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
Get Prospectus Fees 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
ResponseProspectusFees
prospectusFeesobject
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}/prospectus-fees
Authentication
Path Parameters
Query Parameters
application/json
Get Basic Reference 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.
startDatestring(yyyy-MM-dd)
Time series start date. Accepts yyyy-MM-dd.
endDatestring(yyyy-MM-dd)
Time series end date. Accepts yyyy-MM-dd.
languageIdstring
Language to filter results by. Language support varies depending on the data and package.
ENG= EnglishSPA= SpanishFRA= FrenchDEU= GermanITA= ItalianJPN= JapaneseCHI= Chinese SimplifiedZHO= Chinese TraditionalKOR= Korean
Example:ENG
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
ResponseBasicReference
basicReferenceobject
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}/basic-reference
Authentication
Path Parameters
Query Parameters
application/json
Get Daily Returns Most Recent 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
ResponseDailyReturnsMostRecent
dailyReturnsMostRecentobject
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}/daily-returns-most-recent
Authentication
Path Parameters
Query Parameters
application/json
Get Basic Reference package view
The Basic Reference package contains the core data required to identify a company, stock, and specific listing of that stock. Data includes items such as ISINs (excluding those issued by CUSIP Global Services), trading symbols, details of the exchange on which the stock is listed, Legal Entity Identifiers (LEI), and the Securities and Exchange Commission’s Central Index Key. 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
companyInformationobject
* Additional properties are NOT allowed.
Show Child Parameters
delistInformationobject
* Additional properties are NOT allowed.
Show Child Parameters
shareClassInformationobject
* 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}/equity-basic-reference
Authentication
Path Parameters
Query Parameters
application/json