API Guides
Understand the common common features shared across APIs.
About
Morningstar APIs give you programmatic access to Morningstar data and analytics. This section has a guide for each API, plus the setup steps every integration needs: getting access, authenticating, identifying investments, and handling large or long-running requests.
Where to start
New to Morningstar APIs? Work through the Get Started pages in order. They take you from your first request to the concepts you'll use in every integration.
- Quick Start: Make your first API call.
- Authentication: Get a token and include it in your requests.
- Identifiers: Learn how to identify investments across APIs.
- Pagination: Page through large sets of results.
- Synchronous and Asynchronous APIs: Know when you'll get a response right away and when you need to check back for results.
Already know which data you need? Go straight to the API guides below.
Choose an API guide
Each guide explains what an API does, how to call it, and what to expect in the response.
| API | Use it to |
|---|---|
| Investment Details API | Retrieve detailed data for specific investments. |
| Investment Details Feed API | Retrieve investment details in bulk for ongoing data feeds. |
| Investment List API | Retrieve lists of investments. |
| Portfolio X-Ray API | Analyze the holdings and exposures of a portfolio. |
| Screener APIs | Criteria-based screening using filtering logic. Equities Screener API Managed Investments Screener API |
| Time Series API | Retrieve historical data over time. |
Utilities
These APIs support the others. You'll likely use them alongside one or more of the guides above.
- Authentication API: Request and manage the tokens you use to call other APIs.
- Universe API: Work with the investment universes available to your account.
Get help from AI
The API Assistant MCP Server connects your AI tools to Morningstar API documentation, so you can ask questions and get help building requests without leaving your workflow.