npm package discovery and stats viewer.

Discover Tips

  • General search

    [free text search, go nuts!]

  • Package details

    pkg:[package-name]

  • User packages

    @[username]

Sponsor

Optimize Toolset

I’ve always been into building performant and accessible sites, but lately I’ve been taking it extremely seriously. So much so that I’ve been building a tool to help me optimize and monitor the sites that I build to make sure that I’m making an attempt to offer the best experience to those who visit them. If you’re into performant, accessible and SEO friendly sites, you might like it too! You can check it out at Optimize Toolset.

About

Hi, 👋, I’m Ryan Hefner  and I built this site for me, and you! The goal of this site was to provide an easy way for me to check the stats on my npm packages, both for prioritizing issues and updates, and to give me a little kick in the pants to keep up on stuff.

As I was building it, I realized that I was actually using the tool to build the tool, and figured I might as well put this out there and hopefully others will find it to be a fast and useful way to search and browse npm packages as I have.

If you’re interested in other things I’m working on, follow me on Twitter or check out the open source projects I’ve been publishing on GitHub.

I am also working on a Twitter bot for this site to tweet the most popular, newest, random packages from npm. Please follow that account now and it will start sending out packages soon–ish.

Open Software & Tools

This site wouldn’t be possible without the immense generosity and tireless efforts from the people who make contributions to the world and share their work via open source initiatives. Thank you 🙏

© 2026 – Pkg Stats / Ryan Hefner

@factset/sdk-openoptimizer

v0.1.0

Published

OPEN:OPTIMIZER client library for JavaScript

Downloads

29

Vulnerabilities

Powered byPowered by Snyk
  • 0High
  • 0Medium
  • 0Low

Links

Git

Maintainers

fdsfdstsouthmaydfdstsouthmaydfdsenterprisesdkenterprisesdkfbecker-fdsfbecker-fds

Keywords

FactSetAPISDK

Readme

FactSet

OPEN:OPTIMIZER client library for JavaScript

API Version npm Apache-2 license

The Open:Optimizer API provides the ability to trigger portfolio optimizations using any of the optimizers available on FactSet, including the FactSet Portfolio Optimizer, Axioma Portfolio Optimizer (equity or fixed income), Barra Portfolio Manager, and Northfield Portfolio Optimizer. Endpoints are available to initiate optimizations and view results, as well as retrieve document names and related metadata. API access is available with a subscription to an optimizer application. This API is intended to complement, not replace, the optimizer applications on FactSet. All strategies must still be created using the corresponding GUI applications on FactSet Workstation.

This TypeScript/JavaScript package is automatically generated by the OpenAPI Generator project:

  • API version: 1.0.0
  • SDK version: 0.1.0
  • Build package: com.factset.sdk.codegen.FactSetJavascriptClientCodegen

For more information, please visit https://developer.factset.com/contact

Requirements

  • Node.js >= 18

Installation

npm

npm install @factset/sdk-utils @factset/[email protected]

yarn

yarn add @factset/sdk-utils @factset/[email protected]

Usage

  1. Generate authentication credentials.
  2. Setup Node.js environment

    1. Install and activate Node.js >=18. If you're using nvm:

      nvm install 18
nvm use 18

    2. (optional) Install yarn.

  3. Install dependencies.
  4. Run the following:

[!IMPORTANT] The parameter variables defined below are just examples and may potentially contain non valid values. Please replace them with valid values.

Example Code

const { ApiClient, AxiomaEquityPortfolioOptimizerApi } = require('@factset/sdk-openoptimizer');
const { ConfidentialClient } = require('@factset/sdk-utils');

const apiClient = ApiClient.instance;

// 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
//
// The confidential client instance should be reused in production environments.
// See https://github.com/FactSet/enterprise-sdk-utils-typescript#authentication
// for more information on using the ConfidentialClient class
apiClient.factsetOauth2Client = new 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
// const FactSetApiKey = apiClient.authentications['FactSetApiKey'];
// FactSetApiKey.username = 'USERNAME-SERIAL';
// FactSetApiKey.password = 'API-KEY';

const apiInstance = new AxiomaEquityPortfolioOptimizerApi();
const opts = {
  'cacheControl': "cacheControl_example" // String | Standard HTTP header.  Accepts max-stale.
};

// Call api endpoint
apiInstance.getGlobalVariablesAXP(opts).then(
  data => {

    console.log('API called successfully. Returned data:');
    console.log(data);
  },
  error => {
    console.error(error);
  },
);

Using a Proxy

To add a HTTP proxy for the API client, you can set the proxyUrl for the ApiClient instance:

const { ApiClient } = require('@factset/sdk-openoptimizer');

const apiClient = ApiClient.instance;
apiClient.setProxyUrl('http://username:[email protected]:8080');

Documentation for API Endpoints

All URIs are relative to https://api.factset.com/open-optimizer/v1

Class | Method | HTTP request | Description ------------ | ------------- | ------------- | ------------- openoptimizer.AxiomaEquityPortfolioOptimizerApi | getGlobalVariablesAXP | GET /axp/settings/global-variables | Returns a dictionary with the name-value pairs for all global variables. openoptimizer.AxiomaEquityPortfolioOptimizerApi | getOptimizationResultByIdAXP | GET /axp/{id} | Get AXP optimization result by id openoptimizer.AxiomaEquityPortfolioOptimizerApi | getOptimizationStatusByIdAXP | GET /axp/{id}/status | Get AXP optimization status by id openoptimizer.AxiomaEquityPortfolioOptimizerApi | postAndOptimizeAXP | POST /axp/optimize | Create and Run AXP optimization openoptimizer.AxiomaEquityPortfolioOptimizerApi | postComponentsAXP | POST /axp/settings/components | Returns a dictionary with individually-filtered metadata for each component type. openoptimizer.AxiomaEquityPortfolioOptimizerApi | postStrategiesAXP | POST /axp/settings/strategies | Returns a dictionary containing all strategies stored in a specified directory. Returns all strategies if no directory is given. openoptimizer.AxiomaFixedIncomePortfolioOptimizerApi | getGlobalVariablesAFI | GET /afi/settings/global-variables | Returns a dictionary with the name-value pairs for all global variables. openoptimizer.AxiomaFixedIncomePortfolioOptimizerApi | getOptimizationResultByIdAFI | GET /afi/{id} | Get AFI optimization result by id openoptimizer.AxiomaFixedIncomePortfolioOptimizerApi | getOptimizationStatusByIdAFI | GET /afi/{id}/status | Get AFI optimization status by id openoptimizer.AxiomaFixedIncomePortfolioOptimizerApi | postAndOptimizeAFI | POST /afi/optimize | Create and Run AFI optimization openoptimizer.AxiomaFixedIncomePortfolioOptimizerApi | postComponentsAFI | POST /afi/settings/components | Returns a dictionary with individually-filtered metadata for each component type. openoptimizer.AxiomaFixedIncomePortfolioOptimizerApi | postStrategiesAFI | POST /afi/settings/strategies | Returns a dictionary containing all strategies stored in a specified directory. Returns all strategies if no directory is given. openoptimizer.BarraPortfolioOptimizerApi | getGlobalVariablesBPM | GET /bpm/settings/global-variables | Returns a dictionary with the name-value pairs for all global variables. openoptimizer.BarraPortfolioOptimizerApi | getOptimizationResultByIdBPM | GET /bpm/{id} | Get BPM optimization result by id openoptimizer.BarraPortfolioOptimizerApi | getOptimizationStatusByIdBPM | GET /bpm/{id}/status | Get BPM optimization status by id openoptimizer.BarraPortfolioOptimizerApi | postAndOptimizeBPM | POST /bpm/optimize | Create and Run BPM optimization openoptimizer.BarraPortfolioOptimizerApi | postComponentsBPM | POST /bpm/settings/components | Returns a dictionary with individually-filtered metadata for each component type. openoptimizer.BarraPortfolioOptimizerApi | postStrategiesBPM | POST /bpm/settings/strategies | Returns a dictionary containing all strategies stored in a specified directory. Returns all strategies if no directory is given. openoptimizer.FactSetPortfolioOptimizerApi | cancelOptimizationByIdFPO | DELETE /fpo/{id} | Cancel FPO optimization by id openoptimizer.FactSetPortfolioOptimizerApi | getGlobalVariablesFPO | GET /fpo/settings/global-variables | Returns a dictionary with the name-value pairs for all global variables. openoptimizer.FactSetPortfolioOptimizerApi | getOptimizationResultByIdFPO | GET /fpo/{id} | Get FPO optimization result by id openoptimizer.FactSetPortfolioOptimizerApi | getOptimizationStatusByIdFPO | GET /fpo/{id}/status | Get FPO optimization status by id openoptimizer.FactSetPortfolioOptimizerApi | postAndOptimize | POST /fpo/optimize | Create and Run FPO optimization openoptimizer.FactSetPortfolioOptimizerApi | postComponentsFPO | POST /fpo/settings/components | Returns a dictionary with individually-filtered metadata for each component type. openoptimizer.FactSetPortfolioOptimizerApi | postStrategiesFPO | POST /fpo/settings/strategies | Returns a dictionary containing all strategies stored in a specified directory. Returns all strategies if no directory is given. openoptimizer.NorthfieldPortfolioOptimizerApi | getGlobalVariablesNPO | GET /npo/settings/global-variables | Returns a dictionary with the name-value pairs for all global variables. openoptimizer.NorthfieldPortfolioOptimizerApi | getOptimizationResultByIdNPO | GET /npo/{id} | Get NPO optimization result by id openoptimizer.NorthfieldPortfolioOptimizerApi | getOptimizationStatusByIdNPO | GET /npo/{id}/status | Get NPO optimization status by id openoptimizer.NorthfieldPortfolioOptimizerApi | postAndOptimizeNPO | POST /npo/optimize | Create and Run NPO optimization openoptimizer.NorthfieldPortfolioOptimizerApi | postComponentsNPO | POST /npo/settings/components | Returns a dictionary with individually-filtered metadata for each component type. openoptimizer.NorthfieldPortfolioOptimizerApi | postStrategiesNPO | POST /npo/settings/strategies | Returns a dictionary containing all strategies stored in a specified directory. Returns all strategies if no directory is given.

Documentation for Models

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 2026 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.