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. Every plan, Free included; white label on Pro. Code and options.Published September 12, 2026 · Updated October 13, 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 and the KID's cost lines, 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. Every plan, the Free one included (a PDF counts 2 of the 5 free lookups, a web page 1); Pro adds your logo, removes the FundFacts line and licenses the sheets for clients. No code: the dashboard's Factsheets tab makes the same sheet in one click.

See it on a real fund page: the IE00B4L5Y983 page shows the figures this answer describes, with their as-of date.

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/….pdf", "embed": "<iframe src=\"https://fundfactsapi.com/f/…\" title=\"Fund factsheet\" width=\"100%\" height=\"1100\"></iframe>" } }

The URLs need no key: mail the PDF link to a client, put the HTML link in a CRM, paste the embed snippet in your page. 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)
titleUp to 80 characters, printed in the header in place of the FundFacts wordmark (every plan)
theme, accent"light" / "dark", and a hex colour such as #1F5EFF
brandingPro and above may set false to drop the "Powered by FundFacts API" line
logoPro and above: https URL of your logo (PNG, JPEG, WebP, GIF or SVG), printed in the header

No code

The dashboard's Factsheets tab (https://fundfactsapi.com/dashboard?tab=factsheets, free account) makes the same sheet without code: search the fund by name or paste its ISIN, pick PDF or web page, the theme, an accent colour and the name in the header, then generate. Every public fund page under /funds/{isin} has a button that opens the generator on that fund.

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]}'

Terms used on this page

Frequently asked questions

Does the factsheet update when the data changes?

A share link renders the stored sheet, frozen on the day it was made. Generate it again (the dashboard's "Generate again" action, or the endpoint) for today's figures; the as-of date is printed on the page.

Do I need a credit card to try it?

No. The Free plan is 5 lookups per month with no card; sign up with an e-mail address or Google and the key is shown in the dashboard.

Make your first factsheet now

Paste an ISIN and get its one-page PDF. 2 free PDF factsheets every month, no card; Pro free for 7 days, card required. Your logo, template and a licence to send them to clients from Pro ($49 a month).