@factset/sdk-portfolio

Portfolio client library for JavaScript

Allow clients to fetch ModelAccounts Analytics through APIs.

This TypeScript/JavaScript package is automatically generated by the OpenAPI Generator project:

• API version: 3
• Package version: 0.21.5
• Build package: org.openapitools.codegen.languages.JavascriptClientCodegen

For more information, please visit https://developer.factset.com/contact

Requirements

• Node.js >= 14

Installation

npm

npm install @factset/sdk-utils @factset/sdk-portfolio@0.21.5

yarn

yarn add @factset/sdk-utils @factset/sdk-portfolio@0.21.5

Usage

1. Generate authentication credentials.
2. Setup Node.js environment

   1. Install and activate Node.js >=14. If you're using nvm:

      nvm install 16
      nvm use 16

   2. (optional) Install yarn.

3. Install dependencies.
4. Run the following:

const { ApiClient, ModelAccountsApi } = require('@factset/sdk-portfolio');
const { ConfidentialClient } = require('@factset/sdk-utils');

const apiClient = ApiClient.instance;

// 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
//
// The confidential client instance should be reused in production environments.
// See https://github.com/FactSet/enterprise-sdk-utils-typescript#authentication
// for more information on using the ConfidentialClient class
apiClient.factsetOauth2Client = new 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
// const FactSetApiKey = apiClient.authentications['FactSetApiKey'];
// FactSetApiKey.username = 'USERNAME-SERIAL';
// FactSetApiKey.password = 'API-KEY';

const apiInstance = new ModelAccountsApi();
const name = "name_example"; // String | The path and filename of the model account to create or update
const opts = {
  'modelAccountFieldsRoot': {"data":{"iterative":{"20191010":{"FDS":{"weight":"20","price":"50","priceiso":"USD"},"GOOGL":{"weight":"20","price":"50","priceiso":"USD"}}},"nonIterative":{"GOOGL":{"taxable":"false"},"FDS":{"taxable":"false"}},"additionalFields":[{"iteration":false,"name":"TAXABLE","type":"STRING","description":"Taxable","splitDirection":"NONE","size":0}]},"meta":{"description":"Test desc"}} // ModelAccountFieldsRoot | The object containing the input values
};

// Call api endpoint
apiInstance.createOrUpdateModelAccount(name, opts).then(
  () => {
    console.log('API called successfully.');
  },
  error => {
    console.error(error);
  },
);

Documentation for API Endpoints

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

Class	Method	HTTP request	Description
portfolio.ModelAccountsApi	createOrUpdateModelAccount	PUT /analytics/accounts/v3/models/{name}	Create or update an existing model account
portfolio.ModelAccountsApi	deleteAModelAccount	DELETE /analytics/accounts/v3/models/{name}	Delete model account, takes an account path and name and deletes it.
portfolio.ModelAccountsApi	deleteModelAccountByDate	DELETE /analytics/accounts/v3/models/{name}/dates/{date}	Delete all entries for a date or specific symbol entries for a date from a previously created account.
portfolio.ModelAccountsApi	deleteModelAccountBySymbol	DELETE /analytics/accounts/v3/models/{name}/symbols/{symbol}	Delete all entries for a symbol or specific date entries for a symbol from a previously created account.
portfolio.ModelAccountsApi	getAccount	GET /analytics/accounts/v3/models/{name}	Get account endpoint, takes an account name and returns underlying data
portfolio.ModelAccountsApi	getAccountForDate	GET /analytics/accounts/v3/models/{name}/dates/{date}	Get account endpoint, takes an account name, date and returns underlying data for that date
portfolio.ModelAccountsApi	getAccountForDateAndSymbol	GET /analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol}	Get account endpoint, takes an account name and returns underlying data
portfolio.ModelAccountsApi	getAccountForSymbol	GET /analytics/accounts/v3/models/{name}/symbols/{symbol}	Get account endpoint, takes an account name, symbol and returns underlying data for that symbol
portfolio.ModelAccountsApi	getAccountSchema	GET /analytics/accounts/v3/models/{name}/schema	Get account schema endpoint, takes an account name and returns its schema

Documentation for Models

• portfolio.ClientErrorResponse
• portfolio.DataAndMetaModel
• portfolio.Error
• portfolio.ErrorSource
• portfolio.ModelAccountAdditionalField
• portfolio.ModelAccountFields
• portfolio.ModelAccountFieldsRoot

Documentation for Authorization

FactSetApiKey

• Type: HTTP basic authentication

FactSetOAuth2

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

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.