FactSet.SDK.InvestmentResearch 0.1.1

Investment Research client library for .NET

The Investment Research API provides a comprehensive set of functionalities for searching and retrieving research reports and documents from various contributors.

This API is designed to expose document search and document retrieval functionality. A document search will allow a request to query FactSet document databases based on certain search criteria specified in the request.

FactSet collects research reports and models from brokers, independent research providers, market research firms, rating agencies, and other publishers of research. These documents are processed and made available to clients within about two minutes of receipt.

FactSet delivers this content through two main products:

FactSet Research Connect – real-time research for investment managers entitled by the contributors to access the content.

FactSet Aftermarket Research – delayed research for investment bankers permitted by contributors to purchase the research.

The meta endpoints namely time-zones, categories, research-contributors, research-analysts, security-types and asset-types provide comprehensive lists of data that is used in the research endpoints.

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

• API version: 0.0.0
• SDK version: 0.1.1
• 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.InvestmentResearch -v 0.1.1

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.InvestmentResearch -Version 0.1.1

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.InvestmentResearch.Api;
using FactSet.SDK.InvestmentResearch.Client;
using FactSet.SDK.InvestmentResearch.Model;

namespace Example
{
    public static class GetAssetTypesExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.InvestmentResearch.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 MetaApi(config);

            try
            {
                // Returns the codes indicating asset types.
                AssetTypesResponse result = apiInstance.GetAssetTypes();
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling MetaApi.GetAssetTypes: " + 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/investment-research/v0

Documentation for Models

• Model.AssetResponse
• Model.AssetTypesResponse
• Model.CategoriesResponse
• Model.CategoriesResponseObject
• Model.CountRequest
• Model.CountRequestBody
• Model.CountResponse
• Model.CountResponseObject
• Model.Document
• Model.ErrorExample
• Model.ErrorResponse
• Model.InvalidIdErrorObject
• Model.InvestmentResearchResponse
• Model.InvestmentResearchResponseItems
• Model.InvestmentResearchResponseMeta
• Model.InvestmentResearchResponseMetaPagination
• Model.ResearchAnalystResponse
• Model.ResearchAnalystResponseObject
• Model.ResearchContributorResponse
• Model.ResearchContributorResponseObject
• Model.SearchRequest
• Model.SearchRequestBody
• Model.SearchRequestMeta
• Model.SearchRequestMetaPagination
• Model.SecurityResponse
• Model.SecurityTypesResponse
• Model.TimeZoneResponse
• Model.TimeZonesResponse

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.