FactSet
FactSet API catalog for prices, fundamentals, estimates, ownership, ESG, company and portfolio analytics data.
- Category
- Public & Market Data
- Type
- Market data
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- API key, OAuth 2.0
- Docs
- FactSet API docs
02Data
What you can sync.
- Prices
- Fundamentals
- Estimates
- Ownership
- Portfolio analytics
Join FactSet prices with your own figures, so plans and reports carry the market context they need.
Need more? Name any other FactSet data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- An API key
- OAuth 2.0 (client ID, client secret, refresh token)
FactSet uses an API key or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in FactSet if you need help.
04How it works
How it works in DataMind.
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Pick FactSet.
Open Lake, pick FactSet in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the FactSet API docs.
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Answer a few questions.
The AI reads the FactSet documentation, then asks which credentials you will use, which data to sync (for example prices and fundamentals), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then FactSet data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
