FactSet Portfolio Optimizer client library for .NET
$ dotnet add package FactSet.SDK.FactSetPortfolioOptimizerAllow clients to fetch Analytics through APIs.
This .NET package is automatically generated by the OpenAPI Generator project:
For more information, please visit https://developer.factset.com/contact
dotnet add package FactSet.SDK.Utils
dotnet add package FactSet.SDK.FactSetPortfolioOptimizer -v 0.21.10
nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetPortfolioOptimizer -Version 0.21.10
[!IMPORTANT] The parameter variables defined below are just examples and may potentially contain non valid values. Please replace them with valid values.
using System;
using System.Threading.Tasks;
using FactSet.SDK.Utils.Authentication;
using FactSet.SDK.FactSetPortfolioOptimizer.Api;
using FactSet.SDK.FactSetPortfolioOptimizer.Client;
using FactSet.SDK.FactSetPortfolioOptimizer.Model;
namespace Example
{
public static class GetAccountsExample
{
public static async Task Main()
{
var config = new FactSet.SDK.FactSetPortfolioOptimizer.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 AccountsApi(config);
var path = "\"Client:Foo/Bar\""; // string | The directory to get the accounts and sub-directories in (default to "Client:Foo/Bar")
try
{
// Get accounts and sub-directories in a directory
AccountDirectoriesRoot result = apiInstance.GetAccounts(path);
Console.WriteLine(result.ToJson());
}
catch (ApiException e)
{
Console.WriteLine("Exception when calling AccountsApi.GetAccounts: " + e.Message );
Console.WriteLine("Status Code: "+ e.ErrorCode);
Console.WriteLine(e.StackTrace);
}
}
}
}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;All URIs are relative to https://api.factset.com
| Class | Method | HTTP request | Description |
|---|---|---|---|
| AccountsApi | GetAccounts | GET /analytics/lookups/v3/accounts/{path} | Get accounts and sub-directories in a directory |
| CurrenciesApi | GetCurrencies | GET /analytics/lookups/v3/currencies | Get currencies |
| FPOOptimizerApi | CancelOptimizationById | DELETE /analytics/engines/fpo/v3/optimizations/{id} | Cancel FPO optimization by id |
| FPOOptimizerApi | GetOptimizationParameters | GET /analytics/engines/fpo/v3/optimizations/{id} | Get FPO optimization parameters by id |
| FPOOptimizerApi | GetOptimizationResult | GET /analytics/engines/fpo/v3/optimizations/{id}/result | Get FPO optimization result by id |
| FPOOptimizerApi | GetOptimizationStatusById | GET /analytics/engines/fpo/v3/optimizations/{id}/status | Get FPO optimization status by id |
| FPOOptimizerApi | PostAndOptimize | POST /analytics/engines/fpo/v3/optimizations | Create and Run FPO optimization |
| FPOOptimizerApi | PutAndOptimize | PUT /analytics/engines/fpo/v3/optimizations/{id} | Create or Update FPO optimization and run it. |
| StrategyDocumentsApi | GetFPOStrategyDocuments | GET /analytics/engines/fpo/v3/strategies/{path} | Get FactSet Portfolio Optimizer strategy documents and sub-directories in a directory |
Please refer to the contributing guide.
Copyright 2022 FactSet Research Systems Inc
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.