--- title: "RequestManagedInvestmentsScreener" url: "https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84/schemas/RequestManagedInvestmentsScreener" --- > Full API specification: https://developer-beta.morningstar.com/apis/managed-investments-screener-api/versions/078c2975-5abc-4eaa-be35-30f0c85f0e84.md # RequestManagedInvestmentsScreener Screener request body. Define the starting universe with `universe` or `scope`, then narrow results with `query`. ## OpenAPI definition ```yaml openapi: 3.1.0 info: title: Managed Investments API version: "1.0" 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 components: schemas: 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 InputQueryOptions: title: InputQueryOptions description: >- Filters investments using `dataPoint: filter` conditions or compound logic. Keys are data point names; values are filters. For example: * Equals: `{ "basicReference.baseCurrency": "USD" }` * In: `{ "basicReference.baseCurrency": ["USD", "GBP"] }` * Range: `{ "basicReference.inceptionDate": { "gt": "2020-01-01", "lt": "2024-01-01" } }` * Contains: `{ "basicReference.name": { "contains": "app" } }` * Fuzzy: `{ "basicReference.name": "Aviva", "fuzzy": true }` * Compound: `{ "and": [ { "dataPoint1": "value1" }, { "dataPoint2": "value2" } ] }` * Nested compound: `{ "or": [ { "and": [ ... ] }, { "dataPoint": "value" } ] }` Check 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 `.`. 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" 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 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 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 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" 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" 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 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 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 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. Accepts ISO 4217 currency codes. type: - string - "null" example: EUR default: USD additionalProperties: false ```