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Morningstar Investment Details APIs

Deep security-level data for equities and managed investments - profiles, ratings, performance, holdings, fees, and hundreds of Morningstar data points - in synchronous and asynchronous variants with very large published OpenAPI 3.1 contracts.

Morningstar Investment Details APIs is one of 18 APIs that Morningstar publishes on the APIs.io network, described by a machine-readable OpenAPI specification.

Tagged areas include Securities, Equities, Funds, and Reference Data. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.

This API exposes 7 operations across 7 paths, and defines 17 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.

7 operations 7 paths 17 schemas 7 GET

Metadata

The identity and technical contract details declared by the specification.

Specification
OpenAPI 3.2.0
API Version
1.0.0
Base URL
https://www.us-api.morningstar.com
Authentication
HTTP Basic
Resource Areas
1

Authentication & Security 1

Morningstar Investment Details APIs declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (BasicAuth). By default, every request must be authenticated.

Paths & Operations 7

Across 7 paths, the API surfaces 7 operations — 7 GET. Each is listed below with its method, path, parameters, and response codes.

Aggregates Financials 7
GET
/direct-web-services/v1/investments/{id}/equity-aggregates-financials
Get Aggregates Financials view
getEquityAggregatesFinancialsPackage 9 params → 200400500
GET
/direct-web-services/v1/investments/{id}/equity-industry-aggregates-dividend-yields
Get Industry Aggregates Dividend Yields view
getEquityIndustryAggregatesDividendYieldsDataset 10 params → 200400500
GET
/direct-web-services/v1/investments/{id}/equity-industry-aggregates-enterprise-value-ratios
Get Industry Aggregates Enterprise Value Ratios view
getEquityIndustryAggregatesEnterpriseValueRatiosDataset 10 params → 200400500
GET
/direct-web-services/v1/investments/{id}/equity-industry-aggregates-financial-statements
Get Industry Aggregates Financial Statements view
getEquityIndustryAggregatesFinancialStatementsDataset 10 params → 200400500
GET
/direct-web-services/v1/investments/{id}/equity-industry-aggregates-operation-ratios
Get Industry Aggregates Operation Ratios view
getEquityIndustryAggregatesOperationRatiosDataset 10 params → 200400500
GET
/direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-multiples
Get Industry Aggregates Price Multiples view
getEquityIndustryAggregatesPriceMultiplesDataset 10 params → 200400500
GET
/direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-yields
Get Industry Aggregates Price Yields view
getEquityIndustryAggregatesPriceYieldsDataset 10 params → 200400500

Schemas 17

The contract defines 17 schemas that model the data the API accepts and returns. The most detailed are OutputAggregationFinancialStatementsSimpleSummation (225 properties), OutputAggregationPriceMultiples (36 properties), OutputAggregationFinancialHealthRatios (32 properties), OutputAggregationEnterpriseValueCalculations (23 properties). Each schema is shown below with its type and property counts.

OutputAggregationProfitability
object
18 properties
CodeMappingString
object
2 properties
OutputAggregationFinancialStatementsSimpleSummation
object
225 properties
OutputErrorDetails
object
Error details
4 properties
OutputAggregationLeverage
object
12 properties
OutputAggregationMonthlyDividendMetrics
object
10 properties
OutputIdentifiers
object
9 properties
OutputAggregationPriceMultiples
object
36 properties
OutputAggregationEfficiencyRatios
object
16 properties
OutputAggregationFinancialHealthRatios
object
32 properties
OutputInvalidInvestments
object
11 properties
OutputMetadataMessages
object
4 properties
OutputAggregationMargins
object
22 properties
OutputAggregationPriceYields
object
20 properties
OutputAggregationDailyDividendMetrics
object
6 properties
OutputMetadata
object
5 properties
OutputAggregationEnterpriseValueCalculations
object
23 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

morningstar-aggregates-financials-api-openapi.yml Raw ↑

Other APIs Morningstar publishes across the network.

Morningstar Market Data Web Services API
Morningstar Authentication API
Morningstar Time Series API
Morningstar Screener APIs
Morningstar Investment List API
Morningstar Portfolio Analysis APIs
Morningstar AI Insights API
Morningstar Scenario Analysis API
Morningstar Risk Profiler API
Morningstar Universe API
Morningstar Financial Planning APIs
Morningstar Investment Analysis APIs
Where this information came from

This is an independent, third-party profile of Morningstar Investment Details APIs, published by API Evangelist. We do not operate, host, resell, or support these APIs, and we are not affiliated with or endorsed by the company unless stated above. Everything here is built from publicly available information — the company's own site, developer portal, documentation, public repositories, and the specifications it publishes for public use. Nothing is obtained by breaching a system, defeating an access control, or using credentials.

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