FactSet.SDK.FactSetGeoRev 1.0.3

FactSet GeoRev client library for .NET

FactSet Revere Geographic Revenue ("GeoRev") Exposure data provides a highly structured and normalized display of companies’ revenues by geography. Using a four level taxonomy structure, understand the companies' Super-Region- →Region- →Area- →Country revenue breakdowns. Quickly understand a company’s revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk. Understand the geographic footprint of a company based on sources of revenue versus country of domicile, and analyze global revenue exposures at the company, index, or portfolio level.<p> Geographic revenue has historically been difficult to analyze due to companies’ non-standard and incomplete reporting. Investors relying solely on this as-reported data are limited in their ability to compare, aggregate or screen exposures across a universe or portfolio of companies. To achieve normalization, FactSet GeoRev captures data through a proprietary four-level geographic classification structure. An estimation algorithm based on GDP weighting and accounting logic is then applied to solve for any non-explicit disclosures. The result is a consistent, accurate, and flexible dataset that can take a company’s revenues and break them down into any geographic country or region categories.</p><p>As markets become more integrated and companies expand operations beyond their domestic markets, GeoRev provides a new and valuable country factor to help investors discover alpha, model risk exposure, optimize portfolio weighting, and improve fund administration and reporting.</p><p>Data Frequency - Annual; Update Frequency - Daily. 49,000+ Publically Listed Companies. All Russell 3000 and MSCI ACWI Index Consituents. U.S. Data is available from 2003, with Non-US data from 2007. For more details, visit OA 17555</p>

This .NET package is automatically generated by the OpenAPI Generator project:

• API version: 1.0.1
• Package version: 1.0.3
• Build package: com.factset.sdk.codegen.FactSetCSharpNetCoreClientCodegen

Requirements

• .NET Standard >= 2.0

Installation

.NET CLI

dotnet add package FactSet.SDK.Utils
dotnet add package FactSet.SDK.FactSetGeoRev

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetGeoRev

Usage

1. Generate authentication credentials.
2. Setup .NET Standard 2.0 compatible environment.
3. Install dependencies.
4. Run the following:

using System;
using System.Threading.Tasks;
using FactSet.SDK.Utils.Authentication;
using FactSet.SDK.FactSetGeoRev.Api;
using FactSet.SDK.FactSetGeoRev.Client;
using FactSet.SDK.FactSetGeoRev.Model;

namespace Example
{
    public static class GetCountriesExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.FactSetGeoRev.Client.Configuration();

            // 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-dotnet#authentication
            // for more information on using the ConfidentialClient class
            ConfidentialClient confidentialClient = await ConfidentialClient.CreateAsync("/path/to/app-config.json");
            config.OAuth2Client = confidentialClient;

            /* Basic authentication: FactSetApiKey */
            // See https://github.com/FactSet/enterprise-sdk#api-key
            // for information how to create an API key
            // config.Username = "USERNAME-SERIAL";
            // config.Password = "API-KEY";

            var apiInstance = new CountriesApi(config);
            var ids = new List<string>(); // List<string> | Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. <p>***ids limit** =  300 per request*</p> *<p>Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.</p>* 
            var countryIds = new List<string>(); // List<string> | The Country ISO2 Codes representing the Country requested. By default, the service will request *ALL* Countries. To limit the Countries returned in the response, provide a comma-separated list of the ISO2 Country Codes. Visit [OA 8754](https://my.apps.factset.com/oa/pages/8754) for a full list of ISO2 codes.  (optional) 
            var startDate = "2018-12-31";  // string | The start date requested for a given date range in **YYYY-MM-DD** format. Data is available on a Fiscal Annual periodicity and updated Daily. If left blank, the API will default to latest available fiscal period. Future dates (T+1) are not accepted in this endpoint.  (optional) 
            var endDate = "2019-12-31";  // string | The end date requested for a given date range in **YYYY-MM-DD** format. Data is available on a Fiscal Annual periodicity and updated daily. If left blank, the API will default to latest available fiscal period. Future dates (T+1) are not accepted in this endpoint.  (optional) 
            var frequency = "D";  // string | Controls the display frequency of the data returned.   * **D** = Daily   * **W** = Weekly, based on the last day of the week of the start date.   * **M** = Monthly, based on the last trading day of the month.   * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.).   * **CQ** = Quarterly based on the last trading day of the calendar quarter (March, June, September, or December).   * **FQ** = Fiscal Quarter of the company.   * **AY** = Actual Annual, based on the start date.   * **CY** = Calendar Annual, based on the last trading day of the calendar year.   * **FY** = Fiscal Annual, based on the last trading day of the company's fiscal year.     (optional)  (default to FY)
            var currency = "USD";  // string | Currency code for adjusting the data. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470). (optional) 

            try
            {
                // Gets the revenue details for the requested Countries.
                CountryResponse result = apiInstance.GetCountries(ids, countryIds, startDate, endDate, frequency, currency);
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling CountriesApi.GetCountries: " + e.Message );
                Console.WriteLine("Status Code: "+ e.ErrorCode);
                Console.WriteLine(e.StackTrace);
            }
        }
    }
}

Using a Proxy

To use the API client with a HTTP proxy, setup a System.Net.WebProxy

Configuration c = new Configuration();
System.Net.WebProxy webProxy = new System.Net.WebProxy("http://myProxyUrl:80/");
webProxy.Credentials = System.Net.CredentialCache.DefaultCredentials;
c.Proxy = webProxy;

Documentation for API Endpoints

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

Documentation for Models

• Model.Country
• Model.CountryRequest
• Model.CountryResponse
• Model.ErrorResponse
• Model.ErrorResponseSubErrors
• Model.Frequency
• Model.Region
• Model.RegionRequest
• Model.RegionResponse

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.