With global coverage since 1999, the FactSet Estimates API provides you with comprehensive estimates and statistics on a wide variety of financial statement items as well as industry-specific metrics. The universe is comprised of over 19,000 active companies across 90+ countries with the following types of data included:
Consensus
Detail
Ratings
Surprise
Segments
Actuals
Guidance
New Estimates and Ratings Reports Endpoints
For clients seeking curated and relevant financial data, the FactSet Estimates API now includes Estimates and Ratings Reports endpoints. These powerful endpoints are designed for easy integration and consumption, delivering a wide array of financial metrics, estimates, and critical statistics in a highly accessible format suitable for both mobile and web applications.
Whether you are an analyst, investor, or financial professional, the Estimates and Ratings Reports endpoints offer detailed and actionable financial insights that can support thorough analyses and strategic decision-making processes.
The Estimates and Ratings Reports endpoints are especially valuable for B2B2C applications, empowering financial services firms, investment companies, and corporate finance teams to:
Elevate Client Engagement: Enrich user experiences in client-facing applications with comprehensive and up-to-date financial metrics.
Build Custom Reporting Tools: Create tailored dashboards and analytics tools that provide deep insights and foster better financial understanding.
By adopting the FactSet Estimates API with its enriched Estimates and Ratings Reports endpoints, businesses can streamline their financial data integration process, improve operational efficiency, and deliver superior financial insights to their clients and end-users.
This API is rate-limited to 10 requests per second and 10 concurrent requests per user.
Download API Specification
To programmatically download the FactSet Estimates API Specification file in .yaml format, utilize the link below. You must be authorized for this API to extract the specification. This specification can then be used for Codegen to create your own SDKs. You can also access it by selecting the "Download Spec" button beside the version information.
[!IMPORTANT]
The parameter variables defined below are just examples and may potentially contain non valid values. Please replace them with valid values.
Example Code
using System;
using System.Threading.Tasks;
using FactSet.SDK.Utils.Authentication;
using FactSet.SDK.FactSetEstimates.Api;
using FactSet.SDK.FactSetEstimates.Client;
using FactSet.SDK.FactSetEstimates.Model;
namespace Example
{
public static class GetActualsExample
{
public static async Task Main()
{
var config = new FactSet.SDK.FactSetEstimates.Client.Configuration();
// Examples for each supported authentication method are below,
// choose one that satisfies your use case.
/* (Preferred) OAuth 2.0: FactSetOAuth2 */
// See https://github.com/FactSet/enterprise-sdk#oauth-20
// for information on how to create the app-config.json file
//
// The confidential client instance should be reused in production environments.
// See https://github.com/FactSet/enterprise-sdk-utils-dotnet#authentication
// for more information on using the ConfidentialClient class
ConfidentialClient confidentialClient = await ConfidentialClient.CreateAsync("/path/to/app-config.json");
config.OAuth2Client = confidentialClient;
/* Basic authentication: FactSetApiKey */
// See https://github.com/FactSet/enterprise-sdk#api-key
// for information how to create an API key
// config.Username = "USERNAME-SERIAL";
// config.Password = "API-KEY";
var apiInstance = new ActualsApi(config);
var ids = new List<string>(); // List<string> | Security or Entity identifiers. Accepted inputs include FactSet Identifiers, tickers, CUSIP, and SEDOL. <p><b>Performance Note:</b> Requests that increase the number of metrics or request long historical data may trigger the 30-second service timeout threshold. To ensure system stability and performance, please keep requests lightweight.</p> <p>If requesting long historical data, limit the history to <b>10 years per metric per ID</b>.</p>
var metrics = new List<string>(); // List<string> | Requested metrics. Use the `/metrics` endpoint to return a list of available estimate items. **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).
var relativeFiscalStart = -2; // int? | Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period. FactSet Estimates Actuals provides data for past periods. Therefore, the input for `relativeFiscalStart` must be an integer that is zero or less. For example, set to 0 and periodicity to ANN to ask for the current reported year (FY0). (optional)
var relativeFiscalEnd = 0; // int? | Relative fiscal period, expressed as an integer, used to filter results. This is combined with the periodicity parameter to specify a relative estimate period.Therefore, the input for `relativeFiscalEnd` must be an integer that is zero or less. For example, set to -2 and periodicity to ANN to ask for two fiscal years before the latest (FY-2). (optional)
var periodicity = "ANN"; // string | 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. (optional) (default to ANN)
var currency = "USD"; // string | 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). (optional)
try
{
// Retrieves actuals for a requested list of ids and reported fiscal periods.
ActualsResponse result = apiInstance.GetActuals(ids, metrics, relativeFiscalStart, relativeFiscalEnd, periodicity, currency);
Console.WriteLine(result.ToJson());
}
catch (ApiException e)
{
Console.WriteLine("Exception when calling ActualsApi.GetActuals: " + e.Message );
Console.WriteLine("Status Code: "+ e.ErrorCode);
Console.WriteLine(e.StackTrace);
}
}
}
}
Using a Proxy
To use the API client with a HTTP proxy, setup a System.Net.WebProxy
Configuration c = new Configuration();
System.Net.WebProxy webProxy = new System.Net.WebProxy("http://myProxyUrl:80/");
webProxy.Credentials = System.Net.CredentialCache.DefaultCredentials;
c.Proxy = webProxy;
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
