fds.sdk.Symbology 2.0.0

Symbology client library for Python

Symbology client library for Python

The FactSet Symbology API provides symbol resolution services, allowing clients to translate market identifiers into various symbology types such as, FactSet Permanent Identifiers, CUSIP, ISIN, SEDOL, Tickers, and LEIs.

Factset's Symbology API sits at the center of its hub-and-spoke data model, enabling you to quickly harmonize the expanding catalog of Content APIs.

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

• API version: 3.0.0
• Package version: 2.0.0
• Build package: org.openapitools.codegen.languages.PythonClientCodegen

Requirements

• Python >= 3.7

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.Symbology

pip

pip install fds.sdk.utils fds.sdk.Symbology

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.Symbology
from fds.sdk.Symbology.api import identifier_resolution_api
from fds.sdk.Symbology.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.Symbology.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.Symbology.Configuration(
#     username='USERNAME-SERIAL',
#     password='API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.Symbology.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = identifier_resolution_api.IdentifierResolutionApi(api_client)
    identifier_resolution_request = IdentifierResolutionRequest(
        ids=GetIdsResolution(["GOOGL-US"]),
        input_symbol_type=GetInputSymbolType("tickerRegion"),
        output_symbol_types=GetOutputSymbolTypes(["CUSIP","SEDOL"]),
    ) # IdentifierResolutionRequest | Request Body for Identifier Resolution.

    try:
        # Returns the specified output identifiers for the specified input identifier.
        api_response = api_instance.batch_identifier_resolution(identifier_resolution_request)
        pprint(api_response)
    except fds.sdk.Symbology.ApiException as e:
        print("Exception when calling IdentifierResolutionApi->batch_identifier_resolution: %s\n" % e)

    # Get response, http status code and response headers
    # try:
    #     # Returns the specified output identifiers for the specified input identifier.
    #     api_response, http_status_code, response_headers = api_instance.batch_identifier_resolution_with_http_info(identifier_resolution_request)
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.Symbology.ApiException as e:
    #     print("Exception when calling IdentifierResolutionApi->batch_identifier_resolution: %s\n" % e)

    # Get response asynchronous
    # try:
    #     # Returns the specified output identifiers for the specified input identifier.
    #     async_result = api_instance.batch_identifier_resolution_async(identifier_resolution_request)
    #     api_response = async_result.get()
    #     pprint(api_response)
    # except fds.sdk.Symbology.ApiException as e:
    #     print("Exception when calling IdentifierResolutionApi->batch_identifier_resolution: %s\n" % e)

    # Get response, http status code and response headers asynchronous
    # try:
    #     # Returns the specified output identifiers for the specified input identifier.
    #     async_result = api_instance.batch_identifier_resolution_with_http_info_async(identifier_resolution_request)
    #     api_response, http_status_code, response_headers = async_result.get()
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.Symbology.ApiException as e:
    #     print("Exception when calling IdentifierResolutionApi->batch_identifier_resolution: %s\n" % e)

Documentation for API Endpoints

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

Class	Method	HTTP request	Description
IdentifierResolutionApi	batch_identifier_resolution	POST /symbology/v3/identifier-resolution	Returns the specified output identifiers for the specified input identifier.
IdentifierResolutionApi	identifier_resolution	GET /symbology/v3/identifier-resolution	Returns the specified output identifiers for the specified input identifier.

Documentation For Models

• ErrorResponse
• ErrorResponseSubErrors
• GetIdsResolution
• GetInputSymbolType
• GetOutputSymbolTypes
• IdentifierResolution
• IdentifierResolutionRequest
• IdentifierResolutionResponse

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