FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
URL: Visit APIs.json URL
Run: Capabilities Using Naftiko
- Financial, Financial Data, Investment Analytics, Market Data, Portfolio Analytics, Research
- Created: 2024/03/02
- Modified: 2026-04-18
Through the PA Engine API, request analytics for multi-asset class performance, attribution, and risk, including the flexibility of choosing your portfolio, benchmark, return period, and more.
Human URL: https://developer.factset.com/api-catalog/pa-engine-api
Use FactSet's flexible, formula-based API to retrieve data from almost all available content sets FactSet offers through FactSet's FQL and Screening formulas.
Human URL: https://developer.factset.com/api-catalog/formula-api
FactSet Global Prices API currently covers listing and composite level prices, volume, turnover, and VWAP data on a seven day week basis for a global equity universe.
Human URL: https://developer.factset.com/api-catalog/factset-global-prices-api
Through Open FactSet Database (OFDB) API, users can create, modify and view non portfolio databases.
Human URL: https://developer.factset.com/api-catalog/ofdb-api
Leverage Signals to identify material events for a company. Signals are derived from FactSet's core data, cognitive computing technology, and our 3rd party partners.
Human URL: https://developer.factset.com/api-catalog/signals-api
The FactSet Concordance API helps our users discover the respective FactSet Entity & People identifier for a specific entity based off of a list of provided corresponding attributes.
Human URL: https://developer.factset.com/api-catalog/factset-concordance-api
Gain access to comprehensive global coverage for equity prices, returns, volume, shares, splits, and dividends.
Human URL: https://developer.factset.com/api-catalog/factset-prices-api
Consensus and detailed estimates for companies.
Human URL: https://developer.factset.com/api-catalog/factset-estimates-api
Fundamental financial data for companies.
Human URL: https://developer.factset.com/api-catalog/factset-fundamentals-api
Entity reference data including structure, securities, and transactions.
Human URL: https://developer.factset.com/api-catalog/factset-entity-api
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| Name |
|---|
| Multi-asset class analytics covering equities, fixed income, derivatives, and alternatives |
| Real-time and delayed market data from global exchanges |
| Portfolio analytics with performance attribution, risk, and optimization |
| Entity concordance and symbology mapping across identifier systems |
| ESG scoring and sustainability data with SASB and SFDR compliance |
| Natural language processing for financial text analysis |
| Quantitative factor library and screening tools |
| Investment research notes and meeting management (IRN) |
| Report builder APIs for presentation-ready financial data |
| Exchange datafeed and tick history for market microstructure analysis |
| Name |
|---|
| Portfolio managers analyzing multi-asset class performance and risk attribution |
| Quantitative analysts building and backtesting factor-based investment strategies |
| Research analysts concording entity identifiers and enriching company data |
| Compliance teams monitoring ESG scores and regulatory reporting requirements |
| Trading desks accessing real-time prices and executing orders programmatically |
| Data engineers building automated financial data pipelines and reports |
| Wealth managers generating client-facing portfolio reports and analytics |
| Name |
|---|
| Excel and Office add-ins for direct data access in spreadsheets |
| Python SDK for programmatic data retrieval and analysis |
| R SDK for statistical computing and quantitative research |
| Java SDK for enterprise application integration |
| MCP (Model Context Protocol) for AI assistant integration |
| Snowflake connector for cloud data warehouse analytics |
| Open FactSet Marketplace for third-party content and applications |
Machine-readable API specifications organized by format.
90 OpenAPI specifications covering portfolio analytics, market data, company research, fixed income, ETF/funds, reporting, data management, and trading APIs.
1,470 JSON Schema files defining request/response models across all APIs.
61 JSON-LD context files for linked data representations.
Structure definitions for API response payloads.
Example request/response payloads for API operations.
Naftiko capabilities organized as shared per-API definitions composed into customer-facing workflows.
90 shared capability files covering all FactSet APIs.
| Workflow | APIs Combined | Tools | Persona |
|---|---|---|---|
| Portfolio Analytics | PA Engine, SPAR, Vault, Publisher, Portfolio, Metadata, Datastore | 7 | Portfolio Manager |
| Quantitative Research | Formula, Quant Engine, Factor Library, Screening | 4 | Quantitative Analyst |
| Market Data and Pricing | Prices, RT Quotes, RT News, Time Series, Alerting, Options, FX, Tick History | 10 | Trader |
| Company Research | Entity, Fundamentals, People, Concordance, Symbology, Classifications, RBICS, ESG, Ownership, GeoRev, ID Lookup | 11 | Research Analyst |
| Fixed Income | Terms & Conditions, S&P Global FI, FI Calculation, FI Batcher, Axioma FI | 5 | Fixed Income Analyst |
| Portfolio Optimization | FactSet, Axioma Equity, Barra, Northfield, Open Risk | 5 | Portfolio Optimizer |
| Investment Research Notes | IRN Config, Contacts, Custom Symbols, Meetings, Notes | 5 | Research Analyst |
| Content and Intelligence | CallStreet, StreetAccount, Filings, Signals, NLP, Search, Conversational | 7 | Content Consumer |
| ETF and Fund Analysis | ETF, ETF Profile, Funds, Benchmarks, Estimates | 5 | Fund Analyst |
| Reporting | Report Builders (6), Charts, Digital Cards, Bookbuilder, Vermilion | 10 | Report Builder |
| Data Management | OFDB, SDF, Content Feeds, XDF, Streaming, Prog Env, PRB | 7 | Data Engineer |
| Trading and Operations | Trading, Private Markets, Events, Security Modeling, Issues, SCIM, IB, Marketplace, Partners | 9 | Operations Team |
FN: Kin Lane
Email: [email protected]