How AI is applied across API Evangelist and APIs.io. Read my AI disclosure →
API Evangelist API Evangelist
Discovery
Learnings
Guidance
Toolbox
Alignment
API Evangelist LLC
Discovery
Learnings
Guidance
Toolbox
Alignment
API Evangelist LLC

Need help?

Contact us
Morningstar

Morningstar Scenario Analysis API

Stress-test portfolios against historical and hypothetical market scenarios using Morningstar risk engines.

Documentation Provider Profile APIs.io OpenAPI GitHub

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

Tagged areas include Risk, Scenarios, and Analytics. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.

This API exposes 10 operations across 10 paths, and defines 40 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.

10 operations 10 paths 40 schemas 3 GET7 POST

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 Scenario Analysis API declares 1 security scheme for authenticating requests. It accepts HTTP basic authentication (BasicAuth). By default, every request must be authenticated.

Paths & Operations 10

Across 10 paths, the API surfaces 10 operations — 3 GET, 7 POST. Each is listed below with its method, path, parameters, and response codes.

Scenario Analysis 10
GET
/direct-web-services/v1/scenario-analysis/risk-models
Get risk models
getRiskModels → 200400
GET
/direct-web-services/v1/scenario-analysis/scenarios
Get scenarios
getScenarios 2 params → 200400
POST
/direct-web-services/v1/scenario-analysis/returns
Calculate returns
calculateReturns body → 200400
POST
/direct-web-services/v1/scenario-analysis/metrics
Generate metrics
generateMetrics body → 200400
GET
/scenario-analysis/scenarios
Get all predefined scenarios
get_scenarios 1 param → 200401403404500
POST
/scenario-analysis/calculate-cumulative-return
Calculate cumulative returns forecast for funds based on predefined or custom macro schock scenarios
post_cumulative body → 200401403404500
POST
/scenario-analysis/calculate-drawdown
Calculate drawdown forecast for a fund based on a predefined or custom macro shock scenarios
post_drawdown body → 200401403404500
POST
/scenario-analysis/calculate-metrics
Calculate metrics forecast for a fund based on predefined or custom macro shock scenarios
post_metrics body → 200401403404500
POST
/scenario-analysis/calculate-period-return
Calculate returns forecast for a fund based on predefined or custom macro shock scenarios
post_period_return body → 200401403404500
POST
/scenario-analysis/calculate-ten-k-growth
Calculate growth forecast for a $10k investment in a fund based on a predefined or custom macro/market shock scenarios
post_ten_k_growth body → 200401403404500

Schemas 40

The contract defines 40 schemas that model the data the API accepts and returns. The most detailed are OutputRiskModel (15 properties), OutputPerformanceMetrics (12 properties), OutputInvestmentReference (10 properties), OutputScenario (9 properties). Each schema is shown below with its type and property counts.

InputInvestment
object
6 properties 1 required
ResponseGetScenarios
object
4 properties
InputScenarioType
string
OutputMetricsPortfolio
object
3 properties
OutputIdentifierType
string
Security identifier type
OutputInvestmentMetadata
object
Represents an investment that is considered invalid.
8 properties
ResponseErrorDetails
object
Error details
4 properties
OutputSecurityType
string
The security type
OutputReturnsInvestment
object
4 properties
OutputMetricsScenario
object
8 properties
OutputMessageType
string
MessageType
InputPortfolio
object
2 properties 2 required
holding
object
2 properties
InputHolding
object
7 properties
ResponseGenerateMetrics
object
2 properties
OutputMessage
object
5 properties
OutputHoldingMetadata
object
5 properties
OutputReturn
object
3 properties
OutputLookupFilters
object
Information passed in request and used to look up an investment's Morningstar Investment identifier.
4 properties
OutputReturnsScenario
object
9 properties
OutputRiskModel
object
15 properties
OutputIdentifiers
object
The ID and ID type passed in the request and the corresponding Morningstar investment identifiers are returned.
6 properties
OutputInvestmentReference
object
Represents resolved identifier data for a valid investment or holding, returned in metadata.
10 properties
ResponseGetRiskModels
object
2 properties
InputCalculationType
string
CalculationType defines the type of return in response. Growth10k : A different way of showing cumulative return that highlights the change in value of an init…
ScenarioAnalysisModel
object
4 properties 2 required
OutputScenario
object
9 properties
InputBenchmark
object
1 property
OutputPerformanceMetrics
object
12 properties
RequestGenerateMetrics
object
5 properties 2 required
Holdings
object
2 properties 1 required
RequestCalculateReturn
object
5 properties 3 required
OutputPortfolioMetadata
object
2 properties
Metrics
object
5 properties 2 required
OutputMetadata
object
4 properties
OutputReturnsPortfolio
object
3 properties
investment
object
2 properties
ResponseCalculateReturn
object
2 properties
benchmark
object
2 properties
OutputMetricsInvestment
object
4 properties

Specification

The full machine-readable OpenAPI contract behind this narrative.

Source

morningstar-scenario-analysis-api-openapi.yml Raw ↑

Other APIs Morningstar publishes across the network.

Morningstar Market Data Web Services API
AE Profile APIs.io
Morningstar Authentication API
AE Profile APIs.io
Morningstar Time Series API
AE Profile APIs.io
Morningstar Screener APIs
AE Profile APIs.io
Morningstar Investment Details APIs
AE Profile APIs.io
Morningstar Investment List API
AE Profile APIs.io
Morningstar Portfolio Analysis APIs
AE Profile APIs.io
Morningstar AI Insights API
AE Profile APIs.io
Morningstar Risk Profiler API
AE Profile APIs.io
Morningstar Universe API
AE Profile APIs.io
Morningstar Financial Planning APIs
AE Profile APIs.io
Morningstar Investment Analysis APIs
AE Profile APIs.io
#Risk#Scenarios#Analytics
← Back to M APIs
API Details
ID
morningstar:morningstar-scenario-analysis-api
Base URL
https://www.us-api.morningstar.com
Docs
https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/scenario-analysis/overview
Provider
Morningstar
APIs.io →  GitHub →
Explore more
All APIs Providers APIs.io Network
Work with this as data

Every API here is available over the API and to AI agents over MCP. APIs is not yet its own endpoint on the v1 API. Reach this content through network search and the tag graph, or the MCP server below.

Installs https://mcp.apievangelist.com/mcp in Claude, Cursor, VS Code and the rest — one button, every client.

MCP tools for apis
4 tools reach this content
  • search_api_evangelistSearch every content type across the network at once.
  • find_relatedThe shared-tag relevance graph — what else covers this.
  • get_tagEverything one tag labels, across all content types.
  • guide_topicPRO — a curated bundle for a topic: area, guidance, rules, papers, stories, services.
All tools & prompts
Call it yourself
curl for this page
Search the network for this 
curl "https://api.apievangelist.com/v1/search?q=morningstar-scenario-analysis-api&limit=10"
Everything under a tag 
curl "https://api.apievangelist.com/v1/tags/morningstar-scenario-analysis-api"

Discovery needs no key. Full bodies and the synthesis endpoints are Pro.

Get an API key

Free tier, no email required. Sign in with whichever identity you already have.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have. Your account

Where this information came from

This is an independent, third-party profile of Morningstar Scenario Analysis API, 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.

The Kin Score and Agent Readiness rating are independently calculated assessments of a company's public API artifacts, scored against a published rubric. They are not certifications, endorsements, security assessments, or audits.

Corrections, re-scores, and removal are free — no partnership or purchase required, and you do not need to justify the request. A removed company is recorded as unrated, never scored zero for having asked. Acknowledgement within one business day; removal within two.

info@apievangelist.com · Read the full data-sourcing policy →
On a security or compliance team? Put security in the subject line and you will get a person, not a form — we will tell you exactly which public URLs this profile was built from.