Fund screener via Python API

cccccali

I was following the steps in https://developers.refinitiv.com/en/article-catalog/article/find-your-right-companies-with-screener-eikon-data-apis-python, I realized that if I choose “Lipper Funds” for universe, it jumps to a different page, and when I export as excel, it doesn’t have the option to include formulas that can be used for Python API. Can anyone please advise on how to get formulas for fund screener? Am I doing something wrong? Thanks!

chavalit-jintamalit

Hi @cccccali

I am not aware of the Lipper Fund search on Eikon Data API.

However, I think you can try using RDP Lib.

#pip install refinitiv.dataplatform

import refinitiv.dataplatform as rdp
rdp.open_desktop_session('_same_appkey_with_eikondataapi_')

df = rdp.search(
    view = rdp.SearchViews.FundQuotes,
    filter = "ExchangeCode eq 'LIP' and FundClassCurrency eq 'THB' and AssetStateName eq 'Active'",
    select = "RIC,DocumentTitle,ExchangeCode,FundClassCurrency,FundClassLipperID,AssetStateName,FundEntityLipperId,CommonName,ExchangeName",
    top = 10000
)
df

Then you can get RIC column as RIC list and use them with Eikon Data API.

rics = df['RIC'].tolist()
fields = ['TR.RIC','TR.xxx','TR.yyy'] #some fields

df2,e = ek.get_data(rics, fields)
df2