Factset · Capability

FactSet Portfolio Analytics

Unified workflow for portfolio analytics including performance attribution, risk analysis, and benchmarking. Used by portfolio managers and performance analysts.

Run with Naftiko FactSetPortfolio AnalyticsPerformance AttributionRisk Analysis

What You Can Do

GET
List pa — List PA Engine resources.
/v1/pa-engine
GET
List spar — List SPAR Engine resources.
/v1/spar-engine
GET
List vault — List Vault resources.
/v1/vault
GET
List portfolios — List portfolios.
/v1/portfolios
GET
List metadata — List portfolio metadata.
/v1/portfolio-metadata
GET
List datastore — List analytics datastore.
/v1/analytics-datastore

MCP Tools

list-pa-engine

List PA Engine resources.

read-only
list-spar-engine

List SPAR Engine resources.

read-only
list-vault

List Vault resources.

read-only
list-publisher

List Publisher resources.

read-only
list-portfolios

List portfolios.

read-only
list-portfolio-metadata

List portfolio metadata.

read-only
list-analytics-datastore

List analytics datastore.

read-only

APIs Used

factset-pa-engine factset-spar factset-vault factset-publisher factset-portfolio factset-portfolio-meta factset-datastore