Is there any way to create dynamic Fund screening (from FSCREEN app) by using Eikon/WS API ? Image attached(Indian Mutual funds screening)
@Pradeep_N
Please try this one:
df = rd.discovery.search( view = rd.discovery.Views.FUND_QUOTES, top = 10000, filter = "(AssetState ne 'DC' and SearchAllCategoryv2 eq 'Funds' and ((RCSIssuerDomicileCountryLeaf eq 'India') and IssueLipperGlobalSchemeName xeq 'Equity India'))", select = "DTSubjectName,RIC,BusinessEntity,PI,SearchAllCategoryv3,SearchAllCategoryv2,SearchAllCategory,IssueISIN,IssueLipperGlobalSchemeName,RCSAssetCategoryLeaf,RCSIssuerDomicileCountryLeaf,RCSIssueCountryRegisteredForSale,RCSCurrencyLeaf,ExchangeName,iNAVRIC" ) df1 = rd.get_data( universe=df['RIC'].tolist(), fields=['TR.FundNAV','TR.FundName']) df1
Hello @Pradeep_N
Can you please define what you mean by Dynamic Screening?
Screener is an API available within Workspace and you can use a Python program to retrieve results from Screening query. See some of the provided Screener example with the Python version of this library.
@Gurpreet Thank you for this. I dont find any sreening/search example with respect to Mutual funds. Could you please share any Eikon API script which pulls list of all Indian active Mutual Funds?
Hi @Pradeep_N ,
As the moderator in this forum is more on the expert of API usage side of LSEG, the content expert can be reached out via https://myaccount.lseg.com/en/helpandsupport . You can raise the content query to get the SCREENER criteria of all Indian active Mutual Funds, then from that criteria, I can help you convert it into Python code for Eikon Data API, or the recommended library, https://developers.lseg.com/en/api-catalog/lseg-data-platform/lseg-data-library-for-python
@raksina.samasiri @Gurpreet thank you. I am able to get the Data what I want by using below scripts. Could please help me to modify it. I need additional data for below search result i.e. TR.FundNAV, TR.FundName. How to accomodate these two fields within this scripts.
import refinitiv.data as rd
rd.open_session()
rd.discovery.search(
view = rd.discovery.Views.FUND_QUOTES,
top = 10000,
filter = "(AssetState ne 'DC' and SearchAllCategoryv2 eq 'Funds' and ((RCSIssuerDomicileCountryLeaf eq 'India') and IssueLipperGlobalSchemeName xeq 'Equity India'))",
select = "DTSubjectName,RIC,BusinessEntity,PI,SearchAllCategoryv3,SearchAllCategoryv2,SearchAllCategory,IssueISIN,IssueLipperGlobalSchemeName,RCSAssetCategoryLeaf,RCSIssuerDomicileCountryLeaf,RCSIssueCountryRegisteredForSale,RCSCurrencyLeaf,ExchangeName,iNAVRIC"
)
Thank you very much