Metadata-Version: 2.1
Name: fds.sdk.FactSetGeoRev
Version: 0.21.0
Summary: FactSet GeoRev client library for Python
Home-page: https://github.com/FactSet/enterprise-sdk/tree/main/code/python/FactSetGeoRev/v1
Author: FactSet Research Systems
License: Apache-2.0
Keywords: FactSet,API,SDK
Platform: UNKNOWN
Requires-Python: >=3.7
Description-Content-Type: text/markdown
License-File: LICENSE
Requires-Dist: urllib3 (>=1.25.3)
Requires-Dist: python-dateutil
Requires-Dist: fds.sdk.utils (>=1.0.0)

<img alt="FactSet" src="https://www.factset.com/hubfs/Assets/images/factset-logo.svg" height="56" width="290">

# FactSet GeoRev client library for Python

[![PyPi](https://img.shields.io/pypi/v/fds.sdk.FactSetGeoRev)](https://pypi.org/project/fds.sdk.FactSetGeoRev/)
[![Apache-2 license](https://img.shields.io/badge/license-Apache2-brightgreen.svg)](https://www.apache.org/licenses/LICENSE-2.0)

FactSet Revere Geographic Revenue (\"GeoRev\") Exposure data provides a highly structured and normalized display of companies’ revenues by geography. Using a four level taxonomy structure, understand the companies' Super-Region-->Region-->Area-->Country revenue breakdowns. Quickly understand a company’s revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk. Understand the geographic footprint of a company based on sources of revenue versus country of domicile, and analyze global revenue exposures at the company, index, or portfolio level.<p> Geographic revenue has historically been difficult to analyze due to companies’ non-standard and incomplete reporting. Investors relying solely on this as-reported data are limited in their ability to compare, aggregate or screen exposures across a universe or portfolio of companies. To achieve normalization, FactSet GeoRev captures data through a proprietary four-level geographic classification structure. An estimation algorithm based on GDP weighting and accounting logic is then applied to solve for any non-explicit disclosures. The result is a consistent, accurate, and flexible dataset that can take a company’s revenues and break them down into any geographic country or region categories.</p><p>As markets become more integrated and companies expand operations beyond their domestic markets, GeoRev provides a new and valuable country factor to help investors discover alpha, model risk exposure, optimize portfolio weighting, and improve fund administration and reporting.</p><p>Data Frequency -  Annual; Update Frequency - Daily. 49,000+ Publically Listed Companies. All Russell 3000 and MSCI ACWI Index Consituents. U.S. Data is available from 2003, with Non-US data from 2007. For more details, visit [OA 17555](https://my.apps.factset.com/oa/pages/17555)</p>


This Python package is automatically generated by the [OpenAPI Generator](https://openapi-generator.tech) project:

- API version: 1.0.1
- Package version: 0.21.0
- Build package: org.openapitools.codegen.languages.PythonClientCodegen

## Requirements

* Python >= 3.7

## Installation

### Poetry

```shell
poetry add fds.sdk.utils fds.sdk.FactSetGeoRev
```

### pip

```shell
pip install fds.sdk.utils fds.sdk.FactSetGeoRev
```

## 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.FactSetGeoRev
from fds.sdk.FactSetGeoRev.api import countries_api
from fds.sdk.FactSetGeoRev.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.FactSetGeoRev.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.FactSetGeoRev.Configuration(
#     username='USERNAME-SERIAL',
#     password='API-KEY'
# )

# Enter a context with an instance of the API client
with fds.sdk.FactSetGeoRev.ApiClient(configuration) as api_client:
    # Create an instance of the API class
    api_instance = countries_api.CountriesApi(api_client)
    ids = ["AAPL-USA"] # [str] | Security or Entity identifiers. FactSet Identifiers, tickers, CUSIP and SEDOL are accepted input. <p>***ids limit** =  300 per request*</p> *<p>Make note, GET Method URL request lines are also limited to a total length of 8192 bytes (8KB). In cases where the service allows for thousands of ids, which may lead to exceeding this request line limit of 8KB, its advised for any requests with large request lines to be requested through the respective \"POST\" method.</p>* 
    country_ids = ["US","CN"] # [str] | The Country ISO2 Codes representing the Country requested. By default, the service will request *ALL* Countries. To limit the Countries returned in the response, provide a comma-separated list of the ISO2 Country Codes. Visit [OA 8754](https://my.apps.factset.com/oa/pages/8754) for a full list of ISO2 codes.  (optional) if omitted the server will use the default value of ["ALL"]
    start_date = "2018-12-31" # str | The start date requested for a given date range in **YYYY-MM-DD** format. Data is available on a Fiscal Annual periodicity and updated Daily. If left blank, the API will default to latest available fiscal period. Future dates (T+1) are not accepted in this endpoint.  (optional)
    end_date = "2019-12-31" # str | The end date requested for a given date range in **YYYY-MM-DD** format. Data is available on a Fiscal Annual periodicity and updated daily. If left blank, the API will default to latest available fiscal period. Future dates (T+1) are not accepted in this endpoint.  (optional)
    frequency = "FY" # str | Controls the display frequency of the data returned.   * **D** = Daily   * **W** = Weekly, based on the last day of the week of the start date.   * **M** = Monthly, based on the last trading day of the month.   * **AM** = Monthly, based on the start date (e.g., if the start date is June 16, data is displayed for June 16, May 16, April 16 etc.).   * **CQ** = Quarterly based on the last trading day of the calendar quarter (March, June, September, or December).   * **FQ** = Fiscal Quarter of the company.   * **AY** = Actual Annual, based on the start date.   * **CY** = Calendar Annual, based on the last trading day of the calendar year.   * **FY** = Fiscal Annual, based on the last trading day of the company's fiscal year.     (optional) if omitted the server will use the default value of "FY"
    currency = "USD" # str | Currency code for adjusting the data. For a list of currency ISO codes, visit [Online Assistant Page #1470](https://oa.apps.factset.com/pages/1470). (optional)

    try:
        # Gets the revenue details for the requested Countries.
        api_response = api_instance.get_countries(ids, country_ids=country_ids, start_date=start_date, end_date=end_date, frequency=frequency, currency=currency)
        pprint(api_response)
    except fds.sdk.FactSetGeoRev.ApiException as e:
        print("Exception when calling CountriesApi->get_countries: %s\n" % e)

    # Get response, http status code and response headers
    # try:
    #     # Gets the revenue details for the requested Countries.
    #     api_response, http_status_code, response_headers = api_instance.get_countries_with_http_info(ids, country_ids=country_ids, start_date=start_date, end_date=end_date, frequency=frequency, currency=currency)
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.FactSetGeoRev.ApiException as e:
    #     print("Exception when calling CountriesApi->get_countries: %s\n" % e)

    # Get response asynchronous
    # try:
    #     # Gets the revenue details for the requested Countries.
    #     async_result = api_instance.get_countries_async(ids, country_ids=country_ids, start_date=start_date, end_date=end_date, frequency=frequency, currency=currency)
    #     api_response = async_result.get()
    #     pprint(api_response)
    # except fds.sdk.FactSetGeoRev.ApiException as e:
    #     print("Exception when calling CountriesApi->get_countries: %s\n" % e)

    # Get response, http status code and response headers asynchronous
    # try:
    #     # Gets the revenue details for the requested Countries.
    #     async_result = api_instance.get_countries_with_http_info_async(ids, country_ids=country_ids, start_date=start_date, end_date=end_date, frequency=frequency, currency=currency)
    #     api_response, http_status_code, response_headers = async_result.get()
    #     pprint(api_response)
    #     pprint(http_status_code)
    #     pprint(response_headers)
    # except fds.sdk.FactSetGeoRev.ApiException as e:
    #     print("Exception when calling CountriesApi->get_countries: %s\n" % e)

```

## Documentation for API Endpoints

All URIs are relative to *https://api.factset.com/content*

Class | Method | HTTP request | Description
------------ | ------------- | ------------- | -------------
*CountriesApi* | [**get_countries**](docs/CountriesApi.md#get_countries) | **GET** /factset-georev/v1/countries | Gets the revenue details for the requested Countries.
*CountriesApi* | [**get_countries_for_list**](docs/CountriesApi.md#get_countries_for_list) | **POST** /factset-georev/v1/countries | Gets the revenue details for the requested Countries. Use for large lists of ids.
*RegionsApi* | [**get_regions**](docs/RegionsApi.md#get_regions) | **GET** /factset-georev/v1/regions | Gets the revenue details for the requested Regions
*RegionsApi* | [**get_regions_for_list**](docs/RegionsApi.md#get_regions_for_list) | **POST** /factset-georev/v1/regions | Gets the revenue details for the requested Regions. Use for large lists of company ids.


## Documentation For Models

 - [Country](docs/Country.md)
 - [CountryIds](docs/CountryIds.md)
 - [CountryRequest](docs/CountryRequest.md)
 - [CountryResponse](docs/CountryResponse.md)
 - [ErrorResponse](docs/ErrorResponse.md)
 - [ErrorResponseSubErrors](docs/ErrorResponseSubErrors.md)
 - [Frequency](docs/Frequency.md)
 - [Ids](docs/Ids.md)
 - [Region](docs/Region.md)
 - [RegionIds](docs/RegionIds.md)
 - [RegionRequest](docs/RegionRequest.md)
 - [RegionResponse](docs/RegionResponse.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.FactSetGeoRev.apis and fds.sdk.FactSetGeoRev.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.FactSetGeoRev.api.default_api import DefaultApi`
- `from fds.sdk.FactSetGeoRev.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.FactSetGeoRev
from fds.sdk.FactSetGeoRev.apis import *
from fds.sdk.FactSetGeoRev.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.



