fds.sdk.StocksAPIforDigitalPortals
Advanced tools
Stocks API for Digital Portals client library for Python
The Stocks API features a screener to search for equity instruments based on stock-specific parameters.
Parameters for up to three fiscal years might now be used in one request; data is available for the ten most recent completed fiscal years. Estimates are available for the current and two consecutive fiscal years. Search criteria also include benchmark-related attributes (beta, correlation, outperformance), and ESG parameters, based on FactSet’s Truvalue ESG scores.
A separate endpoint returns the possible values and value ranges for the parameters that the endpoint /stock/notation/screener/search accepts Application developers can request the values and value ranges only for a restricted set of notations that match predefined parameters. This functionality may be used to pre-fill the values and value ranges of the parameters of the /stock/notation/screener/search endpoint so that performing a search always leads to a non-empty set of notations.
The endpoint /stock/notation/ranking/intraday/list ranks stocks notations using intraday figures, for example to build a gainers/losers list.
Additional endpoints include end-of-day benchmark key figures, and selected fundamentals (as of end of fiscal year and with daily updates).
This API is fully integrated with the corresponding Quotes API, allowing access to detailed price and performance information of instruments, as well as basic security identifier cross-reference. For direct access to price histories, please refer to the Time Series API for Digital Portals.
Similar criteria based screener APIs exist for fixed income instruments and securitized derivatives: See the Bonds API and the Securitized Derivatives API for details.
See also the recipe "Enrich Your Digital Portal with Flexible Equity Screening".
This Python package is automatically generated by the OpenAPI Generator project:
poetry add fds.sdk.utils fds.sdk.StocksAPIforDigitalPortals==0.10.19
pip install fds.sdk.utils fds.sdk.StocksAPIforDigitalPortals==0.10.19
Install and activate python 3.7+. If you're using pyenv:
pyenv install 3.9.7
pyenv shell 3.9.7
(optional) Install poetry.
[!IMPORTANT] The parameter variables defined below are just examples and may potentially contain non valid values. Please replace them with valid values.
from fds.sdk.utils.authentication import ConfidentialClient
import fds.sdk.StocksAPIforDigitalPortals
from fds.sdk.StocksAPIforDigitalPortals.api import company_api
from fds.sdk.StocksAPIforDigitalPortals.models import *
from dateutil.parser import parse as dateutil_parser
from pprint import pprint
# See configuration.py for a list of all supported configuration parameters.
# Examples for each supported authentication method are below,
# choose one that satisfies your use case.
# (Preferred) OAuth 2.0: FactSetOAuth2
# See https://github.com/FactSet/enterprise-sdk#oauth-20
# for information on how to create the app-config.json file
#
# The confidential client instance should be reused in production environments.
# See https://github.com/FactSet/enterprise-sdk-utils-python#authentication
# for more information on using the ConfidentialClient class
configuration = fds.sdk.StocksAPIforDigitalPortals.Configuration(
fds_oauth_client=ConfidentialClient('/path/to/app-config.json')
)
# Basic authentication: FactSetApiKey
# See https://github.com/FactSet/enterprise-sdk#api-key
# for information how to create an API key
# configuration = fds.sdk.StocksAPIforDigitalPortals.Configuration(
# username='USERNAME-SERIAL',
# password='API-KEY'
# )
# Enter a context with an instance of the API client
with fds.sdk.StocksAPIforDigitalPortals.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = company_api.CompanyApi(api_client)
id = "id_example" # str |
attributes = [
"_attributes_example",
] # [str] | Limit the attributes returned in the response to the specified set. (optional)
language = "_language_example" # str | (optional)
try:
# List of boards for a company, with their officers.
# example passing only required values which don't have defaults set
# and optional values
api_response = api_instance.get_company_board_list_by_instrument(id, attributes=attributes, language=language)
pprint(api_response)
except fds.sdk.StocksAPIforDigitalPortals.ApiException as e:
print("Exception when calling CompanyApi->get_company_board_list_by_instrument: %s\n" % e)
# # Get response, http status code and response headers
# try:
# # List of boards for a company, with their officers.
# api_response, http_status_code, response_headers = api_instance.get_company_board_list_by_instrument_with_http_info(id, attributes=attributes, language=language)
# pprint(api_response)
# pprint(http_status_code)
# pprint(response_headers)
# except fds.sdk.StocksAPIforDigitalPortals.ApiException as e:
# print("Exception when calling CompanyApi->get_company_board_list_by_instrument: %s\n" % e)
# # Get response asynchronous
# try:
# # List of boards for a company, with their officers.
# async_result = api_instance.get_company_board_list_by_instrument_async(id, attributes=attributes, language=language)
# api_response = async_result.get()
# pprint(api_response)
# except fds.sdk.StocksAPIforDigitalPortals.ApiException as e:
# print("Exception when calling CompanyApi->get_company_board_list_by_instrument: %s\n" % e)
# # Get response, http status code and response headers asynchronous
# try:
# # List of boards for a company, with their officers.
# async_result = api_instance.get_company_board_list_by_instrument_with_http_info_async(id, attributes=attributes, language=language)
# api_response, http_status_code, response_headers = async_result.get()
# pprint(api_response)
# pprint(http_status_code)
# pprint(response_headers)
# except fds.sdk.StocksAPIforDigitalPortals.ApiException as e:
# print("Exception when calling CompanyApi->get_company_board_list_by_instrument: %s\n" % e)
To convert an API response to a Pandas DataFrame, it is necessary to transform it first to a dictionary.
import pandas as pd
response_dict = api_response.to_dict()['data']
simple_json_response = pd.DataFrame(response_dict)
nested_json_response = pd.json_normalize(response_dict)
The SDK uses the standard library logging module.
Setting debug to True on an instance of the Configuration class sets the log-level of related packages to DEBUG
and enables additional logging in Pythons HTTP Client.
Note: This prints out sensitive information (e.g. the full request and response). Use with care.
import logging
import fds.sdk.StocksAPIforDigitalPortals
logging.basicConfig(level=logging.DEBUG)
configuration = fds.sdk.StocksAPIforDigitalPortals.Configuration(...)
configuration.debug = True
You can pass proxy settings to the Configuration class:
proxy: The URL of the proxy to use.proxy_headers: a dictionary to pass additional headers to the proxy (e.g. Proxy-Authorization).import fds.sdk.StocksAPIforDigitalPortals
configuration = fds.sdk.StocksAPIforDigitalPortals.Configuration(
# ...
proxy="http://secret:password@localhost:5050",
proxy_headers={
"Custom-Proxy-Header": "Custom-Proxy-Header-Value"
}
)
TLS/SSL certificate verification can be configured with the following Configuration parameters:
ssl_ca_cert: a path to the certificate to use for verification in PEM format.verify_ssl: setting this to False disables the verification of certificates.
Disabling the verification is not recommended, but it might be useful during
local development or testing.import fds.sdk.StocksAPIforDigitalPortals
configuration = fds.sdk.StocksAPIforDigitalPortals.Configuration(
# ...
ssl_ca_cert='/path/to/ca.pem'
)
In case the request retry behaviour should be customized, it is possible to pass a urllib3.Retry object to the retry property of the Configuration.
from urllib3 import Retry
import fds.sdk.StocksAPIforDigitalPortals
configuration = fds.sdk.StocksAPIforDigitalPortals.Configuration(
# ...
)
configuration.retries = Retry(total=3, status_forcelist=[500, 502, 503, 504])
All URIs are relative to https://api.factset.com/wealth/v1
| Class | Method | HTTP request | Description |
|---|---|---|---|
| CompanyApi | get_company_board_list_by_instrument | GET /company/board/listByInstrument | List of boards for a company, with their officers. |
| CompanyApi | get_company_board_officer_function_delivery_list | GET /company/board/officer/function/delivery/list | List of officer functions as provided by a delivery. |
| CompanyApi | get_company_board_type_list | GET /company/board/type/list | List of company board types. |
| CompanyApi | post_company_estimates_list_by_instrument | POST /company/estimates/listByInstrument | Estimates for selected figures for a stock. |
| CompanyApi | post_company_key_items_current_get_by_instrument | POST /company/keyItems/current/getByInstrument | Fundamentals for a stock with potentially daily updates. |
| CompanyApi | post_company_key_items_fiscal_year_list_by_instrument | POST /company/keyItems/fiscalYear/listByInstrument | Selected fundamentals for a stock with values as of the end of a fiscal year. |
| StockApi | get_stock_composite_profile_get_by_notation | GET /stock/composite/profile/getByNotation | Provides key elements of a stock profile together with the profile of the issuing company. |
| StockApi | get_stock_dividend_type_list | GET /stock/dividend/type/list | List of dividend types. |
| StockApi | get_stock_notation_key_figures_benchmark_month_1_get | GET /stock/notation/keyFigures/benchmark/month/1/get | End-of-day (EOD) benchmark key figures of a stock for the time range of one month. |
| StockApi | get_stock_notation_key_figures_benchmark_month_3_get | GET /stock/notation/keyFigures/benchmark/month/3/get | End-of-day (EOD) benchmark key figures of a stock for the time range of three months. |
| StockApi | get_stock_notation_key_figures_benchmark_month_6_get | GET /stock/notation/keyFigures/benchmark/month/6/get | End-of-day (EOD) benchmark key figures of a stock for the time range of six months. |
| StockApi | get_stock_notation_key_figures_benchmark_week_1_get | GET /stock/notation/keyFigures/benchmark/week/1/get | End-of-day (EOD) benchmark key figures of a stock for the time range of one week. |
| StockApi | get_stock_notation_key_figures_benchmark_year_1_get | GET /stock/notation/keyFigures/benchmark/year/1/get | End-of-day (EOD) benchmark key figures of a stock for the time range of one year. |
| StockApi | get_stock_notation_key_figures_benchmark_year_3_get | GET /stock/notation/keyFigures/benchmark/year/3/get | End-of-day (EOD) benchmark key figures of a stock for the time range of three years. |
| StockApi | get_stock_notation_key_figures_benchmark_year_5_get | GET /stock/notation/keyFigures/benchmark/year/5/get | End-of-day (EOD) benchmark key figures of a stock for the time range of five years. |
| StockApi | get_stock_owner_list | GET /stock/owner/list | List of owners for a specific type of a company's shares. |
| StockApi | get_stock_recommendation_aggregate_get | GET /stock/recommendation/aggregate/get | Target price and aggregated recommendations for a stock. |
| StockApi | get_stock_recommendation_aggregate_history_list | GET /stock/recommendation/aggregate/history/list | Current and historical trade recommendations and target prices for a stock. |
| StockApi | post_stock_dividend_list | POST /stock/dividend/list | List of dividends for a stock. |
| StockApi | post_stock_notation_ranking_intraday_list | POST /stock/notation/ranking/intraday/list | Ranking of stocks' notations using intraday figures. |
| StockApi | post_stock_notation_screener_search | POST /stock/notation/screener/search | Screener for stocks' notations based on stock-specific parameters. |
| StockApi | post_stock_notation_screener_value_ranges_get | POST /stock/notation/screener/valueRanges/get | Possible values and value ranges for the parameters used in the endpoint `/stock/notation/screener/search`. |
If the OpenAPI document is large, imports in fds.sdk.StocksAPIforDigitalPortals.apis and fds.sdk.StocksAPIforDigitalPortals.models may fail with a RecursionError indicating the maximum recursion limit has been exceeded. In that case, there are a couple of solutions:
Solution 1: Use specific imports for apis and models like:
from fds.sdk.StocksAPIforDigitalPortals.api.default_api import DefaultApifrom fds.sdk.StocksAPIforDigitalPortals.model.pet import PetSolution 2: Before importing the package, adjust the maximum recursion limit as shown below:
import sys
sys.setrecursionlimit(1500)
import fds.sdk.StocksAPIforDigitalPortals
from fds.sdk.StocksAPIforDigitalPortals.apis import *
from fds.sdk.StocksAPIforDigitalPortals.models import *
Please refer to the contributing guide.
Copyright 2022 FactSet Research Systems Inc
Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.
FAQs
Stocks API for Digital Portals client library for Python
We found that fds.sdk.StocksAPIforDigitalPortals demonstrated a healthy version release cadence and project activity because the last version was released less than a year ago. It has 1 open source maintainer collaborating on the project.
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