Factset

FactSet Portfolio Optimizer API

The FactSet Portfolio Optimizer (FPO) offers full multi-asset class portfolio optimization, balancing a client's investment objectives within the confines of the established constraints within the investment strategy.

Documentation GitHub OpenAPI

Documentation

https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-portfolio-optimizer-api#overview

Specifications

https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/openapi/portfolio-optimizer-openapi-original.yml

SDKs

https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-portfolio-optimizer-api#sdkLibrary

Code Examples

https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-portfolio-optimizer-api#codeSnippet

Other Resources

https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-portfolio-optimizer-api#notebooks

https://raw.githubusercontent.com/api-evangelist/factset/refs/heads/main/ https://developer.factset.com/api-catalog/factset-portfolio-optimizer-api#changelog