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fds.sdk.Portfolio-0.21.3
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Portfolio client library for Python
| ویژگی | مقدار |
|---|---|
| سیستم عامل | - |
| نام فایل | fds.sdk.Portfolio-0.21.3 |
| نام | fds.sdk.Portfolio |
| نسخه کتابخانه | 0.21.3 |
| نگهدارنده | [] |
| ایمیل نگهدارنده | [] |
| نویسنده | FactSet Research Systems |
| ایمیل نویسنده | - |
| آدرس صفحه اصلی | https://github.com/FactSet/enterprise-sdk/tree/main/code/python/Portfolio/v3 |
| آدرس اینترنتی | https://pypi.org/project/fds.sdk.Portfolio/ |
| مجوز | Apache License, Version 2.0 |
[](https://www.factset.com)
# Portfolio client library for Python
[](https://pypi.org/project/fds.sdk.Portfolio/)
[](https://www.apache.org/licenses/LICENSE-2.0)
Allow clients to fetch ModelAccounts Analytics through APIs.
This Python package is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:
- API version: 3
- Package version: 0.21.3
- Build package: org.openapitools.codegen.languages.PythonClientCodegen
For more information, please visit [https://developer.factset.com/contact](https://developer.factset.com/contact)
## Requirements
* Python >= 3.7
## Installation
### Poetry
```shell
poetry add fds.sdk.utils fds.sdk.Portfolio
```
### pip
```shell
pip install fds.sdk.utils fds.sdk.Portfolio
```
## Usage
1. [Generate authentication credentials](../../../../README.md#authentication).
2. Setup Python environment.
1. Install and activate python 3.7+. If you're using [pyenv](https://github.com/pyenv/pyenv):
```sh
pyenv install 3.9.7
pyenv shell 3.9.7
```
2. (optional) [Install poetry](https://python-poetry.org/docs/#installation).
3. [Install dependencies](#installation).
4. Run the following:
```python
from fds.sdk.utils.authentication import ConfidentialClient
import fds.sdk.Portfolio
from fds.sdk.Portfolio.api import model_accounts_api
from fds.sdk.Portfolio.models import *
from dateutil.parser import parse as dateutil_parser
from pprint import pprint
# See configuration.py for a list of all supported configuration parameters.
# 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-python#authentication
# for more information on using the ConfidentialClient class
configuration = fds.sdk.Portfolio.Configuration(
fds_oauth_client=ConfidentialClient('/path/to/app-config.json')
)
# Basic authentication: FactSetApiKey
# See https://github.com/FactSet/enterprise-sdk#api-key
# for information how to create an API key
# configuration = fds.sdk.Portfolio.Configuration(
# username='USERNAME-SERIAL',
# password='API-KEY'
# )
# Enter a context with an instance of the API client
with fds.sdk.Portfolio.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = model_accounts_api.ModelAccountsApi(api_client)
name = "name_example" # str | The path and filename of the model account to create or update
model_account_fields_root = ModelAccountFieldsRoot(
data=ModelAccountFields(
iterative={
"key": {
"key": {
"key": "key_example",
},
},
},
non_iterative={
"key": {
"key": "key_example",
},
},
additional_fields=[
ModelAccountAdditionalField(
iteration=True,
name="name_example",
type="type_example",
description="description_example",
split_direction="split_direction_example",
size=1,
code_page_flag="code_page_flag_example",
),
],
),
meta={
"key": "key_example",
},
) # ModelAccountFieldsRoot | The object containing the input values (optional)
try:
# Create or update an existing model account
api_instance.create_or_update_model_account(name, model_account_fields_root=model_account_fields_root)
except fds.sdk.Portfolio.ApiException as e:
print("Exception when calling ModelAccountsApi->create_or_update_model_account: %s\n" % e)
# Get response, http status code and response headers
# try:
# # Create or update an existing model account
# api_response, http_status_code, response_headers = api_instance.create_or_update_model_account_with_http_info(name, model_account_fields_root=model_account_fields_root)
# except fds.sdk.Portfolio.ApiException as e:
# print("Exception when calling ModelAccountsApi->create_or_update_model_account: %s\n" % e)
# Get response asynchronous
# try:
# # Create or update an existing model account
# async_result = api_instance.create_or_update_model_account_async(name, model_account_fields_root=model_account_fields_root)
# except fds.sdk.Portfolio.ApiException as e:
# print("Exception when calling ModelAccountsApi->create_or_update_model_account: %s\n" % e)
# Get response, http status code and response headers asynchronous
# try:
# # Create or update an existing model account
# async_result = api_instance.create_or_update_model_account_with_http_info_async(name, model_account_fields_root=model_account_fields_root)
# except fds.sdk.Portfolio.ApiException as e:
# print("Exception when calling ModelAccountsApi->create_or_update_model_account: %s\n" % e)
```
### Using Pandas
To convert an API response to a Pandas DataFrame, it is necessary to transform it first to a dictionary.
```python
import pandas as pd
response_dict = api_response.to_dict()['data']
simple_json_response = pd.DataFrame(response_dict)
nested_json_response = pd.json_normalize(response_dict)
```
### Debugging
The SDK uses the standard library [`logging`](https://docs.python.org/3/library/logging.html#module-logging) module.
Setting `debug` to `True` on an instance of the `Configuration` class sets the log-level of related packages to `DEBUG`
and enables additional logging in Pythons [HTTP Client](https://docs.python.org/3/library/http.client.html).
**Note**: This prints out sensitive information (e.g. the full request and response). Use with care.
```python
import logging
import fds.sdk.Portfolio
logging.basicConfig(level=logging.DEBUG)
configuration = fds.sdk.Portfolio.Configuration(...)
configuration.debug = True
```
## Documentation for API Endpoints
All URIs are relative to *https://api.factset.com*
Class | Method | HTTP request | Description
------------ | ------------- | ------------- | -------------
*ModelAccountsApi* | [**create_or_update_model_account**](docs/ModelAccountsApi.md#create_or_update_model_account) | **PUT** /analytics/accounts/v3/models/{name} | Create or update an existing model account
*ModelAccountsApi* | [**delete_a_model_account**](docs/ModelAccountsApi.md#delete_a_model_account) | **DELETE** /analytics/accounts/v3/models/{name} | Delete model account, takes an account path and name and deletes it.
*ModelAccountsApi* | [**delete_model_account_by_date**](docs/ModelAccountsApi.md#delete_model_account_by_date) | **DELETE** /analytics/accounts/v3/models/{name}/dates/{date} | Delete all entries for a date or specific symbol entries for a date from a previously created account.
*ModelAccountsApi* | [**delete_model_account_by_symbol**](docs/ModelAccountsApi.md#delete_model_account_by_symbol) | **DELETE** /analytics/accounts/v3/models/{name}/symbols/{symbol} | Delete all entries for a symbol or specific date entries for a symbol from a previously created account.
*ModelAccountsApi* | [**get_account**](docs/ModelAccountsApi.md#get_account) | **GET** /analytics/accounts/v3/models/{name} | Get account endpoint, takes an account name and returns underlying data
*ModelAccountsApi* | [**get_account_for_date**](docs/ModelAccountsApi.md#get_account_for_date) | **GET** /analytics/accounts/v3/models/{name}/dates/{date} | Get account endpoint, takes an account name, date and returns underlying data for that date
*ModelAccountsApi* | [**get_account_for_date_and_symbol**](docs/ModelAccountsApi.md#get_account_for_date_and_symbol) | **GET** /analytics/accounts/v3/models/{name}/dates/{date}/symbols/{symbol} | Get account endpoint, takes an account name and returns underlying data
*ModelAccountsApi* | [**get_account_for_symbol**](docs/ModelAccountsApi.md#get_account_for_symbol) | **GET** /analytics/accounts/v3/models/{name}/symbols/{symbol} | Get account endpoint, takes an account name, symbol and returns underlying data for that symbol
*ModelAccountsApi* | [**get_account_schema**](docs/ModelAccountsApi.md#get_account_schema) | **GET** /analytics/accounts/v3/models/{name}/schema | Get account schema endpoint, takes an account name and returns its schema
## Documentation For Models
- [ClientErrorResponse](docs/ClientErrorResponse.md)
- [DataAndMetaModel](docs/DataAndMetaModel.md)
- [Error](docs/Error.md)
- [ErrorSource](docs/ErrorSource.md)
- [ModelAccountAdditionalField](docs/ModelAccountAdditionalField.md)
- [ModelAccountFields](docs/ModelAccountFields.md)
- [ModelAccountFieldsRoot](docs/ModelAccountFieldsRoot.md)
## Documentation For Authorization
## FactSetApiKey
- **Type**: HTTP basic authentication
## FactSetOAuth2
- **Type**: OAuth
- **Flow**: application
- **Authorization URL**:
- **Scopes**: N/A
## Notes for Large OpenAPI documents
If the OpenAPI document is large, imports in fds.sdk.Portfolio.apis and fds.sdk.Portfolio.models may fail with a
RecursionError indicating the maximum recursion limit has been exceeded. In that case, there are a couple of solutions:
Solution 1:
Use specific imports for apis and models like:
- `from fds.sdk.Portfolio.api.default_api import DefaultApi`
- `from fds.sdk.Portfolio.model.pet import Pet`
Solution 2:
Before importing the package, adjust the maximum recursion limit as shown below:
```
import sys
sys.setrecursionlimit(1500)
import fds.sdk.Portfolio
from fds.sdk.Portfolio.apis import *
from fds.sdk.Portfolio.models import *
```
## Contributing
Please refer to the [contributing guide](../../../../CONTRIBUTING.md).
## 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.
نیازمندی
| مقدار | نام |
|---|---|
| >=1.25.3 | urllib3 |
| - | python-dateutil |
| >=1.0.0 | fds.sdk.utils |
زبان مورد نیاز
| مقدار | نام |
|---|---|
| >=3.7 | Python |
نحوه نصب
نصب پکیج whl fds.sdk.Portfolio-0.21.3:
pip install fds.sdk.Portfolio-0.21.3.whl
نصب پکیج tar.gz fds.sdk.Portfolio-0.21.3:
pip install fds.sdk.Portfolio-0.21.3.tar.gz