError: $ref: '#/components/examples/idInvalidParameterError' unsupportedEntityParameterError: $ref: '#/components/examples/unsupportedEntityParameterError' parameterErrorActual: $ref: '#/components/examples/parameterErrorActual' parameterErrorEstimate: $ref: '#/components/examples/parameterErrorEstimate' parameterErrorTopn: $ref: '#/components/examples/parameterErrorTopn' parameterErrorView: $ref: '#/components/examples/parameterErrorView' 401Unauthorized: description: >- Missing or invalid authentication. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For further assistance, file an issue under "Connectivty - 401 or 403 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting. headers: X-DataDirect-Request-Key: schema: type: string description: FactSet request ID 404NotFound: description: >- Not found. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting. headers: X-DataDirect-Request-Key: schema: type: string description: FactSet request ID content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: endpointNotFound: $ref: '#/components/examples/endpointNotFound' 429TooManyRequests: description: >- Too many requests - this API is rate-limited to 20 requests per second. For further assistance, file an issue under "Workflow & Throttling - 400 or 429 Response" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting. headers: X-DataDirect-Request-Key: schema: type: string description: FactSet request ID 500InternalServerError: description: >- Server error. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting. headers: X-DataDirect-Request-Key: schema: type: string description: FactSet request ID 503ServiceUnavailable: description: >- Service unavailable. Typically a timeout, or result of a rejected request to prevent service overload. For further assistance, file an issue under "Performance - 404 and 500 Responses" using `Report Issue` at the top of this page, including the X-DataDirect-Request-Key from the header to assist in troubleshooting. headers: X-DataDirect-Request-Key: schema: type: string description: FactSet request ID headers: xDataDirectRequestKey: description: FactSet request ID schema: type: string apiSupportedVersions: description: Supported API versions (semantic versioning) schema: type: string apiVersion: description: API version (semantic versioning) schema: type: string examples: default200CurrentCapitalizationResponse: summary: (sample response) value: data: version: '2.0' tables: main: definition: columns: - id: lineItem type: string isDimension: true - id: lineItemChild1 type: string parentId: lineItem isDimension: true - id: lineItemValue type: real headersDefinition: columns: [] data: rows: - cells: - Price (As of 27 Jan '21) - - 312.690002 rowMetadata: category: value: DETAIL scale: value: currencyCode: value: USD currencySymbol: value: $ - cells: - Basic Shares - - 37.978624 rowMetadata: category: value: DETAIL scale: value: 6 - cells: - Basic Shares - Common Stock - 37.978624 rowMetadata: category: value: DETAIL scale: value: - cells: - Market Cap - - 11875.535939 rowMetadata: category: value: MAIN scale: value: 6 currencyCode: value: USD currencySymbol: value: $ - cells: - Enterprise Value - - 12241.212855 rowMetadata: category: value: MAIN scale: value: currencyCode: value: USD currencySymbol: value: $ tableMetadata: sources: value: - FactSet ECS - FactSet DCS meta: requestId: FDS-US fsymId: SQFMK3-R schema: table_parent_child_columns default200FinancialHighlightsResponse: summary: sample response value: data: version: '2.0' tables: main: definition: columns: - id: lineItem1 type: string - id: lineItem2 type: string - id: lineItem3 type: string - id: lineItem4 type: string - id: lineItem5 type: string - id: lineItem6 type: string - id: lineItem7 type: string headersDefinition: columns: [] data: rows: - cells: - - Aug '16 - Aug '17 - Aug '18 - Aug '19 - Aug '20 - Aug '21 rowType: Header headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 '4': source: PRIMARY columnIndex: 4 '5': source: PRIMARY columnIndex: 5 '6': source: PRIMARY columnIndex: 6 - cells: - Sales - '1127.092000' - '1221.179000' - '1350.145000' - '1435.351000' - '1494.111000' - '1591.445000' rowMetadata: metric: value: FIN scale: value: 6 - cells: - EBITDA - '398.079000' - '421.412000' - '437.783000' - '500.292000' - '558.515000' - '581.364000' rowMetadata: metric: value: FIN scale: value: 6 tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Estimates columnMetadata: '1': items: category: value: ACTUAL '2': items: category: value: ACTUAL '3': items: category: value: ACTUAL '4': items: category: value: ACTUAL '5': items: category: value: ACTUAL '6': items: category: value: ACTUAL meta: requestId: FDS-US fsymId: SQFMK3-R noData200FinancialHighlightsResponse: summary: no coverage response value: data: version: '2.0' tables: main: definition: columns: - id: lineItem1 type: string headersDefinition: columns: [] data: rows: [] tableMetadata: currencyCode: value: GBP currencySymbol: value: £ meta: requestId: 0KJ0NJ-E fsymId: noCoverage: true message: This identifier is not covered by this API. default200PeerListResponse: summary: (sample response) value: data: peers: - id: 000PLZ-E name: S&P Global, Inc. ticker: SPGI-US - id: 05TYNB-E name: Morningstar, Inc. ticker: MORN-US - id: 06JP5R-E name: MSCI Inc. Class A ticker: MSCI-US - id: 002HJD-E name: BlackRock, Inc. ticker: BLK-US - id: 0GCKWP-E name: IHS Markit Ltd. ticker: INFO-US - id: 000HSZ-E name: Moody's Corporation ticker: MCO-US - id: 06S1MZ-E name: Nasdaq, Inc. ticker: NDAQ-US - id: 0G4Z2V-E name: Donnelley Financial Solutions, Inc. ticker: DFIN-US meta: sources: value: - FactSet Fundamentals meta: requestId: FDS-US fsymId: SQFMK3-R default200ProfileResponse: summary: (sample response) value: data: business: description: value: >- FactSet Research Systems Inc. (the "Company" or "FactSet") is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions ("CTS") and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces ("APIs"). The Company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT. industry: value: Professional Content Providers name: value: FactSet Research Systems Inc. sector: value: Software and Consulting crunchbaseCategories: value: - Analytics - Finance - Financial Services - Software note: >- Displaying the Crunchbase logo is required for displaying any Crunchbase-sourced data size: revenue: label: Sales value: 1494.111 meta: currencyCode: USD currencySymbol: $ scale: 6 employeeNumber: value: ev: value: 12783.238274 meta: currencyCode: USD currencySymbol: $ scale: 6 mcap: value: 12814.061274 meta: currencyCode: USD currencySymbol: $ scale: 6 contact: address: value: 7th Floor 45 Glover Avenue city: value: Norwalk phone: value: +1.203.810.1000 zip: value: '06850' country: value: UNITED STATES email: value: rima.hyder@factset.com website: value: http://www.factset.com stateProvince: value: Connecticut stage: tradeDateRange: start: value: '19960628' end: value: '20201001' foundedYear: value: '1978' exchangePrimary: value: NYSE fundingDateRange: first: value: last: value: pevcBacking: value: meta: sources: value: - FactSet Fundamentals - FactSet RBICS - Crunchbase meta: requestId: FDS fsymId: SQFMK3-R default200TransactionsResponse: summary: sample response value: data: version: '2.0' tables: main: definition: columns: - id: c_transaction_date type: string isDimension: true - id: c_transaction_type type: string isDimension: true - id: c_transaction_description type: real isDimension: true - id: c_transaction_amount type: string isDimension: true - id: c_transaction_status type: string isDimension: true headersDefinition: columns: [] data: rows: - cells: - Date - Type - Description - Amount - Status rowType: Header headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 '4': source: PRIMARY columnIndex: 4 - cells: - '20211013' - Acquisition / Merger - >- FactSet Research Systems, Inc. acquires Cobalt Software, Inc. - 51 - Complete rowMetadata: transactionType: value: DETAIL transactionId: value: 4071979MM - cells: - '20210714' - Acquisition / Merger - >- FactSet Research Systems, Inc. acquires BTU Analytics LLC - - Complete rowMetadata: transactionType: value: DETAIL transactionId: value: 4054178MM tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Mergers - FactSet DCS - FactSet Fixed Income details: definition: columns: - id: c_id type: string isDimension: true - id: c_gross_proceeds type: real isDimension: true - id: c_overallotment type: real isDimension: true - id: c_total type: real isDimension: true headersDefinition: columns: [] data: rows: - cells: - Transaction ID - Gross Proceeds Excl. Overallotment - Overallotment Amount Exercised - Gross Proceeds Inc. Overallotment rowType: Header headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Mergers - FactSet DCS - FactSet Fixed Income columnMetadata: c_gross_proceeds: items: scale: value: 6 meta: requestId: FDS-US fsymId: SQFMK3-R default200KeyStatsResponse: summary: sample response value: data: range52Week: value: value: $317.55 - 495.39 label: value: 52 Week Range averageDailyVol: value: value: 300330.25 label: value: Avg Daily Vol (3 Mo) basicShares: value: value: 37896.579 label: value: Basic Shares (000) marketCap: value: value: 14179.383999 label: value: Market Cap (M) dividendYield: value: value: 0.983615616279391 label: value: Dividend Yield firstDate: value: value: '1996-06-28' label: value: IPO Date dilutedShares: value: value: 39266.127 label: value: FD Shares Out (000) dilutedMarketCap: value: value: 14691.814201 label: value: FD Mkt Cap (M) enterpriseValue: value: value: 14458.443201 label: value: EV (M) wacc: value: value: 6.76303 label: value: WACC float: value: value: 99.9248 label: value: Float institutional: value: value: 91.3343 label: value: Institutional top10InstitutionalHolders: value: value: 48.76016379 label: value: Top 10 Inst Hldrs brokerContributors: value: value: 18 label: value: Broker Contributors averageRating: value: value: Hold (2.11) label: value: Avg Rating targetPrice: value: value: $462.41 label: value: Target Price ltGrowthRate: value: value: 10 label: value: LT Growth Rate meta: sources: value: - FactSet Fundamentals - FactSet Estimates - FactSet Capital Structure - FactSet Ownership meta: requestId: FDS-US fsymId: SQFMK3-R noData200KeyStatsResponse: summary: no data response value: data: meta: requestId: 0N57YY-E fsymId: noData: true message: There is no data for this request. transactionType200Response: summary: transactionType=NOTES_BONDS response value: data: version: '2.0' tables: main: headersDefinition: columns: [] definition: columns: - id: c_transaction_date type: string - id: c_transaction_type type: string - id: c_transaction_description type: string - id: c_transaction_amount type: string - id: c_transaction_status type: string data: rows: - rowType: Header cells: - Date - Type - Description - Amount - Status headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 '4': source: PRIMARY columnIndex: 4 - cells: - '20220301' - Notes/Bonds - FactSet Research Systems Inc. 3.450% 01-MAR-2032 - - New Issue rowMetadata: transactionType: value: Notes/Bonds transactionId: value: 303075AB - cells: - '20220301' - Notes/Bonds - FactSet Research Systems Inc. 2.900% 01-MAR-2027 - - New Issue rowMetadata: transactionType: value: Notes/Bonds transactionId: value: 303075AA tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Mergers - FactSet DCS - FactSet Fixed Income columnMetadata: c_transaction_amount: items: scale: value: 6 details: headersDefinition: columns: [] definition: columns: - id: c_id type: string - id: c_gross_proceeds type: real - id: c_overallotment type: real - id: c_total type: real data: rows: - rowType: Header cells: - Transaction ID - Gross Proceeds Excl. Overallotment - Overallotment Amount Exercised - Gross Proceeds Inc. Overallotment headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Mergers - FactSet DCS - FactSet Fixed Income columnMetadata: c_gross_proceeds: items: scale: value: 6 c_overallotment: items: scale: value: 6 c_total: items: scale: value: 6 financingType200Response: summary: financingType=DEBT response value: data: version: '2.0' tables: main: headersDefinition: columns: [] definition: columns: - id: c_transaction_date type: string - id: c_transaction_type type: string - id: c_transaction_description type: string - id: c_transaction_amount type: string - id: c_transaction_status type: string data: rows: - rowType: Header cells: - Date - Type - Description - Amount - Status headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 '4': source: PRIMARY columnIndex: 4 - cells: - '20220523' - ST Debt - FactSet Research Systems Inc. 1.908% 22-NOV-2022 - - New Issue rowMetadata: transactionType: value: ST Debt transactionId: value: 06945PLN - cells: - '20220301' - Notes/Bonds - FactSet Research Systems Inc. 3.450% 01-MAR-2032 - - New Issue rowMetadata: transactionType: value: Notes/Bonds transactionId: value: 303075AB - cells: - '20220301' - Notes/Bonds - FactSet Research Systems Inc. 2.900% 01-MAR-2027 - - New Issue rowMetadata: transactionType: value: Notes/Bonds transactionId: value: 303075AA - cells: - '20220301' - Term Loans - Senior Unsecured Term Loan - - New Issue rowMetadata: transactionType: value: Term Loans transactionId: value: FDS1R53Q - cells: - '20220301' - Revolving Credit - >- FactSet Research Systems Inc. Revolver/Standard 01-MAR-2027 - - New Issue rowMetadata: transactionType: value: Revolving Credit transactionId: value: FDS1R56X - cells: - '20190329' - Revolving Credit - >- Senior Unsec. Revolving Credit Facility - PNC Bank National Association - 575 - Terminated rowMetadata: transactionType: value: Revolving Credit transactionId: value: FDS0YFY41 tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Mergers - FactSet DCS - FactSet Fixed Income columnMetadata: c_transaction_amount: items: scale: value: 6 details: headersDefinition: columns: [] definition: columns: - id: c_id type: string - id: c_gross_proceeds type: real - id: c_overallotment type: real - id: c_total type: real data: rows: - rowType: Header cells: - Transaction ID - Gross Proceeds Excl. Overallotment - Overallotment Amount Exercised - Gross Proceeds Inc. Overallotment headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 tableMetadata: currencyCode: value: USD currencySymbol: value: $ sources: value: - FactSet Fundamentals - FactSet Mergers - FactSet DCS - FactSet Fixed Income columnMetadata: c_gross_proceeds: items: scale: value: 6 c_overallotment: items: scale: value: 6 c_total: items: scale: value: 6 meta: requestId: FDS-US fsymId: SQFMK3-R noData200TransactionsResponse: summary: no data response value: data: version: '2.0' tables: main: definition: columns: - id: c_transaction_date type: string isDimension: true - id: c_transaction_type type: string isDimension: true - id: c_transaction_description type: real isDimension: true - id: c_transaction_amount type: string isDimension: true - id: c_transaction_status type: string isDimension: true headersDefinition: columns: [] data: rows: - cells: - Date - Type - Description - Amount - Status rowType: Header headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 '4': source: PRIMARY columnIndex: 4 tableMetadata: currencyCode: value: currencySymbol: value: columnMetadata: c_transaction_amount: items: scale: value: 6 details: definition: columns: - id: c_id type: string isDimension: true - id: c_gross_proceeds type: real isDimension: true - id: c_overallotment type: real isDimension: true - id: c_total type: real isDimension: true headersDefinition: columns: [] data: rows: - cells: - Transaction ID - Gross Proceeds Excl. Overallotment - Overallotment Amount Exercised - Gross Proceeds Inc. Overallotment rowType: Header headerCellDetails: '0': source: PRIMARY columnIndex: 0 '1': source: PRIMARY columnIndex: 1 '2': source: PRIMARY columnIndex: 2 '3': source: PRIMARY columnIndex: 3 tableMetadata: currencyCode: value: currencySymbol: value: columnMetaData: c_gross_proceeds: items: scale: value: 6 meta: requestId: 07ZXHF-E fsymId: noData: true message: There is no data for this request. endpointNotFound: summary: endpoint not found value: errors: - id: 39314614-e607-465a-ba95-5bb79c362e23 code: endpointNotFound title: The requested endpoint does not exist. idRequiredParameterError: summary: generic parameter error (missing parameter) value: errors: - id: 39314614-e607-465a-ba95-5bb79c362e23 code: parameterError title: 'Missing required parameter(s): ''id''' idInvalidParameterError: summary: generic parameter error (invalid parameter) value: errors: - id: 39314614-e607-465a-ba95-5bb79c362e23 code: parameterError title: 'Invalid parameter(s): ''id''' unsupportedEntityParameterError: summary: unsupported entity type value: errors: - id: 39314614-e607-465a-ba95-5bb79c362e23 code: parameterError title: Unsupported entity type parameterErrorTopn: summary: topn parameter error value: errors: - id: 39314614-e607-465a-ba95-5bb79c362e23 code: parameterError title: 'Invalid parameter: ''topn''' parameterErrorView: summary: view parameter error value: errors: - id: 3838f112-ed5a-4d9d-b0c7-3594d8eab0ed code: parameterError title: >- Invalid parameter: 'view'. Accepted values include: 'FINANCIAL', 'VALUATION', 'CAPITALIZATION', 'MARGINS' or 'PERFORMANCE' parameterErrorActual: summary: actual periods parameter error value: errors: - id: 35a62bd5-c4aa-4e6b-9357-0f1b5688e2db code: parameterError title: >- Invalid parameter: 'actual'. Accepted values include nonzero integers parameterErrorEstimate: summary: estimate periods parameter error value: errors: - id: 372a28d1-53ac-49cd-9be5-beb714cd62a8 code: parameterError title: >- Invalid parameter: 'estimate'. Accepted values include nonzero integers schemas: KeyStatsResponse: type: object description: Key statistics data for the requested id properties: data: $ref: '#/components/schemas/KeyStatsObject' meta: $ref: '#/components/schemas/Meta' KeyStatsEntityObject: type: object description: Key Statistics for the provided entity properties: range52Week: description: >- The highest and lowest prices at which a stock as traded over the past 52 weeks type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string averageDailyVol: description: The average number of shares traded per day type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string basicShares: description: >- Number of basic shares. Also known as common shares or ordinary shares, this datapoint represents ownership in a company and offers the potential for capital appreciation and dividend payments type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string marketCap: description: The total value of a company's outstanding shares type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string dividendYield: description: Represents return on investment from dividends type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string firstDate: description: >- The day on which a private company's shares became available for purchase by the public for the first time type: object required: - value - label properties: value: type: object required: - value properties: value: type: string format: date description: Date formatted to YYYY-MM-DD label: type: object required: - value properties: value: type: string dilutedShares: description: >- The total number of a company's outstanding shares that would exist if all securities that could potentially be converted into common shares, such as outstanding shares, stock options, warrants, and convertible securities type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string dilutedMarketCap: description: >- The total theoretical market value of a company, including all shares that could potentially be converted into common shares, such as outstanding shares, stock options, warrants, and convertible securities type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string enterpriseValue: description: The total value of a company type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string wacc: description: >- The weighted average cost of capital, or the average cost of all company's capital sources, including debt and equity , weighted by their respective proportions in the company's capital structure type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string float: description: >- The percentage of a company's outstanding shares that are available for trading by the public, excluding shares that are closely held or restricted type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string institutional: description: >- The percentage of a company's outstanding shares that are owned by institutional investors type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string top10InstitutionalHolders: description: >- Percentage owned by 10 largest institutional investors in a company, based on the number of shares they hold type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string brokerContributors: description: >- Number of brokerage firms that provide research and analysis on the company type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string averageRating: description: >- The mean recommendation score given by financial analysts covering a particular stock type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string targetPrice: description: >- The price level at which an analyst or brokerage firm predicts a stock will trade in the future type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string ltGrowthRate: description: >- The estimated rate at which a company's earnings are expected to grow over a multi-year period type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string revenue: description: >- The total amount of money that a company earns from its primary business activities, such as the sale of goods or services, before deducting any expenses or taxes type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string asOfDate: type: object required: - value properties: value: type: string format: date employees: description: The total count of individuals who are employed by a company type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string asOfDate: type: object required: - value properties: value: type: string format: date fundingRounds: description: >- Number of stages of financing that a startup or early-stage company goes through type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string estimatedVcRaised: description: >- The estimated total amount of venture capital funding that a company has fraised from investors type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string lastFunding: description: >- The most recent date on which a company raised capital from investors in a funding round. type: object required: - value - label properties: value: type: object required: - value properties: value: type: string format: date description: Date formatted to YYYY-MM-DD label: type: object required: - value properties: value: type: string firstFunding: description: The first date a company raised capital from an external investor type: object required: - value - label properties: value: type: object required: - value properties: value: type: string format: date description: Date formatted to YYYY-MM-DD label: type: object required: - value properties: value: type: string latestPostMoneyValuation: description: >- The estimated total value of a company after its most recent funding round, taking into account the new capital that was raised type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string asOfDate: type: object required: - value properties: value: type: string format: date activeInvestors: description: >- The total count of individual or institutional investors that have invested in a company and currently hold a position in its securities type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string totalInvestors: description: >- The total count of individual or institutional investors that have invested in a company at any point in time, including those that may no longer hold a position in its securities type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string premiums: description: >- The portion of gross premiums that an insurance company has earned by providing coverage for a certain period of time type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string grossPremiums: description: >- The total amount of premiums collected by an insurance company from policyholders before taking into account any expenses or claims payments type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string grossAssets: description: >- The total value of a company's assets, including both tangible assets such as property and equipment, and intangible assets such as intellectual property or goodwill, without taking into account any liabilities or deductions type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string totalDeposits: description: >- The sum of all funds held in deposit accounts, including checking accounts, savings accounts, money market accounts, and certificates of deposit, among others type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string branches: description: >- The total count of physical locations, such as buildings or offices, where a bank offers its products and services to customers type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string netInterestIncome: description: >- The difference between the interest earned by a financial institution on its interest-earning assets, such as loans and investments, and the interest paid on its interest-bearing liabilities, such as deposits and borrowings type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string meta: type: object properties: sources: type: object properties: value: type: array items: type: string description: Where the data is sourced from KeyStatsFundObject: description: Key Statistics for the provided fund type: object properties: expenseRatio: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number nullable: true label: type: object required: - value properties: value: type: string description: >- The net expense ratio, or total expense ratio, represents the percentage of assets of the fund used to run and manage the fund, after any fee waivers or reimbursements that may be in effect. Ongoing charge is collected as the Net Expense ratio for Mutual Funds if the Net Expense Ratio is not available. distributionYield: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number nullable: true label: type: object required: - value properties: value: type: string description: >- LTM (Last Twelve Months) trailing 12-month yield of distributions made by the fund, relative to the current price. Distinct from Dividend Yield, which measures distributions made by the portfolio's holdings. This data point is returned as a percentage. aumShareDaily: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string description: >- The AUM (Actual) is the market value of total assets that a fund manages on behalf of investors based on the shares outstanding, multiplied by the net asset value from the preceding day, at share class level. Data is updated daily. aumFundMonth: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string description: >- The AUM (Actual) is the market value of total assets that a fund manages on behalf of investors based on the shares outstanding, multiplied by the net asset value from the month end at a fund level. Data is updated monthly, based on the last trading day of the month. outstandingShare: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string description: >- Returns historical shares outstanding figures for the specified share class. fundFlowYTD: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string description: >- The dollars invested or divested from a fund over one calendar year, based on the creation/redemption process. Data returned may not be related to overall volume or price movement. All fund flow inputs use transaction-day values to ensure that all AUM and flows are fully comparable and reflective of the same, verified market conditions. firstNavRecord: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string format: date description: Date formatted to YYYY-MM-DD label: type: object required: - value properties: value: type: string description: >- Returns the first NAV record available in FactSet’s database. This may not equal the first trading record of the fund. dailyTradingVol: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number label: type: object required: - value properties: value: type: string description: The daily trading volume of the fund as a dollar value. averageSpread: type: object required: - value - label properties: value: type: object required: - value properties: value: type: number nullable: true label: type: object required: - value properties: value: type: string description: >- The 45-day median of daily time-weighted percentage differences between the highest-posted price a market participant is willing to pay to buy a fund and the lowest-posted price at which a market participant is willing to sell a fund. inceptionDateShare: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string format: date description: Date formatted to YYYY-MM-DD label: type: object required: - value properties: value: type: string description: Launch date of the share class. inceptionDateFund: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string format: date description: Date formatted to YYYY-MM-DD label: type: object required: - value properties: value: type: string description: Launch date of the fund. availableForSale: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string description: Determines where the fund is available for sale. currencyIso: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string description: Returns currency ISO code for a listing. esgCompliance: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string description: Determines if the fund is ESG compliant or not. sfdrClassification: type: object required: - value - label properties: value: type: object required: - value properties: value: type: string label: type: object required: - value properties: value: type: string description: >- Article 6 - Fund is not ESG but makes disclosures on the integration of sustainable risks. Article 8 - Preferences for products having ESG Characteristics. Article 9 - Preferences for products having Sustainable Objectives. Article 0 - The type or structure of the fund is out of ESG requirements. NA - No information available. meta: type: object properties: sources: type: object properties: value: type: array items: type: string description: Where the data is sourced from asOfDate: type: object properties: value: type: array items: type: string format: date description: Data as of date KeyStatsObject: oneOf: - $ref: '#/components/schemas/KeyStatsEntityObject' - $ref: '#/components/schemas/KeyStatsFundObject' ErrorResponse: type: object properties: errors: type: array items: $ref: '#/components/schemas/ErrorObject' meta: $ref: '#/components/schemas/Meta' ErrorObject: type: object properties: id: type: string code: type: string title: type: string links: type: object properties: about: type: string detail: type: string source: type: object properties: parameter: type: string Meta: type: object additionalProperties: type: string ProfileResponse: type: object properties: data: $ref: '#/components/schemas/ProfileData' meta: $ref: '#/components/schemas/Meta' ProfileData: type: object required: - business - contact - size - stage properties: business: type: object required: - description - industry - name - sector properties: description: type: object required: - value properties: value: type: string nullable: true note: type: string industry: type: object required: - value properties: value: type: string nullable: true sector: type: object required: - value properties: value: type: string nullable: true name: type: object required: - value properties: value: type: string nullable: true dbaName: type: object required: - value properties: value: type: string nullable: true crunchbaseCategories: type: object required: - value - note properties: value: type: array items: type: string note: type: string crunchbaseUrl: type: object required: - value - note properties: value: type: string note: type: string contact: type: object required: - address - city - phone - stateProvince - zip - country - website - email properties: address: type: object required: - value properties: value: type: string nullable: true city: type: object required: - value properties: value: type: string nullable: true phone: type: object required: - value properties: value: type: string nullable: true stateProvince: type: object required: - value properties: value: type: string nullable: true zip: type: object required: - value properties: value: type: string nullable: true country: type: object required: - value properties: value: type: string nullable: true website: type: object required: - value properties: value: type: string nullable: true email: type: object required: - value properties: value: type: string nullable: true people: type: array items: type: object required: - title - name - id properties: title: type: object required: - value properties: value: type: string nullable: true name: type: object required: - value properties: value: type: string nullable: true id: type: object required: - value properties: value: type: string nullable: true size: type: object required: - employeeNumber - ev - mcap - revenue properties: employeeNumber: type: object required: - value properties: value: type: number nullable: true ev: type: object required: - value properties: value: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' mcap: type: object required: - value properties: value: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' revenue: type: object required: - value - label properties: label: type: string nullable: true value: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' stage: type: object required: - exchangePrimary - tradeDateRange - foundedYear - pevcBacking properties: exchangePrimary: type: object required: - value properties: value: type: string nullable: true tradeDateRange: type: object properties: start: type: object required: - value properties: value: type: string nullable: true end: type: object required: - value properties: value: type: string nullable: true foundedYear: type: object required: - value properties: value: type: string nullable: true pevcBacking: type: object required: - value properties: value: type: string nullable: true pevcLatestPostMoneyValuation: type: object required: - value - asOfDate properties: value: type: number nullable: true asOfDate: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' peActiveFirmNumber: type: object required: - value properties: value: type: number peActiveInvestmentNumber: type: object required: - value properties: value: type: number peLastInvestmentDate: type: object required: - value properties: value: type: string nullable: true peActiveFirms: type: array items: type: object required: - name properties: name: type: object required: - value properties: value: type: string nullable: true peActiveAcqDate: type: object required: - value properties: value: type: string nullable: true peActiveAcqAmt: type: object required: - value properties: value: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' vcLastRound: type: object required: - value properties: value: type: string nullable: true vcLastRoundAmt: type: object required: - value properties: value: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' vcLastRoundInvestorNumber: type: object required: - value properties: value: type: number vcLastRoundDate: type: object required: - value properties: value: type: string nullable: true vcTotalEstRaised: type: object required: - value properties: value: type: number nullable: true meta: $ref: '#/components/schemas/DataPointMeta' crunchbaseRank: type: object required: - value - note properties: value: type: number note: type: string meta: type: object properties: sources: type: object properties: value: type: array items: type: string description: Where the data is sourced from DataPointMeta: type: object anyOf: - properties: currencyCode: type: string description: Code for data currency currencySymbol: type: string description: Symbol for data currency scale: type: integer description: > Integer power of 10 to which numbers have been scaled. For example: 6 implies millions. Default is 0. StachTableResponse: type: object properties: data: title: STACH description: Returns a STACH 2.0 row organized package meta: $ref: '#/components/schemas/Meta' PeerListResponse: type: object properties: data: $ref: '#/components/schemas/PeerListObject' meta: $ref: '#/components/schemas/Meta' PeerListObject: description: A list of key-value pairs representing the company's peers type: object required: - peers properties: peers: type: array items: $ref: '#/components/schemas/PeerListData' meta: type: object properties: sources: type: object properties: value: type: array items: type: string description: Where the data is sourced from PeerListData: type: object required: - id - name - ticker properties: id: description: The FactSet Entity ID of the peer type: string name: description: The name of the peer type: string ticker: description: The ticker of the peer type: string MetadataEntry: type: object description: > Restricted metadata entries. Restricts the possible key in the following STACH schema: - RowOrganizedPackage.CellDetail.CellMetadataEntry - RowOrganizedPackage.HeaderCellDetail.CellMetadataEntry - RowOrganizedPackage.MapOfMetadata.ItemsEntry - RowOrganizedPackage.Row.RowMetadataEntry - RowOrganizedPackage.TableData.TableMetadataEntry And sets restrictions on the possible values for a MetadataItem. oneOf: - $ref: '#/components/schemas/category' - $ref: '#/components/schemas/currencyCode' - $ref: '#/components/schemas/currencySymbol' - $ref: '#/components/schemas/description' - $ref: '#/components/schemas/frequency' - $ref: '#/components/schemas/metric' - $ref: '#/components/schemas/scale' - $ref: '#/components/schemas/sources' - $ref: '#/components/schemas/transactionId' - $ref: '#/components/schemas/transactionType' - $ref: '#/components/schemas/valueType' category: type: object properties: category: type: object description: > Describes data based on source or kind of value - ACTUAL - Historical data collected directly from a press release or a median consensus from brokers after a report date. - ESTIMATE - Forward looking average of broker estimates within a specific time horizon. - GUIDANCE - Forward looking indication or estimate of future performance issued by the company itself. - DETAIL - Indicates data that is more granular and may be secondary in focus. - MAIN - Indicates data is of more impactful or higher importance and may want to be emphasized. - SECTION - Indicates data that is used in sectioning rows in group level STACH format. properties: value: type: string enum: - ACTUAL - ESTIMATE - GUIDANCE - EXCLUDED - CHANGE - DETAIL - MAIN - SECTION currencyCode: type: object properties: currencyCode: type: object description: Code for data currency properties: value: type: string currencySymbol: type: object properties: currencySymbol: type: object description: Symbol for data currency properties: value: type: string description: type: object properties: description: type: object description: Text describing the data properties: value: type: string frequency: type: object properties: frequency: type: object description: | String with frequency of a data series. Allowed values: - "D" (daily) - "W" (weekly) - "AW" (actual weekly) - "M" (monthly) - "AM" (actual monthly) - "Q" (quarterly) - "FQ" (fiscal quarterly) - "CQ" (calendar quarterly) - "AQ" (actual quarterly) - "Y" (yearly) - "FY" (fiscal yearly) - "CY" (calendar yearly) - "AY" (actual yearly) - "MTD" (month-to-date) - "QTD" (quarter-to-date) - "YTD" (year-to-date) - "FYTD" (fiscal-year-to-date) - "CYTD" (calendar-year-to-date) properties: value: type: string enum: - D - W - AW - M - AM - Q - FQ - CQ - AQ - 'Y' - FY - CY - AY - MTD - QTD - YTD - FYTD - CYTD metric: type: object properties: metric: type: object description: > Describes the entity's financial metrics category - FIN - Financial; Numerical value taken from an entity's financial statements. - RAT - Ratio; A relative magnitude of two or more selected numerical values taken from an entity's financial statements. properties: value: type: string enum: - FIN - RAT scale: type: object properties: scale: type: object description: > Integer power of 10 to which numbers have been scaled. For example: 6 implies millions. Default is 0. properties: value: type: integer sources: type: object properties: value: type: array items: type: string description: Where the data is sourced from transactionId: type: object properties: transactionId: type: object description: Id for the transaction. Only used in /transactions properties: value: type: string transactionType: type: object properties: transactionType: type: object description: | Type of transaction. Only used in /transactions. Allowed values: - "MA" (Mergers and Acquisitions) - "IPO" (Initial Public Offering) - "Follow-On" (Follow-On Public Offer) properties: value: type: string enum: - MA - IPO - Follow-On valueType: type: object properties: valueType: type: object description: Describes how to interpret numbers properties: value: type: string enum: - PERCENTAGE - RATIO - TREND - RANGE