FactSet Vault API
Through the Vault API, request validated pre-calculated returns and attribution data archived in Portfolio Vault to streamline your official performance and reporting workflows.
Through the Vault API, request validated pre-calculated returns and attribution data archived in Portfolio Vault to streamline your official performance and reporting workflows.
openapi: 3.0.1
info:
title: Factset Vault API
description: Allow clients to fetch Analytics through APIs.
contact:
name: FactSet Research Systems
url: https://developer.factset.com/contact
email: [email protected]
license:
name: Apache License, Version 2.0
url: https://www.apache.org/licenses/LICENSE-2.0
version: 3.14.1
servers:
- url: https://api.factset.com
paths:
/analytics/engines/vault/v3/components:
get:
tags:
- Analytics
summary: Factset Get Vault components
description: >-
This endpoint returns the list of Vault components in a given Vault
document.
operationId: getVaultComponents
parameters:
- name: document
in: query
description: Document Name
required: true
schema:
type: string
description: Document Name
responses:
'200':
description: Expected response, returns a list of Vault components.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ComponentSummaryRoot'
'400':
description: Invalid query parameter provided or invalid Vault document name.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
'401':
description: Missing or invalid authentication.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
'403':
description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
'404':
description: Vault Document not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
'406':
description: >-
Unsupported Accept header. Header needs to be set to
application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
'429':
description: >-
Rate limit reached. Wait till the time specified in Retry-After
header value to make further requests.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
Retry-After:
description: >-
Time to wait in seconds before making a new request as the rate
limit has reached.
schema:
type: string
'500':
description: >-
Server error. Log the X-DataDirect-Request-Key header to assist in
troubleshooting.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
'503':
description: Request timed out. Retry the request in sometime.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
/analytics/engines/vault/v3/components/{id}:
get:
tags:
- Analytics
summary: Factset Get Vault component by id
description: This endpoint returns the default settings of a Vault component.
operationId: getVaultComponentById
parameters:
- name: id
in: path
description: Unique identifier for a vault component
required: true
schema:
type: string
description: Unique identifier for a vault component
responses:
'200':
description: >-
Expected response, returns the default settings of a Vault
component.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/VaultComponentRoot'
'400':
description: Invalid Vault component id.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
'401':
description: Missing or invalid authentication.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
'403':
description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
'404':
description: Vault Component not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
'406':
description: >-
Unsupported Accept header. Header needs to be set to
application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
'429':
description: >-
Rate limit reached. Wait till the time specified in Retry-After
header value to make further requests.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
Retry-After:
description: >-
Time to wait in seconds before making a new request as the rate
limit has reached.
schema:
type: string
'500':
description: >-
Server error. Log the X-DataDirect-Request-Key header to assist in
troubleshooting.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
'503':
description: Request timed out. Retry the request in sometime.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
/analytics/engines/vault/v3/configurations:
get:
tags:
- Analytics
summary: Factset Get Vault configurations
description: >-
This endpoint returns all the Vault configurations saved in the provided
account.
operationId: getVaultConfigurations
parameters:
- name: account
in: query
description: >-
Required account query parameter to filter configurations for a
specific account
required: true
schema:
type: string
description: >-
Required account query parameter to filter configurations for a
specific account
responses:
'200':
description: Expected response, returns a dictionary of Vault configurations.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/VaultConfigurationSummaryRoot'
'400':
description: Invalid account.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
'401':
description: Missing or invalid authentication.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
'403':
description: User is forbidden with current credentials
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
'404':
description: Account not found.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
content:
application/json:
schema:
$ref: '#/components/schemas/ClientErrorResponse'
'406':
description: >-
Unsupported Accept header. Header needs to be set to
application/json.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
X-FactSet-Api-RateLimit-Limit:
description: Number of allowed requests for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Remaining:
description: Number of requests left for the time window.
schema:
type: string
X-FactSet-Api-RateLimit-Reset:
description: Number of seconds remaining till rate limit resets.
schema:
type: string
'429':
description: >-
Rate limit reached. Wait till the time specified in Retry-After
header value to make further requests.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
Retry-After:
description: >-
Time to wait in seconds before making a new request as the rate
limit has reached.
schema:
type: string
'500':
description: >-
Server error. Log the X-DataDirect-Request-Key header to assist in
troubleshooting.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
'503':
description: Request timed out. Retry the request in sometime.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
description: FactSet's request key header.
X-FactSet-Api-Request-Key:
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
schema:
type: string
description: >-
Key to uniquely identify an Analytics API request. Only
available after successful authentication.
/analytics/engines/vault/v3/configurations/{id}:
get:
tags:
- Analytics
summary: Factset Get Vault configuration by id
description: >-
This endpoint returns details for a Vault configuration as well as a
list of accounts it is used in.
operationId: getVaultConfigurationById
parameters:
- name: id
in: path
description: Vault configuration id to get the details of
required: true
schema:
type: string
description: Vault configuration id to get the details of
responses:
'200':
description: Expected response, returns details for a Vault configuration.
headers:
X-DataDirect-Request-Key:
description: FactSet's request key header.
schema:
type: string
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