Managed Investments Screener API
OutputDataPoint
objectA data point and the screening features it supports.
* Additional properties are NOT allowed.
namestring | null
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.
Example:basicReference.legalName
typestring | null
Data type of the data point. Dates are returned as type string.
Example:decimal
operatorsarray | null[string]
Filter operators supported by the data point. Compound operators (and, or, not) are supported for all data points.
Example:gt, gte, lt, lte, eq, in
isSortableboolean
When true, the data point can be used to sort results.
isLanguageDependentboolean
When true, values depend on languageId.
isCurrencyDependentboolean
When true, values depend on currencyId.
fuzzyboolean
When true, the data point supports fuzzy text matching.
enumboolean
When true, the data point accepts a fixed set of values.
isCodeMappedboolean | null
When true, values are returned as OutputCodeMappedValue objects (code and display value).
Example
OutputDataPointsMetadata
objectRequest ID and timestamp for use in troubleshooting.
* Additional properties are NOT allowed.
requestIdstring | null
Unique request identifier.
Example:c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
timestring(date-time)read-only
Time the response was generated.
Example:2025-10-02T10:54:36.9161062Z
Example
OutputDataPointValue
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.
Any OfOutputError
objectError details.
* Additional properties are NOT allowed.
statusCodeinteger(int32)
HTTP status code.
Example:400
errorCodestring | null
Unique error identifier.
Example:400.screener.006
messagestring | null
Description of the error.
Example:Please provide valid sort option.
requestIdstring | null
Unique request identifier.
Example:6631c374-2331-4c7e-b6f2-d0c0079f6ee
Example
OutputInvalidInvestment
objectAn investment for which one or more data points could not be returned.
* Additional properties are NOT allowed.
statusstring | null
Reason data points were not returned.
Example:Data points are not entitled for 0P0001VK70 security.
dataPointsarray | null[string]
Data points that could not be returned for the investment.
errorCodestring | null
Error code.
Example:403
idstring | null
Identifier of the investment.
Example:0P0001VK70
idTypestring | null
Type of identifier in id.
Example:PerformanceId
performanceIdstring | null
Morningstar Performance ID, if not the identifier in id.
companyIdstring | null
Morningstar Company ID, if not the identifier in id.
baseCurrencystring | null
Base currency used to look up the investment.
domicilestring | null
Domicile used to look up the investment.
exchangeCountrystring | null
Exchange country used to look up the investment.
exchangeIdstring | null
Exchange ID used to look up the investment.
Example