Morningstar Financial Planning APIs
US financial-planning building blocks from the Dynamic Services APIs family - households, household members, portfolios, retirement plan lookup and benchmark fees, statement OCR, and report retrieval/file management.
Morningstar Financial Planning APIs is one of 18 APIs that Morningstar publishes on the APIs.io network, described by a machine-readable OpenAPI specification.
Tagged areas include Financial Planning, Households, Portfolio, and Retirement. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.
This API exposes 1 operation across 1 path, and defines 2 schemas. It is described by OpenAPI 3.2.0, at version 1.0.0.
Requests are made against 3 base URLs: https://www.us-api.morningstar.com/token, https://www.emea-api.morningstar.com/token, https://www.apac-api.morningstar.com/token.
Metadata
The identity and technical contract details declared by the specification.
Authentication & Security 1
Morningstar Financial Planning APIs declares
1 security scheme
for authenticating requests.
It accepts HTTP basic authentication (BasicAuth).
By default, every request must be authenticated.
Paths & Operations 1
Across 1 path, the API surfaces 1 operation — 1 GET. Each is listed below with its method, path, parameters, and response codes.
Schemas 2
The contract defines 2 schemas that model the data the API accepts and returns. The most detailed are BenchmarkFeeModel (3 properties), ErrorDetails (2 properties). Each schema is shown below with its type and property counts.
Specification
The full machine-readable OpenAPI contract behind this narrative.
Source
More from Morningstar 12
Other APIs Morningstar publishes across the network.
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