FactSet

FactSet Data Exploration

FactSet Data Exploration includes 40+ institutional grade datasets (including core content, alternative data, ESG, and more), offering a streamlined way to explore and evaluate new ideas. Instantly interact with data in a fully hosted environment that includes industry-standard databases, programming languages, and data visualization tools. FactSet Data Exploration eliminates the cost of trialing data locally by providing everything needed to analyze new content with a simple login.

Symbology API

FactSet Symbology API provides symbol resolution services, allowing users to translate from a wide variety of symbols to FactSet’s native symbology, or into CUSIPs, SEDOLS, ISINs, and Bloomberg FIGI. History of symbol changes and their respective effective dates can be returned in response, allowing for more comprehensive Data Management.

FactSet Entity API

FactSet’s financial entities data tracks the changes and relationships between public or private companies and their operating subsidiaries, equity and fixed income securities, company officers and directors, analysts, money managers, and more.

FactSet Fundamentals API

FactSet Fundamentals lets you analyze thousands of data items for public and private companies with history going back to 1980 in developed markets and the early 1990s in emerging markets, providing a firm foundation for financial analysis. Gain access to detailed historical financial content, per share data, calculated ratios, pricing, and textual information to perform company, comparative, and comprehensive analysis.

FactSet Estimates API

FactSet Estimates provides comprehensive consensus- and detail-level estimates and statistics from leading investment banks and research firms. With more than 800 contributing brokers, FactSet Estimates covers more than 16,000 active global companies and provides deep historical information, including important facts, such as company-issued guidance and actuals, as well as commodity projections and sector-specific data.

FactSet Global Prices API

FactSet Global Prices API currently covers listing and composite level prices, volume, turnover, and VWAP data on a seven day week basis for a global equity universe of Common Stock, ADR, and GDR, Preferred, Close-ended Fund, Exchange Traded Fund, Structured Product (not including Warrants), and Temporary Instruments. The service also includes the ability to adjust prices based on Corporate Actions, with a supporting endpoint highlighting the corporate action events on the security.

FactSet Ownership API

FactSet Ownership provides global summary and detailed institutional, mutual fund, insider/stakeholder, and float-related share ownership information for equities worldwide. Investigate share ownership from both the company and holder perspective. Access details such as position, position change, market value, percent of portfolio and shares outstanding, source, metro region, state, style, and turnover.

FactSet Mergers & Acquisitions API

FactSet Mergers provides industry-leading global mergers and acquisitions data. Analyze highly negotiated aspects of merger agreements and identify precedent language and sample transactions. Access detailed information on publicly announced mergers, acquisitions, divestitures, and spinoffs involving both public and private companies. View comprehensive transaction data such as deal terms, dates of announcement and closing, financial multiples, financial and legal advisors, fees, and industry analytics.

FactSet Debt Capital Structure API

FactSet Debt Capital Structure helps you thoroughly examine sources of debt for public and private companies with access to issue-level detail as well as summary-level statistics. Data is sourced from the financial tables and notes of the actual company filing, covering all types of debt instruments as well as financial and non-financial global issuers with historical information back to 2006.

Events and Transcripts – Transcripts API

FactSet Events and Transcripts provides transcripts for companies’ publicly held conference calls, including earnings releases, guidance updates, shareholder meetings, sales calls, and more. Access specific conference call details, type of call, phone number, and password, as well as important investor relations contact information.

Global Filings API (sources : EDGAR, EDINET, FactSet Blackline Report, FactSet Annuals & Interims)

This API is designed to expose document search and document retrieval functionality. A document search will allow a request to query FactSet document databases based on certain search criteria specified in the request. The results are typically one or more filing document links. Given a particular document’s filing link, a document story request will retrieve and return the document requested. The two reports work together to provide the access to document information

FactSet People API

The FactSet People database provides personal and professional information for individuals associated with public and private companies. Access supporting information including, employment history, contact details, biographies, direct ownership information, and management and board affiliations.

FactSet ETF API

FactSet ETF API provides complete and accurate reference data across the universe of exchange-traded products. Data is sourced from ETF providers across the globe and includes more than 100 unique data points, resulting in comprehensive coverage to help you evaluate and construct ETFs, analyze potential trades, and perform fund research.

FactSet Funds API

FactSet Mutual Funds data offers fund and share class-specific data points for the mutual funds listed in the United States and Europe.

Integration with Statistical Packages

FactSet integrates with leading statistical packages so you can spend less time compiling information and more time performing analysis. FactSet’s integration combines reliable data with sophisticated statistical and financial modeling software, so you gain a single point of entry and unparalleled flexibility for your models, time series analysis, and data validation.

FactSet integrates with the following packages:

Matlab (http://www.factset.com/websitefiles/PDFs/brochures/matlab)

R (http://www.r-project.org/)

SAS (http://www.sas.com/en_us/home.html)

Data Navigator

FactSet’s new AI-powered customer portal built to streamline how fintech startups explore, evaluate, and collaborate around our Data products.

With Data Navigator, you can:

• Access a clean, dynamic product catalogue covering all FactSet Data Solutions.
• Use intelligent search and an integrated AI Copilot to find information across all metadata fields, connect documents and data, and receive smart suggestions.
• Browse, favorite, and share products or data items to collaborate seamlessly with your teams and FactSet account managers.
• Run manual or automated coverage checks directly in the UI, review results instantly, and follow up with support right in the platform.
• Enjoy a unified experience through integrated components for efficiency and consistency across FactSet tools.

Early adopters are already seeing faster workflows, elevated engagement, and stronger ROI.