fds.sdk.AxiomaEquityOptimizer 0.8.4

Axioma Equity Optimizer client library for Python

Axioma Equity Optimizer client library for Python

Allow clients to fetch Engines Analytics through APIs.

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

• API version: 1
• Package version: 0.8.4
• Build package: org.openapitools.codegen.languages.PythonClientCodegen

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

Requirements

• Python >= 3.7

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.AxiomaEquityOptimizer

pip

pip install fds.sdk.utils fds.sdk.AxiomaEquityOptimizer

Usage

1. Generate authentication credentials.
2. Setup Python environment.

   1. Install and activate python 3.7+. 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.AxiomaEquityOptimizer
from fds.sdk.AxiomaEquityOptimizer.api import optimizations_api
from fds.sdk.AxiomaEquityOptimizer.models import *
from dateutil.parser import parse as dateutil_parser
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.AxiomaEquityOptimizer.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.AxiomaEquityOptimizer.Configuration(
#     username='USERNAME-SERIAL',
#     password='API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.AxiomaEquityOptimizer.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = optimizations_api.OptimizationsApi(api_client)
    id = "id_example" # str | from url, provided from the location header in the Run Optimization endpoint

    try:
        # Cancel Axioma optimization by id
        api_instance.cancel_axioma_optimization_by_id(id)
    except fds.sdk.AxiomaEquityOptimizer.ApiException as e:
        print("Exception when calling OptimizationsApi->cancel_axioma_optimization_by_id: %s\n" % e)

    # Get response, http status code and response headers
    # try:
    #     # Cancel Axioma optimization by id
    #     api_response, http_status_code, response_headers = api_instance.cancel_axioma_optimization_by_id_with_http_info(id)
    # except fds.sdk.AxiomaEquityOptimizer.ApiException as e:
    #     print("Exception when calling OptimizationsApi->cancel_axioma_optimization_by_id: %s\n" % e)

    # Get response asynchronous
    # try:
    #     # Cancel Axioma optimization by id
    #     async_result = api_instance.cancel_axioma_optimization_by_id_async(id)
    # except fds.sdk.AxiomaEquityOptimizer.ApiException as e:
    #     print("Exception when calling OptimizationsApi->cancel_axioma_optimization_by_id: %s\n" % e)

    # Get response, http status code and response headers asynchronous
    # try:
    #     # Cancel Axioma optimization by id
    #     async_result = api_instance.cancel_axioma_optimization_by_id_with_http_info_async(id)
    # except fds.sdk.AxiomaEquityOptimizer.ApiException as e:
    #     print("Exception when calling OptimizationsApi->cancel_axioma_optimization_by_id: %s\n" % e)

Documentation for API Endpoints

All URIs are relative to http://localhost

Class	Method	HTTP request	Description
OptimizationsApi	cancel_axioma_optimization_by_id	DELETE /analytics/engines/axp/v1/optimizations/{id}	Cancel Axioma optimization by id
OptimizationsApi	get_axioma_optimization_by_id	GET /analytics/engines/axp/v1/optimizations/{id}	Get Axioma optimization by id
OptimizationsApi	run_axioma_optimization	POST /analytics/engines/axp/v1/optimizations	Run Axioma optimization
StrategyDocumentsApi	get_axioma_equity_strategy_documents	GET /analytics/engines/axp/v1/strategies/{path}	Get Axioma Equity strategy documents and sub-directories in a directory

Documentation For Models

• AxiomaEquityOptimizationParameters
• DocumentDirectories
• OptimalPortfolio
• Optimization
• OptimizerAccount
• OptimizerAccountOverrides
• OptimizerOptimalHoldings
• OptimizerOutputTypes
• OptimizerStrategy
• OptimizerStrategyOverrides
• OptimizerTradesList

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.AxiomaEquityOptimizer.apis and fds.sdk.AxiomaEquityOptimizer.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.AxiomaEquityOptimizer.api.default_api import DefaultApi
• from fds.sdk.AxiomaEquityOptimizer.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.AxiomaEquityOptimizer
from fds.sdk.AxiomaEquityOptimizer.apis import *
from fds.sdk.AxiomaEquityOptimizer.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.