factset

FactSet Portfolio

Through the Portfolio API, you can accomplish what-if analysis byuploading a paper portfolio to test out a new strategy or prospectiveopportunity.

GitHub OpenAPI

Resources

📖
Documentation
https://developer.factset.com/api-catalog/portfolio-api#overview
📦
SDKs
https://developer.factset.com/api-catalog/portfolio-api#sdkLibrary
🔗
Jupyter Notebooks
https://developer.factset.com/api-catalog/portfolio-api#notebooks
🔗
Code Snippets
https://developer.factset.com/api-catalog/portfolio-api#codeSnippet
🔗
Change Log
https://developer.factset.com/api-catalog/portfolio-api#changelog
⚙️
OpenAPI
openapi/portfolio-openapi-original.yml