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Is there a way to batch download filings for a particular SDC Deal Number?
I would like to download the filings for a particular SDC File Number but I have to manually download one by one. Is there a faster way to do this such as batch download functionality?
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Python refinitiv.data Screener not working
I have the following screener code in python ... import refinitiv.data as rd rd.open_session() syntax = ( 'SCREEN(' 'U(IN(Equity(active,public,primary))),' 'TR.CompanyMarketCap(Scale=6)>=300,' 'TR.F.NetDebtToEBITDA(Period=FY0)<=3,' 'NOT_IN(TR.GICSIndustryGroupCode,4010,4020,4030),' 'IN(TR.RegCountryCode,IN),'…
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Possible to identify MNE's with screener app?
In Refinitiv Workspace's SCREENER app, is there a "data item"/parameter that allows for the identification of multinational enterprises / MNE's? And, on a related note, is there a "data item" that reflects companies' operational locations- that is, the countries in which a company physically operates but is not…
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Company Screener not returning results
I am trying to run the screener function on python but a code which used to work in the past is now not working properly. I would expect the below to yield results but nothing seem to come up? code = 'TR.NAICSSubsectorAllCode(Concat=|)' naics_code = '325' syntax = 'SCREEN(U(IN(Equity(active,public,private,primary))), \…
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SCREEN syntax changes when moving from Eikon Python API to Workspace Python API
I have a SCREEN implementation in Eikon API using Python that has been working fine for many months: instrument = "SCREEN(U(IN(Equity(active,public,primary,countryprimaryquote))),IN(TR.ExchangeMarketIdCode,XNYS),BETWEEN(TR.Price52WeekHighDate,20240628,20240628))" df, err =…
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How to link screener list with codebook to search a specific keyword?
Hi I have created a list of US banks for my research purpose using Refinitiv Screener, however, I am required to create a column for 'digital scoring', is it possible to use Refinitiv CODEBOOK to generate this column by searching for specific keywords like 'online banking', 'financial technology', 'digital banking'..etc in…
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How can I pull "Private Equity/VC" data from the SCREENER app using the Eikon API?
I would like to pull data from the SCREENER App on Private Equity/VC using the Eikon API. In WorkSpace I do this by opening the SCREENER app, setting "Universe" to "Private Equity/VC" and then setting any other filters I need. Based off this documentation of how to use the API to pull data from the SCREENER App, it appears…
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Is there a way to screen or retrieve newly added Project Finance Deals in Python API?
Could you kindly offer further guidance on how to effectively download the updated dataset (i.e. the part you recently purchased from third parties)? Additionally, I understand that Python can be utilized for this purpose. If possible, could you provide any advice, resources, or documentation on how to proceed with Python…
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DSCREEN Close Price filed
Greetings, I am currently advancing my project focused on companies undergoing delisting. Utilizing the DSCREEN application, I have successfully compiled a comprehensive list of companies that have been delisted, along with detailed information regarding the transactions that led to their delisting. My next objective is to…
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Eikon Screener Total Number of Shares Held as Time Series Data
How can I define the variable "Total Number of Shares Held" as a time series variable over the last 6 years in the Eikon Sreener app?
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What is the difference between 'OR' and 'AND' in Refinitiv Eikon Fund Screener?
What is the difference between 'OR' and 'AND' in Refinitiv Eikon Fund Screener? Because when I put, for example: Asset status is active AND Primary flag is yes AND asset universe is Mutual funds AND (Lipper Global is Equity France AND Lipper Global is equity sector energy), it works only when I use OR, that is (Lipper…
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Add additional fields in Python from M&A Screener data
Hi, currently I'm using this formula df, err = ek.get_data("WTB.L",fields=["TR.OrganizationID"]) OrgPermId = df["Organization PermID"].values[0] screener_exp = 'SCREEN(U(IN(DEALS)), IN(TR.MnATargetPermId,"'+str(OrgPermId)+'"))' deals, err = ek.get_data( instruments=[screener_exp],…
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screening with a loop and throwing fatal errors
Hello! I am querying Refinitiv Workspace for equities based on a screen. I used to run this screen, or ones just like it, with no problem, even while using the same Python 3.11.4 that I'm using now. But now it's throwing fatal errors and not always at the same place in the loop. When I take the specific screen text that…
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How to obtain a list of company's peers, in Excel, with formulas?
Hello, I am looking for a way (a formula, hopefully) to obtain a list of tickers of companies that constitute peers of a given company - in Ms Excel with Refinitiv Workspace, using formulas (or VBA) rather than manually clicking through the Peers app. This needs to be done for a number of companies, so it cannot be done…
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How to screen for companies that do not have an ESG score?
How can I adjust my screener search: screener = f"SCREEN(U(IN(Equity(active,public,primary))/*UNV:Public*/), IN(TR.RegCountryCode,{country}), TR.TRESGScore(Period=FY{i})>0, CURN=USD" which screens for companies that have an ESG score for a screen only returning companies that do not have an ESG score? I have tried:…
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Deals in Data Item Browser?
Hi, Following from this Q&A, I was trying to find new fields who's data I could retrieve from your RD Python library. In this example, your coleague uses fields 'TR.MnASDCDealNumber' to 'TR.MnAAcquirorNation', but how can I find ou tthe list of all the available such fields for deals? Right now, I'm just blindly trying…
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Stock Screen for Inactive Stocks in a particular exchange
I am trying to screen for all stocks in a particular exchange, using the TR.ExchangeMarketIdCode. When I screen for active stocks, using the command below, it works. 'SCREEN(U(IN(Equity(active,public,primary))), IN(TR.ExchangeMarketIdCode,"XTAI"))' However, when I try to get the list of inactive stocks, using the following…
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Adding options for Screening stocks
How do i create a screen that matches the following selection? I am using the 'SCREEN(U(IN(Equity....' command but I can't figure out the proper syntax to add the options for "Include Dual Listings" and "all issues".
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How to get 'Screener Notes' section through WC API?
We have a requirement to generate a PDF, which includes the screener notes section. Which API endpoint to access for fetching such information? Screenshot of document generated through WC:
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Does PESCREENER (Private Equity Screener) works in Eikon API (Codebook)?
I am trying to find deal level data and fund information for PE firms. Specifically, all historical deals made by PEs and all funds information PEs have received in history. I have found those data in screener but I need to click the number of deals and funds to see the historical deals made by each PE and funds received.…
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Income statement irregularities from data API
Hello - when running the following screen, through the refinitiv.data Python API a few anomylies come up, and I hope you could help me understand why these are happening. You can see my code down below that's giving rise to these questions. * The column for asset turnover is coming out blank. However, when I run this…
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Handling Screener errors in a for loop
Hello! When using the Python api to loop through criteria to screen for companies, the api is kicking out errors in some passes. Do you have any advice on how to store these errors and/or supress/skip over them to speed the loop up? Below is the code. The error arises because for some countries and industry code…
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User is using API Python to retrieve EOD data but received an error
ek.set_app_key('4e49391e9c524b9081b97cdbc046113aa317f957') screener_exp ='SCREEN(U(IN(Equity(active,public,primary))), IN(TR.ExchangeCountryCode,TH))' field2 = ['TR.TickerSymbol','TR.PriceCloseDate','TR.PriceOpen','TR.PriceHigh','TR.PriceLow','TR.CLOSEPRICE','TR.Volume','TR.TSVWAP','TR.CompanyMarketCap']…
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I want to turn off Ongoing Screening for 25,000 records
. What is the best way to do this within Salesforce?
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How do I find out or reset my API key and secret?
My api key has stopped working, why would this be and how do I check what it should be?
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I am getting no screening cases created via Flows for the accounts in the country “Russia” but they
I am getting no screening cases created via Flows for the accounts in the country “Russia” but they are creating fine when testing with other countries
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How can I prevent opportunities from closing in Salesforce when an account record hasn’t completed s
How can I prevent opportunities from closing in Salesforce when an account record hasn’t completed screening yet, if the screening case object is locked and accessible only to licensed users?
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I am getting an error “Failed to save case to WC1. Status Code: 404” when attempting to screen custo
It worked fine in our UAT environment but is failing when we move to production
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Are there any limits when downloading data using Eikon API
Hi, I am trying to download ESG data using Eikon API. I find that I can download the data successfully when I restrict the sample using the following code, data3, err = ek.get_data("SCREEN(U(IN(Equity(active,public,primary))/*UNV:Public*/), IN(TR.ExchangeCountryCode,""US""),TR.TRESGScore(Period=FY0)>=0,CURN=USD)"…
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.BVSP chain rics in python
I am trying to get the .BVSP (Ibovespa) index chain of rics in python using the screener from code book. screen = SCREEN.express.universe('0#BVSP.SA').conditions(FORMULA('TR.CompanyMarketCap','>200000000')).currency('BRL').query dframe, err = ek.get_data(screen, ['TR.F.EBIT', 'TR.F.RevGoodsSrvc', 'TR.F.EBIT.periodenddate',…
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I need the complete list of variables in Screener -> Deals (in this screenshot 1614)
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How to use codebook to retrieve data from Screener with deal created date = today?
Hello, do we have a method to keep the DateWhenDealWasCreated field being updated to the date which is same with system today's date ? As you can see now I need to manually update this field to the update to date value. But what we want is the date can be synchronized to Today without manual edit. Also, is there a way to…
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For loop in RIC screener search string
Hello, I would like to screen for companies through a for loop. I would like to iterate on industry code, but I cannot get the iterators to work with the proper package syntax. Looking through the below code, can you tell me where I am going wrong? (Note, the need for the loop arises because my full search, and below is…
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SCREENER documentation
I want to use the SCREENER App from EIKON to get data regarding public and private companies and their main business filed (industry) + description. Is there any kind of documentation e.g., what is/ are the data sources for each field, ...? Additionally, I am looking for an official description/ table that decribes each…
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What does it mean when a deal is Tranche Primary?
Hello, I am downloading deals, one of the fields that I use is the following: 'TR.NISdcPackageNumber.IsTranchePrimary'. I was wondering what does it mean when the tranche is primary (T). Does primary refer to the market where the tranche is commercialized, so the ones that are not primary would be registered when the…
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Get RIC for the largest 10 companies in each stock market
I was trying to get the largest 10 companies with respect to the market cap each year for a list of countries over a particular time period. I use a loop like this: country = ["IR","NL"] for i in country: for j in range(2000,2006,5): Start=str(j)+'-12-31' instruments = 'SCREEN(U(IN(Equity(active or…
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Screener syntax in Python
I have the following Screener syntax, could you help me to convert it into Python syntax, many thanks! TR("SCREEN(U(IN(DEALS)/*UNV:DEALSMNA*/),…
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Screening firms based on historical listing status over a certain period
Hello Guys, for a research project I need US firms’ fundamental financial data (BS, CF and P&L). Since usually Compustat North America database is used for this purpose I am seeking to meet the commonly used sample as accurate as possible. Retrieving the accounting data is straight forward, however, I face difficulties…
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get data screener --> ticker / symbol translation
for a "get_data" call that pulls in MNA fields with a screener, how do i get back any semblance of a normal ticker? for AAPL, ... AAPL, or AAPL.O or whatever? based on searches for querying for MNA, i am able to do this: data = ek.get_data( "SCREEN(U(IN(DEALS)),BETWEEN(TR.MnAAnnDate,20220314,20220314))", [ "TR.MnAAnnDate",…
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Possibility to filter for low-tech/high-tech/deep-tech venture capital activity?
Hi all, I was wondering whether there is an already existing filter for VC investment activities in ventures that are considered to be either low-tech, high-tech, or deep-tech within the Eikon PE and VC Screener. I am currently analysing the correlation of GPs/Funds experiences and the respective fund failure rates. The…