FactSet.SDK.FactSetPrivateCompany 1.0.1

FactSet Private Company client library for .NET

FactSet Private Company API encompasses Private Company Financials and includes some Private Company non-periodic data. Additional Private Company firmographics can be found in the FactSet Entity API. <p><b>Rate limit is set to 10 requests per second and 10 concurrent requests per user</b>.</p>

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

• API version: 1.0.0
• SDK version: 1.0.1
• Build package: com.factset.sdk.codegen.FactSetCSharpNetCoreClientCodegen

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

Requirements

• .NET Standard >= 2.0

Installation

.NET CLI

dotnet add package FactSet.SDK.Utils
dotnet add package FactSet.SDK.FactSetPrivateCompany -v 1.0.1

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.FactSetPrivateCompany -Version 1.0.1

Usage

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

Example Code

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

namespace Example
{
    public static class GetFinancialsReportExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.FactSetPrivateCompany.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
            //
            // The confidential client instance should be reused in production environments.
            // 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 CompanyReportsApi(config);
            var ids = new List<string>(); // List<string> | The requested list of Factset Private Company identifiers in XXXXXX-E format <p>***ids limit** =  50 per request*</p> 
            var statementType = "BS";  // string | The type of financial statement being requested
            var currency = "\"LOCAL\"";  // string | Currency code for currency values. For a list of currency ISO codes, visit Online Assistant Page [OA1470](https://my.apps.factset.com/oa/pages/1470).  Giving input as \"DOC\" would give the values in reporting currency for the requested ids.  (optional)  (default to "LOCAL")
            var numberAnnualPeriods = 4;  // int? | The number of annual periods for the returned data which will be displayed in descending order from most recent annual period for the number of annual periods specified. </br>Within range of 1 to 100. If not specified default will be 4.       (optional)  (default to 4)

            try
            {
                // Returns Private Company Financial Data
                FinancialStatementsResponse result = apiInstance.GetFinancialsReport(ids, statementType, currency, numberAnnualPeriods);
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling CompanyReportsApi.GetFinancialsReport: " + 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/private-company/v1

Documentation for Models

• Model.EntityMatch
• Model.EntityMatchRequest
• Model.EntityMatchRequestBody
• Model.EntityMatchesResponse
• Model.ErrorObject
• Model.ErrorObjectLinks
• Model.ErrorResponse
• Model.FinancialStatements
• Model.FinancialStatementsResponse
• Model.Financials
• Model.FinancialsRequest
• Model.FinancialsRequestBody
• Model.FinancialsResponse
• Model.Metric
• Model.MetricsResponse
• Model.NonPeriodic
• Model.NonPeriodicRequest
• Model.NonPeriodicRequestBody
• Model.NonPeriodicResponse
• Model.NonPeriodicValue
• Model.Profile
• Model.ProfileResponse
• Model.StatementItem

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 2025 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.