FactSet Fundamentals client library for .NET

Gain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. In addition to the latest reported data, this API provides Point-in-Time (PIT) views to access fundamentals data as it was known on any given date. Composed of annual and interim/quarterly data, detailed historical financial statement content, per-share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective.

This API is rate-limited to 10 requests per second and 10 concurrent requests per user.

This .NET package is automatically generated by the OpenAPI Generator project:

API version: 2.5.0
SDK version: 3.1.0
Build package: com.factset.sdk.codegen.FactSetCSharpNetCoreClientCodegen

For more information, please visit https://developer.factset.com/contact

Requirements

.NET Standard >= 2.0

Installation

.NET CLI

dotnet add package FactSet.SDK.Utils
dotnet add package FactSet.SDK.FactSetFundamentals -v 3.1.0

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetFundamentals -Version 3.1.0

Usage

Generate authentication credentials.
Setup .NET Standard 2.0 compatible environment.
Install dependencies.
Run the following:

[!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.Net;
using System.Threading.Tasks;
using FactSet.SDK.Utils.Authentication;
using FactSet.SDK.FactSetFundamentals.Api;
using FactSet.SDK.FactSetFundamentals.Client;
using FactSet.SDK.FactSetFundamentals.Model;

namespace Example
{
    public static class GetBatchDataExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.FactSetFundamentals.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 BatchProcessingApi(config);
            var id = "id_example";  // Guid | Batch Request identifier.

            try
            {
                // Returns the response for a Batch Request
                BatchProcessingApi.GetBatchDataResponseWrapper result = apiInstance.GetBatchData(id);

                switch (result.StatusCode)
                {

                    case (HttpStatusCode)200:
                        Console.WriteLine(result.Response200);
                        break;

                    case (HttpStatusCode)202:
                        Console.WriteLine(result.Response202);
                        break;

                }
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling BatchProcessingApi.GetBatchData: " + 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;

Documentation for API Endpoints

All URIs are relative to https://api.factset.com/content/factset-fundamentals/v2

Class	Method	HTTP request	Description
BatchProcessingApi	GetBatchData	GET /batch-result	Returns the response for a Batch Request
BatchProcessingApi	GetBatchStatus	GET /batch-status	Returns the status for a Batch Request
CompanyReportsApi	GetFdsProfiles	GET /company-reports/profile	Returns company profile information for a specified list of identifiers.
CompanyReportsApi	GetFinancials	GET /company-reports/financial-statement	Returns company financial data.
CompanyReportsApi	GetFundamentals	GET /company-reports/fundamentals	Returns company fundamentals for a given list of identifiers.
FactSetFundamentalsApi	GetFdsFundamentalsForList	POST /fundamentals	Returns Company Fundamentals Data.
FundamentalsPointInTimeApi	PostFundamentalsFiscalPeriods	POST /periods	Fiscal Periods: Retrieve fiscal period details for multiple securities using POST.
FundamentalsPointInTimeApi	PostFundamentalsPITData	POST /point-in-time	Retrieve Point-in-Time data for multiple securities.
MetricsApi	GetFdsFundamentalsMetrics	GET /metrics	Returns available FactSet Fundamental metrics and ratios.
SegmentsApi	GetFdsSegmentsForList	POST /segments	Returns Company Segment Data.

Documentation for Models

Documentation for Authorization

FactSetApiKey

Type: HTTP basic authentication

FactSetOAuth2

Type: OAuth
Flow: application
Authorization URL:
Scopes: N/A

Contributing

Please refer to the contributing guide.

Copyright

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.

FactSet Fundamentals client library for .NET

This API is rate-limited to 10 requests per second and 10 concurrent requests per user.

This .NET package is automatically generated by the OpenAPI Generator project:

API version: 2.5.0
SDK version: 3.1.0
Build package: com.factset.sdk.codegen.FactSetCSharpNetCoreClientCodegen

For more information, please visit https://developer.factset.com/contact

Requirements

.NET Standard >= 2.0

Installation

.NET CLI

dotnet add package FactSet.SDK.Utils
dotnet add package FactSet.SDK.FactSetFundamentals -v 3.1.0

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetFundamentals -Version 3.1.0

Usage

Generate authentication credentials.
Setup .NET Standard 2.0 compatible environment.
Install dependencies.
Run the following:

[!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.Net;
using System.Threading.Tasks;
using FactSet.SDK.Utils.Authentication;
using FactSet.SDK.FactSetFundamentals.Api;
using FactSet.SDK.FactSetFundamentals.Client;
using FactSet.SDK.FactSetFundamentals.Model;

namespace Example
{
    public static class GetBatchDataExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.FactSetFundamentals.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 BatchProcessingApi(config);
            var id = "id_example";  // Guid | Batch Request identifier.

            try
            {
                // Returns the response for a Batch Request
                BatchProcessingApi.GetBatchDataResponseWrapper result = apiInstance.GetBatchData(id);

                switch (result.StatusCode)
                {

                    case (HttpStatusCode)200:
                        Console.WriteLine(result.Response200);
                        break;

                    case (HttpStatusCode)202:
                        Console.WriteLine(result.Response202);
                        break;

                }
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling BatchProcessingApi.GetBatchData: " + 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;

Documentation for API Endpoints

All URIs are relative to https://api.factset.com/content/factset-fundamentals/v2

Class	Method	HTTP request	Description
BatchProcessingApi	GetBatchData	GET /batch-result	Returns the response for a Batch Request
BatchProcessingApi	GetBatchStatus	GET /batch-status	Returns the status for a Batch Request
CompanyReportsApi	GetFdsProfiles	GET /company-reports/profile	Returns company profile information for a specified list of identifiers.
CompanyReportsApi	GetFinancials	GET /company-reports/financial-statement	Returns company financial data.
CompanyReportsApi	GetFundamentals	GET /company-reports/fundamentals	Returns company fundamentals for a given list of identifiers.
FactSetFundamentalsApi	GetFdsFundamentalsForList	POST /fundamentals	Returns Company Fundamentals Data.
FundamentalsPointInTimeApi	PostFundamentalsFiscalPeriods	POST /periods	Fiscal Periods: Retrieve fiscal period details for multiple securities using POST.
FundamentalsPointInTimeApi	PostFundamentalsPITData	POST /point-in-time	Retrieve Point-in-Time data for multiple securities.
MetricsApi	GetFdsFundamentalsMetrics	GET /metrics	Returns available FactSet Fundamental metrics and ratios.
SegmentsApi	GetFdsSegmentsForList	POST /segments	Returns Company Segment Data.

Documentation for Models

Documentation for Authorization

FactSetApiKey

Type: HTTP basic authentication

FactSetOAuth2

Type: OAuth
Flow: application
Authorization URL:
Scopes: N/A

Contributing

Please refer to the contributing guide.

Copyright

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

FactSet/FactSet.SDK.FactSetFundamentalsv3.1.0

Get Started

Readme

FactSet Fundamentals client library for .NET

Requirements

Installation

.NET CLI

NuGet

Usage

Example Code

Using a Proxy

Documentation for API Endpoints

Documentation for Models

Documentation for Authorization

FactSetApiKey

FactSetOAuth2

Contributing

Copyright

FactSet/FactSet.SDK.FactSetFundamentalsv3.1.0

Get Started

Readme

FactSet Fundamentals client library for .NET

Requirements

Installation

.NET CLI

NuGet

Usage

Example Code

Using a Proxy

Documentation for API Endpoints

Documentation for Models

Documentation for Authorization

FactSetApiKey

FactSetOAuth2

Contributing

Copyright