---
title: "Managed Investments API"
url: "https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84"
---

# Managed Investments API

OpenAPI specification document.

```json
{"openapi":"3.1.0","info":{"title":"Managed Investments API","version":"1.0","description":"\n## Try This API\n\nYou can try this API by creating an account to get credentials. Once your calls are authorized, you can test the endpoints on this page and get back a limited sample of real data — enough to evaluate the response structure and integrate against it.\n\nTrial responses are restricted to a sample universe. For full data coverage and production access, [talk to our sales team](https://www.morningstar.com/business/products/direct-web-services/contact).\n\n## Before You Start\n\nYou'll need a **Client ID** and **Client Secret**. These come from an your account profile — they're separate from the username and password you use to log in to Morningstar for Developers.\n\n[Create Account](/register)\n\nAlready have an account? <a href=\"/login\" target=\"_blank\">Log in</a> and follow the steps below.\n\n1. Create an application in your portal profile.\n2. Copy the Client ID and Client Secret it issues.\n\n## Authenticating Your Requests\n\nAuthentication is a two-step process.\n\n1. **Request a token** from `POST /token/oauth`, using your Client ID and Client Secret as HTTP Basic credentials.\n2. **Send the token** to all other endpoints as an `Authorization: Bearer <token>` header.\n\nReuse the token for up to 60 minutes, then request a new one.\n\n## Learn More\n\nReady to go deeper? The <a href=\"/managed-investments-screener-api\" target=\"_blank\">Managed Investments API</a> guide has the concepts, worked examples, and reference material you'll need to build with confidence.\n\nNew to Morningstar's APIs? The <a href=\"/api-get-started/api-quick-start\" target=\"_blank\">Quick Start</a> takes you from account to first call in a few minutes.\n\n---","x-changelog":[{"date":"2026-10-21","changes":["Added `universe` request property to apply a predefined scope.","Added `contains` operator for text data points, and documented the query-level `fuzzy` flag for fuzzy text matching.","Code-mapped data points now return an object with `code` and `value` (or an array of these objects). See `OutputCodeMappedValue`.","Added `fuzzy`, `enum`, and `isCodeMapped` to data point metadata. Renamed response array to `datapoints` to match the API response.","Added `securityReference` to screener response metadata and additional identifier fields to `OutputInvalidInvestment`.","Added 401 and 403 responses to the screener endpoint, and 400 and 500 responses to the data points endpoint.","Replaced data point-specific schemas with generic request and response schemas that support all data types."]},{"date":"2026-07-06","changes":["Updated schemas to point to data dictionary for input data point values instead of listing all available data points as enums."]},{"date":"2026-04-20","changes":["Added base URL for Americas to list of servers."]}]},"tags":[{"name":"Authentication"},{"name":"Screener","description":"Screen managed investments and return selected data points."},{"name":"Data Points","description":"Discover data points supported for managed investments screening."}],"x-tagGroups":[{"name":"Authentication","tags":["Authentication"]},{"name":"Category","tags":["Screener","Data Points"]}],"security":[{"Bearer":[]}],"servers":[{"url":"https://www.us-api.morningstar.com","description":"Americas"},{"url":"https://www.apac-api.morningstar.com","description":"APAC"},{"url":"https://www.emea-api.morningstar.com","description":"EMEA"}],"paths":{"/token/oauth":{"post":{"tags":["Authentication"],"summary":"Get token","description":"Exchanges your Client ID and Client Secret for a signed JWT bearer token.\n\nSend 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.","operationId":"createToken","security":[{"Basic":[]}],"responses":{"200":{"$ref":"#/components/responses/ResponseToken"},"401":{"$ref":"#/components/responses/ErrorResponse401"}}}},"/direct-web-services/v1/screeners/managed-investments":{"post":{"summary":"Query managed investments and return selected data points.","operationId":"queryManagedInvestments","tags":["Screener"],"description":"Returns the investments that meet the conditions defined in `universe`/`scope` and `query`. Returns `instrumentIdentifiers.performanceId` by default and any other data points specified in the `dataPoints` array.","requestBody":{"$ref":"#/components/requestBodies/RequestManagedInvestmentsScreener"},"responses":{"200":{"$ref":"#/components/responses/ResponseManagedInvestmentsScreener"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"401":{"$ref":"#/components/responses/ResponseStatus401"},"403":{"$ref":"#/components/responses/ResponseStatus403"},"500":{"$ref":"#/components/responses/ResponseStatus500"}}}},"/direct-web-services/v1/screeners/managed-investments/data-points":{"get":{"summary":"List all managed investment data points.","operationId":"listManagedInvestmentDataPoints","tags":["Data Points"],"description":"Returns the list of managed investment data points supported for screener queries. Metadata for each entry includes the data type, supported operators, and whether the data point is sortable, language-dependent, currency-dependent, fuzzy-searchable, or code-mapped.","responses":{"200":{"$ref":"#/components/responses/ResponseDataPoints"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}}}}},"components":{"securitySchemes":{"Bearer":{"type":"http","scheme":"bearer","bearerFormat":"JWT","description":"JWT obtained from `POST /token/oauth`.\n\nSend it on every request as `Authorization: Bearer <token>`. Reuse the token for up to 60 minutes, then request a new one."},"Basic":{"type":"http","scheme":"basic","description":"Used only by `POST /token/oauth` to obtain a bearer token.\n\nSend your Client ID and Client Secret as a Base64-encoded `clientId:clientSecret` pair."}},"requestBodies":{"RequestManagedInvestmentsScreener":{"required":true,"content":{"application/json":{"schema":{"$ref":"#/components/schemas/RequestManagedInvestmentsScreener"},"examples":{"Basic Query - Equals":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample1"},"Basic Query - In":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample2"},"Basic Query - Date Range":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample3"},"Basic Query - Number Range":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample4"},"Compound Query - AND":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample5"},"Compound Query - OR":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample6"},"Compound Query - NOT":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample7"},"Universe":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample8"},"Compound Scope - OR":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample9"},"Text Query - Contains":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample10"},"Text Query - Fuzzy":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample11"},"Pagination - Next Page":{"$ref":"#/components/examples/RequestManagedInvestmentsScreenerExample12"}}}}}},"responses":{"ResponseManagedInvestmentsScreener":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ResponseManagedInvestmentsScreener"},"examples":{"Basic Query - Equals":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample1"},"Basic Query - In":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample2"},"Basic Query - Date Range":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample3"},"Basic Query - Number Range":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample4"},"Compound Query - AND":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample5"},"Compound Query - OR":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample6"},"Compound Query - NOT":{"$ref":"#/components/examples/ResponseManagedInvestmentsScreenerExample7"}}}}},"ResponseDataPoints":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ResponseDataPoints"},"examples":{"Managed Investments Data Points":{"$ref":"#/components/examples/ResponseDataPointsExample1"}}}}},"ResponseStatus400":{"description":"400: Bad Request","content":{"application/json":{"schema":{"$ref":"#/components/schemas/OutputError"},"examples":{"Example1":{"$ref":"#/components/examples/ResponseStatus400Example1"}}}}},"ResponseStatus401":{"description":"401: Unauthorized. The token is missing, invalid, or expired.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/OutputError"}}}},"ResponseStatus403":{"description":"403: Forbidden. The token does not grant access to this resource.","content":{"application/json":{"schema":{"$ref":"#/components/schemas/OutputError"}}}},"ResponseStatus500":{"description":"500: Internal Server Error","content":{"application/json":{"schema":{"$ref":"#/components/schemas/OutputError"}}}},"ResponseToken":{"description":"200: OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/OutputToken"},"examples":{"ResponseTokenExample1":{"$ref":"#/components/examples/ResponseTokenExample1"}}}}},"ErrorResponse401":{"description":"401: Unauthorized","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponseAuthentication"},"examples":{"ErrorResponseExample1":{"$ref":"#/components/examples/ErrorResponseExample1"}}}}}},"schemas":{"ErrorResponseAuthentication":{"title":"ErrorResponseAuthentication","type":"object","description":"A response body returned when authentication fails.","required":["error_message"],"additionalProperties":false,"properties":{"error_message":{"type":"string","description":"A human-readable description of the error.","examples":["Incorrect username or password"]}}},"InputDataPoints":{"title":"InputDataPoints","description":"Lists data points to return. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary.","type":"array","maxItems":100,"items":{"type":"string"},"example":["basicReference.legalName","basicReference.name","basicReference.firmName","basicReference.inceptionDate"],"externalDocs":{"description":"Data dictionary (Excel)","url":"https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx"}},"InputFieldContainsFilter":{"title":"InputFieldContainsFilter","description":"Matches string values that contain the specified text.","type":"object","required":["contains"],"additionalProperties":false,"properties":{"contains":{"description":"Text to search for.","type":"string","example":"apple"}}},"InputFieldRangeFilter":{"title":"InputFieldRangeFilter","description":"Filters for values within a range or based on a comparison. Supports number, integer, and date data types.","type":"object","minProperties":1,"additionalProperties":false,"properties":{"gt":{"description":"Greater than.","anyOf":[{"type":"number"},{"type":"integer"},{"type":"string","format":"date"}]},"gte":{"description":"Greater than or equal to.","anyOf":[{"type":"number"},{"type":"integer"},{"type":"string","format":"date"}]},"lt":{"description":"Less than.","anyOf":[{"type":"number"},{"type":"integer"},{"type":"string","format":"date"}]},"lte":{"description":"Less than or equal to.","anyOf":[{"type":"number"},{"type":"integer"},{"type":"string","format":"date"}]}}},"InputFieldValueFilter":{"title":"InputFieldValueFilter","description":"Exact match (`eq`) to a single value, or match to any value in a list (`in`).","anyOf":[{"$ref":"#/components/schemas/InputFilterValue"},{"type":"array","minItems":1,"items":{"$ref":"#/components/schemas/InputFilterValue"}}]},"InputFilterOptions":{"title":"InputFilterOptions","description":"Filter applied to a data point. The data type of the value must match the data type of the data point.","oneOf":[{"$ref":"#/components/schemas/InputFieldValueFilter"},{"$ref":"#/components/schemas/InputFieldRangeFilter"},{"$ref":"#/components/schemas/InputFieldContainsFilter"}]},"InputFilterValue":{"title":"InputFilterValue","description":"A single filter value. Supports string, number, integer, boolean, and date (`YYYY-MM-DD` string) data types. For code-mapped data points, filter on the code.","anyOf":[{"type":"string"},{"type":"number"},{"type":"integer"},{"type":"boolean"}]},"InputPaginationOptions":{"title":"InputPaginationOptions","description":"Determines how results are paginated.","type":"object","properties":{"pageSize":{"description":"Specifies the maximum number of results per page.","type":"integer","format":"int32","default":50,"maximum":50,"minimum":1,"example":10},"paginationTokenNext":{"description":"Token returned in `metadata.paginationTokenNext`. Retrieves the next page of results.","type":["string","null"],"example":"CJ2aBBoROg81YmFuYyBzcGxpdCBpbmMaDDoKMHAwMDAwbTJkaiIMOgowUDAwMDBNMkRK"},"paginationTokenPrevious":{"description":"Token returned in `metadata.paginationTokenPrevious`. Retrieves the previous page of results.","type":["string","null"],"example":"CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw=="}},"additionalProperties":false},"InputQueryOptions":{"title":"InputQueryOptions","description":"Filters investments using `dataPoint: filter` conditions or compound logic. Keys are data point names; values are filters. For example:\n* Equals: `{ \"basicReference.baseCurrency\": \"USD\" }`\n* In: `{ \"basicReference.baseCurrency\": [\"USD\", \"GBP\"] }`\n* Range: `{ \"basicReference.inceptionDate\": { \"gt\": \"2020-01-01\", \"lt\": \"2024-01-01\" } }`\n* Contains: `{ \"basicReference.name\": { \"contains\": \"app\" } }`\n* Fuzzy: `{ \"basicReference.name\": \"Aviva\", \"fuzzy\": true }`\n* Compound: `{ \"and\": [ { \"dataPoint1\": \"value1\" }, { \"dataPoint2\": \"value2\" } ] }`\n* Nested compound: `{ \"or\": [ { \"and\": [ ... ] }, { \"dataPoint\": \"value\" } ] }`\n\nCheck the operators supported by each data point via the data points endpoint.","type":"object","properties":{"and":{"description":"All conditions must match (logical AND). Elements may contain nested `and`, `or`, or `not` logic.","type":"array","items":{"$ref":"#/components/schemas/InputQueryOptions"}},"or":{"description":"At least one condition must match (logical OR). Elements may contain nested `and`, `or`, or `not` logic.","type":"array","items":{"$ref":"#/components/schemas/InputQueryOptions"}},"not":{"description":"No condition may match (logical NOT). Elements may contain nested `and`, `or`, or `not` logic.","type":"array","items":{"$ref":"#/components/schemas/InputQueryOptions"}},"fuzzy":{"description":"When true, applies fuzzy text matching to the string equals conditions in this object. Supported only by data points where `fuzzy` is true.","type":["boolean","null"],"default":false}},"propertyNames":{"description":"Data point name in the format `<dataGroup>.<fieldName>`. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary.","type":"string","example":"basicReference.legalName","externalDocs":{"description":"Data dictionary (Excel)","url":"https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx"}},"additionalProperties":{"$ref":"#/components/schemas/InputFilterOptions"}},"InputSortOption":{"title":"InputSortOption","description":"The data point and sort direction.","type":"object","properties":{"dataPoint":{"description":"Data point name. Must also be passed in the `dataPoints` array.","type":"string","example":"basicReference.legalName"},"orderBy":{"description":"Sort direction.","type":"string","enum":["asc","desc"],"x-enumDescriptions":["asc (Ascending)","desc (Descending)"],"default":"asc","example":"desc"}},"required":["dataPoint"],"additionalProperties":false},"InputUniverse":{"title":"InputUniverse","description":"Applies a predefined scope. Use as an alternative to defining a custom `scope`.","type":["string","null"],"enum":["mip_data_univ",null],"x-enumDescriptions":["mip_data_univ (Full managed investments universe.)"],"example":"mip_data_univ"},"OutputCodeMappedValue":{"title":"OutputCodeMappedValue","description":"Value of a code-mapped data point: the underlying code and its display value.","type":"object","properties":{"code":{"description":"Code. Depending on the data point, a string, number, integer, or boolean.","anyOf":[{"type":"string"},{"type":"number"},{"type":"integer"},{"type":"boolean"},{"type":"null"}]},"value":{"description":"Display value for the code. Language-dependent data points use `languageId`.","type":["string","null"]}},"additionalProperties":false,"example":{"code":"USD","value":"US Dollar"}},"OutputDataPoint":{"title":"OutputDataPoint","description":"A data point and the screening features it supports.","type":"object","properties":{"name":{"description":"Data point name in the format `<dataGroup>.<fieldName>`. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary.","type":["string","null"],"example":"basicReference.legalName","externalDocs":{"description":"Data dictionary (Excel)","url":"https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx"}},"type":{"description":"Data type of the data point. Dates are returned as type `string`.","type":["string","null"],"example":"decimal","x-knownValues":["bool","decimal","int","long","string"],"x-enumDescriptions":["bool (Boolean. Supports eq and in.)","decimal (Number. Supports range operators, eq, and in.)","int (Integer. Supports range operators, eq, and in.)","long (Long integer. Supports range operators, eq, and in.)","string (Text or date. Supports eq and in; dates also support range operators; some text data points support contains and fuzzy.)"]},"operators":{"description":"Filter operators supported by the data point. Compound operators (`and`, `or`, `not`) are supported for all data points.","type":["array","null"],"items":{"type":"string","x-knownValues":["eq","in","gt","gte","lt","lte","contains"],"x-enumDescriptions":["eq (Equals.)","in (Matches any value in a list.)","gt (Greater than.)","gte (Greater than or equal to.)","lt (Less than.)","lte (Less than or equal to.)","contains (Text contains.)"]},"example":["gt","gte","lt","lte","eq","in"]},"isSortable":{"description":"When true, the data point can be used to sort results.","type":"boolean"},"isLanguageDependent":{"description":"When true, values depend on `languageId`.","type":"boolean"},"isCurrencyDependent":{"description":"When true, values depend on `currencyId`.","type":"boolean"},"fuzzy":{"description":"When true, the data point supports fuzzy text matching.","type":"boolean"},"enum":{"description":"When true, the data point accepts a fixed set of values.","type":"boolean"},"isCodeMapped":{"description":"When true, values are returned as `OutputCodeMappedValue` objects (code and display value).","type":["boolean","null"]}},"additionalProperties":false},"OutputDataPointsMetadata":{"title":"OutputDataPointsMetadata","description":"Request ID and timestamp for use in troubleshooting.","type":"object","properties":{"requestId":{"description":"Unique request identifier.","type":["string","null"],"example":"c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c"},"time":{"description":"Time the response was generated.","type":"string","format":"date-time","readOnly":true,"example":"2025-10-02T10:54:36.9161062Z"}},"additionalProperties":false},"OutputDataPointValue":{"title":"OutputDataPointValue","description":"Value of a data point. Scalar data points return a string, number, integer, or boolean (dates are returned as `YYYY-MM-DD` strings). Data points where `isCodeMapped` is true return an `OutputCodeMappedValue` object, or an array of these objects for multi-value data points.","anyOf":[{"type":"string"},{"type":"number"},{"type":"integer"},{"type":"boolean"},{"type":"null"},{"$ref":"#/components/schemas/OutputCodeMappedValue"},{"type":"array","items":{"$ref":"#/components/schemas/OutputCodeMappedValue"}}]},"OutputError":{"title":"OutputError","description":"Error details.","type":"object","properties":{"statusCode":{"description":"HTTP status code.","type":"integer","format":"int32","example":400},"errorCode":{"description":"Unique error identifier.","type":["string","null"],"example":"400.screener.006"},"message":{"description":"Description of the error.","type":["string","null"],"example":"Please provide valid sort option."},"requestId":{"description":"Unique request identifier.","type":["string","null"],"example":"6631c374-2331-4c7e-b6f2-d0c0079f6ee"}},"additionalProperties":false},"OutputInvalidInvestment":{"title":"OutputInvalidInvestment","description":"An investment for which one or more data points could not be returned.","type":"object","properties":{"status":{"description":"Reason data points were not returned.","type":["string","null"],"example":"Data points are not entitled for 0P0001VK70 security."},"dataPoints":{"description":"Data points that could not be returned for the investment.","type":["array","null"],"items":{"type":"string"}},"errorCode":{"description":"Error code.","type":["string","null"],"example":"403"},"id":{"description":"Identifier of the investment.","type":["string","null"],"example":"0P0001VK70"},"idType":{"description":"Type of identifier in `id`.","type":["string","null"],"example":"PerformanceId","x-knownValues":["ISIN","CUSIP","PerformanceId","SecurityId","TradingSymbol","FundCode","MSID"]},"performanceId":{"description":"Morningstar Performance ID, if not the identifier in `id`.","type":["string","null"]},"companyId":{"description":"Morningstar Company ID, if not the identifier in `id`.","type":["string","null"]},"baseCurrency":{"description":"Base currency used to look up the investment.","type":["string","null"]},"domicile":{"description":"Domicile used to look up the investment.","type":["string","null"]},"exchangeCountry":{"description":"Exchange country used to look up the investment.","type":["string","null"]},"exchangeId":{"description":"Exchange ID used to look up the investment.","type":["string","null"]}},"additionalProperties":false},"OutputInvestment":{"title":"OutputInvestment","description":"Data points and values returned for a single result. Keys are data point names in the format `<dataGroup>.<fieldName>`; values depend on the data type of the data point. `instrumentIdentifiers.performanceId` is always returned. Data points with no value may be omitted.","type":"object","propertyNames":{"description":"Data point name in the format `<dataGroup>.<fieldName>`. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/managed-investments/data-points`, or browse the full reference in the data dictionary.","type":"string","externalDocs":{"description":"Data dictionary (Excel)","url":"https://developer.morningstar.com/content/hidden-from-navigation/ScreenerManagedInvestmentsDataDictionary.xlsx"}},"additionalProperties":{"$ref":"#/components/schemas/OutputDataPointValue"},"example":{"instrumentIdentifiers.performanceId":"0P0001RHZF","basicReference.firmName":"10X Investments (Pty) Ltd","basicReference.inceptionDate":"2023-05-17","basicReference.name":"10X Income AMETF","yieldsHistorical.12MoYield":7.2118}},"OutputInvestmentReference":{"title":"OutputInvestmentReference","description":"Resolved identifiers for a valid investment.","type":"object","properties":{"performanceId":{"description":"Morningstar Performance ID.","type":["string","null"]},"securityId":{"description":"Morningstar Security ID.","type":["string","null"]},"isin":{"description":"ISIN.","type":["string","null"]},"tradingSymbol":{"description":"Trading symbol.","type":["string","null"]},"fundCode":{"description":"Fund code.","type":["string","null"]},"sedol":{"description":"SEDOL.","type":["string","null"]},"cusip":{"description":"CUSIP.","type":["string","null"]},"name":{"description":"Investment name.","type":["string","null"]},"baseCurrency":{"description":"Base currency.","type":["string","null"]},"type":{"description":"Investment type.","type":["string","null"]},"inceptionDate":{"description":"Inception date.","type":["string","null"]}},"additionalProperties":false},"OutputMessage":{"title":"OutputMessage","description":"Indicates why specific data points were not returned for one or more results.","type":"object","properties":{"investments":{"type":["array","null"],"items":{"$ref":"#/components/schemas/OutputInvalidInvestment"}},"type":{"description":"Message type.","type":"string","example":"Warning"},"message":{"description":"Message text.","type":["string","null"],"example":"Data points are not entitled for 0P0002OW20 security"},"code":{"description":"Message code.","type":["string","null"],"example":"403"}},"additionalProperties":false},"OutputScreenerMetadata":{"title":"OutputScreenerMetadata","description":"Metadata returned with screener results, including pagination tokens and information about data points not returned.","type":"object","properties":{"paginationTokenNext":{"description":"Token to fetch the next page of results.","type":["string","null"],"example":"CNOAQhoJKQBIuTktAQAAGhU6E3RlYW0gcGFydG5lcnMgZ3JvdXAaDDoKMHAwMDAwYTZ6dCIMOgowUDAwMDBBNlpU"},"paginationTokenPrevious":{"description":"Token to fetch the previous page of results.","type":["string","null"],"example":"CKDjNhoJKQBIuTktAQAAGg06C2dkZiBzdWV6IHNhGgw6CjBwMDAwMDl3cW8iDDoKMFAwMDAwOVdRTw=="},"totalCount":{"description":"Total number of results found.","type":["integer","null"],"format":"int32","example":2162},"messages":{"type":["array","null"],"items":{"$ref":"#/components/schemas/OutputMessage"}},"securityReference":{"description":"Resolved identifiers for valid investments in the response.","type":["array","null"],"items":{"$ref":"#/components/schemas/OutputInvestmentReference"}},"requestId":{"description":"Unique request identifier.","type":["string","null"],"example":"c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c"},"time":{"description":"Time the response was generated.","type":"string","format":"date-time","readOnly":true,"example":"2025-10-02T10:54:36.9161062Z"}},"additionalProperties":false},"OutputToken":{"type":"object","description":"A successful authentication response containing a JWT bearer token.","required":["access_token","expires_in","token_type"],"properties":{"access_token":{"type":"string","description":"The signed JWT to use as a `Bearer` token in subsequent authenticated requests.","examples":["eyJhbGciOiJ example"]},"expires_in":{"type":"integer","description":"The number of seconds until the token expires. After expiry, request a new token.","examples":[3599]},"token_type":{"type":"string","description":"The token type. Always `Bearer`.","examples":["Bearer"]}}},"RequestManagedInvestmentsScreener":{"title":"RequestManagedInvestmentsScreener","description":"Screener request body. Define the starting universe with `universe` or `scope`, then narrow results with `query`.","type":"object","properties":{"universe":{"$ref":"#/components/schemas/InputUniverse"},"scope":{"description":"Defines the starting universe of investments. For managed investments, the scoping data point is `basicReference.countryAvailableForSale`. Compound and nested compound queries are supported. Each branch of the query must contain the scoping data point.","$ref":"#/components/schemas/InputQueryOptions"},"query":{"description":"Conditions that results must meet within the scoped universe.","$ref":"#/components/schemas/InputQueryOptions"},"dataPoints":{"$ref":"#/components/schemas/InputDataPoints"},"pagination":{"$ref":"#/components/schemas/InputPaginationOptions"},"sort":{"description":"Specifies one or more data points to sort results by. Values are applied in the order listed (the first is the primary sort key, the second is the secondary key, and so on). Data points must also be passed in the `dataPoints` array and have `isSortable` set to true. If not provided, results are sorted by `instrumentIdentifiers.performanceId`.","type":["array","null"],"items":{"$ref":"#/components/schemas/InputSortOption"}},"languageId":{"description":"Specifies the language code used for language-dependent results.","type":["string","null"],"default":"ENG","example":"JPN","enum":["ARA","CHI","DAN","DUT","ENG","FIN","FRE","GER","HEB","ITA","JPN","KOR","NOR","POR","SPA","SWE","THA","ZHO",null],"x-enumDescriptions":["ARA (Arabic)","CHI (Chinese)","DAN (Danish)","DUT (Dutch)","ENG (English)","FIN (Finnish)","FRE (French)","GER (German)","HEB (Hebrew)","ITA (Italian)","JPN (Japanese)","KOR (Korean)","NOR (Norwegian)","POR (Portuguese)","SPA (Spanish)","SWE (Swedish)","THA (Thai)","ZHO (Chinese)"]},"currencyId":{"description":"Specifies the currency used for currency-dependent results. 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