• PA Engine API

    Through the PA Engine API, request analytics for multi-asset class performance, attribution, and risk, including the flexibility of choosing your portfolio, benchmark, return period, and more.

  • Model Portfolio API

    Through the Model Portfolio API, you can accomplish what-if analysis by uploading a paper portfolio to test out a new strategy or prospective opportunity.

  • SPAR Engine API

    Through the SPAR API (Style, Performance, and Risk) monitor your portfolios’ returns against equity and fixed income benchmarks, and peer universes, with MPT risk statistics such as beta, standard deviation, r-squared, alpha, and tracking error…

  • Vault API

    Through the Vault API, request validated pre-calculated returns and attribution data archived in Portfolio Vault to streamline your official performance and reporting workflows.

  • PA Batch API (Retiring by 10/31/19)

    Through the PA Batch API, request analytics in larger capacities, including the flexibility of requesting multiple portfolios, benchmarks, and return periods.

  • Quotes API for digital portals

    The quotes API combines endpoints for retrieving security end-of-day, delayed, and realtime prices with performance key figures and basic reference data on the security and market level.

  • Time Series API for digital portals

    Time series data, end-of-day or intraday, tick-by-tick or subsampled. Additional vendor-specific endpoints provide a modified interface for seamless integration with the ChartIQ chart library.

  • Price Alerting API for digital portals

    Basic Price Alerting deals with generation of alerts based on current price data. Users can define an upper or lower limit and choose on which price type those limit conditions apply.

  • Recommendation List API for Digital Portals

    Manage lists of financial products via a CMS or upload job, including revision control.

  • Watchlist and Virtual Portfolio APIs for Digital Portals

    Watchlists keeps track of users’ individual investment objectives.  The virtual portfolio empowers investors to define, track and realize their mid-to long-term financial strategies and is geared towards investment decision support in the self-…

    Coming Soon
  • Procure to Pay: Provisioning

    Create individual users and manage users’ attributes, entitlements and security settings. 

  • Procure to Pay: Catalog and Inventory

    Return available roles, products and locations for ordering. Enumerate Workstation users and versions.

    Coming Soon
  • Procure to Pay: Invoice and Billing

    List and download available PDF invoices. Generate custom billing reports. 

    Coming Soon
  • Snapshot Exchange Datafeed API

    FactSet’s Exchange DataFeed Snapshot API provides cost-effective access to real-time and delayed global exchange data.  Proprietary technology normalizes over 200 global exchanges and 150+ data fields.  Asset types integrated include equities,…

  • Tick History API

    FactSet’s Tick History provides cost-effective access to consolidated real-time and delayed global exchange data. Proprietary technology normalizes data from over 200 global exchanges and across 19 tick history fields. Asset types integrated…

  • IRN Meetings API

    Meetings API allows users to create, update and delete their meetings and appointments in Internal Research Notes application.

  • IRN Notes API

    Notes API allows users to create, update and delete their notes in the Internal Research Notes application.

  • IRN Configurations API

    Config API allows users to read ad update configuration and settings of the Internal Research Notes.

    Coming Soon