FactSet.SDK.Symbology 1.0.3

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There is a newer version of this package available.
See the version list below for details.
dotnet add package FactSet.SDK.Symbology --version 1.0.3
NuGet\Install-Package FactSet.SDK.Symbology -Version 1.0.3
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package.
<PackageReference Include="FactSet.SDK.Symbology" Version="1.0.3" />
For projects that support PackageReference, copy this XML node into the project file to reference the package.
paket add FactSet.SDK.Symbology --version 1.0.3
#r "nuget: FactSet.SDK.Symbology, 1.0.3"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package.
// Install FactSet.SDK.Symbology as a Cake Addin
#addin nuget:?package=FactSet.SDK.Symbology&version=1.0.3

// Install FactSet.SDK.Symbology as a Cake Tool
#tool nuget:?package=FactSet.SDK.Symbology&version=1.0.3

FactSet

Symbology client library for .NET

Nuget Apache-2 license

The FactSet Symbology API provides symbol resolution services, allowing clients to translate market identifiers into various symbology types such as, FactSet Permanent Identifiers, CUSIP, ISIN, SEDOL, Tickers, and Bloomberg FIGIs. <p>Factset's Symbology API sits at the center of its hub-and-spoke data model, enabling you to quickly harmonize the expanding catalog of Content APIs. Translate market IDs into CUSIP, SEDOL, ISIN, Tickers as of a point in time or for the entire history of the requested id allowing Data Management workflows to normalize ids over time.</p>

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

  • API version: 2.1.2
  • 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.Symbology

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.Symbology

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

namespace Example
{
    public static class BatchTranslateBloombergExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.Symbology.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 BloombergFIGIApi(config);
            var bloombergTranslationRequest = new BloombergTranslationRequest(); // BloombergTranslationRequest | Request Body for Bloomberg FIGIs.

            try
            {
                // Translate market security symbols into Bloomberg Identifiers.
                BloombergTranslationResponse result = apiInstance.BatchTranslateBloomberg(bloombergTranslationRequest);
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling BloombergFIGIApi.BatchTranslateBloomberg: " + 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

Class Method HTTP request Description
BloombergFIGIApi BatchTranslateBloomberg POST /symbology/v2/bloomberg Translate market security symbols into Bloomberg Identifiers.
BloombergFIGIApi TranslateBloomberg GET /symbology/v2/bloomberg Translate market security symbols into Bloomberg Identifiers.
CUSIPApi BatchCusipHistory POST /symbology/v2/cusip-history Retrieve the full history or as of a specific date of CUSIP changes for the requested ID(s).
CUSIPApi BatchTranslateCusips POST /symbology/v2/cusip Translate market security symbols into CUSIP - Current Only
CUSIPApi CusipHistory GET /symbology/v2/cusip-history Retrieve the full history or as of a requested date of CUSIP changes for the requested ID(s).
CUSIPApi TranslateCusip GET /symbology/v2/cusip Translate market security symbols into CUSIPs - Current Only
FactSetApi BatchTranslateFactSet POST /symbology/v2/factset Translate market security symbols into FactSet Permanent Identifiers
FactSetApi BatchTranslateFactSetAdvanced POST /symbology/v2/factset-advanced Translate advanced symbol types into FactSet Permanent Identifiers
FactSetApi TranslateFactset GET /symbology/v2/factset Translate market security symbols into FactSet Permanent Identifiers.
FactSetApi TranslateFactsetAdvanced GET /symbology/v2/factset-advanced Translate advanced symbol types into FactSet Permanent Identifiers
ISINApi BatchIsinHistory POST /symbology/v2/isin-history Translate Market IDs into ISINS as of a specific date or receive the full history of changes.
ISINApi BatchTranslateIsin POST /symbology/v2/isin Translate market security symbols into ISIN. - Current Only
ISINApi IsinHistory GET /symbology/v2/isin-history Translate Market IDs into ISINS as of a specific date or receive the full history of changes.
ISINApi TranslateIsin GET /symbology/v2/isin Translate market security symbols into ISIN. - Current Only
SEDOLApi BatchSedolHistory POST /symbology/v2/sedol-history Retrieve the full history or as of a specific date of SEDOL changes for a requested ID.
SEDOLApi BatchTranslateSedol POST /symbology/v2/sedol Translate market security symbols into SEDOL. - Current Only
SEDOLApi SedolHistory GET /symbology/v2/sedol-history Retrieve the full history or as of a specific date of SEDOL changes for the requested ID(s).
SEDOLApi TranslateSedol GET /symbology/v2/sedol Translate market security symbols into SEDOL. - Current Only
TickerApi BatchTickerHistory POST /symbology/v2/ticker-history Returns the full history of Ticker-Exchange or Ticker-Region changes for a requested security.
TickerApi BatchTranslateTicker POST /symbology/v2/ticker Returns the Ticker-Exchange or Ticker-Region for a given security.
TickerApi TickerHistory GET /symbology/v2/ticker-history Returns the full history of Ticker-Exchange or Ticker-Region changes for a requested security.
TickerApi TranslateTicker GET /symbology/v2/ticker Returns the Ticker-Exchange or Ticker-Region for a given security. - Current Only

Documentation for Models

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 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.

Product Compatible and additional computed target framework versions.
.NET net5.0 was computed.  net5.0-windows was computed.  net6.0 was computed.  net6.0-android was computed.  net6.0-ios was computed.  net6.0-maccatalyst was computed.  net6.0-macos was computed.  net6.0-tvos was computed.  net6.0-windows was computed.  net7.0 was computed.  net7.0-android was computed.  net7.0-ios was computed.  net7.0-maccatalyst was computed.  net7.0-macos was computed.  net7.0-tvos was computed.  net7.0-windows was computed.  net8.0 was computed.  net8.0-android was computed.  net8.0-browser was computed.  net8.0-ios was computed.  net8.0-maccatalyst was computed.  net8.0-macos was computed.  net8.0-tvos was computed.  net8.0-windows was computed. 
.NET Core netcoreapp2.0 was computed.  netcoreapp2.1 was computed.  netcoreapp2.2 was computed.  netcoreapp3.0 was computed.  netcoreapp3.1 was computed. 
.NET Standard netstandard2.0 is compatible.  netstandard2.1 was computed. 
.NET Framework net461 was computed.  net462 was computed.  net463 was computed.  net47 was computed.  net471 was computed.  net472 was computed.  net48 was computed.  net481 was computed. 
MonoAndroid monoandroid was computed. 
MonoMac monomac was computed. 
MonoTouch monotouch was computed. 
Tizen tizen40 was computed.  tizen60 was computed. 
Xamarin.iOS xamarinios was computed. 
Xamarin.Mac xamarinmac was computed. 
Xamarin.TVOS xamarintvos was computed. 
Xamarin.WatchOS xamarinwatchos was computed. 
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NuGet packages

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Version Downloads Last updated
4.0.2 98 4/10/2024
4.0.1 115 2/28/2024
4.0.0 176 12/29/2023
3.1.5 186 10/25/2023
3.1.4 156 8/30/2023
3.1.3 144 8/11/2023
3.1.2 130 7/11/2023
3.1.1 130 6/6/2023
3.1.0 123 5/26/2023
3.0.3 132 5/11/2023
3.0.2 210 3/1/2023
3.0.1 222 2/24/2023
3.0.0 260 1/26/2023
2.2.0 268 1/18/2023
2.1.0 321 11/3/2022
2.0.0 341 10/24/2022
1.0.10 80 4/10/2024
1.0.9 129 10/25/2023
1.0.8 129 8/30/2023
1.0.7 141 8/11/2023
1.0.6 124 7/11/2023
1.0.5 135 6/6/2023
1.0.4 127 5/11/2023
1.0.3 216 3/1/2023
1.0.2 221 2/24/2023
1.0.1 260 1/18/2023
1.0.0 357 8/31/2022
0.21.0 376 7/21/2022
0.20.0 373 5/24/2022
0.9.1 404 2/14/2022
0.9.0 391 2/2/2022
0.8.10 120 8/30/2023
0.8.9 137 8/11/2023
0.8.8 125 6/6/2023
0.8.7 113 5/11/2023
0.8.6 213 3/1/2023
0.8.5 218 2/24/2023
0.8.4 357 8/31/2022
0.8.3 364 7/21/2022
0.8.2 380 5/24/2022
0.8.1 379 2/14/2022
0.8.0 387 2/2/2022

Refer to Changelog on GitHub source repository