- SECTIONS
The BookBuilder API is a powerful tool that quickly combines FactSet’s detailed reports for companies of interest into polished pdfs that can be read, saved down, and shared with others. Save time by using a single source of knowledge instead of relying on multiple APIs to gather all the necessary information to make decisions or hold productive conversations.
Take advantage of FactSet curated books that contain relevant situational information or design your own pdf documents and save it as a template.
FactSet has curated the following book types:
- Company Quick Book – Designed to get you up to date before any meeting. Review the management team, recent deals, compare against a short list of competitors and look over historic financials and broker estimates.
- Post Earnings Call – Retrieve the earnings call transcript, corporate releases, and a summary of surprise and guidance to get insight into the impact of the call.
- Public Information Book (PIB) – A traditional investment banking document that assists with a comprehensive analysis of a company of interest with all publicly available company information, including the latest filing.
If none of these fit your needs, you can easily design new pdfs with all the information that matters to you. Once designed, a template can be used again and again for different companies.
With our powerful API endpoints, you can get the information on companies of interest quickly where and when you need it.
1.0 – February 2022
Summary
The following new endpoint is now available in the v1 of API that allows you to create new templates on the fly.
https://api.factset.com/book-builder-api/v1/create-template.
All the endpoints have v1 in the URL indicating the version of API. Any future additions to the API will have subsequent versions in the URL path.
Example:
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The endpoint https://api.factset.com/book-builder-api/book-list now became https://api.factset.com/book-builder-api/v1/book-list
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The endpoint https://api.factset.com/book-builder-api/book-id is changed to https://api.factset.com/book-builder-api/v1/create-book-from-template
1.1 – April 2022
Summary
The below two new endpoints are added to the BookBuilder API
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https://api.factset.com/book-builder-api/v1/upload-custom-document to upload custom document.
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https://api.factset.com/book-builder-api/v1/custom-upload-list to upload multiple custom documents.
1.2 – July 2022
Summary
- Book Builder support for RBICS revenue report released.
1.3 – August 2022
Summary
- Support to pull all the press release documents from the Documents Search application for public companies, private companies, and private equities.
1.4 – September 2022
Summary
- Support for Management & Board snapshot added for public companies.
1.5 – October 2022
Summary
- ESG Report for Public and Private companies added under Company Overview.
- Support to include charts in Book Builder Templates.
- English Only Filter support in Book Builder API
- Added option to exclude Black Line reports in Filings documents.
1.6 – November 2022
Summary
- Support for Mutual Fund reports added.
1.7 – December 2022
Summary
- Extended option to exclude Black Line reports in Book Builder Templates.
1.8 – March 2023
Summary
- Support for Mutual Fund Holdings Summary, Holdings Activity and Portfolio Trend reports.
1.9 – June 2023
Summary
- Fund Overview report for Mutual Funds added.
1.10 – July 2023
Summary
- Error Message improvements and bug fixes.
1.11 – Aug 2023
Summary
- S&P report removed as the latest reports are not available.
- Profile Builder - Institution Overview support added.
1.12 - February 2024
Summary
- The downloaded file name to be the book name specified in the request.
- Enhanced error handling in book name validation to ensure effective error handling.
- Implemented validation for the requested books and respond indicating the each report availability.
- Implemented the addition of a timestamp on every page.
- If pagination parameters are not sent, the cover page and other pagination options will be added by default.
1.13 - June 2024
Summary
- Added Signal reports for Public Companies.
- Added new Company Snapshot report for Public Companies.