It took one day to replace this with the Eikon Data API and Python! Retrieve a list of active bonds for a specific organization, eg: Santander Bank, For this organization, only request bonds issued within a specific country, eg: United States. Effectively, a combination of the metadata and debug steps mentioned above. Your support ticket has been created and emailed to you. By advancing our customers, we drive progress for the entire financial community. Jupyter Notebook I just received an email explaining it is a well known issue with IDLE that seems to hide a lib dependency (configuration). Note: because I placed the config file within the current working directory, there is no need to explicitly define the environment variable - the library will automatically find the config file. TheSearchBrowserinterface is a simple add-on tool you can load to greatly accelerate your journey when building out your search criteria. Based on these layers, the examples defined within this section have been organized as follows: The Function examples target simple functions that every financial coder can use to easily retrieve financial items like Price, News, Historical Data, etc. Pythona multipurpose language used for tasks such as web development and data scienceis a big part of this tech trend. Note: If you choose to access content using a Desktop Session within the selected example,the Eikon or Refinitiv Workspace application must be running. to better understand the capabilities and power of the Refinitiv Data Platform Libraries. That is, they can choose to accesscontent from either the Eikon or Refinitiv Workspace desktop, directly tothe cloud (Refinitiv Data Platform/ERT in Cloud) or via a locally deployed enterprise installation (TREP/ADS). The downloadable example package will provide a series of examples that will cover specific capabilities that will support a cross-section of the services within the platform. Let's continue. The following execution presents all properties that provide a conditional flag. Below is a general outline of the core features. The article will focus on a specific Use Case that demonstrates the key capabilities of the service as well as other useful features. Applying the new filter, you may notice the number of hits may be different. 18 In that article, I provide guidance and tips to determine the possible approaches, from simple discovery through experimentation to more advanced techniques such as generating debug output and extracting metadata details. We have started testing code in R and now in Python and I am excited about the potential. Houssam, UK-Based Consulting Firm. Start with the series 1.x - Function examples and continue down to the series 2.x. You can then copy the console log output / log file and share that with the Refinitiv Support team (or post on the Q&A Forum - after removing any credential information). Send me communications about Financial & Risk resources, including products or services. ReadTimeout(''). browser.navigable('Description') - returns all navigable properties containing 'Description' Navigators not only bucket data for users to understand the domain of how data is collected but include distribution of how many hits are specific to your search criteria. Refinitiv, is one of the worlds largest providers of financial markets data and infrastructure. While theproperties()method is extremely useful, at times you may be using the desktop, or some other tool, to build out your results and have the need to convert your request using the Search API. Eikon Data API/EX_01_04_01__Eikon_Data_API__Get_Data.ipynb Join our growing Developer Community to learn how to work with Refinitiv data, be more effective with our APIs, ask questions, and discuss ideas with our experts and community of financial services developers, data scientists, quants and FinTech traders. An error occurred while requesting URL('http://localhost:9060/api/rdp/discovery/search/v1/'). SGX FTSE China A50 (Z9) intraday : prudence. To get the most out of this article and its utility, I would recommend you have a familiarity with Search and the basic details outlined within the Search Article referenced above. Ensure you have your config file (refinitiv-data.config.json) in your current working directory - same directory where you are running your code The config file should look like this (with the proper credentials defined) Create a small example with the following Python code # Select the 'RCSAssetCategoryLeaf' to navigate. So, when rd.open_session() is called, the 'AppKey' in that section will be used to create a Desktop Session. It provides great flexibility for commonly used financial objects. While the suggestions are helpful and effective, the work involved can be challenging and intimidating. # Filter out perpetual bonds. from refinitiv.data.content import search. The above execution will perform the steps to query the Search services, retrieve debug and metadata information and prepare the results within theSearchBrowser. The properties() method provides a simple way to discover relevant properties available within the browser. How to resolve : RFA.NET "RDMFieldDictionary.GetFidDef( Int16 ) --Fid: -1 not found (invalid value)" ? This table represents the complete data set related to the above query. A value ofTruemeans we can search for countries that exactly match our expression. TheSearchBrowsermodule is designed to run within the Refinitiv Workspace/Eikon CodeBook environment. fundamental_and_reference.Definition methods, historical_pricing.events.Definition methods, historical_pricing.summaries.Definition methods, Estimates actual values for reported annual periods, estimates.view_actuals.annual.Definition methods, Estimates actual values for reported interim periods, estimates.view_actuals.interim.Definition methods, Estimates actual values for KPI Measures for reported annual periods, estimates.view_actuals_kpi.annual.Definition methods, Estimates actual values for KPI Measures for reported interim periods, estimates.view_actuals_kpi.interim.Definition methods, Annual estimates summary data for periodic estimates measures, estimates.view_summary.annual.Definition methods, Interim estimates summary data for periodic estimates measures, estimates.view_summary.interim.Definition methods, Estimates monthly historical snapshot value for last 12 months for all annual period estimates measures, estimates.view_summary.historical_snapshots_periodic_measures_annual.Definition methods, Estimates monthly historical snapshot value for last 12 months for all interim period estimates measures, estimates.view_summary.historical_snapshots_periodic_measures_interim.Definition methods, Estimates monthly historical snapshot value for non-periodic estimates measures for the last 12 months, estimates.view_summary.historical_snapshots_non_periodic_measures.Definition methods, Estimates monthly historical snapshot value for recommendations for the last 12 months, estimates.view_summary.historical_snapshots_recommendations.Definition methods, Estimates summary values for KPI measures for annual periods, estimates.view_summary_kpi.annual.Definition methods, Estimates summary values for KPI measures for interim periods, estimates.view_summary_kpi.interim.Definition methods, Estimates monthly historical snapshot value for all KPI measures for the last 12 months, estimates.view_summary_kpi.historical_snapshots_kpi.Definition methods, fundamental_and_reference.Definition object, historical_pricing.events.Definition object, historical_pricing.summaries.Definition object, estimates.view_actuals.annual.Definition object, estimates.view_actuals.interim.Definition object, estimates.view_actuals_kpi.annual.Definition object, estimates.view_actuals_kpi.interim.Definition object, estimates.view_summary.annual.Definition object, estimates.view_summary.interim.Definition object, estimates.view_summary.historical_snapshots_periodic_measures_annual.Definition object, estimates.view_summary.historical_snapshots_periodic_measures_interim.Definition object, estimates.view_summary.historical_snapshots_non_periodic_measures.Definition object, estimates.view_summary.historical_snapshots_recommendations.Definition object, estimates.view_summary_kpi.annual.Definition object, estimates.view_summary_kpi.interim.Definition object, estimates.view_summary_kpi.historical_snapshots_kpi.Definition object. The goal of this module is to hold financial properties, metadata, and data values, based on search criteria, that users can observe and interrogate at any time. However, once you realize you need additional information or the data returned isn't exactly what you were looking for, you will be forced to interrogate the service. It also shaved 2.4 seconds off the runtime of a standard query that normally takes around 4.6 seconds. Eikon Data API user, Access the Refinitiv universe of financial data with our native Python APIs. As I outlined in myBuilding Search into your Application Workflowarticle, Refinitiv provides a wealth of financial information through its Search service covering content such as quotes, instruments, organizations, people, and many more assets that users can programmatically access and integrate within their business applications. As a first step, let's determine if there is a navigable category property: # Give me all navigators that may be related to a 'category' At this moment, I can see many candidates to choose from. Familiararity with Python and a basic understanding ofJupyter Notebook. NoteAs outlined within theCommon Properties sectionof the Search article, two useful properties,IsActiveandAssetStatecan be used to help ensure the bonds we request for are active and valid. They are no longer seen as complex solutionsfor experienced developers; they are now used by a much broader community from outside the softwareengineering industry. The Content layer can easily be used by both professional developers and financial coders. Cell# 17 creates an RDP session. If nothing happens, download Xcode and try again. Therefore, Instead of putting your credentials in the notebook file, one option could be to use a standalone.envfile as demonstrated in theQS_1.0 - Sessionsnotebook (a sample .env is also included on Github in the Quick Start folder). Using this same kind of technique as we did above, we can further filter those bonds that have not already matured and are active. For example, there may be a boolean condition that determines the applicability of the bond that may be important for your analysis. Financial engineers & research analysts can now leverage the full power of Eikon data while working within Python APIs and apply a new level of analysis and computational intelligence to a myriad of use cases. In the event you have issuesaccessing the platform or verifying the results,refer to the following for the most common troubleshooting steps: 2019-12-15 20:57:41,161 P[15112] [MainThread 19812] Error: no proxy address identified. Because Search is so flexible and sensitive to many conditions, you may not realize the collection of hits does truly represent the data set you intended to retrieve. If so, we can begin the journey of narrowing down and filtering out unwanted hits. This library provides a set of ease-of-use functions and classes that gives your applications a uniform access to the breath and depth of financial data and services available on the Refinitiv Data Platform. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. When you begin your journey to hunt down properties, you will notice a Navigable attribute as part of the output listed for each property. Apply additional criteria that matches properties or values. Either way, this step is used to define a quick way to get some relevant data from the service. That is, does it appear like we have retrieved bond information for Santander Bank? Here is the error I receive when running tgis code : from refinitiv.data.content import pricing, File "/Library/Frameworks/Python.framework/Versions/3.9/lib/python3.9/site-packages/config/configuration.py", line 155, in __getitem__, KeyError: 'config-change-notifications-enabled'. The one that seems most interesting/applicable is the 'AssetCategoryLeaf'. I'd like to receive communications about Refinitiv resources, events, products, or services. Now that we've retrieved our output fields, let's create our final search and show the results, ordered by the date each matures. Market Sector . To alleviate the burden, theSearchBrowsermodule provides a path that will greatly simplify the discovery of properties and the values they contain. Browse the types that match the specified property type. Python access to Datascope Select - Forum | Refinitiv Developer Community { "SearchRequest": { "DomicileCodes": ["GB"], "CurrencyCodes": null, "SubTypes": null, "IdentifierType": "Ric", "PreferredIdentifierType": "Ric" } } { 107 followers https://developers.refinitiv.com/ Overview Repositories Projects Packages People Popular repositories Example.DataLibrary.Python Public Example projects and Tutorials demonstrating access to the Refinitiv Data Platform using the Refinitiv Data Library for Python Jupyter Notebook 36 18 Attachments Our developer community provides tools, documentation, sample code, learning materials and community Q&A forums to help you work effectively and get the results you need from our APIs, SDKs, tools, data and capabilities. In the above example, I have enabled console logging - to log directly into the notebook cell - you can use the file option instead if preferred. The API is designed to provide consistent access through multiple access channels and target both Professional Developers and Financial Coders. The RDP Libraries. For example, within our specific use case, you will notice many of the bonds returned do not contain values for "FaceOutstanding" or "FaceIssuedTotal". Join us as we talk through the latest updates to our Real Time product services and hear from some of our customers as they explain the benefits they are seeing from utilising this service. Access data directly from Eikon, powering in-house or third-party desktop apps with Refinitiv data. Let's interrogate the browser to find these properties. {"messages":{"companyName":{"trengtext":"Please enter the company name in correct format","required":"Please enter the company name"},"screenName":{"answerHubScreenName":"Please enter the name in correct format","required":"Please enter your screen name "}},"rules":{"companyName":{"trengtext":true,"required":true},"screenName":{"answerHubScreenName":true,"required":true}}}, Thank you for registering. If you are using RDP then fill in the appkey, username and password section and try again. The steps involved here to interrogate the service are the same as we outlined in Step 2 above. In this step, the goal is to remove unwanted hits. You signed in with another tab or window. For example, in the config below, I have specified the 'desktop' session named 'workspace' as the default. Another one is in the application directory which contains session settings, such as "platform.rdp". Check if Eikon Desktop or Eikon API Proxy is running. browser.navigable('RCS', 'euro') - returns all RCS-based navigable properties with a value containing 'euro'. By doing this, we can properly narrow down the result set. After downloading and extracting the Python Examples, start your Jupyter Notebook and load the package: The solution will present examples within Function, Content or Delivery layers. While the techniques outlined in the Search article demonstrate some extremely useful tips, this tool will alleviate the repetitive steps of extracting, formatting, uploading, and interrogating unformatted data points necessary to discover relevant properties. Current Visibility: https://github.com/Refinitiv-API-Samples/Example.DataLibrary.Python/blob/main/Examples/2-Content/2.02-Pricing/EX-2.02.03-Pricing-StreamingCache.ipynb, Viewable by moderators and the original poster, ERROR!!! "url" : "ws://YOUR DEPLOYED HOST:PORT GOES HERE!". As part of this exercise, we will continually update the search criteria and likely perform multiple executions until we believe our criteria match our requirements. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Developers can choose to access content from the desktop, through their deployed streaming services, or directly to the cloud. You signed in with another tab or window. The same Python code can be used to retrieve data whatever the access point your application uses to connect to the Refinitiv Data Platform (either via a direct connection or via Eikon or via the Refinitiv Workspace or even via a deployed Enterprise Platform). Theexecute()method returns the # of hits resulting from the request and the number of properties found in the first hit, respectively. Whether you're a trader, data scientist, quant, portfolio manager, or software engineer, see how you can make your data work harder for you with just a few lines of code. (10 MB limit), {"messages":{"feedbacklastname":{"required":"Please enter last name"},"feedbackfirstname":{"required":"Please enter first name"},"problemtype":{"required":"Please select problem type"},"feedbackemail":{"tremail":"Please enter email correctly","required":"Please enter email"},"message":{"required":"Please enter message"},"feedbackSubject":{"required":"Please enter subject"},"feedbacktype":{"required":"Please select feedback type"}},"rules":{"feedbacklastname":{"required":true},"feedbackfirstname":{"required":true},"problemtype":{"required":true},"feedbackemail":{"tremail":true,"required":true},"message":{"required":true},"feedbackSubject":{"required":true},"feedbacktype":{"required":true}}}. Leverage Eikon data and entitlements to simplify market data management and reporting. Eg: browser.type(SearchBrowser.PropertyType.Double) - returns all properties that have a double type. This is entirely dependent on your query expression and that Search performs its queries that closely match your expression, as opposed to finding only hits related to the company expression you provided. Tech Analysis and Strategy Backtesting Webinar. Course details language: Product Name: Refinitiv Eikon. You can hardcode the appkey/username/password in the cell and see if the session creation works for you. If you are not connecting to a desktop product (Eikon or Refinitiv Workspace) and connecting for example, to the Refinitiv Data Platform - then you would set your default to "platform.rdp" to use your RDP credentials instead. The details you provided within the credentials.ipynbfile may beincorrect. Use Git or checkout with SVN using the web URL. In this session we will build on the previous systematic strategy session where we generated and used pre-built technical analysis indicators & features and backtested a simple strategy using various packages in Python. Build sustainability into your investment strategy with our environmental, social and governance (ESG) data and services, Building Search into your Application Workflow, Access data to power in-house or thirdparty desktop apps with Refinitiv data, Screen entity names, with or without secondary fields such as date of birth for individuals, Provides consumer, provider and publisher features available to developers of applications to connect to Refinitiv Real-Time Distribution Systems, The DataScope Select APIs offer programmatic access to Refinitiv content in a more flexible way than the browser- and FTP-based data access solutions, A set of ease-of-use interfaces offering coders uniform access to the breadth and depth of financial data and services available on the Refinitiv Data Platform, There are no further events planned in 2023, Regime Detection - Systematic Technical Analysis and Trading Strategy Webinar. See jira / browse / EAPI-4369. 3, Python That being said, using both may be redundant but certainly doesn't hurt. Join us as we talk through the latest updates to our Real Time product services and hear from some of our customers as they explain the benefits they are seeing from utilising this service. Once you've got the market data into your application, you need to analyze it. 30 # Updating our search to filter out 'Certificate of Deposit' # It's worth noting that I could simply ignore all categories except 'Bond' as an alternative. Prior to running any example, you will need to define your credentials in order to access content. If I prefer to filter out bonds that belong to this category, I can approach this in a few ways. 10, Example projects demonstrating access to the Refinitiv Data Platform using the Python Library, Jupyter Notebook Share my full name, country and languages with other developers, Share the company I work for and my email address with other developers. Can you please ensure/confirm that you have followed the Quick Start guide and all the installation steps defined in it. Traders who currently rely on an off-the-shelf or custom-made OMS can power them with Eikon data to contain data costs, ensuring their entire workflow is powered by consistent, high-value data. Make data analysis more powerful, more efficient, and more consistent across a diverse range of applications. Just as a reminder, we want to capture the following: While going through the above exercise, I was able to successfully locate the relevant required properties. browser.navigable(value='euro') - returns all navigable properties with a value containing 'euro' NOTE: If you are using a Deployed server (e.g. not(AssetStatus in ('MAT' 'DC')) and RCSIssuerCountryLeaf xeq 'United States'". Help us personalise your experience by completing your profile. As outlined within the Refinitiv Data Library for Python - Reference Guide, the libraries are designed as ease-of-use interfaces, available in multiple programming languages, allowing the developer a consistent way to access content from multiple supporting access points. Many major banks are teaching their employees andtraders how to codeto better serve their clients, drive down costs and improve efficiency. Given the power and flexibility of the Search service, you may need multiple ways to arrive at your discovery. Tap into the full breadth of community tools through a modern API with native Python API support. That is, they can choose to accesscontent from either the Eikon or Refinitiv Workspace desktop, directly tothe cloud (Refinitiv Data Platform/Real-time Optimized) or via a locally deployed enterprise installation (RTDS/ADS). The Refinitiv Academy provides partners with a variety of learning options to enhance their understanding of Refinitiv solutions. Australian Securities Exchange (ASX) was created following the merger of the Australian Stock Exchange and the Sydney Futures Exchange in July 2006 and is one of the world's top-20 listed exchange groups measured by market capitalization. Eg: browser.properties('ISIN'). You will typically receive your email confirmation within 20 mins with further instructions on how to proceed with access to Developer Community, Attachments If nothing happens, download GitHub Desktop and try again. I would recommend creating a simple test workbook and loading the SearchBrowserLib module to quickly perform many and multiple what-if scenarios. Symbology conversions (i.e. You must have access to either the Refinitiv Workspace or Eikon desktop applications and the ability to run within a Python Jupyter environment or using the Refinitiv desktop CodeBook app available within Refinitiv Workspace or Eikon. In this scenario, if you have used the desktop to retrieve the Company Perm ID, eg: 8589934205, you can use this value to build out a filter that returns hits only related to this specific company ID. Our tick history can be used to access global cross asset data for smarter trade surveillance with a more efficient, scalable, and intelligent system to identify trading opportunities. To justify why this may occur, will require a deeper analysis of the data. Build sustainability into your investment strategy with our environmental, social and governance (ESG) data and services, Refinitiv Data Library for Python - Reference Guide, Access data to power in-house or thirdparty desktop apps with Refinitiv data, Screen entity names, with or without secondary fields such as date of birth for individuals, Provides consumer, provider and publisher features available to developers of applications to connect to Refinitiv Real-Time Distribution Systems, The DataScope Select APIs offer programmatic access to Refinitiv content in a more flexible way than the browser- and FTP-based data access solutions, A set of ease-of-use interfaces offering coders uniform access to the breadth and depth of financial data and services available on the Refinitiv Data Platform, There are no further events planned in 2023, Regime Detection - Systematic Technical Analysis and Trading Strategy Webinar.