Generate a JSON Web Token (JWT)
Exchanges your Client ID and Client Secret for a signed JWT bearer token.
Send your credentials as a Base64-encoded clientId:clientSecret string in the Authorization header. Use the returned access_token as a Bearer token on all other endpoints in this API.
post
Response
application/json
Response
application/json
200: OK
OutputToken
A successful authentication response containing a JWT bearer token.
access_tokenstringrequired
The signed JWT to use as a Bearer token in subsequent authenticated requests.
Example:eyJhbGciOiJ example
expires_inintegerrequired
The number of seconds until the token expires. After expiry, request a new token.
Example:3599
token_typestringrequired
The token type. Always Bearer.
Example:Bearer
post/token/oauth
Authentication
application/json
Investment Details
Get Asset Allocation Breakdown view
Most recent data supported.
get
Query Parameters
idTypestring
Specifies the type of the value passed in the id parameter.
Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.
Allowed values:performanceIdisinsecurityIdcusiptradingSymbolfundCodemsid
Default:performanceId
baseCurrencystring
Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
domicilestring
Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
exchangeCountrystring
Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
exchangeIdstring
Exchange identifier to use for investment lookup.
Path Parameters
idstringrequired
Specifies the investment to query.
Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.
Example:0P00000046
Response
application/json
Response
application/json
OK
ResponseAssetAllocationBreakdown
assetAllocationBreakdownobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
identifiersobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
metadataobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/v1/investments/{id}/asset-allocation-breakdown
Authentication
Path Parameters
Query Parameters
application/json
Get Return Index view
Most recent data supported.
get
Query Parameters
idTypestring
Specifies the type of the value passed in the id parameter.
Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.
Allowed values:performanceIdisinsecurityIdcusiptradingSymbolfundCodemsid
Default:performanceId
baseCurrencystring
Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
domicilestring
Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
exchangeCountrystring
Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
exchangeIdstring
Exchange identifier to use for investment lookup.
currencyIdstring
Currency identifier in ISO format (e.g., “USD”, “EUR”, “GBP”)
Path Parameters
idstringrequired
Specifies the investment to query.
Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.
Example:0P00000046
Response
application/json
Response
application/json
OK
ResponseReturnIndex
returnIndexobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
identifiersobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
metadataobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/v1/investments/{id}/return-index
Authentication
Path Parameters
Query Parameters
application/json
Get Morningstar Equity Sectors Breakdown view.
Most recent data supported.
get
Query Parameters
idTypestring
Specifies the type of the value passed in the id parameter.
Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.
Allowed values:performanceIdisinsecurityIdcusiptradingSymbolfundCodemsid
Default:performanceId
baseCurrencystring
Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes.
domicilestring
Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
exchangeCountrystring
Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
exchangeIdstring
Exchange identifier to use for investment lookup.
Path Parameters
idstringrequired
Specifies the investment to query.
Morningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe.
Example:0P00000046
Response
application/json
Response
application/json
OK
ResponseMorningstarEquitySectorsBreakdown
morningstarEquitySectorsBreakdownobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
identifiersobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
metadataobject
All fields are nullable. Empty or null value fields are not returned.
* Additional properties are NOT allowed.
Show Child Parameters
get/direct-web-services/v1/investments/{id}/morningstar-equity-sectors-breakdown
Authentication
Path Parameters
Query Parameters
application/json