Quantopian's community platform is shutting down. Please read this post for more information and download your code.
Back to Community
FactSet Fundamental Data update
IGOR GOMEZ CABRERA
posted
Using Data Research Fundamentals

I am using FactSet Fundamental Data to evaluate Brazilian companies. When a I try to get data after June 2018, call this error - Data is available up to 2018-06-10, but was requested up to 2018-07-02. Reading the https://www.quantopian.com/docs/data-reference/factset_fundamentals#methodology "Point-in-Time" I really didn't understand when the data is updated. For example, fundamental data from September 2018 quarterly reports should already been published, but there are not available, so when should be available? And when should be available the 2018 anual report? I would really appreciate some help with this point

Thanks

2 responses
Dan Whitnable

For some of the FactSet data, there is a 1 year holdout. Much of the data is available up to the present day, but some datasets have the last 1-2 years of data hidden. See this https://www.quantopian.com/docs/data-reference/overview#holdout-periods.

The up to date data is used in the contest (so contest entries can use any of the FactSet data) but there is a 1 year holdout when testing and research in the IDE and Notebook environments.

Disclaimer

The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.

IGOR GOMEZ CABRERA

Thanks Dan,

so, to have access to more recent data we should use Quantopian Enterprise, right?

Thanks again

About Quantopian
Careers
Community
Events
Documentation
Academia
Lectures
Status
Facebook
Twitter
LinkedIn
YouTube
Terms of Use
Privacy Policy

The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian.

In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.