Factset

FactSet Fundamentals Report Builder API

Report Builder APIs return data in relational structures and with industry handling to provide the most relevant financial data in a presentation-ready format.

GitHub OpenAPI

Documentation

📖
Documentation
https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-fundamentals-report-builder-api#overview

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/openapi/fundamentals-report-builder-openapi-original.yml

SDKs

📦
SDK
https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-fundamentals-report-builder-api#sdkLibrary

Code Examples

💻
CodeExamples
https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-fundamentals-report-builder-api#codeSnippet

Other Resources

🔗
Tutorials
https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-fundamentals-report-builder-api#notebooks
🔗
ChangeLog
https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-fundamentals-report-builder-api#changelog

OpenAPI Specification

fundamentals-report-builder-openapi-original.yml Raw ↑ 
openapi: 3.0.3
info:
  title: FactSet Fundamentals Report Builder
  description: ''
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0
  version: 1.0.0
servers:
  - url: https://api.factset.com/report/financials/v1
externalDocs:
  description: Read more about STACH 2.0's row organized schema
  url: https://factset.github.io/stachschema/#/v2/RowOrganized
tags:
  - name: Balance Sheet
  - name: Cash Flow
  - name: Income Statement
paths:
  /income-statement:
    get:
      tags:
        - Income Statement
      operationId: getFinancialsIncomeStatement
      summary: Factset Income Statement
      description: Returns a standardized Income Statement based on industry.
      parameters:
        - $ref: '#/components/parameters/idParameter'
        - $ref: '#/components/parameters/periodicityParameter'
        - $ref: '#/components/parameters/schemaParameter'
        - $ref: '#/components/parameters/reportStatusParameter'
        - $ref: '#/components/parameters/currencyParameter'
      responses:
        '200':
          $ref: '#/components/responses/200OKStach'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '403':
          $ref: '#/components/responses/403Forbidden'
        '404':
          $ref: '#/components/responses/404NotFound'
        '429':
          $ref: '#/components/responses/429TooManyRequests'
        '500':
          $ref: '#/components/responses/500InternalServerError'
        '503':
          $ref: '#/components/responses/503ServiceUnavailable'
  /balance-sheet:
    get:
      tags:
        - Balance Sheet
      operationId: getFinancialsBalanceSheet
      summary: Factset Balance Sheet
      description: Returns a standardized Balance Sheet based on industry.
      parameters:
        - $ref: '#/components/parameters/idParameter'
        - $ref: '#/components/parameters/periodicityParameter'
        - $ref: '#/components/parameters/schemaParameter'
        - $ref: '#/components/parameters/reportStatusParameter'
        - $ref: '#/components/parameters/currencyParameter'
      responses:
        '200':
          $ref: '#/components/responses/200OKStach'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '403':
          $ref: '#/components/responses/403Forbidden'
        '404':
          $ref: '#/components/responses/404NotFound'
        '429':
          $ref: '#/components/responses/429TooManyRequests'
        '500':
          $ref: '#/components/responses/500InternalServerError'
        '503':
          $ref: '#/components/responses/503ServiceUnavailable'
  /cash-flow:
    get:
      tags:
        - Cash Flow
      operationId: getFinancialsCashFlow
      summary: Factset Cash Flow
      description: Returns a standardized Cash Flow based on industry.
      parameters:
        - $ref: '#/components/parameters/idParameter'
        - $ref: '#/components/parameters/periodicityParameter'
        - $ref: '#/components/parameters/schemaParameter'
        - $ref: '#/components/parameters/reportStatusParameter'
        - $ref: '#/components/parameters/currencyParameter'
      responses:
        '200':
          $ref: '#/components/responses/200OKStach'
        '400':
          $ref: '#/components/responses/400BadRequest'
        '401':
          $ref: '#/components/responses/401Unauthorized'
        '403':
          $ref: '#/components/responses/403Forbidden'
        '404':
          $ref: '#/components/responses/404NotFound'
        '429':
          $ref: '#/components/responses/429TooManyRequests'
        '500':
          $ref: '#/components/responses/500InternalServerError'
        '503':
          $ref: '#/components/responses/503ServiceUnavailable'
security:
  - basicAuth: []
components:
  securitySchemes:
    basicAuth:
      type: http
      scheme: basic
  parameters:
    idParameter:
      name: id
      in: query
      description: Company Ticker
      required: true
      schema:
        type: string
        example: FDS
    periodicityParameter:
      name: periodicity
      in: query
      description: Periodicity or frequency of the fiscal periods.
      required: false
      schema:
        type: string
        enum:
          - ANN
          - QTR
          - SEMI
          - INTERIM
          - CAL
        default: INTERIM
    schemaParameter:
      name: schema
      in: query
      description: >
        The schema that the data is returned as. The following are descriptions
        for the accepted values:

        - table_group_level - STACH 2.0 row organized package format with
        parent-child relationships represented using STACH group level cell
        metadata

        - table_parent_child_columns - STACH 2.0 row organized package format
        with parent-child relationships represented using STACH parent-child
        columns
      required: false
      schema:
        type: string
        enum:
          - table_group_level
          - table_parent_child_columns
        default: table_parent_child_columns
    reportStatusParameter:
      name: reportStatus
      in: query
      description: >
        Return historical periods as originally reported or retroactively
        restated (for M&A, accounting changes, and other events). The following
        are descriptions for the accepted values:

        - RESTATED - retroactively restated data.

        - NON-RESTATED - originally reported data. 
      required: false
      schema:
        type: string
        enum:
          - RESTATED
          - NON-RESTATED
        default: RESTATED
    currencyParameter:
      name: currency
      in: query
      description: >
        Currency code for currency values. "LOCAL" will return the security's
        pricing currency. "RPT" will return the company's reporting currency
        (which may differ from "LOCAL" for some companies). For a list of other
        currency ISO codes, visit Online Assistant Page
        [OA1470](https://my.apps.factset.com/oa/pages/1470).
      required: false
      schema:
        type: string
        default: LOCAL
  responses:
    200OKStach:
      description: >-
        Expected response; returns JSON data containing STACH 2.0 row organized
        package format
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
        Api-Supported-Versions:
          schema:
            type: string
          description: Supported API major versions
        Api-Version:
          schema:
            type: string
          description: API version (semantic versioning)
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Response'
          examples:
            groupLevelResponse:
              $ref: '#/components/examples/groupLevelResponse'
            parentChildColumnsResponse:
              $ref: '#/components/examples/parentChildColumnsResponse'
    400BadRequest:
      description: >-
        Bad Request. For further assistance, file an issue under "Workflow &
        Throttling - 400 or 429 Response" using `Report Issue` at the top of
        this page, including the X-DataDirect-Request-Key from the header to
        assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
        Api-Supported-Versions:
          schema:
            type: string
          description: Supported API major versions
        Api-Version:
          schema:
            type: string
          description: API version (semantic versioning)
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            idRequiredParameterError:
              $ref: '#/components/examples/idRequiredParameterError'
            idInvalidParameterError:
              $ref: '#/components/examples/idInvalidParameterError'
            parameterErrorPeriodicity:
              $ref: '#/components/examples/parameterErrorPeriodicity'
            parameterErrorReportStatus:
              $ref: '#/components/examples/parameterErrorReportStatus'
    401Unauthorized:
      description: >-
        Missing or invalid authentication. Ensure you are logged in and have
        successfully generated an API KEY for the IP range you are connecting
        from. For further assistance, file an issue under "Connectivty - 401 or
        403 Responses" using `Report Issue` at the top of this page, including
        the X-DataDirect-Request-Key from the header to assist in
        troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    403Forbidden:
      description: >-
        User is forbidden access with current credentials. Reach out to your
        local FactSet Account Manager for assistance, or file an issue under
        "Connectivty - 401 or 403 Responses" using `Report Issue` at the top of
        this page, including the X-DataDirect-Request-Key from the header to
        assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            notAuthorized:
              $ref: '#/components/examples/notAuthorized'
    404NotFound:
      description: >-
        Not found. For further assistance, file an issue under "Performance -
        404 and 500 Responses" using `Report Issue` at the top of this page,
        including the X-DataDirect-Request-Key from the header to assist in
        troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            endpointNotFound:
              $ref: '#/components/examples/endpointNotFound'
    429TooManyRequests:
      description: >-
        Too many requests - this API is rate-limited to 20 requests per second.
        For further assistance, file an issue under "Workflow & Throttling - 400
        or 429 Response" using `Report Issue` at the top of this page, including
        the X-DataDirect-Request-Key from the header to assist in
        troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
    500InternalServerError:
      description: >-
        Server error. For further assistance, file an issue under "Performance -
        404 and 500 Responses" using `Report Issue` at the top of this page,
        including the X-DataDirect-Request-Key from the header to assist in
        troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            genericServerError:
              $ref: '#/components/examples/genericServerError'
    503ServiceUnavailable:
      description: >-
        Service unavailable. Typically a timeout, or result of a rejected
        request to prevent service overload. For further assistance, file an
        issue under "Performance - 404 and 500 Responses" using `Report Issue`
        at the top of this page, including the X-DataDirect-Request-Key from the
        header to assist in troubleshooting.
      headers:
        X-DataDirect-Request-Key:
          schema:
            type: string
          description: FactSet request ID
  examples:
    parentChildColumnsResponse:
      summary: (sample table parent child columns response)
      description: Subset of rows and columns for an example response
      value:
        data:
          version: '2.0'
          tables:
            main:
              definition:
                columns:
                  - id: lineItem
                    type: string
                    isDimension: true
                  - id: lineItemChild1
                    type: string
                    isDimension: true
                    parentId: lineItem
                  - id: lineItemChild2
                    type: string
                    isDimension: true
                    parentId: lineItemChild1
                  - id: lineItemChild3
                    type: string
                    isDimension: true
                    parentId: lineItemChild2
                  - id: period1
                    type: real
                  - id: period2
                    type: real
              data:
                rows:
                  - rowType: Header
                    cells:
                      - 
                      - 
                      - 
                      - 
                      - May' 20
                      - Aug' 19
                    headerCellDetails:
                      '0':
                        source: PRIMARY
                        columnIndex: 0
                      '1':
                        source: PRIMARY
                        columnIndex: 1
                      '2':
                        source: PRIMARY
                        columnIndex: 2
                      '3':
                        source: PRIMARY
                        columnIndex: 3
                      '4':
                        source: HEADERS
                        columnIndex: 0
                      '5':
                        source: HEADERS
                        columnIndex: 0
                  - rowType: Header
                    cells:
                      - 
                      - 
                      - 
                      - 
                      - '20200529'
                      - '20190830'
                    headerCellDetails:
                      '0':
                        source: PRIMARY
                        columnIndex: 0
                      '1':
                        source: PRIMARY
                        columnIndex: 1
                      '2':
                        source: PRIMARY
                        columnIndex: 2
                      '3':
                        source: PRIMARY
                        columnIndex: 3
                      '4':
                        source: HEADERS
                        columnIndex: 0
                      '5':
                        source: HEADERS
                        columnIndex: 0
                  - cells:
                      - Sales
                      - 
                      - 
                      - 
                      - 1474.804
                      - 1435.351
                    rowMetadata:
                      category:
                        value: MAIN
                      scale:
                        value: 6
                      metricFundamentals:
                        value: FF_SALES
                  - cells:
                      - Per Share
                      - EPS (diluted)
                      - 
                      - 
                      - 9.7077
                      - 9.0754
                    rowMetadata:
                      category:
                        value: DETAIL
                      scale:
                        value: 0
                      metricFundamentals:
                        value: FF_EPS_DIL
                  - cells:
                      - Per Share
                      - EPS (diluted)
                      - Diluted Shares Outstanding
                      - 
                      - 38.481
                      - 38.873
                    rowMetadata:
                      category:
                        value: MAIN
                      scale:
                        value: 6
                      metricFundamentals:
                        value: FF_COM_SHS_OUT_EPS_DIL
                columnMetadata:
                  period1:
                    items:
                      reportStatus:
                        value: NON-RESTATED
                  period2:
                    items:
                      reportStatus:
                        value: NON-RESTATED
                tableMetadata:
                  currencyCode:
                    value: LOCAL
              headersDefinition:
                columns:
                  - id: dates_display
                    type: string
                    isDimension: true
                  - id: dates_value
                    type: string
                    isDimension: true
                    isHidden: true
        meta:
          requestId: FDS
          fsymId: SQFMK3-R
          schema: table_parent_child_columns
    groupLevelResponse:
      summary: (sample table group level columns response)
      description: Subset of rows and columns for an example response
      value:
        data:
          version: '2.0'
          tables:
            main:
              definition:
                columns:
                  - id: lineItem
                    isDimension: true
                    type: string
                  - id: period1
                    type: real
                  - id: period2
                    type: real
              data:
                rows:
                  - rowType: Header
                    cells:
                      - 
                      - May' 20
                      - Aug' 19
                    headerCellDetails:
                      '0':
                        source: PRIMARY
                        columnIndex: 0
                      '1':
                        source: HEADERS
                        columnIndex: 0
                      '2':
                        source: HEADERS
                        columnIndex: 0
                  - rowType: Header
                    cells:
                      - 
                      - '20200529'
                      - '20190830'
                    headerCellDetails:
                      '0':
                        source: PRIMARY
                        columnIndex: 0
                      '1':
                        source: HEADERS
                        columnIndex: 1
                      '2':
                        source: HEADERS
                        columnIndex: 1
                  - cells:
                      - Sales
                      - 1474.804
                      - 1435.351
                    cellDetails:
                      '0':
                        groupLevel: 0
                    rowMetadata:
                      category:
                        value: MAIN
                      scale:
                        value: 6
                  - cells:
                      - EPS (diluted)
                      - 9.7077
                      - 9.0754
                    cellDetails:
                      '0':
                        groupLevel: 1
                    rowMetadata:
                      category:
                        value: DETAIL
                      scale:
                        value: 0
                  - cells:
                      - Diluted Shares Outstanding
                      - 38.481
                      - 38.873
                    cellDetails:
                      '0':
                        groupLevel: 2
                    rowMetadata:
                      category:
                        value: MAIN
                      scale:
                        value: 6
                columnMetadata:
                  period1:
                    items:
                      reportStatus:
                        value: NON-RESTATED
                  period2:
                    items:
                      reportStatus:
                        value: NON-RESTATED
                tableMetadata:
                  currencyCode:
                    value: LOCAL
              headersDefinition:
                columns:
                  - id: dates_display
                    type: string
                    isDimension: true
                  - id: dates_value
                    type: string
                    isDimension: true
                    isHidden: true
        meta:
          requestId: FDS
          fsymId: SQFMK3-R
          schema: table_group_level
    genericServerError:
      summary: generic server error
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: genericServerError
            title: Unexpected error processing request
    idRequiredParameterError:
      summary: generic parameter error (missing parameter)
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: parameterError
            title: 'Missing required parameter(s): ''id'''
    idInvalidParameterError:
      summary: generic parameter error (invalid parameter)
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: parameterError
            title: 'Invalid parameter(s): ''id'''
    parameterErrorPeriodicity:
      summary: periodicity parameter error
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: parameterError
            title: 'Invalid parameter: ''periodicity'''
    parameterErrorReportStatus:
      summary: reportStatus parameter error
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: parameterError
            title: 'Invalid parameter: ''reportStatus'''
    endpointNotFound:
      summary: endpoint not found
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: endpointNotFound
            title: The requested endpoint does not exist.
    notAuthorized:
      summary: not authorized
      value:
        errors:
          - id: 39314614-e607-465a-ba95-5bb79c362e23
            code: notAuthorized
            title: >-
              User is forbidden access with current credentials. For access,
              contact your FactSet sales representative
  schemas:
    Response:
      type: object
      properties:
        data:
          title: STACH
          description: Returns a STACH 2.0 row organized package
        meta:
          $ref: '#/components/schemas/Meta'
    Meta:
      type: object
      additionalProperties:
        type: string
        nullable: true
    ErrorResponse:
      type: object
      properties:
        errors:
          type: array
          items:
            $ref: '#/components/schemas/ErrorObject'
        meta:
          $ref: '#/components/schemas/Meta'
    ErrorObject:
      type: object
      properties:
        id:
          type: string
        code:
          type: string
        title:
          type: string
        links:
          type: object
          properties:
            about:
              type: string
        detail:
          type: string
        source:
          type: object
          properties:
            parameter:
              type: string
    MetadataEntry:
      type: object
      description: >
        Restricted metadata entries. Restricts the possible key in the following
        STACH schema:

        - RowOrganizedPackage.CellDetail.CellMetadataEntry

        - RowOrganizedPackage.HeaderCellDetail.CellMetadataEntry

        - RowOrganizedPackage.MapOfMetadata.ItemsEntry

        - RowOrganizedPackage.Row.RowMetadataEntry

        - RowOrganizedPackage.TableData.TableMetadataEntry


        And sets restrictions on the possible values for a MetadataItem.
      oneOf:
        - $ref: '#/components/schemas/currencyCode'
        - $ref: '#/components/schemas/currencySymbol'
        - $ref: '#/components/schemas/category'
        - $ref: '#/components/schemas/metricFundamentals'
        - $ref: '#/components/schemas/valueType'
        - $ref: '#/components/schemas/scale'
        - $ref: '#/components/schemas/description'
        - $ref: '#/components/schemas/frequency'
        - $ref: '#/components/schemas/reportStatus'
    currencyCode:
      type: object
      properties:
        currencyCode:
          type: object
          description: Code for data currency
          properties:
            value:
              type: string
    currencySymbol:
      type: object
      properties:
        currencySymbol:
          type: object
          description: Symbol for data currency
          properties:
            value:
              type: string
    category:
      type: object
      properties:
        category:
          type: object
          description: >
            Describes data based on source or kind of value

            - ACTUAL - Historical data collected directly from a press release
            or a median consensus from brokers after a report date.

            - ESTIMATE - Forward looking average of broker estimates within a
            specific time horizon.

            - GUIDANCE - Forward looking indication or estimate of future
            performance issued by the company itself.

            - DETAIL - Indicates data that is more granular and may be secondary
            in focus.

            - MAIN - Indicates data is of more impactful or higher importance
            and may want to be emphasized.

            - SECTION - Indicates data that is used in sectioning rows in group
            level STACH format.
          properties:
            value:
              type: string
              enum:
                - ACTUAL
                - ESTIMATE
                - GUIDANCE
                - EXCLUDED
                - CHANGE
                - DETAIL
                - MAIN
                - SECTION
    metricFundamentals:
      type: object
      properties:
        metricFundamentals:
          type: object
          description: >-
            A unique identifier for the line item. The metric can also be used
            with single item requests from the FactSet Fundamentals API.
          properties:
            value:
              type: string
    valueType:
      type: object
      properties:
        valueType:
          type: object
          description: Describes how to interpret numbers
          properties:
            value:
              type: string
              enum:
                - PERCENTAGE
                - RATIO
                - TREND
                - RANGE
    scale:
      type: object
      properties:
        scale:
          type: object
          description: >
            Integer power of 10 to which numbers have been scaled. For example:
            6 implies millions.

            Default is 0.
          properties:
            value:
              type: integer
    description:
      type: object
      properties:
        description:
          type: object
          description: Text describing the data
          properties:
            value:
              type: string
    frequency:
      type: object
      properties:
        frequency:
          type: object
          description: |
            String with frequency of a data series. Allowed values:
            - "D" (daily)
            - "W" (weekly)
            - "AW" (actual weekly)
            - "M" (monthly)
            - "AM" (actual monthly)
            - "Q" (quarterly)
            - "FQ" (fiscal quarterly)
            - "CQ" (calendar quarterly)
            - "AQ" (actual quarterly)
            - "Y" (yearly)
            - "FY" (fiscal yearly)
            - "CY" (calendar yearly)
            - "AY" (actual yearly)
            - "MTD" (month-to-date)
            - "QTD" (quarter-to-date)
            - "YTD" (year-to-date)
            - "FYTD" (fiscal-year-to-date)
            - "CYTD" (calendar-year-to-date)
          properties:
            value:
              type: string
              enum:
                - D
                - W
                - AW
                - M
                - AM
                - Q
                - FQ
                - CQ
                - AQ
                - 'Y'
                - FY
                - CY
                - AY
                - MTD
                - QTD
                - YTD
                - FYTD
                - CYTD
    reportStatus:
      type: object
      properties:
        reportStaus:
          type: object
          description: >-
            Return historical periods as originally reported or retroactively
            restated (for M&A, accounting changes, and other events).
          properties:
            value:
              type: string
              enum:
                - RESTATED
                - NON-RESTATED