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Sean Kruzel edited this page Mar 2, 2017 · 9 revisions

FactSet

http://www.factset.com/

Public Sandbox Description

FactSet is a leading provider of financial data and analytic applications for investment professionals around the globe. Partner with FactSet for your data needs and gain a solution that encompasses best-of-breed content and powerful delivery options. From market and industry intelligence to detailed company information, FactSet combines global coverage, deep history, and unparalleled transparency. FactSet will work with you and your data delivery requirements to make sure you get the data you need, delivered the way you want it.

###Information###

Contact Details
fintech_sandbox@factset.com https://www.linkedin.com/company/factset
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Social Media
https://twitter.com/FactSet
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##Sandbox Member:##

  • Data Provider Since: { provider_start_date }

###Contact Information###

Profile Name Role Email Address LinkedIn Twitter Slack Skills
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Products

Below is a list of Products offered by this data provider.

Sample Product

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Business Model Specs:

  • Cost or Licensing Structures: { product1_costs }

Technical Specs:

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Marketing Materials (list of pdfs or files that have been uploaded to the wiki)

  • { product1_marketing_doc_1 }
  • { product1_marketing_doc_2 }

Technical Documents (list of pdfs or files that have been uploaded to the wiki)

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Reviews

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OLD README.md

###FactSet

####Overview:
With thousands of FactSet-sourced and third-party databases integrated in one flexible analytics platform, FactSet offers industry-leading data solutions that range from real-time data to historical information from many global asset classes.

Company website: factset.com

####Types of Featured Databases:

  • Supply chain relationships:
    • Identifies how companies conduct their business with one another. Another section in this review will provide more details.
  • Market data:
    • Intraday and real-time pricing of equities, FX, fixed income, ETFs, commodities and derivatives.
  • Fundamentals, estimates & recommendations:
    • More than 16,136 active companies and 809 brokers globally.
  • ETF database:
    • Equity, fixed income and commodities ETF information is downloadable
  • Economics and benchmark data.
  • More types of data can be viewed here.

####Supply Chain Database:

  • Measure interconnected relationships within and around a stock portfolio that may impact overall performance using relationship types and keywords.
  • Better understand how normal and extreme market environments affect your custom portfolios.
    • View direct relationships: relationships disclosed by the reporting company.
    • View reverse relationships: relationships not disclosed by the reporting company but by enterprises doing business with the reporting company.
    • Identify the revenue value of a business relationship between two companies (provided when disclosed).
    • Content is based only on primary sources, such as company regulatory filings and company websites.
    • Changes are updated upon news release and corporate actions are monitored daily.

####Data Access:

  • API can be used to access data.
  • Here is the guide for Java users.

####Data Formats:

  • Streaming data: FactSet supports C++, C#, Java, COM, Python and VB programming languages.
  • Snapshot data: XML, CSV, or HTML formats are available.
  • Historical data: data is returned in the CSV format.
  • The company also integrates with Order Management System (OMS) platform.

####Reference

Kyper Data

FactSet has an interesting dataset called Revere that contain data on supply chain relationships, geographic revenue breakdowns, and detailed industry/sector information for companies. The data are delivered as a large collection of CSVs, or an install script that builds a Postgres database. They're structured as relational tables, but a graph format/structure may be more useful.

Elsen POV:

Factset contains similar data to Bloomberg, but makes it more easily available (and cheaper) by delivering it as CSV through FTP.

Sample Factset schema derived from factset CSVs delivered via Factset's ftp.

Data Providers

Sandbox Participants

Guides

  • Data Agreement
  • Product Development Pipeline
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