Factset

FactSet Portfolio

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

Documentation GitHub OpenAPI

Documentation

https://developer.factset.com/api-catalog/portfolio-api#overview

Specifications

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

SDKs

https://developer.factset.com/api-catalog/portfolio-api#sdkLibrary

Code Examples

https://developer.factset.com/api-catalog/portfolio-api#codeSnippet

Other Resources

https://developer.factset.com/api-catalog/portfolio-api#notebooks

https://developer.factset.com/api-catalog/portfolio-api#changelog