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Virtual Portfolio API for Digital Portals client library for Python

Project description

FactSet

Virtual Portfolio API for Digital Portals client library for Python

PyPi Apache-2 license

No description provided (generated by Openapi Generator https://github.com/openapitools/openapi-generator)

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

  • API version: v1
  • Package version: 0.9.3
  • Build package: org.openapitools.codegen.languages.PythonClientCodegen

Requirements

  • Python >= 3.7

Installation

Poetry

poetry add fds.sdk.utils fds.sdk.VirtualPortfolioAPIforDigitalPortals

pip

pip install fds.sdk.utils fds.sdk.VirtualPortfolioAPIforDigitalPortals

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

# Enter a context with an instance of the API client
with fds.sdk.VirtualPortfolioAPIforDigitalPortals.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = portfolio_api.PortfolioApi(api_client)
    body = InlineObject(
        data=PortfolioCreateData(
            name="H",
            currency=PortfolioCreateDataCurrency(
                iso_code="EUR",
            ),
        ),
        meta=PortfolioCreateMeta(
            attributes=AttributesMember([
                "attributes_example",
            ]),
        ),
    ) # InlineObject | 

    try:
        # Create a portfolio.
        api_response = api_instance.portfolio_create_post(body)
        pprint(api_response)
    except fds.sdk.VirtualPortfolioAPIforDigitalPortals.ApiException as e:
        print("Exception when calling PortfolioApi->portfolio_create_post: %s\n" % e)

    # Get response, http status code and response headers
    # try:
    #     # Create a portfolio.
    #     api_response, http_status_code, response_headers = api_instance.portfolio_create_post_with_http_info(body)
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.VirtualPortfolioAPIforDigitalPortals.ApiException as e:
    #     print("Exception when calling PortfolioApi->portfolio_create_post: %s\n" % e)

    # Get response asynchronous
    # try:
    #     # Create a portfolio.
    #     async_result = api_instance.portfolio_create_post_async(body)
    #     api_response = async_result.get()
    #     pprint(api_response)
    # except fds.sdk.VirtualPortfolioAPIforDigitalPortals.ApiException as e:
    #     print("Exception when calling PortfolioApi->portfolio_create_post: %s\n" % e)

    # Get response, http status code and response headers asynchronous
    # try:
    #     # Create a portfolio.
    #     async_result = api_instance.portfolio_create_post_with_http_info_async(body)
    #     api_response, http_status_code, response_headers = async_result.get()
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.VirtualPortfolioAPIforDigitalPortals.ApiException as e:
    #     print("Exception when calling PortfolioApi->portfolio_create_post: %s\n" % e)

Documentation for API Endpoints

All URIs are relative to http://api-sandbox.factset.com/wealth/v1

Class Method HTTP request Description
PortfolioApi portfolio_create_post POST /portfolio/create Create a portfolio.
PortfolioApi portfolio_delete_post POST /portfolio/delete Delete a portfolio.
PortfolioApi portfolio_evaluation_list_post POST /portfolio/evaluation/list Evaluate a portfolio.
PortfolioApi portfolio_get_get GET /portfolio/get Details of a portfolio.
PortfolioApi portfolio_list_get GET /portfolio/list List of portfolios with keyfigures.
PortfolioApi portfolio_modify_post POST /portfolio/modify Modify a portfolio.
PortfolioApi portfolio_name_list_get GET /portfolio/name/list List of portfolios.
PortfolioApi portfolio_position_list_get GET /portfolio/position/list List all positions of a portfolio.
PortfolioApi portfolio_transaction_cash_create_post POST /portfolio/transaction/cash/create Add a cash transaction to a portfolio.
PortfolioApi portfolio_transaction_cash_delete_post POST /portfolio/transaction/cash/delete Delete a cash transaction.
PortfolioApi portfolio_transaction_create_post POST /portfolio/transaction/create Add a transaction to a portfolio.
PortfolioApi portfolio_transaction_delete_post POST /portfolio/transaction/delete Delete a transaction of a portfolio.
PortfolioApi portfolio_transaction_list_get GET /portfolio/transaction/list List of transactions in a portfolio.
PortfolioApi portfolio_transaction_modify_post POST /portfolio/transaction/modify Modify a transaction in a portfolio.
WatchlistApi watchlist_create_post POST /watchlist/create Create a watchlist.
WatchlistApi watchlist_delete_post POST /watchlist/delete Delete a watchlist.
WatchlistApi watchlist_list_get GET /watchlist/list List of watchlists.
WatchlistApi watchlist_modify_post POST /watchlist/modify Modify a watchlist.
WatchlistApi watchlist_position_create_post POST /watchlist/position/create Add a position to a watchlist.
WatchlistApi watchlist_position_delete_post POST /watchlist/position/delete Delete a position of a watchlist.
WatchlistApi watchlist_position_list_get GET /watchlist/position/list List of positions of a watchlist.
WatchlistApi watchlist_position_modify_post POST /watchlist/position/modify Modify a position in a watchlist.

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