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FactSet Manuals & User Guides

FactSet provides premium financial data, advanced market analytics, and powerful API solutions tailored for financial professionals, analysts, and developers worldwide.

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About FactSet manuals on Manuals.plus

FactSet is a leading global provider of integrated financial information, analytical applications, and industry-leading service for the investment community.

Utilizing its robust ecosystem, FactSet empowers clients through insightful data modules, portfolio analytics, and automated API solutions. From the Security Modeling API to the Direct Streaming of Transaction Messages, users can harness complex asset oversight, custom data metrics, trade simulations, and quantitative modeling directly within their proprietary environments.

FactSet manuals

Latest manuals from manuals+ curated for this brand.

FACTSET ID Lookup API Software User Guide

February 10, 2025
FACTSET ID Lookup API Software FAQs Q: What is the authentication method for the FactSet ID Lookup API? A: The API authenticates using API keys. A detailed authentication process can…

FACTSET V300 Security Modeling API User Guide

January 5, 2024
FACTSET V300 Security Modeling API Specifications API Program Version: 3.0 Release Date: May 2023 Hosted URL: https://api.factset.com Authentication: API Keys Authorization: FactSet's in-house subscriptions product Motivation The Security Modeling API…

FactSet support FAQ

Common questions about manuals, registration, and support for this brand.

  • Where can I find API keys for FactSet APIs?

    Clients are provided with a FactSet login to the Developer Portal. End users must generate an API key from https://developer.factset.com/. Note that the key is generated once and cannot be retrieved again, so it must be stored securely.

  • How do I authenticate requests made to FactSet APIs?

    FactSet APIs utilize API Keys via the Basic HTTP Authentication Scheme. A valid Authorization header must be provided, which combines the username-serial and API key joined by a colon and Base64 encoded.

  • What is the FactSet SDF Download API?

    The FactSet SDF Download RESTful API is a synchronous delivery service providing programmatic access to all SDF delta and full schema files over a secure standard HTTPS connection.

  • What is the purpose of the Direct Streaming of Transaction Messages API?

    It provides a method to connect trade data from any OMS provider directly into FactSet's Portfolio Management Platform for detailed portfolio oversight, trade simulations, risk analytics, and performance attributions.