Factset Financials API

openapi: 3.0.3
info:
  title: Factset Analytics Datastore About Financials API
  description: Allow clients to fetch precalculated Analytics through predeterministic URLs.
  contact:
    name: FactSet Research Systems
    url: https://developer.factset.com/contact
    email: api@factset.com
  license:
    name: Apache License, Version 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: 1.0.0
servers:
- url: https://api.factset.com
  description: Production
- url: https://api-sandbox.factset.com
  description: Sandbox
security:
- basicAuth: []
tags:
- name: Financials
  description: Retrieve Private Company Financials
paths:
  /factset-private-markets/v1/financials:
    get:
      summary: Factset Returns Private Company Financials for a List of Ids.
      description: 'Returns Private Company Financials Information.

        '
      tags:
      - Financials
      operationId: getFinancials
      parameters:
      - $ref: '#/components/parameters/privateMarketIds'
      - $ref: '#/components/parameters/financialsFields'
      - $ref: '#/components/parameters/startDate'
      - $ref: '#/components/parameters/endDate'
      responses:
        '200':
          description: Fetches Private Company Financials for a list of ids.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/financialsResponse'
              examples:
                Private Company Financials:
                  $ref: '#/components/examples/privateCompanyFinancials'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
    post:
      summary: Factset Returns Private Company Financials for a List of Ids.
      description: 'Returns a private markets financials object for the requested ids.

        '
      tags:
      - Financials
      operationId: getFinancialsForList
      requestBody:
        required: true
        description: Request Body to request a list of Private Market financials objects.
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/financialsRequest'
      responses:
        '200':
          description: Private Company financials data items
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/financialsResponse'
        '400':
          $ref: '#/components/responses/400'
        '401':
          $ref: '#/components/responses/401'
        '403':
          $ref: '#/components/responses/403'
        '415':
          $ref: '#/components/responses/415'
        '500':
          $ref: '#/components/responses/500'
      x-microcks-operation:
        delay: 0
        dispatcher: FALLBACK
components:
  examples:
    badRequestInvalidParameters:
      summary: Bad Request - Passing Invalid Parameter
      description: This error message occurs when user is passing an Invalid Parameter
      value:
        status: Bad Request
        timestamp: '2020-07-23 11:03:40.765'
        path: /factset-private-markets/v1/{endpoint}
        message: 'Invalid Parameter (s): fakeParameter. Please modify your request to use parameters outlined in the specification for this endpoint.'
        subErrors: null
    badRequestDateFormat:
      summary: Bad Request - Date Format
      description: This bad request occurs when a request doesn't use the YYYY-MM-DD in the date parameters. To resolve, convert your date to YYYY-MM-DD.
      value:
        status: Bad Request
        timestamp: '2020-07-02 11:52:36.464'
        path: /factset-private-markets/v1/{endpoint}
        message: 'The date parameter must be in the following date format: YYYY-MM-DD'
        subErrors: null
    notWritable:
      summary: Internal Server Error - Not Writable
      description: This error may be returned when the server encounters an error writing the JSON response.
      value:
        status: Internal Server Error
        timestamp: '2020-07-02 09:48:29.18'
        path: /factset-private-markets/v1/{endpoint}
        message: Error writing JSON output
        subErrors: null
    unsupportedMediaType:
      summary: Unsupported Media Type
      description: This bad request occurs when the media type passed in the request is not supported. Currently the APIs only support 'application/json'.
      value:
        status: Unsupported Media Type
        timestamp: '2020-07-02 09:42:27.237'
        path: /factset-private-markets/v1/{endpoint}
        message: text/html media type is not supported. Supported media types are application/json.
        subErrors: null
    generalException:
      summary: Internal Server Error - General Exception
      description: This is the most general error that can be returned to by the service. Please `Report Issue` to FactSet.
      value:
        status: Internal Server Error
        timestamp: '2020-07-02 10:36:01.944'
        path: /factset-private-markets/v1/{endpoint}
        message: Unexpected error
        subErrors: null
    badRequestReadTimeout:
      summary: Bad Request - Read Timeout
      description: This error may be returned if it takes more than 29 seconds to hear back from the data fetch service.
      value:
        status: Bad Request
        timestamp: '2020-07-02 16:18:38.949'
        path: /factset-private-markets/v1/{endpoint}
        message: The request took too long. Try again with a smaller request.
        subErrors: null
    forbidden:
      summary: Forbidden
      description: The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization.
      value:
        status: Forbidden
        timestamp: '2020-07-02 17:21:52.197'
        path: /factset-private-markets/v1/{endpoint}
        message: USERNAME-SERIAL does not have permission to use /factset-private-markets/v1/{endpoint}
        subErrors: null
    unauthenticated:
      summary: User Authentication Failed
      description: This occurs when a user is not properly authenticated or recognized by the service. Please double check the USERNAME-SERIAL and API-Key used to request and ensure you are within the IP range specified for the Key. Report Issue under 401 error for help with troubleshooting.
      value:
        status: User Authentication Failed
        timestamp: '2020-07-02 16:08:07.945'
        path: /factset-private-markets/v1/{endpoint}
        message: User Authentication Failed.
        subErrors: null
    badRequestMalformedJSON:
      summary: Bad Request - Malformed JSON Request
      description: This error may be returned when the request body is specified as JSON, but is not in proper JSON format.
      value:
        status: Bad Request
        timestamp: '2020-07-02 11:59:09.649'
        path: /factset-private-markets/v1/{endpoint}
        message: Malformed JSON Request
        subErrors: null
    privateCompanyFinancials:
      summary: Private Company Financials Sales Array
      description: Array of Private Markets Financials Objects for a list of Companies
      value:
        data:
        - fsymId: 000BGM-E
          fiscalYear: '2004-12-31'
          sales: 1202.5
          requestId: 000BGM-E
        - fsymId: 000BGM-E
          fiscalYear: '2005-12-31'
          sales: 1464.39
          requestId: 000BGM-E
        - fsymId: 000BGM-E
          fiscalYear: '2006-12-31'
          sales: 1260.361
          requestId: 000BGM-E
        - fsymId: 000BGM-E
          fiscalYear: '2007-12-31'
          sales: 1174.515
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2003-12-31'
          sales: 3159
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2004-12-31'
          sales: 3289
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2005-12-31'
          sales: 3466
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2006-12-31'
          sales: 3769.949
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2007-12-31'
          sales: 3970.644
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2008-12-31'
          sales: 3864.223
          requestId: 000BGM-E
        - fsymId: 000BGZ-E
          fiscalYear: '2011-12-31'
          sales: null
          requestId: 000BGM-E
        - fsymId: 000BJK-E
          fiscalYear: '1993-09-24'
          sales: 60
          requestId: 000BGM-E
        - fsymId: 000BJK-E
          fiscalYear: '1996-01-09'
          sales: 101.2
          requestId: 000BGM-E
        - fsymId: 000BJK-E
          fiscalYear: '1997-09-30'
          sales: 156.8
          requestId: 000BGM-E
        - fsymId: 000BJK-E
          fiscalYear: '1998-12-31'
          sales: 170.1
          requestId: 000BGM-E
    badRequestRequiredParameter:
      summary: Bad Request - Required Parameter Missing
      description: This error message occurs when the request does not include the required parameters. Required parameters are indicated with a red asterisks symbol in the specification file.
      value:
        status: Bad Request
        timestamp: '2020-06-30 13:22:09.053'
        path: /factset-private-markets/v1/{endpoint}
        message: The parameter 'ids' is required and may not be empty.
        subErrors: null
  parameters:
    financialsFields:
      name: fields
      in: query
      description: 'Private Markets Financials Fields.

        '
      required: true
      schema:
        type: array
        items:
          type: string
          example: assets
        minItems: 1
        maxItems: 100
      explode: false
      example:
      - assets
      - ebitda
    startDate:
      name: startDate
      in: query
      required: true
      schema:
        type: string
      description: 'The start date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted in this endpoint.

        '
      example: '2019-01-01'
    endDate:
      name: endDate
      in: query
      required: false
      schema:
        type: string
      description: 'The end date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted in this endpoint.

        '
      example: '2019-12-31'
    privateMarketIds:
      name: ids
      in: query
      description: "The requested FactSet Private Market Entity Identifier in XXXXXX-E format.<p>**Max Ids Limit set to 3000 in a single request**</p>\n  *<p>Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids,\n      which may lead to exceeding this request line limit of 8KB, its\n      advised for any requests with large request lines to be requested through\n      the respective \\\"POST\\\" method.</p>*\n"
      required: true
      schema:
        type: array
        items:
          type: string
          example: 000C64-E
        minItems: 1
        maxItems: 3000
      explode: false
      example:
      - 000BFG-E
      - 000BGZ-E
      - 000C64-E
  responses:
    '401':
      description: Unauthenticated USERNAME-SERIAL. Ensure you are logged in and have successfully generated an API KEY for the IP range you are connecting from. For more help, select the **Report Issue** in the top right corner of this Developer Portal specification card and choose Connectivity 401 or 403 Responses.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Date Format:
              $ref: '#/components/examples/unauthenticated'
    '415':
      description: Unsupported Media Type. This error may be returned when the caller sends a resource in a format that is not accepted by the server. This can be fixed by ensuring that Content-Type header is set to the correct value. In this instance, "application/json" would be the appropriate value.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Unsupported Media Type:
              $ref: '#/components/examples/unsupportedMediaType'
    '403':
      description: The USERNAME-SERIAL attempted to request the endpoint is not authorized to access. The request was a legal request, but the server is refusing to respond. Please reach out to FactSet Account Team for assistance with authorization.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Forbidden:
              $ref: '#/components/examples/forbidden'
    '500':
      description: Internal Server Error.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Internal Server Error - Not Writable:
              $ref: '#/components/examples/notWritable'
            Internal Server Error - General Exception:
              $ref: '#/components/examples/generalException'
    '400':
      description: Bad Request. This can occur for several reasons. Please review the "message" for more details.
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/errorResponse'
          examples:
            Bad Request - Date Format:
              $ref: '#/components/examples/badRequestDateFormat'
            Bad Request - Missing Required Parameter:
              $ref: '#/components/examples/badRequestRequiredParameter'
            Bad Request - Invalid Parameter:
              $ref: '#/components/examples/badRequestInvalidParameters'
            Bad Request - Malformed JSON:
              $ref: '#/components/examples/badRequestMalformedJSON'
            Bad Request - Read Timeout:
              $ref: '#/components/examples/badRequestReadTimeout'
  schemas:
    endDate:
      title: End Date
      type: string
      description: 'The end date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted in this endpoint.

        '
      example: '2019-12-31'
    errorResponse:
      type: object
      description: error description
      title: Error Response
      properties:
        status:
          description: status
          type: string
          example: Bad Request
        timestamp:
          description: timestamp in YYYY-MM-DD HH:MM:SS.SSS
          type: string
          example: '2019-11-01 11:09:41.918'
          format: date-time
        path:
          description: The Endpoint path {package}/version/{endpoint}
          type: string
          example: /factset-private-markets/v1/{end-point}
        message:
          description: The plain text error message
          type: string
          example: Validation Error
        subErrors:
          description: subErrors related to the error message. Null if not applicable.
          type: object
          properties:
            object:
              description: the operation ID
              type: string
            field:
              description: Parameter Field Name
              type: string
            message:
              description: Error message
              type: string
            rejectedValue:
              description: Rejected Values in an Array
              type: array
              items:
                type: string
          example: example_value
    financials:
      title: Private Company Financials
      type: object
      properties:
        fsymId:
          type: string
          description: Unique FactSet-generated identifier representing an entity for the current entity identifier (-E)
          example: 000BGM-E
          nullable: true
        requestId:
          type: string
          description: Identifier used in `ids`.
          example: 000BGM-E
      additionalProperties: true
    privateMarketIds:
      title: ids
      description: 'Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input.

        '
      type: array
      items:
        type: string
      minItems: 1
      maxItems: 3000
      example:
      - 000BFG-E
      - 000BGZ-E
      - 000C64-E
    startDate:
      title: Start Date
      type: string
      description: 'The start date requested for a given date range in **YYYY-MM-DD** format. If left blank, the API will default to previous close. Future dates (T+1) are not accepted in this endpoint.

        '
      example: '2019-01-01'
    financialsRequest:
      title: Entity Reference Request
      description: Entity Reference Request Body
      type: object
      properties:
        ids:
          $ref: '#/components/schemas/privateMarketIds'
        fields:
          $ref: '#/components/schemas/financialsFields'
        startDate:
          $ref: '#/components/schemas/startDate'
        endDate:
          $ref: '#/components/schemas/endDate'
      required:
      - ids
      - startDate
    financialsFields:
      title: fields
      description: 'Private Markets Financials Fields.

        '
      type: array
      items:
        type: string
      minItems: 1
      maxItems: 3000
      example:
      - assets
      - ebitda
    financialsResponse:
      type: object
      title: Private Company Financials Response
      properties:
        data:
          description: Array of Private Company Financials objects.
          type: array
          items:
            $ref: '#/components/schemas/financials'
          example: []
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
externalDocs:
  url: https://developer.factset.com/api-catalog/analytics-datastore-api
  description: API Documentation