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Market Intelligence client library for Python

Project description

FactSet

Market Intelligence client library for Python

PyPi Apache-2 license

Through the Market Intelligence API, stay up to date on the companies and sectors you care most about with ease. Request the templates you have made in Market Intelligence to receive news and data on your portfolio.

This Python package is automatically generated by the OpenAPI Generator project:

  • API version: 1.0
  • Package version: 0.20.0
  • Build package: org.openapitools.codegen.languages.PythonClientCodegen

Requirements

  • Python >= 3.6

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.MarketIntelligence

pip

pip install fds.sdk.utils fds.sdk.MarketIntelligence

Usage

  1. Generate authentication credentials.
  2. Setup Python environment.
    1. Install and activate python 3.6+. If you're using pyenv:

      pyenv install 3.9.7
      pyenv shell 3.9.7
      
    2. (optional) Install poetry.

  3. Install dependencies.
  4. Run the following:
from fds.sdk.utils.authentication import ConfidentialClient
import fds.sdk.MarketIntelligence
from fds.sdk.MarketIntelligence.api import create_report_api
from fds.sdk.MarketIntelligence.model.miapi_post_request import MIAPIPostRequest
from fds.sdk.MarketIntelligence.model.post_response_info import PostResponseInfo
from pprint import pprint

# See configuration.py for a list of all supported configuration parameters.

# Examples for each supported authentication method are below,
# choose one that satisfies your use case.

# (Preferred) OAuth 2.0: FactSetOAuth2
# See https://github.com/FactSet/enterprise-sdk#oauth-20
# for information on how to create the app-config.json file
# See https://github.com/FactSet/enterprise-sdk-utils-python#authentication
# for more information on using the ConfidentialClient class
configuration = fds.sdk.MarketIntelligence.Configuration(
    fds_oauth_client=ConfidentialClient('/path/to/app-config.json')
)

# Basic authentication: FactSetApiKey
# See https://github.com/FactSet/enterprise-sdk#api-key
# for information how to create an API key
# configuration = fds.sdk.MarketIntelligence.Configuration(
#     username='USERNAME-SERIAL',
#     password='API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.MarketIntelligence.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = create_report_api.CreateReportApi(api_client)
    miapi_post_request = MIAPIPostRequest(
        report_name="Morning Portfolio Update",
        identifier="OEX",
        id_type="B",
        time_zone="EST5EDT",
        content=[
            PostRequestExample(
                section_id="top_news",
                filters="["MI_MARKET_SYNOPSIS","MI_TOP_STORIES","MI_ECONOMIC_CALENDAR","MI_WEB_STORIES"]",
            ),
        ],
    ) # MIAPIPostRequest | 

    # Get response
    try:
        # Create new report templates including portfolio or market news and data.
        api_response = api_instance.create_post(miapi_post_request)
        pprint(api_response)
    except fds.sdk.MarketIntelligence.ApiException as e:
        print("Exception when calling CreateReportApi->create_post: %s\n" % e)

    # Get response, http status code and response headers
    # try:
    #     # Create new report templates including portfolio or market news and data.
    #     api_response, http_status_code, response_headers = api_instance.create_post_with_http_info(miapi_post_request)
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.MarketIntelligence.ApiException as e:
    #     print("Exception when calling CreateReportApi->create_post: %s\n" % e)

    # Get response asynchronous
    # try:
    #     # Create new report templates including portfolio or market news and data.
    #     async_result = api_instance.create_post_async(miapi_post_request)
    #     api_response = async_result.get()
    #     pprint(api_response)
    # except fds.sdk.MarketIntelligence.ApiException as e:
    #     print("Exception when calling CreateReportApi->create_post: %s\n" % e)

    # Get response, http status code and response headers asynchronous
    # try:
    #     # Create new report templates including portfolio or market news and data.
    #     async_result = api_instance.create_post_with_http_info_async(miapi_post_request)
    #     api_response, http_status_code, response_headers = async_result.get()
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.MarketIntelligence.ApiException as e:
    #     print("Exception when calling CreateReportApi->create_post: %s\n" % e)

Documentation for API Endpoints

All URIs are relative to https://api.factset.com/market-intelligence

Class Method HTTP request Description
CreateReportApi create_post POST /create Create new report templates including portfolio or market news and data.
RetrieveRefreshedDataApi get_data_poll_id_result_get GET /get-data/{poll_id}/result Retrieve data for desired report.
RetrieveRefreshedReportApi get_data_report_id_get GET /get-data/{report_id} Retrieve data for desired report.
RetrieveReportListApi get_reports_get GET /get-reports Retrieve a list of previously created reports and associated report metadata.

Documentation For Models

Documentation For Authorization

FactSetApiKey

  • Type: HTTP basic authentication

FactSetOAuth2

  • Type: OAuth
  • Flow: application
  • Authorization URL:
  • Scopes: N/A

Notes for Large OpenAPI documents

If the OpenAPI document is large, imports in fds.sdk.MarketIntelligence.apis and fds.sdk.MarketIntelligence.models may fail with a RecursionError indicating the maximum recursion limit has been exceeded. In that case, there are a couple of solutions:

Solution 1: Use specific imports for apis and models like:

  • from fds.sdk.MarketIntelligence.api.default_api import DefaultApi
  • from fds.sdk.MarketIntelligence.model.pet import Pet

Solution 2: Before importing the package, adjust the maximum recursion limit as shown below:

import sys
sys.setrecursionlimit(1500)
import fds.sdk.MarketIntelligence
from fds.sdk.MarketIntelligence.apis import *
from fds.sdk.MarketIntelligence.models import *

Contributing

Please refer to the contributing guide.

Copyright

Copyright 2022 FactSet Research Systems Inc

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

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