User Manuals, Instructions and Guides for FactSet products.

FACTSET Direct Streaming Of Transaction Messages API Software User Guide

Learn how to connect records from any OMS provider with FactSet's real-time Portfolio Management Platform using the Direct Streaming of Transaction Messages API Software. This user manual provides instructions for submitting transaction records, troubleshooting, and version upgrades. Upgrade to Version 1.0 and streamline your portfolio oversight, trade simulation, performance attribution, and returns analysis.

FACTSET V300 Security Modeling API User Guide

Learn how to use the V300 Security Modeling API by FactSet to increase analytical coverage in Portfolio Analysis. This user manual provides instructions and specifications for creating new securities and generating analytics like yield and duration. Discover the features and benefits of FactSet's Security Modeling API for efficient portfolio management.

FactSet SDF Download API Synchronous Delivery Service User Manual

Learn about the benefits and functionality of FactSet's SDF Download API Synchronous Delivery Service, version 1.1.0. This programmer's manual includes a RESTful API and instructions for authentication, synchronous access, and more. Perfect for those looking to streamline their delivery service with platform independence and zero-based installation.