Package: fds.sdk.FactSetFundamentals
FactSet Fundamentals client library for PythonGain access to current, comprehensive, and comparative information on securities in worldwide developed and emerging markets. Composed of annual and interim/quarterly data, detailed historical financial statement content, per-share data, and calculated ratios, FactSet Fundamentals provides you with the information you need for a global investment perspective.This Python package is automatically generated by theOpenAPI Generatorproject:API version: 2.1.0Package version: 2.2.0Build package: org.openapitools.codegen.languages.PythonClientCodegenFor more information, please visithttps://developer.factset.com/contactRequirementsPython >= 3.7InstallationPoetrypoetryaddfds.sdk.utilsfds.sdk.FactSetFundamentals==2.2.0pippipinstallfds.sdk.utilsfds.sdk.FactSetFundamentals==2.2.0UsageGenerate authentication credentials.Setup Python environment.Install and activate python 3.7+. If you're usingpyenv:pyenvinstall3.9.7
pyenvshell3.9.7(optional)Install poetry.Install dependencies.Run the following:fromfds.sdk.utils.authenticationimportConfidentialClientimportfds.sdk.FactSetFundamentalsfromfds.sdk.FactSetFundamentals.apiimportbatch_processing_apifromfds.sdk.FactSetFundamentals.modelsimport*fromdateutil.parserimportparseasdateutil_parserfrompprintimportpprint# 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 classconfiguration=fds.sdk.FactSetFundamentals.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.FactSetFundamentals.Configuration(#     username='USERNAME-SERIAL',#     password='API-KEY'# )# Enter a context with an instance of the API clientwithfds.sdk.FactSetFundamentals.ApiClient(configuration)asapi_client:# Create an instance of the API classapi_instance=batch_processing_api.BatchProcessingApi(api_client)# NOTE: The parameter variable defined below is just an example and may potentially contain non valid values. So please replace this with valid values.id="id_example"# str | Batch Request identifier.try:# Returns the response for a Batch Request# example passing only required values which don't have defaults setapi_response_wrapper=api_instance.get_batch_data(id)# This endpoint returns a response wrapper that contains different types of responses depending on the query.# To access the correct response type, you need to perform one additional step, as shown below.ifapi_response_wrapper.get_status_code()==200:api_response=api_response_wrapper.get_response_200()ifapi_response_wrapper.get_status_code()==202:api_response=api_response_wrapper.get_response_202()pprint(api_response)exceptfds.sdk.FactSetFundamentals.ApiExceptionase:print("Exception when calling BatchProcessingApi->get_batch_data:%s\n"%e)# # Get response, http status code and response headers# try:#     # Returns the response for a Batch Request#     api_response_wrapper, http_status_code, response_headers = api_instance.get_batch_data_with_http_info(id)#     # This endpoint returns a response wrapper that contains different types of responses depending on the query.#     # To access the correct response type, you need to perform one additional step, as shown below.#     if api_response_wrapper.get_status_code() == 200:#         api_response = api_response_wrapper.get_response_200()#     if api_response_wrapper.get_status_code() == 202:#         api_response = api_response_wrapper.get_response_202()#     pprint(api_response)#     pprint(http_status_code)#     pprint(response_headers)# except fds.sdk.FactSetFundamentals.ApiException as e:#     print("Exception when calling BatchProcessingApi->get_batch_data: %s\n" % e)# # Get response asynchronous# try:#     # Returns the response for a Batch Request#     async_result = api_instance.get_batch_data_async(id)#     api_response_wrapper = async_result.get()#     # This endpoint returns a response wrapper that contains different types of responses depending on the query.#     # To access the correct response type, you need to perform one additional step, as shown below.#     if api_response_wrapper.get_status_code() == 200:#         api_response = api_response_wrapper.get_response_200()#     if api_response_wrapper.get_status_code() == 202:#         api_response = api_response_wrapper.get_response_202()#     pprint(api_response)# except fds.sdk.FactSetFundamentals.ApiException as e:#     print("Exception when calling BatchProcessingApi->get_batch_data: %s\n" % e)# # Get response, http status code and response headers asynchronous# try:#     # Returns the response for a Batch Request#     async_result = api_instance.get_batch_data_with_http_info_async(id)#     api_response_wrapper, http_status_code, response_headers = async_result.get()#     # This endpoint returns a response wrapper that contains different types of responses depending on the query.#     # To access the correct response type, you need to perform one additional step, as shown below.#     if api_response_wrapper.get_status_code() == 200:#         api_response = api_response_wrapper.get_response_200()#     if api_response_wrapper.get_status_code() == 202:#         api_response = api_response_wrapper.get_response_202()#     pprint(api_response)#     pprint(http_status_code)#     pprint(response_headers)# except fds.sdk.FactSetFundamentals.ApiException as e:#     print("Exception when calling BatchProcessingApi->get_batch_data: %s\n" % e)Using PandasTo convert an API response to a Pandas DataFrame, it is necessary to transform it first to a dictionary.importpandasaspdresponse_dict=api_response.to_dict()['data']simple_json_response=pd.DataFrame(response_dict)nested_json_response=pd.json_normalize(response_dict)DebuggingThe SDK uses the standard libraryloggingmodule.SettingdebugtoTrueon an instance of theConfigurationclass sets the log-level of related packages toDEBUGand enables additional logging in PythonsHTTP Client.Note: This prints out sensitive information (e.g. the full request and response). Use with care.importloggingimportfds.sdk.FactSetFundamentalslogging.basicConfig(level=logging.DEBUG)configuration=fds.sdk.FactSetFundamentals.Configuration(...)configuration.debug=TrueConfigure a ProxyYou 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).importfds.sdk.FactSetFundamentalsconfiguration=fds.sdk.FactSetFundamentals.Configuration(# ...proxy="http://secret:password@localhost:5050",proxy_headers={"Custom-Proxy-Header":"Custom-Proxy-Header-Value"})Custom SSL CertificateTLS/SSL certificate verification can be configured with the following Configuration parameters:ssl_ca_cert: a path to the certificate to use for verification inPEMformat.verify_ssl: setting this toFalsedisables the verification of certificates.
Disabling the verification is not recommended, but it might be useful during
local development or testing.importfds.sdk.FactSetFundamentalsconfiguration=fds.sdk.FactSetFundamentals.Configuration(# ...ssl_ca_cert='/path/to/ca.pem')Documentation for API EndpointsAll URIs are relative tohttps://api.factset.com/content/factset-fundamentals/v2ClassMethodHTTP requestDescriptionBatchProcessingApiget_batch_dataGET/batch-resultReturns the response for a Batch RequestBatchProcessingApiget_batch_statusGET/batch-statusReturns the status for a Batch RequestFactSetFundamentalsApiget_fds_fundamentals_for_listPOST/fundamentalsReturns Company Fundamental Data.MetricsApiget_fds_fundamentals_metricsGET/metricsReturns available FactSet Fundamental metrics and ratios.SegmentsApiget_fds_segments_for_listPOST/segmentsReturns Company Segment Data.Documentation For ModelsBatchBatchErrorObjectBatchResultBatchResultResponseBatchStatusBatchStatusResponseErrorObjectErrorObjectLinksErrorResponseFiscalPeriodFundamentalFundamentalFiscalPeriodFundamentalRequestBodyFundamentalValueFundamentalsRequestFundamentalsResponseIdsBatchMax30000MetricMetricsMetricsResponsePeriodicitySegmentSegmentRequestBodySegmentTypeSegmentValueSegmentsPeriodicitySegmentsRequestSegmentsResponseUpdateTypeDocumentation For AuthorizationFactSetApiKeyType: HTTP basic authenticationFactSetOAuth2Type: OAuthFlow: applicationAuthorization URL:Scopes: N/ANotes for Large OpenAPI documentsIf the OpenAPI document is large, imports in fds.sdk.FactSetFundamentals.apis and fds.sdk.FactSetFundamentals.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.FactSetFundamentals.api.default_api import DefaultApifrom fds.sdk.FactSetFundamentals.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.FactSetFundamentals
from fds.sdk.FactSetFundamentals.apis import *
from fds.sdk.FactSetFundamentals.models import *ContributingPlease refer to thecontributing guide.CopyrightCopyright 2022 FactSet Research Systems IncLicensed 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 athttp://www.apache.org/licenses/LICENSE-2.0Unless 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.