Morningstar Portfolio Analysis APIs
Portfolio calculation engines as APIs - X-Ray decomposition, performance, hypothetical performance, optimizer, and the Morningstar Portfolio Risk Score - across Direct Web Services and the US Dynamic Services portfolio-analysis endpoints.
Morningstar Portfolio Analysis APIs is one of 18 APIs that Morningstar publishes on the APIs.io network, described by a machine-readable OpenAPI specification.
Tagged areas include Portfolio Analytics, X-Ray, Risk Score, and Performance. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.
This API exposes 2 operations across 2 paths, and defines 6 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 Portfolio Analysis APIs declares
1 security scheme
for authenticating requests.
It accepts HTTP basic authentication (BasicAuth).
By default, every request must be authenticated.
Paths & Operations 2
Across 2 paths, the API surfaces 2 operations — 2 POST. Each is listed below with its method, path, parameters, and response codes.
Schemas 6
The contract defines 6 schemas that model the data the API accepts and returns. The most detailed are Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding (18 properties), Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput (7 properties), Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding (3 properties), Morningstar.PortfolioAnalysis.Models.Input.Esg.EsgRequestSettings (3 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.
This is an independent, third-party profile of Morningstar Portfolio Analysis 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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