# Factset

**Canonical:** https://apis.io/providers/factset/  
**Website:** https://developer.factset.com/  
**APIs profiled:** 460

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.

## Kin Score — 65.5 / 100 (strong)

Scored 2026-08-20 under rubric 0.12.0. Trend: flat (+0.0 from 65.5).

| Facet | Score |
|---|---|
| Discoverability | 87.0 |
| Contract Quality | 70.4 |
| Governance | 41.7 |
| Contract Governance | 41.7 |
| Operational Transparency | 13.2 |
| Developer Ergonomics | 87.5 |
| Commercial Clarity | 50.0 |
| Access Clarity | 50.0 |

Regulatory layer — **Securities & Market Data**: 68.3 (matched via tags).

## Agent readiness — 49.1 (agent-ready)

| Dimension | Value |
|---|---|
| Spec Presence | yes |
| Agentic Access | derived |
| Reversibility Documented | documented |
| MCP Server | documented |
| Auth Clarity | yes |
| Idempotency | no |
| Error Semantics | verified |
| OpenAPI Examples | partial |
| Rate Limit Signal | verified |
| Event Surface Described | no |
| Agent Skills | derived |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Access

Freemium · Self-serve signup — onboarding: self-serve, pricing: freemium, trial: no (confidence: high).

## APIs (460)

- **FactSet Recommendation List API for Digital Portals** — Manage lists of financial products via a CMS or upload job, including revision control.
- **FactSet Bonds API for Digital Portals** — Search for fixed income instruments, using a criteria-based screener. The API provides also fundamental data and key figures.
- **FactSet Virtual Portfolio API for Digital Portals** — Virtual portfolios empower self-directed investors to define, track and realize their mid- to long-term financial strategies.
- **FactSet Stocks API for Digital Portals** — Search for equity instruments based on stock-specific parameters, request EOD benchmark key figures and selected fundamentals (end of fiscal year and potential daily updates).
- **FactSet Securitized Derivatives API for Digital Portals** — Fundamental data for a single securitized derivative. Notation-based key figures of a securitized derivative.
- **FactSet Watchlist API for Digital Portals** — Watchlists keeps track of users_ individual investment objectives in self-directed wealth management applications.
- **FactSet Funds API for Digital Portals** — Search for mutual funds and ETFs using one single consolidated API, including a criteria-based screener.
- **FactSet Data Monitor API** — Data Monitor is an SDK that provides access to the same, trusted, information available within FactSet's Workstation and Web offerings.
- **FactSet Mergers and Acquisitions API** — Access key transactions and pricing metrics on publicly announced mergers, acquisitions, divestitures, and spinoffs involving public and private companies.
- **FactSet News API** — Retrieve real-time financial news, press releases, market summaries, and business insights by category, identifier, and keyword.
- **News API for Digital Portals** — Ultra-low latency access to news from over 80 distributors, covering more than 200 publishers, designed for direct use by client web applications.
- **FactSet Real-Time Options API** — Provides detailed information for option contracts and option classes from global options markets, including fundamental data, risk measures, and option chains.
- **FactSet Real-Time Futures API** — Provides real-time and delayed data for futures contracts, including fundamental data and key figures for global futures markets.
- **FactSet Partner Funds API** — Access comprehensive partner fund data including profiles, allocations, performance, and rankings for mutual funds.
- **Factset About API** — The About API from Factset — 1 operation(s) for about.
- **Factset Account API** — The Account API from Factset — 9 operation(s) for account.
- **Factset Account Composite API** — CRUD operations on Account Composite
- **Factset Accounts API** — The Accounts API from Factset — 7 operation(s) for accounts.
- **Factset Actions API** — The Actions API from Factset — 1 operation(s) for actions.
- **Factset Adaptive API** — The Adaptive API from Factset — 3 operation(s) for adaptive.
- **Factset Agents API** — Agency Details
- **Factset Aggregate API** — The Aggregate API from Factset — 2 operation(s) for aggregate.
- **Factset Aggregated API** — The Aggregated API from Factset — 1 operation(s) for aggregated.
- **Factset Alert API** — The Alert API from Factset — 2 operation(s) for alert.
- **Factset Alerting API** — The Alerting API from Factset — 4 operation(s) for alerting.
- **Factset Alternatives API** — The Alternatives API from Factset — 1 operation(s) for alternatives.
- **Factset Analytics API** — The Analytics API from Factset — 107 operation(s) for analytics.
- **Factset Annualized API** — The Annualized API from Factset — 1 operation(s) for annualized.
- **Factset Answers API** — The Answers API from Factset — 2 operation(s) for answers.
- **Factset Archive API** — The Archive API from Factset — 1 operation(s) for archive.
- **Factset Article API** — The Article API from Factset — 9 operation(s) for article.
- **Factset Articles API** — Get Articles data for the most important positive and negative ESG events
- **Factset Ask API** — The Ask API from Factset — 2 operation(s) for ask.
- **Factset Assets API** — The Assets API from Factset — 1 operation(s) for assets.
- **Factset Asynch API** — The Asynch API from Factset — 6 operation(s) for asynch.
- **Factset Attachment API** — The Attachment API from Factset — 6 operation(s) for attachment.
- **Factset Attachments API** — The Attachments API from Factset — 10 operation(s) for attachments.
- **Factset Attributes API** — The Attributes API from Factset — 7 operation(s) for attributes.
- **Factset Audio API** — The Audio API from Factset — 2 operation(s) for audio.
- **Factset Audit API** — The Audit API from Factset — 1 operation(s) for audit.
- …and 420 more, listed in full on the page.

## MCP servers (1)

- **FactSet AI-Ready Data MCP**

## Agentic access (1)

- **Factset Agentic Access** — 1810 operations · 705 acting

## Security (2)

- **Factset Authentication** — http/oauth2 · 3 schemes
- **Factset Domain Security** — TLSv1.3 · DMARC

## Plans (1)

- **Factset Plans Pricing**

## Use cases (7)

- **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**

## Tags

Financial, Financial Data, Investment Analytics, Market Data, Portfolio Analytics, Research

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/factset/). Scores are computed from the provider's own public artifacts under a published rubric.