Is there any way to create dynamic Fund screening (from FSCREEN app) by using Eikon/WS API ? Image a

Pradeep_N

Is there any way to create dynamic Fund screening (from FSCREEN app) by using Eikon/WS API ? Image attached(Indian Mutual funds screening)

Jirapongse

@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

Gurpreet

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.

Pradeep_N

@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?

raksina.samasiri

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

Pradeep_N

@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"

)

Pradeep_N

https://community.developers.refinitiv.com/discussion/comment/124537#Comment_124537

Thank you very much