Operations added to the API for Stock Factor and Data Series

Latest Release
1

There are 6 new API operations available which create/update, delete or upload data to an imported data series or stock factor:
data_series_create_update
data_series_delete
data_series_upload
stock_factor_create_update
stock_factor_delete
stock_factor_upload

The API page in the Knowledge Base contains information and examples for each operation.

The code for the examples is here

You will need to update your p123api package to access these new operations. This is done by running the following at a command prompt: pip install -U p123api

2

Thank you.

Would it be possible to add the ability to upload stock factors without triggering the unknow symbol error. Just ignore these or add an option to ignore them.

If there is a lot of symbols that doesn’t match P123 symbols then it really time consuming to remove them all as the error displayed by P123 doesn’t show all unknown symbols.

3

I see that it is possible to ignore errors in the API. That is good. Maybe it could be added to the website as well.

4

The website will also have the option to ignore errors and the other enhancements you see in the API. Those changes should be released this week.

5

Great. Thanks.

6

Hi Dan - it will be a while before I try these new API features but I was wondering how to call up the data series or stock factor within P123 screens, ranking systems, ports, etc.

Thanks
Steve

7

Hi Steve.
This page in the knowledge base explains what imported stock factors and data series are and gives some examples of how they can be used. Please read that and let me know if you have any questions or examples you want me to go over. I have not yet updated that page to reflect the new functionality, but I will do that on the day those functionality changes go out to the web site.

8

P123 must have all the old stock symbols in their system and their matching currently recognizable symbols. It should be easy to automatically converted the old to the current symbols when uploading stock factors.

9

This is not the case. A lot of symbol names are dropped/renamed. When I tried to upload factors with P123 symbols (from 2000 to 2019) I have downloaded one year ago, I found out that at least 5% (and even more) of the symbols has changed. The value is too high and I am not sure why.

10

According to P123:
For the key column, you must specify either a Portfolio123 StockID, current ticker, GVKey, current CUSIP, or CIK, matching the identification specified in the header.

Question is whether for unlisted stocks any of the above can be matched to the old ticker symbols automatically. So where can one find a listing of all the Portfolio123 StockIDs, for example? And showing my ignorance, what is a GVKey or CIK, and where can one find them.

11

Here are some symbols that used to be available (maybe the last 18 months) and are no longer available now

[‘SSINQ’,‘APSG^11’,‘KRON^07’,‘WOOF^17’,‘MNIQQ’,‘TLRDQ’,‘PIRRQ’,‘MYL’,‘NBL’,‘CMPX^06’,‘SHLOQ’,‘ASFI’,‘TMX^12’,‘CETV’,‘LBYYQ’,‘CTEC^07’,‘BNE^10’,‘HKNI’,‘MIG^15’,‘ETFC’,‘TSU’,‘LU^06’,‘UN’,‘AMCRY^19’,‘CBL’,‘AMTD’,‘AMAG’,‘VVUSQ’,‘IMMU’,‘EOCCY’,‘ID^11’,‘ELGXQ’,‘ARRY^19’,‘GSH’,‘EMIS’,‘DDXSQ’,‘LADG10^18’,‘CRCUF’,‘EVTND’,‘BIPHD’,‘WMSI’,‘AMTD’,‘AKRXQ’,‘VVUSQ’,‘EOCCY’,‘ELGXQ’,‘ID^11’,‘SPIR’,‘IMMU’,‘ARRY^19’,‘HOMS^15’,‘BBX’,‘BBX’,‘BBX’,‘BBX’,‘BBX’,‘BBX’,‘GPOR’,‘BREW’,‘MNTA’,‘GMO’,‘BBX’,‘GMO’,‘LEAP^14’,‘BBX’,‘MNTA’,‘GMO’,‘LEAP^14’,‘GPOR’,‘BBX’,‘MNTA’,‘GMO’,‘CPTRF’,‘LEAP^14’,‘BBX’,‘WLGC’,‘NWGI’,‘BSTC’,‘PNTV’,‘MOBQD’, ‘CLHRF’,‘BPIGF’, ‘PTSC’, ‘CERT^09’, ‘BTE’, ‘NGAC^10’, ‘GFA’, ‘TMKOY’, ‘NSH^18’, ‘HTZ’, ‘DXIED’, ‘BBGP’, ‘IMUCD’, ‘FSR^12’, ‘SNRAD’, ‘INWK’, ‘BPIGF’, ‘BBGP’,‘SFEG’, ‘MRM^10’, ‘YGEHY’, ‘JAGGD’, ‘MRM^10’, ‘CIBHD’, ‘SNYFY’, ‘TOMZD’, ‘CCCL’, ‘GBOE’, ‘JAGGD’, ‘RST’, ‘HHT’, ‘REXN’, ‘WMGI’, ‘SITO’, ‘HGLI’, ‘STBK^10’, ‘SVBLD’, ‘UPZSD’, ‘BRTXQ’, ‘CHMT^17’, ‘LLEXQ’, ‘BITA’, ‘EMGC’, ‘BARZ’, ‘GNCIQ’, ‘ACTV^13’, ‘POTG’, ‘GLLK’, ‘FRAN’, ‘DNKN’, ‘CLASD’, ‘PACD’, ‘EACR’, ‘WEIN’, ‘MSTG’, ‘SNDY’, ‘CERE^16’, ‘MYOS’, ‘HCRSQ’, ‘LDHL’, ‘SDLPF’, ‘GARS’, ‘SDRMU’, ‘MNK’, ‘RTRX’, ‘GRAM’, ‘ESGC’, ‘MVNR^15’, ‘EPEGQ’, ‘RICE^17’, ‘GLDLF’, ‘RICE^17’, ‘PIH’, ‘LONE’, ‘MOBL’, ‘DNAX’, ‘MR’, ‘SERV’, ‘PFNX’, ‘AACH’, ‘VSLR’, ‘DM^19’, ‘CRCQQ’, ‘SKYS’, ‘ONDK’, ‘ALSWF’, ‘CHEK^20’, ‘ADRO’, ‘JCAP’, ‘AXGT’, ‘AIMT’, ‘FORK’, ‘MYOK’, ‘QPWRD’, ‘WINS’, ‘YIN’, ‘SBPH’, ‘INGIY’, ‘CTRCQ’, ‘ADSW’, ‘NTRP’, ‘HEBT’, ‘CGOTF’, ‘KAYS’, ‘MDTR’, ‘TRPX^20’, ‘ZEST’, ‘AKCA’, ‘YOGA’, ‘EMPK’, ‘ZMTP’, ‘SCBH’, ‘DLPH’, ‘HUD’, ‘IPICQ’, ‘AWSM’, ‘IPICQ’, ‘EDNT’, ‘PCRCD’, ‘CHAPQ’, ‘WRTC’, ‘ABCZY’, ‘DYMEF’, ‘WRTC’, ‘GRTDD’, ‘DLMV’, ‘WINR’, ‘AUG’, ‘TRWH’, ‘GNWSD’, ‘IMLFF’, ‘ADTFD’, ‘BBBMD’, ‘PRGCD’, ‘EVXXD’, ‘AYRSF’, ‘SKHRD’, ‘EQTXD’, ‘LVGO’, ‘TTLO’, ‘CIFAF’, ‘ATBPF’, ‘NPRUF’, ‘INOTD’, ‘PRCP’, ‘XL^18’, ‘IRET’, ‘RELV’,‘AHIX’, ‘ITEX’, ‘CSR^11’, ‘CONX^15’, ‘TAT’, ‘OPEN^14’, ‘GLIBA’, ‘SAEXQ’, ‘KTOV’, ‘KNMCY’,‘UECN’,‘SMICY’,‘TWMC’,‘BMR^16’,‘YRCW’,‘CLCT’,‘CHKAQ’,‘MEET’,‘MSBHY’,‘XAN’,‘RVLT’,‘SVCBY’,‘ALIAF’,‘GRIF’,‘SMRT’,‘PYXSQ’,‘TCO’,‘DNR’,‘BSY^18’,‘WYND’,‘VAL’, ‘GSB’, ‘TUESQ’, ‘PRSC’, ‘HOSSQ’, ‘BGGSQ’, ‘GEC’, ‘WINMQ’, ‘TSCDY’, ‘EE’, ‘CBKC’, ‘FRX^14’, ‘CEL’, ‘TIF’, ‘CHL’, ‘JCPNQ’, ‘NE’, ‘TLRD’, ‘FGPR’, ‘SIGM’, ‘LM’, ‘SAFB1^16’, ‘CLUB’, ‘SPN’, ‘CHA’, ‘EDPFY’, ‘CHU’, ‘AAXN’, ‘FSII^12’, ‘BCOM’, ‘UNTCQ’, ‘CXO’, ‘ASNA’, ‘RTWIQ’, ‘PEIX’, ‘MOVE^14’, ‘CTL’, ‘VRTU’, ‘SHLO’, ‘DRAD’, ‘PDLI’, ‘PTGCY’, ‘ATV’, ‘PTGCY’, ‘BCOM’, ‘BEAT’, ‘RTWIQ’, ‘PEIX’, ‘ATV’, ‘UNTCQ’, ‘CXO’, ‘SHLO’, ‘ASNA’, ‘PDLI’, ‘BDGE’, ‘SSPC’, ‘ZN’, ‘MOTV^08’, ‘SSPC’, ‘VCSY’, ‘SSPC’, ‘WEYL’, ‘SSNYY’, ‘ZN’, ‘SZEVY’, ‘VELCF^09’, ‘ZN’, ‘LGVN^09’, ‘MBND^13’, ‘COTE’, ‘BELM^10’, ‘CMGR^13’, ‘UNDT’, ‘CGNT^18’, ‘BTGI’, ‘CRGED’, ‘SCIL’, ‘LOGM’, ‘LNEGY^18’, ‘TLF’, ‘TNAV’, ‘ECT’, ‘PSTB^17’, ‘MTTCF’, ‘CCIHY’, ‘GRYO’, ‘CRNCY’, ‘ANFC’, ‘GCAP’, ‘ERBA’, ‘MCC’, ‘TBBC^16’, ‘ENT’, ‘RYPPD’, ‘TCRD’, ‘MCEP’, ‘RBCC’, ‘PER’, ‘MNKGD’, ‘FROG^13’, ‘GV’, ‘BXEFF’, ‘WPX’, ‘PER’, ‘UPZS’, ‘COHO’, ‘BMSN’, ‘ROYT’, ‘DYN^18’, ‘RESI’, ‘SOUL’, ‘RYCE’, ‘SCTY.^16’, ‘BFYT’, ‘OSB’, ‘AFH’, ‘HCFT’, ‘BCYP^20’, ‘FNBCQ’, ‘SAEX’, ‘HDS’, ‘SAEX’, ‘ECIGQ’, ‘BFGC’, ‘HDS’, ‘WUBA’, ‘EROS’, ‘EIGI’, ‘SALT’, ‘SNOW^17’, ‘NGHC’, ‘LXRP’, ‘APTEF’, ‘ECOP’, ‘UDFI’, ‘PE’, ‘JASNQ’, ‘TERP’, ‘BDGY’, ‘SBBX’, ‘CNXM’, ‘FCAU’, ‘AMEZY.1^17’, ‘FSB’, ‘MVC’, ‘FIT’, ‘CCR’, ‘DNRG’, ‘BUFF^18’, ‘BLKG’, ‘MJCO’, ‘DMPI’, ‘MGMBA’, ‘PTI’, ‘ARA’, ‘XOGAQ’, ‘BMCH’, ‘CTRA’, ‘MGEN’, ‘FBM’, ‘CFBI’, ‘UPLCQ’, ‘NVUS’, ‘TMPS’, ‘FBM’, ‘ROSE’, ‘FSCT’, ‘BRVVF’, ‘AMRH’, ‘MNLO’, ‘ADAC’, ‘TORC’, ‘KTNNF’, ‘DNJR’, ‘UMRX’, ‘WHLKY’, ‘CVIAQ’, ‘EIDX’, ‘BAYK’, ‘RVRA’, ‘CHAP’, ‘GTX’, ‘TRIN^19’, ‘PRNB’, ‘ACRGF’, ‘BOSQF’, ‘AVDR^19’, ‘PHVAF’, ‘ADSN’, ‘IONKF’, ‘AGEEF’, ‘ASDN’, ‘EVSI’, ‘HUSKF’, ‘GAPFF’, ‘WFTBF’, ‘MDRPF’, ‘CCC’, ‘PECK’, ‘PRVL’, ‘TGCDF’, ‘WSG’, ‘CORVF’, ‘LGHEF’, ‘EXLLF’, ‘SSPXF’, ‘CLSI’, ‘CSPS’, ‘AREXQ’, ‘CBMG’, ‘LBCC’, ‘CVLB’, ‘MDNAF’, ‘DGRLY’, ‘GUYFF’, ‘TMMFF’, ‘SEGN’, ‘CBYAA’, ‘IPATF’, ‘PSV’, ‘DBCP’, ‘TSCRF’, ‘RVDO’, ‘GPVRF’, ‘ORRLF’, ‘MRQRF’, ‘EANRF’, ‘EXLLD’, ‘CYRTF’, ‘DNRCQ’, ‘NEBLQ’, ‘SPNX’, ‘SNBP’, ‘KEYEF’, ‘PACDQ’, ‘QUTRD’, ‘IPATD’, ‘PACDQ’]

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GVKey is a unique six-digit number key assigned to each company (issue, currency, index) in the Compustat database. It is a company (issue, currency, index) identifier similar to a TICKER symbol. GVKey wouldn’t apply to anyone using FactSet data.

CIK is a Central Index Key given to an individual, company, or foreign government by the United States Securities and Exchange Commission. The number is used to identify its filings in several online databases, including EDGAR. The numbers are ten digits in length. You can find CIK here: https://www.sec.gov/edgar/searchedgar/cik.htm

13

Tickers change. We are considering improving a way to resolve stock IDs. Once that is complete we will post it on the forum.