Workflows

How do I generate a PDF or HTML factsheet from an ISIN?

POST /api/v1/factsheets with an ISIN returns a one-page factsheet as HTML or PDF, or keyless share and embed links, with your title, theme and accent colour. White-label on Pro. Code and options.Updated 12 September 2026 · by FundFacts API

Short answer

POST https://fundfactsapi.com/api/v1/factsheets with { "isin": "…", "format": "pdf" } returns a one-page factsheet rendered from the fund's current payload (key facts, fees, risk scale, growth chart, holdings, sector and country charts, returns tables, as-of date). Ask for "html" for a web page, or add "deliver": "link" to get keyless share, PDF and embed URLs you can mail or iframe. Starter and above; Pro removes the FundFacts branding. An HTML render counts one request, a PDF two.

One call

bash
curl -s -X POST https://fundfactsapi.com/api/v1/factsheets \
  -H "Authorization: Bearer $FUNDFACTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"isin":"IE00B4L5Y983","format":"pdf","title":"Prepared for J. Doe","accent":"#1F5EFF","theme":"light"}' \
  -o factsheet.pdf

The response is the document (application/pdf or text/html); the headers X-Factsheet-Url and X-Factsheet-Pdf-Url carry keyless links to the same render.

bash
curl -s -X POST https://fundfactsapi.com/api/v1/factsheets -H "Authorization: Bearer $FUNDFACTS_API_KEY" -H "Content-Type: application/json" \
  -d '{"isin":"IE00B4L5Y983","format":"html","deliver":"link"}'
json
{ "id": "fs_…", "isin": "IE00B4L5Y983", "name": "iShares Core MSCI World UCITS ETF", "format": "html", "dataAsOf": "2026-09-01",
  "urls": { "html": "https://fundfactsapi.com/f/…", "pdf": "https://fundfactsapi.com/f/…?format=pdf", "embed": "https://fundfactsapi.com/f/…?embed=1" } }

The URLs need no key: mail the PDF link to a client, put the HTML link in a CRM, drop the embed URL in an iframe. GET /factsheets lists your renders, GET /factsheets/{id}?format=pdf re-renders, PATCH marks favourites, DELETE removes.

Options

FieldValues
format"html" (1 request) or "pdf" (2)
deliver"file" (default, the document) or "link" (JSON with URLs)
titleFree text printed at the top
theme, accent"light" / "dark", any CSS colour
brandingPro and above may set false to drop the "Powered by FundFacts API" line

In your own layout

The factsheet is rendered with the open-source React components in @fundfactsapi/widgets (growth chart, donut, weight bars, key-fact tiles, risk scale, returns tables and a composite FundFactsheet), so you can also build the page yourself from the JSON and print it with your own stack. Generate PDF factsheets from JSON and the client reporting use case show both routes.

Verify it yourself

The demo endpoint returns the live payload for a fund that is already in the store, without a key. Everything on this page can be checked against it.
bash
curl -s https://fundfactsapi.com/api/v1/demo/funds/IE00B4L5Y983 | jq '{name, asOf: .data.dataAsOf, ter: .data.headlineMetrics.ter, risk: .data.riskRating, top: .data.topHoldings[:3]}'

Reference

Docs: Endpoints

Frequently asked questions

Does the factsheet update when the data changes?

A share link renders the stored factsheet; call the endpoint again (or GET /factsheets/{id}) to render with the current payload. The as-of date is printed on the page.

Do I need a credit card to try it?

No. The Free plan is 15 lookups per month with no card; sign up with an e-mail address or Google and the key is shown in the dashboard.

Try it on your own ISINs

One request returns key facts, holdings, risk and performance as JSON. Free plan, no card.
Get a free API keySee the live demo

Related questions

Workflows

How do I embed a fund factsheet or chart in a React app?

npm install @fundfactsapi/widgets gives you zero-dependency React components (GrowthChart, Donut, WeightBars, KeyFacts, RiskScale, ReturnsTable, FundFactsheet) that render the API payload. Server-side fetch, client render, or an iframe embed.
Coverage & rules

Can I use the fund data commercially in my product?

Pro ($49), Scale and Enterprise include a commercial licence for using the data in your own products; Free and Starter are for personal and evaluation use. What the licence covers and how to attribute.
By field

How do I know how fresh a fund's data is (as-of date)?

Every payload states the date of its figures (data.dataAsOf), when it was produced (generatedAt) and when it will be refreshed (expiresAt), so you can display and cache fund data correctly.
Workflows

How do I compare two ETFs or funds programmatically?

Fetch both ISINs in one batch call, put TER, risk indicator, size, top holdings, sector and country weights and calendar returns side by side, then add the overlap endpoint for shared holdings. Code included.

What teams build with this

Client reporting & factsheets

Client reporting and branded factsheets from structured fund data

Generate branded PDF and HTML fund pages, quarterly packs and factsheets from one JSON payload per ISIN, with as-of dates and disclaimers handled correctly.
CRM & wealth platform enrichment

Enrich CRM and wealth platform positions with fund facts

Attach objective, risk rating, fees and exposure to every fund position in a CRM or PMS. Enrichment pattern, TypeScript example and refresh strategy.

Guides

TutorialReporting

Generate branded PDF factsheets from fund JSON with Node

Choose a PDF renderer, lay out key facts, holdings, exposures, returns, the 1–7 risk scale and fees, add the required disclaimers, and batch-generate by ISIN.
9 September 2026 · 5 min read
AutomationWealth management

Automating fund factsheets: from PDF scraping to structured JSON

Why parsing factsheet PDFs breaks, what a normalised fund data schema looks like, and how wealth managers and fintechs generate client-ready factsheets automatically.
22 July 2026 · 3 min read