FactSet.SDK.WatchlistAPIforDigitalPortals 0.9.5

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Watchlist API for Digital Portals client library for .NET

Watchlists keeps track of users' individual investment objectives. They are meant to support the self-directed business of wealth management firms.

The Watchlist API for Digital Portals is fully integrated with the corresponding Quotes API, allowing access to detailed price and performance information of instruments in a watchlist. This also supports basic security identifier cross-reference. To complement the Watchlist API with direct access to price histories, please refer to the Time Series API for Digital Portals.

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

• API version: 2
• Package version: 0.9.5
• 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.WatchlistAPIforDigitalPortals

NuGet

nuget install FactSet.SDK.Utils
nuget install FactSet.SDK.WatchlistAPIforDigitalPortals

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

namespace Example
{
    public static class GetWatchlistGetExample
    {
        public static async Task Main()
        {
            var config = new FactSet.SDK.WatchlistAPIforDigitalPortals.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 WatchlistApi(config);
            var id = "id_example";  // string | 
            var attributes = new List<string>(); // List<string> | Limit the attributes returned in the response to the specified set. (optional) 

            try
            {
                // Details of a watchlist.
                InlineResponse2001 result = apiInstance.GetWatchlistGet(id, attributes);
                Console.WriteLine(result.ToJson());
            }
            catch (ApiException e)
            {
                Console.WriteLine("Exception when calling WatchlistApi.GetWatchlistGet: " + 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/wealth/v1

Documentation for Models

• Model.CursorBasedPaginationOutputObject
• Model.CursorBasedPaginationOutputObjectWithoutTotal
• Model.ErrorMetaObject
• Model.InlineObject
• Model.InlineObject1
• Model.InlineObject2
• Model.InlineObject3
• Model.InlineObject4
• Model.InlineObject5
• Model.InlineObject6
• Model.InlineResponse200
• Model.InlineResponse2001
• Model.InlineResponse2001Data
• Model.InlineResponse2002
• Model.InlineResponse2002Data
• Model.InlineResponse2003
• Model.InlineResponse2004
• Model.InlineResponse2004Data
• Model.InlineResponse2004DataNotation
• Model.InlineResponse2005
• Model.InlineResponse2005Data
• Model.InlineResponse2005Notation
• Model.InlineResponse201
• Model.InlineResponse2011
• Model.InlineResponse2011Data
• Model.InlineResponse201Data
• Model.InlineResponse201Meta
• Model.OffsetBasedPaginationOutputObject
• Model.OffsetBasedPaginationOutputObjectWithoutTotal
• Model.PartialOutputObject
• Model.StatusObject
• Model.WatchlistCreateData
• Model.WatchlistCreateMeta
• Model.WatchlistDeleteData
• Model.WatchlistModifyData
• Model.WatchlistPositionCreateData
• Model.WatchlistPositionCreateDataNotation
• Model.WatchlistPositionDeleteData
• Model.WatchlistPositionDeleteDataPosition
• Model.WatchlistPositionGetData
• Model.WatchlistPositionGetDataPosition
• Model.WatchlistPositionModifyData
• Model.WatchlistPositionModifyDataPosition

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.