---
title: "Time Series API"
url: "https://developer-beta.morningstar.com/apis/time-series-api/versions/64e349d6-6f88-44cb-8d05-c86bc4a80b3b"
---

# Time Series API

OpenAPI specification document.

```json
{"openapi":"3.1.0","info":{"title":"Time Series API","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=\"/time-series-api\" target=\"_blank\">Time Series 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---","version":"1.0","x-changelog":[{"date":"2026-07-14","changes":["ADDED /fund-research/portfolio-esg-risk-rating","ADDED /fund-sustainability/portfolio-esg-risk-rating","ADDED /performance/daily-bid-price","ADDED /performance/daily-offer-price","ADDED /performance/fund-size-comprehensive-daily","ADDED /performance/fund-size-comprehensive-monthly","ADDED /performance/fund-size-surveyed-daily","ADDED /performance/fund-size-surveyed-monthly","REMOVED sinceInception parameter from /performance/daily-ohlcv. sinceInception not supported for multivariate data points."]},{"date":"2026-04-20","changes":["Added base URL for Americas to list of servers."]},{"date":"2026-06-02","changes":["Updated typo in OutputTimeSeriesSingleObservation schema name."]},{"date":"2026-04-20","changes":["Added base URL for Americas to list of servers."]}]},"tags":[{"name":"Authentication"},{"name":"Corporate Actions"},{"name":"Fees & Expenses"},{"name":"Fund-Level Sustainability Ratings, Research, and Analytics"},{"name":"Fund Research, Ratings and Analytics"},{"name":"Performance"},{"name":"In Trial"},{"name":"Portfolio Analytics"},{"name":"Portfolio Holdings"},{"name":"Reference"}],"x-tagGroups":[{"name":"Authentication","tags":["Authentication"]},{"name":"In Trial","tags":["In Trial"]},{"name":"Category","tags":["Corporate Actions","Fees & Expenses","Fund-Level Sustainability Ratings, Research, and Analytics","Fund Research, Ratings and Analytics","Performance","Portfolio Analytics","Portfolio Holdings","Reference"]}],"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/time-series/v1/performance/12-mo-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get 12-Month Yield","description":"An expression of the amount paid out in distributions (pre-tax) by the investment in the last 12 months expressed as a percentage of the previous month end price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XNAS,EX$$$$XNAS,EX$$$$XNAS"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformance12MoYield"}},"/direct-web-services/time-series/v1/performance/7-day-gross-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get 7-Day Gross Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformance7DayGrossYield"}},"/direct-web-services/time-series/v1/performance/7-day-unsubsidized-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get 7-Day Unsubsidized Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformance7DayUnsubsidizedYield"}},"/direct-web-services/time-series/v1/performance/7-day-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get 7-Day Yield","description":"A figure calculated using the formula under Item 26. (a) (1) of SEC Form N-1A to reflect the expenses net of subsidies of management fee waiver or reimbursement.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformance7DayYield"}},"/direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-emissions-scope-1-and-2-tonnes/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Absolute Carbon Emissions Scope 1 And 2 Tonnes","description":"The amount (in tonnes) of scope 1 and 2 carbon emissions that is attributable to the portfolio, calculated by working out for each unique holding the percentage of that company that the portfolio owns.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityAbsoluteCarbonEmissionsScope1And2Tonnes"}},"/direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-emissions-scope-1-and-2-tonnes-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Absolute Carbon Emissions Scope 1 And 2 Tonnes Category Average time series.","description":"The average Absolute Carbon Emissions (scope 1 and 2 emissions) for funds within the Morningstar category expressed in tonnes.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityAbsoluteCarbonEmissionsScope1And2TonnesCategoryAverage"}},"/direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-intensity-scope-1-and-2-tonnes-per-usd-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Absolute Carbon Intensity Scope 1 And 2 Tonnes Per USD Millions time series.","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, divided by the total revenue in millions (in relevant currency) attributable to the portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityAbsoluteCarbonIntensityScope1And2TonnesPerUsdMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/absolute-carbon-intensity-scope-1-and-2-tonnes-per-usd-millions-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Absolute Carbon Intensity Scope 1 And 2 Tonnes Per Usd Millions Category Average ","description":"The average Absolute Carbon Intensity (scope 1 and 2) for portfolios within the Morningstar category expressed in tonnes per million (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityAbsoluteCarbonIntensityScope1And2TonnesPerUsdMillionsCa"}},"/direct-web-services/time-series/v1/fees-expenses/accounting-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Accounting Fee","description":"This fee is reported in U.S. dollars and represents pricing service, financial agent, or security servicing fees as represented in the fund's annual report.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAccountingFee"}},"/direct-web-services/time-series/v1/fees-expenses/administrator-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Administrator Fee","description":"The amount that the fund spent on administration costs during the last fiscal year, as reported in the most recent annual report.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAdministratorFee"}},"/direct-web-services/time-series/v1/fees-expenses/advisor-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Advisor Fee","description":"This fee represents the amount charged by manager(s) as represented in the fund's annual report.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAdvisorFee"}},"/direct-web-services/time-series/v1/performance/aggregated-12-month-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Aggregated 12-Month Yield","description":"The asset-weighted and rescaled aggregation of the 12 month yield of eligible holdings within a fund's portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceAggregated12MonthYield"}},"/direct-web-services/time-series/v1/performance/aggregated-sec-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Aggregated Sec Yield","description":"The asset-weighted and rescaled aggregation of the SEC yield of eligible holdings within a fund's portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceAggregatedSecYield"}},"/direct-web-services/time-series/v1/fees-expenses/annual-ongoing-charge-excluding-performance-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Annual Ongoing Charge Excluding Performance Fee","description":"The costs expected to pay as a Hong Kong-based investor from one year to the next, which encompasses the fund's professional fees, management fees, audit fees and custody fees , but excludes performance fees.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAnnualOngoingChargeExcludingPerformanceFee"}},"/direct-web-services/time-series/v1/fees-expenses/annual-ongoing-charge-including-performance-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Annual Ongoing Charge Including Performance Fee","description":"The costs expected to pay as a Hong Kong-based investor from one year to the next, which encompasses the fund's professional fees, management fees, audit fees and custody fees and performance fees.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAnnualOngoingChargeIncludingPerformanceFee"}},"/direct-web-services/time-series/v1/fees-expenses/annual-report-adjusted-expense-ratio/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Annual Report Adjusted Expense Ratio","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAnnualReportAdjustedExpenseRatio"}},"/direct-web-services/time-series/v1/fees-expenses/annual-report-management-expense-ratio-mer/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Annual Report Management Expense Ratio (MER)","description":"The percentage of a fund's average net assets paid out each year to cover the fixed costs of managing the fund as stated in the fund's Annual Report and Semi-annual Report.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAnnualReportManagementExpenseRatioMer"}},"/direct-web-services/time-series/v1/fees-expenses/annual-report-ongoing-charge/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Annual Report Ongoing Charge (OGC)","description":"Ongoing charge (OGC), which is required to publish in Key Investor Information Document (KIID) for EU UCITS fund since 1st July 2012, has also been required to publish in Annual Report for some countries.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesAnnualReportOngoingCharge"}},"/direct-web-services/time-series/v1/fees-expenses/borrowing-costs-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Borrowing Costs Actual","description":"The amount charged by the fund related to borrowing costs during the previous year. The cost is expressed as a percentage of the average net assets of the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesBorrowingCostsActual"}},"/direct-web-services/time-series/v1/fees-expenses/borrowing-costs-estimated/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Borrowing Costs Estimated","description":"The amount that may be charged by the fund related to borrowing costs for the year ahead. The cost is expressed as a percentage of the average net assets of the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesBorrowingCostsEstimated"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 And 3 Tonnes Per Usd Millions time series.","description":"The amount (in tonnes) of total Scope 1, 2 and 3 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2And3TonnesPerUsdMillions"}},"/direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 And 3 Tonnes Per Usd Millions time series.","description":"The amount (in tonnes) of total Scope 1, 2 and 3 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchCarbonFootprintScope1And2And3TonnesPerUsdMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 And 3 Tonnes Per Usd Millions Category Average ","description":"The average Carbon Footprint (scope 1, 2 and 3 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2And3TonnesPerUsdMillionsCateg"}},"/direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions-category-average/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 And 3 Tonnes Per Usd Millions Category Average ","description":"The average Carbon Footprint (scope 1, 2 and 3 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchCarbonFootprintScope1And2And3TonnesPerUsdMillionsCategoryAv"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-eligible-holding-type/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Eligible Holding Type","description":"An indication of which of the Corporate, Sovereign or Other classifications is eligible for calculations.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2EligibleHoldingType"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-number-of-holdings-covered/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Number Of Holdings Covered time series.","description":"The number of the long, eligible holdings of the portfolio with the relevant underlying data for the calculation of the carbon footprint statistics.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2NumberOfHoldingsCovered"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-covered/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Eligible Portfolio Covered ","description":"The percentage of the long, eligible portfolio with the relevant underlying data for the calculation of the carbon footprint statistics.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfEligiblePortfolioCo"}},"/direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-covered/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Eligible Portfolio Covered ","description":"The percentage of the long, eligible portfolio with the relevant underlying data for the calculation of the carbon footprint statistics.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchCarbonFootprintScope1And2PercentageOfEligiblePortfolioCovered"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-not-covered/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Eligible Portfolio Not Covered ","description":"The percentage of the long, eligible portfolio that does not have the relevant underlying data for the calculation of the carbon footprint statistics.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfEligiblePortfolioNo"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-covered/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Portfolio Covered time series.","description":"The percentage of the long-only portfolio with the relevant underlying data for the calculation of the carbon footprint statistics.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioCovered"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Portfolio Eligible time series.","description":"The percentage of the long-only portfolio that is considered eligible for carbon footprint calculations.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioEligible"}},"/direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Portfolio Eligible time series.","description":"The percentage of the long-only portfolio that is considered eligible for carbon footprint calculations.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchCarbonFootprintScope1And2PercentageOfPortfolioEligible"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible-not-covered/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Portfolio Eligible Not Covered ","description":"The percentage of the long-only portfolio that is eligible for the calculation, but for which the relevant underlying data for purposes of the calculation of the carbon footprint statistics is not available.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioEligibleNo"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-not-covered/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Portfolio Not Covered","description":"The percentage of the long-only portfolio that does not have the relevant underlying data for the calculation of the carbon footprint statistics.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioNotCovered"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-percentage-of-portfolio-not-eligible/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Percentage Of Portfolio Not Eligible","description":"The percentage of the long-only portfolio that is not considered eligible for carbon footprint calculations.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2PercentageOfPortfolioNotEligibl"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-aud-million-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per AUD Million Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerAudMillionCategoryAve"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-aud-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per AUD Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerAudMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-chf-million-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per CHF Million Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerChfMillionCategoryAve"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-chf-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per CHF Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerChfMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-eur-million-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per EUR Million Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerEurMillionCategoryAve"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-eur-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per EUR Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerEurMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-gbp-million-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per GBP Million Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerGbpMillionCategoryAve"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-gbp-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per GBP  Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerGbpMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-hkd-million-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per HKD Million Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerHkdMillionCategoryAve"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-hkd-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per HKD Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerHkdMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-sgd-million-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per SGD Million Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerSgdMillionCategoryAve"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-sgd-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per SGD Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerSgdMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per USD Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerUsdMillions"}},"/direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per Usd Millions","description":"The amount (in tonnes) of total Scope 1 and 2 carbon emissions attributable to the portfolio, per million units (in relevant currency) invested.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchCarbonFootprintScope1And2TonnesPerUsdMillions"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per USD Millions Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonFootprintScope1And2TonnesPerUsdMillionsCategoryAv"}},"/direct-web-services/time-series/v1/fund-research/carbon-footprint-scope-1-and-2-tonnes-per-usd-millions-category-average/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Carbon Footprint Scope 1 And 2 Tonnes Per Usd Millions Category Average ","description":"The average Carbon Footprint (scope 1 and 2 emissions) for portfolios within the Morningstar Category expressed in tonnes per million invested for the relevant currency.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchCarbonFootprintScope1And2TonnesPerUsdMillionsCategoryAverage"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-risk-level-classification/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Risk Level Classification","description":"The fund's Historical Carbon Risk Score is assigned to one of five risk categories:Portfolio Carbon Risk Score Risk Level0 Negligible   0.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonRiskLevelClassification"}},"/direct-web-services/time-series/v1/portfolio-holdings/carbon-risk-level-classification/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Carbon Risk Level Classification","description":"The fund's Historical Carbon Risk Score is assigned to one of five risk categories:Portfolio Carbon Risk Score Risk Level0 Negligible   0.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsCarbonRiskLevelClassification"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-risk-score-category-average/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Risk Score Category Average","description":"The average Carbon Risk Score for portfolios within the Morningstar Category.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonRiskScoreCategoryAverage"}},"/direct-web-services/time-series/v1/portfolio-holdings/carbon-risk-score-category-average/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Carbon Risk Score Category Average","description":"The average Carbon Risk Score for portfolios within the Morningstar Category.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsCarbonRiskScoreCategoryAverage"}},"/direct-web-services/time-series/v1/fund-sustainability/carbon-risk-score-percent-rank-in-category/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Carbon Risk Score Percent Rank In Category","description":"The portfolio's percent rank within its Morningstar Category, based on its Portfolio Carbon Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityCarbonRiskScorePercentRankInCategory"}},"/direct-web-services/time-series/v1/portfolio-holdings/carbon-risk-score-percent-rank-in-category/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Carbon Risk Score Percent Rank In Category","description":"The portfolio's percent rank within its Morningstar Category, based on its Portfolio Carbon Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsCarbonRiskScorePercentRankInCategory"}},"/direct-web-services/time-series/v1/performance/cum-fair-nav-unweighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Cum Fair NAV Unweighted Dri","description":"Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceCumFairNavUnweightedDri"}},"/direct-web-services/time-series/v1/performance/cum-fair-nav-weighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Cum Fair NAV Weighted Dri","description":"Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price. Index values are available daily back to inception.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceCumFairNavWeightedDri"}},"/direct-web-services/time-series/v1/performance/cumulative-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Cumulative Return","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}},{"name":"performanceType","in":"query","description":"Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.","schema":{"type":"string","enum":["total","market","gross"],"default":"total","example":"total"}},{"name":"annualDays","in":"query","description":"Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.","schema":{"type":"number","default":365.25,"example":"365"}},{"name":"annualized","in":"query","description":"Specifies whether the calculation results should be annualized. Used with calculated data points only.","schema":{"type":"boolean","example":true}},{"name":"preCurrency","in":"query","description":"Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.","schema":{"type":"string","example":"USD"}},{"name":"requireContinueData","in":"query","description":"Specifies whether continuous data is required for calculations. Used with calculated data points only.","schema":{"type":"boolean","example":"true"}},{"name":"stepSize","in":"query","description":"Specifies the step size for rolling or iterative calculations. Used with 'rolling-return' data point only. For example, `stepSize=12` and `frequency=monthly` 12-month rolling values are calculated.","schema":{"type":"number","default":1,"example":"12"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceCumulativeReturn"}},"/direct-web-services/time-series/v1/portfolio-analytics/current-yield/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Current Yield","description":"Annual income (interest or dividends) divided by the current price of the security. This measure looks at the current price of a bond instead of its face value and represents the return an investor would expect if he or she purchased the bond and held it for a year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsCurrentYield"}},"/direct-web-services/time-series/v1/performance/current-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Current Yield","description":"Annual income (interest or dividends) divided by the current price of the security. This measure looks at the current price of a bond instead of its face value and represents the return an investor would expect if he or she purchased the bond and held it for a year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceCurrentYield"}},"/direct-web-services/time-series/v1/performance/daily-bid-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Bid Price","description":"The highest price a market maker will pay to purchase a specified number of shares of a mutual fund at any given time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyBidPrice"}},"/direct-web-services/time-series/v1/reference/daily-closing-price/{ids}":{"get":{"tags":["Reference"],"summary":"Get Daily Closing Price","description":"Closing price generally refers to the last price at which a stock trades during a regular trading session.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getReferenceDailyClosingPrice"}},"/direct-web-services/time-series/v1/performance/daily-closing-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Closing Price","description":"Closing price generally refers to the last price at which a stock trades during a regular trading session.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyClosingPrice"}},"/direct-web-services/time-series/v1/performance/daily-estimated-holding-cost/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Estimated Holding Cost","description":"The Estimated Holding Cost calculation uses the daily NAV and total return benchmark returns from the Tracking Error calculation.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyEstimatedHoldingCost"}},"/direct-web-services/time-series/v1/performance/daily-gross-return-index/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Daily Gross Return Index","description":"The daily account balance estimate that was experienced by an investor who purchased 1 share of separate account on inception date.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyGrossReturnIndex"}},"/direct-web-services/time-series/v1/performance/daily-high-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily High Price","description":"High price generally refers to the highest price at which a stock trades during a regular trading session.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyHighPrice"}},"/direct-web-services/time-series/v1/performance/daily-load-adj-return-index-restated/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Daily Load Adj Return Index Restated","description":"Return calculated by load-adjustment methodology (refer to methodology paper for details)","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyLoadAdjReturnIndexRestated"}},"/direct-web-services/time-series/v1/performance/daily-low-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Low Price","description":"Low price generally refers to the lowest price at which a stock trades during a regular trading session.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyLowPrice"}},"/direct-web-services/time-series/v1/performance/daily-market-impact-cost/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Market Impact Cost","description":"Market Impact Cost is calculated as a fraction of the daily volatility in an ETF’s market price relative to its underlying value (as determined by the NAV).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyMarketImpactCost"}},"/direct-web-services/time-series/v1/performance/daily-market-return-index/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Daily Market Return Index","description":"The daily market price account balance that is experienced by an investor who purchased 1 share on inception date.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyMarketReturnIndex"}},"/direct-web-services/time-series/v1/performance/daily-net-return-index/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Net Return Index","description":"Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyNetReturnIndex"}},"/direct-web-services/time-series/v1/performance/daily-offer-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Offer Price","description":"The lowest price at which a market maker will sell a specified number of shares of a mutual fund at any given time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyOfferPrice"}},"/direct-web-services/time-series/v1/performance/daily-ohlcv/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily OHLCV","description":"Daily open, high, low, closing and volume price data","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesDailyOhlcv"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyOhlcv"}},"/direct-web-services/time-series/v1/performance/daily-portfolio-concentration/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Portfolio Concentration","description":"Portfolio Concentration is calculated by a linear regression of the ETF’s daily market returns on the daily returns of three risk factors calculated from Morningstar indexes.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyPortfolioConcentration"}},"/direct-web-services/time-series/v1/performance/daily-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Price","description":"The NAV price for the fund as of the performance date.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyPrice"}},"/direct-web-services/time-series/v1/performance/daily-return-index/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Return Index (DRI)","description":"The daily account balance experienced by an investor who purchased 1 share on inception date. The numbers do reflect any uninvested cash accrued to the account (such as future distributions and daily dividends).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyReturnIndex"}},"/direct-web-services/time-series/v1/performance/daily-return-index-cum-fair/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Daily Return Index (DRI) Cum Fair","description":"Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyReturnIndexCumFair"}},"/direct-web-services/time-series/v1/performance/daily-tracking-volatility/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Tracking Volatility","description":"Tracking Volatility is a measure of the day-to-day random variation in a fund portfolio versus its benchmark index.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyTrackingVolatility"}},"/direct-web-services/time-series/v1/performance/daily-volume/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Volume","description":"This is the number of shares or contracts traded for a security in one day.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyVolume"}},"/direct-web-services/time-series/v1/performance/daily-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Yield","description":"This data point shows the yield on that day for interest rate index series where the data are expressed as per annum interest rates, also known as yields.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyYield"}},"/direct-web-services/time-series/v1/fees-expenses/distribution-fee-percentage-of-nav-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Distribution Fee Percentage Of NAV Actual","description":"The actual amount charged to the fund for the marketing and distribution services received during the fiscal year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesDistributionFeePercentageOfNavActual"}},"/direct-web-services/time-series/v1/fees-expenses/distribution-fee-percentage-of-nav-estimated/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Distribution Fee Percentage Of NAV Estimated","description":"The amount charged to the fund for the marketing and distribution services received during the fiscal year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesDistributionFeePercentageOfNavEstimated"}},"/direct-web-services/time-series/v1/performance/dividend-yield-12-month/{ids}":{"get":{"tags":["Performance"],"summary":"Get Dividend Yield 12 Month","description":"A financial ratio that indicates how much a fund's underlying holdings pay out in dividends each year relative to the net asset value of the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDividendYield12Month"}},"/direct-web-services/time-series/v1/portfolio-analytics/dividend-yield-long/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Dividend Yield Long","description":"A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsDividendYieldLong"}},"/direct-web-services/time-series/v1/performance/dividend-yield-long/{ids}":{"get":{"tags":["Performance"],"summary":"Get Dividend Yield Long","description":"A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDividendYieldLong"}},"/direct-web-services/time-series/v1/portfolio-analytics/dividend-yield-short/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Dividend Yield Short","description":"A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsDividendYieldShort"}},"/direct-web-services/time-series/v1/performance/dividend-yield-short/{ids}":{"get":{"tags":["Performance"],"summary":"Get Dividend Yield Short","description":"A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDividendYieldShort"}},"/direct-web-services/time-series/v1/fees-expenses/entry-cost-acquired-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Entry Cost Acquired Actual","description":"The actual entry costs charged that were acquired to the fund (i.e. the fees received were added to the portfolio assets not paid as an inducement to the distributor).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesEntryCostAcquiredActual"}},"/direct-web-services/time-series/v1/portfolio-analytics/equity-mkt-cap-rescaling-factor-long/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Equity Mkt Cap Rescaling Factor Long","description":"Used for portfolio statistics that reflect long-only rescaled positions.  The rescaling factor is the number that equals the long rescaled value divided by the actual long position.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsEquityMktCapRescalingFactorLong"}},"/direct-web-services/time-series/v1/performance/estimated-quarterly-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Estimated Quarterly Return","description":"Morningstar Estimated Performance for Hedge Funds: Quarterly returns for hedge funds that are calculated using public filings or financial statements of entities that own shares and interests in hedge funds.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceEstimatedQuarterlyReturn"}},"/direct-web-services/time-series/v1/performance/estimated-share-class-net-flow-daily/{ids}":{"get":{"tags":["Performance"],"summary":"Get Estimated Share Class Net Flow Daily","description":"Estimated Share Class Net Flow Daily is computed using yesterday's Total Net Assets, today's Total Net Assets, and the daily Total Return of the share class.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceEstimatedShareClassNetFlowDaily"}},"/direct-web-services/time-series/v1/performance/estimated-share-class-net-flow-monthly/{ids}":{"get":{"tags":["Performance"],"summary":"Get Estimated Share Class Net Flow Monthly","description":"Estimated Share-Classs Level Net Flow Monthly is computed using beginning and ending monthly Total Net Assets and Monthly Total Return.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceEstimatedShareClassNetFlowMonthly"}},"/direct-web-services/time-series/v1/performance/ex-par-nav-unweighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Ex Par NAV Unweighted DRI","description":"Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceExParNavUnweightedDri"}},"/direct-web-services/time-series/v1/performance/ex-par-nav-weighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Ex Par NAV Weighted DRI","description":"Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceExParNavWeightedDri"}},"/direct-web-services/time-series/v1/fund-research/five-year-five-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year Five Star Rating Percent","description":"The proportion of the investment holdings that receive an 5-year Morningstar Star Rating of 5-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearFiveStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/five-year-four-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year Four Star Rating Percent","description":"The proportion of the investment holdings that receive an 5-year Morningstar Star Rating of 4-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearFourStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/five-year-not-star-rated-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year Not Star Rated Percent","description":"The proportion of the investment holdings that receive are eligible but do not receive an 5-year Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearNotStarRatedPercent"}},"/direct-web-services/time-series/v1/fund-research/five-year-not-star-rating-eligible-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year Not Star Rating Eligible Percent","description":"The proportion of the investment holdings that receive are not eligible for an 5-year Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearNotStarRatingEligiblePercent"}},"/direct-web-services/time-series/v1/fund-research/five-year-one-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year One Star Rating Percent","description":"The proportion of the investment holdings that receive an 5-year Morningstar Star Rating of 1-star. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearOneStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/five-year-three-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year Three Star Rating Percent","description":"The proportion of the investment holdings that receive an 5-year Morningstar Star Rating of 3-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearThreeStarRatingPercent"}},"/direct-web-services/time-series/v1/performance/fund-size-comprehensive-daily/{ids}":{"get":{"tags":["Performance"],"summary":"Get Fund Size Comprehensive Daily","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceFundSizeComprehensiveDaily"}},"/direct-web-services/time-series/v1/performance/fund-size-comprehensive-monthly/{ids}":{"get":{"tags":["Performance"],"summary":"Get Fund Size Comprehensive Monthly","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceFundSizeComprehensiveMonthly"}},"/direct-web-services/time-series/v1/performance/fund-size-surveyed-daily/{ids}":{"get":{"tags":["Performance"],"summary":"Get Fund Size Surveyed Daily","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceFundSizeSurveyedDaily"}},"/direct-web-services/time-series/v1/performance/fund-size-surveyed-monthly/{ids}":{"get":{"tags":["Performance"],"summary":"Get Fund Size Surveyed Monthly","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceFundSizeSurveyedMonthly"}},"/direct-web-services/time-series/v1/performance/growth/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Growth","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}},{"name":"initialInvestment","in":"query","description":"Specifies the initial value for calculations that require a starting point. For example initialValue=10000 sets the base value for index calculations. Used with the growth data point only.","schema":{"type":"number","default":10000,"example":"10000"}},{"name":"performanceType","in":"query","description":"Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.","schema":{"type":"string","enum":["total","market","gross"],"default":"total","example":"total"}},{"name":"annualDays","in":"query","description":"Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.","schema":{"type":"number","default":365.25,"example":"365"}},{"name":"preCurrency","in":"query","description":"Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.","schema":{"type":"string","example":"USD"}},{"name":"requireContinueData","in":"query","description":"Specifies whether continuous data is required for calculations. Used with calculated data points only.","schema":{"type":"boolean","example":"true"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceGrowth"}},"/direct-web-services/time-series/v1/fund-research/five-year-two-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Five Year Two Star Rating Percent","description":"The proportion of the investment holdings that receive an 5-year Morningstar Star Rating of 2-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchFiveYearTwoStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-sustainability/historical-carbon-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Historical Carbon Risk Score","description":"The historical weighted average of the trailing 12 months of Portfolio Carbon Risk Scores. Historical portfolio scores are not equal-weighted; rather, more-recent portfolios are weighted more heavily than older portfolios.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityHistoricalCarbonRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/historical-carbon-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Historical Carbon Risk Score","description":"The historical weighted average of the trailing 12 months of Portfolio Carbon Risk Scores. Historical portfolio scores are not equal-weighted; rather, more-recent portfolios are weighted more heavily than older portfolios.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsHistoricalCarbonRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/historical-corporate-esg-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Historical Corporate ESG Risk Score","description":"The Morningstar Historical Corporate ESG Risk Score is a weighted average of the trailing 12 months of Morningstar Portfolio Corporate ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityHistoricalCorporateEsgRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/historical-corporate-esg-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Historical Corporate ESG Risk Score","description":"The Morningstar Historical Corporate ESG Risk Score is a weighted average of the trailing 12 months of Morningstar Portfolio Corporate ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsHistoricalCorporateEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-research/historical-corporate-esg-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Historical Corporate ESG Risk Score","description":"The Morningstar Historical Corporate ESG Risk Score is a weighted average of the trailing 12 months of Morningstar Portfolio Corporate ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchHistoricalCorporateEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/historical-sovereign-esg-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Historical Sovereign ESG Risk Score","description":"The Morningstar Historical Sovereign ESG Risk Score is a weighted average of the trailing 12 months of Morningstar Portfolio Sovereign ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityHistoricalSovereignEsgRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/historical-sovereign-esg-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Historical Sovereign ESG Risk Score","description":"The Morningstar Historical Sovereign ESG Risk Score is a weighted average of the trailing 12 months of Morningstar Portfolio Sovereign ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsHistoricalSovereignEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-research/historical-sovereign-esg-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Historical Sovereign ESG Risk Score","description":"The Morningstar Historical Sovereign ESG Risk Score is a weighted average of the trailing 12 months of Morningstar Portfolio Sovereign ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchHistoricalSovereignEsgRiskScore"}},"/direct-web-services/time-series/v1/performance/income-only-yield-nav-uk/{ids}":{"get":{"tags":["Performance"],"summary":"Get Income Only Yield NAV UK","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceIncomeOnlyYieldNavUk"}},"/direct-web-services/time-series/v1/performance/income-only-yield-nav-us/{ids}":{"get":{"tags":["Performance"],"summary":"Get Income Only Yield NAV US","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceIncomeOnlyYieldNavUs"}},"/direct-web-services/time-series/v1/performance/income-only-yield-price-us/{ids}":{"get":{"tags":["Performance"],"summary":"Get Income Only Yield Price US","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceIncomeOnlyYieldPriceUs"}},"/direct-web-services/time-series/v1/fees-expenses/indirect-costs-closed-ended-actual-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Indirect Costs Closed Ended Actual UK","description":"The fee paid relating to underlying closed-ended funds for a fund investing in other underlying funds, as reported in the European MiFID template (EMT).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesIndirectCostsClosedEndedActualUk"}},"/direct-web-services/time-series/v1/fees-expenses/indirect-costs-closed-ended-estimated-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Indirect Costs Closed Ended Estimated UK","description":"The estimated charge relating to underlying closed-ended funds for a fund investing in other underlying funds, as reported in the European MiFID template (EMT).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesIndirectCostsClosedEndedEstimatedUk"}},"/direct-web-services/time-series/v1/fees-expenses/indirect-costs-open-ended-actual-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Indirect Costs Open Ended Actual UK","description":"The fee paid relating to underlying open-ended funds for a fund investing in other underlying fund, as reported in the European MiFID template (EMT).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesIndirectCostsOpenEndedActualUk"}},"/direct-web-services/time-series/v1/fees-expenses/indirect-costs-open-ended-estimated-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Indirect Costs Open Ended Estimated UK","description":"The estimated charge relating to underlying open-ended funds for a fund investing in other underlying funds, as reported in the European MiFID template (EMT).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesIndirectCostsOpenEndedEstimatedUk"}},"/direct-web-services/time-series/v1/fees-expenses/management-fee-ex-distribution-fees-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Management Fee Ex Distribution Fees Actual","description":"The amount charged to the fund for its management, including investment services but excluding distribution fees, during the prior fiscal year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesManagementFeeExDistributionFeesActual"}},"/direct-web-services/time-series/v1/fees-expenses/management-fee-ex-distribution-fees-estimated/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Management Fee Ex Distribution Fees Estimated","description":"The amount that the fund estimates will be charged for its management, including investment services but excluding distribution fees, during the following fiscal year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesManagementFeeExDistributionFeesEstimated"}},"/direct-web-services/time-series/v1/portfolio-analytics/market-cap-giant-percentage-long-rescaled/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Market Cap Giant Percentage Long Rescaled","description":"Market cap breakdown is applicable for equity funds. It gives information about the market capitalization range of the shares the fund is investing in.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsMarketCapGiantPercentageLongRescaled"}},"/direct-web-services/time-series/v1/portfolio-analytics/market-cap-large-percentage-long-rescaled/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Market Cap Large Percentage Long Rescaled","description":"Market cap breakdown is applicable for equity funds. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsMarketCapLargePercentageLongRescaled"}},"/direct-web-services/time-series/v1/portfolio-analytics/market-cap-micro-percentage-long-rescaled/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Market Cap Micro Percentage Long Rescaled","description":"Market cap breakdown is applicable for equity funds. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsMarketCapMicroPercentageLongRescaled"}},"/direct-web-services/time-series/v1/portfolio-analytics/market-cap-mid-percentage-long-rescaled/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Market Cap Mid Percentage Long Rescaled","description":"Market cap breakdown is applicable for equity funds. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsMarketCapMidPercentageLongRescaled"}},"/direct-web-services/time-series/v1/portfolio-analytics/market-cap-small-percentage-long-rescaled/{ids}":{"get":{"tags":["Portfolio Analytics"],"summary":"Get Market Cap Small Percentage Long Rescaled","description":"Market cap breakdown is applicable for equity funds. It gives information about the market capitalization range of the shares the fund is investing in.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioAnalyticsMarketCapSmallPercentageLongRescaled"}},"/direct-web-services/time-series/v1/fees-expenses/maximum-entry-cost-acquired/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Maximum Entry Cost Acquired","description":"The maximum sales charge or one-time deduction from an initial investment made into the fund that is paid into the fund's assets expressed as a percentage.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesMaximumEntryCostAcquired"}},"/direct-web-services/time-series/v1/fees-expenses/maximum-entry-cost-base-currency/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Maximum Entry Cost Base Currency","description":"The maximum amount that can be charged to an investor when buying units or shares in the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesMaximumEntryCostBaseCurrency"}},"/direct-web-services/time-series/v1/fees-expenses/maximum-entry-cost-percentage/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Maximum Entry Cost Percentage","description":"The maximum amount that can be charged to an investor when buying units or shares in the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesMaximumEntryCostPercentage"}},"/direct-web-services/time-series/v1/fees-expenses/maximum-exit-cost-acquired/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Maximum Exit Cost Acquired","description":"The maximum exit charge or one-time deduction, on redemptions, paid into the fund's assets expressed as a percentage.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesMaximumExitCostAcquired"}},"/direct-web-services/time-series/v1/fees-expenses/maximum-exit-fee-base-currency/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Maximum Exit Fee Base Currency","description":"The maximum amount that can be charged to an investor when selling units or shares in the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesMaximumExitFeeBaseCurrency"}},"/direct-web-services/time-series/v1/fees-expenses/maximum-exit-fee-percentage/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Maximum Exit Fee Percentage","description":"The maximum amount that can be charged to an investor when selling units or shares in the fund.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesMaximumExitFeePercentage"}},"/direct-web-services/time-series/v1/fees-expenses/model-representative-cost/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Model Representative Cost","description":"The Model Representative Cost is a comparative figure for the cost of implementing each model portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesModelRepresentativeCost"}},"/direct-web-services/time-series/v1/performance/monthly-downside-tracking-error/{ids}":{"get":{"tags":["Performance"],"summary":"Get Monthly Downside Tracking Error","description":"Downside tracking error is defined as the standard deviation of a fund's negative excess returns. In the context of exchange traded-funds, negative excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark, where the daily return of the exchange-traded fund was lower than that of its primary prospectus.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyDownsideTrackingError"}},"/direct-web-services/time-series/v1/performance/monthly-gross-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Gross Return","description":"The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyGrossReturn"}},"/direct-web-services/time-series/v1/performance/monthly-inflation-adjusted-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Inflation Adjusted Return","description":"A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyInflationAdjustedReturn"}},"/direct-web-services/time-series/v1/performance/monthly-load-adj-return-restated/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Load Adj Return Restated","description":"Return calculated by load-adjustment methodology (refer to methodology paper for details)","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyLoadAdjReturnRestated"}},"/direct-web-services/time-series/v1/performance/monthly-market-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Market Return","description":"A exchange-traded or closed-end fund's total return based on close market prices, as opposed to NAV.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyMarketReturn"}},"/direct-web-services/time-series/v1/performance/monthly-net-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Net Return","description":"The return of Separate Account investment after deducting all expenses from the gross return generated by investment.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyNetReturn"}},"/direct-web-services/time-series/v1/performance/monthly-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Return","description":"Expressed in percentage terms, Morningstar's calculation of total return is determined each month by taking the change in monthly net asset value, reinvesting all income and capital-gains distributions during that month, and dividing by the starting NAV.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyReturn"}},"/direct-web-services/time-series/v1/fund-research/monthly-return/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Monthly Return","description":"Expressed in percentage terms, Morningstar's calculation of total return is determined each month by taking the change in monthly net asset value, reinvesting all income and capital-gains distributions during that month, and dividing by the starting NAV.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMonthlyReturn"}},"/direct-web-services/time-series/v1/performance/monthly-return-unweighted-nav/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Return Unweighted NAV","description":"The monthly return of the Peer Group Index (PGI), using a monthly rebalanced, equal-weighted average of the NAVs of the constituent funds of the PGI.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyReturnUnweightedNav"}},"/direct-web-services/time-series/v1/performance/monthly-return-unweighted-price/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Return Unweighted Price","description":"The monthly return of the Peer Group Index (PGI), using a monthly rebalanced, equal-weighted average of prices of the constituent funds of the PGI.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyReturnUnweightedPrice"}},"/direct-web-services/time-series/v1/performance/monthly-return-weighted-nav/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Monthly Return Weighted NAV","description":"The monthly return of the Peer Group Index (PGI), using a daily rebalanced, asset-weighted average of NAVs of the constituent funds of the PGI.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyReturnWeightedNav"}},"/direct-web-services/time-series/v1/performance/monthly-return-weighted-price/{ids}":{"get":{"tags":["Performance (Price)"],"summary":"Get Monthly Return Weighted Price","description":"The monthly return of the Peer Group Index (PGI), using a daily rebalanced, asset-weighted average of prices of the constituent funds of the PGI.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyReturnWeightedPrice"}},"/direct-web-services/time-series/v1/performance/monthly-tracking-error/{ids}":{"get":{"tags":["Performance"],"summary":"Get Monthly Tracking Error","description":"Tracking error is defined as the standard deviation of a fund's excess returns. In the context of exchange traded-funds, excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyTrackingError"}},"/direct-web-services/time-series/v1/performance/monthly-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Monthly Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceMonthlyYield"}},"/direct-web-services/time-series/v1/fund-sustainability/morningstar-esg-risk-rating-for-funds/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Morningstar ESG Risk Rating For Funds","description":"Morningstar assigns ESG Risk Ratings by combining a portfolio's Corporate ESG Risk Rating and Sovereign ESG Risk Rating proportional to the relative weight of the (long only) corporate and sovereign positions, rounded to the nearest whole number.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityMorningstarEsgRiskRatingForFunds"}},"/direct-web-services/time-series/v1/fund-research/morningstar-esg-risk-rating-for-funds/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar ESG Risk Rating For Funds","description":"Morningstar assigns ESG Risk Ratings by combining a portfolio's Corporate ESG Risk Rating and Sovereign ESG Risk Rating proportional to the relative weight of the (long only) corporate and sovereign positions, rounded to the nearest whole number.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarEsgRiskRatingForFunds"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating","description":"Morningstar Medalist Rating   The Morningstar Medalist Rating for funds is the summary expression of our forward-looking analysis of investment strategies as offered via the specific vehicles under coverage.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRating"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-parent-pillar/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating Parent Pillar","description":"Morningstar Medalist Rating – Parent Pillar   We believe the parent organization is important in evaluating both active and passive funds.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingParentPillar"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-parent-pillar-type/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating Parent Pillar Type","description":"The type of Morningstar Medalist Rating Parent Pillar.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingParentPillarType"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-people-pillar/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating People Pillar","description":"Morningstar Medalist Rating – People Pillar   The overall quality of a strategy's investment team is a significant key to a strategy's ability to deliver superior performance relative to its benchmark and/or peers.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingPeoplePillar"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-people-pillar-type/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating People Pillar Type","description":"The type of Morningstar Medalist Rating People Pillar.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingPeoplePillarType"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-performance-pillar/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating Performance Pillar","description":"Morningstar Medalist Rating – Performance Pillar   We do not believe past performance is necessarily predictive of future results, and this factor accordingly receives no explicit weighting in our analysis but is referenced instead in our evaluation of people and process.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingPerformancePillar"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-performance-pillar-type/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating Performance Pillar Type","description":"The type of Morningstar Medalist Rating Performance Pillar.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingPerformancePillarType"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-price-pillar/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating Price Pillar","description":"Morningstar Medalist Rating – Price Pillar      Morningstar and independent academic research has shown that expenses are one of the better predictors of future outperformance even when evaluating net-of-fee returns.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingProcessPillarType"}},"/direct-web-services/time-series/v1/fund-research/morningstar-medalist-rating-type/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Medalist Rating Type","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarMedalistRatingType"}},"/direct-web-services/time-series/v1/fund-research/morningstar-rating-overall/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Morningstar Rating Overall","description":"The Morningstar Rating evaluates managed investments based on their risk-adjusted performance relative to their category peers.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchMorningstarRatingOverall"}},"/direct-web-services/time-series/v1/performance/nav-unweighted-daily-income-and-capital-gain-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get NAV Unweighted Daily Income And Capital Gain Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavUnweightedDailyIncomeAndCapitalGainYield"}},"/direct-web-services/time-series/v1/performance/nav-unweighted-daily-income-only-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get NAV Unweighted Daily Income Only Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavUnweightedDailyIncomeOnlyYield"}},"/direct-web-services/time-series/v1/performance/nav-unweighted-daily-total-distribution-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get NAV Unweighted Daily Total Distribution Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavUnweightedDailyTotalDistributionYield"}},"/direct-web-services/time-series/v1/performance/nav-unweighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get NAV Unweighted DRI","description":"The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavUnweightedDri"}},"/direct-web-services/time-series/v1/performance/nav-weighted-daily-income-and-capital-gain-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get NAV Weighted Daily Income And Capital Gain Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavWeightedDailyIncomeAndCapitalGainYield"}},"/direct-web-services/time-series/v1/performance/nav-weighted-daily-income-only-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get NAV Weighted Daily Income Only Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavWeightedDailyIncomeOnlyYield"}},"/direct-web-services/time-series/v1/performance/nav-weighted-daily-total-distribution-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get NAV Weighted Daily Total Distribution Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavWeightedDailyTotalDistributionYield"}},"/direct-web-services/time-series/v1/performance/nav-weighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get NAV Weighted DRI","description":"The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceNavWeightedDri"}},"/direct-web-services/time-series/v1/fees-expenses/ongoing-charge-ex-perf-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Ongoing Charge Ex Perf Fee","description":"TER exlcuding perfprmance fee as at specified FYE date.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesOngoingChargeExPerfFee"}},"/direct-web-services/time-series/v1/fees-expenses/ongoing-charge-inc-perf-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Ongoing Charge Inc Perf Fee","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesOngoingChargeIncPerfFee"}},"/direct-web-services/time-series/v1/fees-expenses/ongoing-cost-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Ongoing Cost Actual","description":"The amount actually charged to the fund for re-occurring fees during the last fiscal year. The ongoing charge includes adviser, administration, custodian, legal and any other fees that will typically not vary from year to year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesOngoingCostActual"}},"/direct-web-services/time-series/v1/fees-expenses/ongoing-cost-estimated/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Ongoing Cost Estimated","description":"The amount that may be charged by the fund for re-occurring fees during the fiscal year. The ongoing charge will include adviser, administration, custodian, legal and any other fees that will typically not vary from year to year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesOngoingCostEstimated"}},"/direct-web-services/time-series/v1/fees-expenses/other-fee/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Other Fee","description":"The amount the fund spent on miscellaneous fees during the last fiscal year, as reported in the most recent annual report.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesOtherFee"}},"/direct-web-services/time-series/v1/fees-expenses/other-fee-amount-cn/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Other Fee Amount Cn","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesOtherFeeAmountCn"}},"/direct-web-services/time-series/v1/fund-research/overall-five-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall Five Star Rating Percent","description":"The proportion of the investment holdings that receive an Overall Morningstar Star Rating of 5-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallFiveStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/overall-four-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall Four Star Rating Percent","description":"The proportion of the investment holdings that receive an Overall Morningstar Star Rating of 4-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallFourStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/overall-not-star-rated-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall Not Star Rated Percent","description":"The proportion of the investment holdings that receive are eligible but do not receive an Overall Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallNotStarRatedPercent"}},"/direct-web-services/time-series/v1/fund-research/overall-not-star-rating-eligible-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall Not Star Rating Eligible Percent","description":"The proportion of the investment holdings that receive are not eligible for an Overall Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallNotStarRatingEligiblePercent"}},"/direct-web-services/time-series/v1/fund-research/overall-one-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall One Star Rating Percent","description":"The proportion of the investment holdings that receive an Overall Morningstar Star Rating of 1-star. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallOneStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/overall-three-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall Three Star Rating Percent","description":"The proportion of the investment holdings that receive an Overall Morningstar Star Rating of 3-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallThreeStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/overall-two-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Overall Two Star Rating Percent","description":"The proportion of the investment holdings that receive an Overall Morningstar Star Rating of 2-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchOverallTwoStarRatingPercent"}},"/direct-web-services/time-series/v1/fees-expenses/performance-fee-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Performance Fee Actual","description":"A payment awarded to a fund manager if certain performance targets are attained during the prior fiscal year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesPerformanceFeeActual"}},"/direct-web-services/time-series/v1/fees-expenses/performance-fee-estimated/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Performance Fee Estimated","description":"A fee that may be charged if the fund exceeds certain performance targets in a set period of time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesPerformanceFeeEstimated"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-carbon-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Carbon Risk Score","description":"The asset-weighted average of the carbon risk scores for the portfolio's covered, corporate holdings.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioCarbonRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-carbon-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Carbon Risk Score","description":"The asset-weighted average of the carbon risk scores for the portfolio's covered, corporate holdings.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioCarbonRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-corporate-esg-risk-rating/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Corporate ESG Risk Rating","description":"Morningstar assigns Corporate ESG Risk Ratings by ranking all scored funds within a Morningstar Global Category by their Historical Corporate ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioCorporateEsgRiskRating"}},"/direct-web-services/time-series/v1/fund-research/portfolio-corporate-esg-risk-rating/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Corporate ESG Risk Rating","description":"Morningstar assigns Corporate ESG Risk Ratings by ranking all scored funds within a Morningstar Global Category by their Historical Corporate ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioCorporateEsgRiskRating"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-corporate-esg-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Corporate ESG Risk Score","description":"The Morningstar Portfolio Corporate ESG Risk Score is an asset-weighted average of Sustainalytics' company-level ESG Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioCorporateEsgRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-corporate-esg-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Corporate ESG Risk Score","description":"The Morningstar Portfolio Corporate ESG Risk Score is an asset-weighted average of Sustainalytics' company-level ESG Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioCorporateEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-corporate-esg-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Corporate ESG Risk Score","description":"The Morningstar Portfolio Corporate ESG Risk Score is an asset-weighted average of Sustainalytics' company-level ESG Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioCorporateEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-environmental-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Environmental Risk Score","description":"The asset-weighted average of the Company Environmental Risk scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioEnvironmentalRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-esg-risk-rating/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio ESG Risk Rating","description":"Morningstar assigns ESG Risk Ratings by combining a portfolio's Corporate ESG Risk Rating and Sovereign ESG Risk Rating proportional to the relative weight of the (long only) corporate and sovereign positions, rounded to the nearest whole number.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioEsgRiskRating"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-environmental-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Environmental Risk Score","description":"The asset-weighted average of the Company Environmental Risk scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioEnvironmentalRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-environmental-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Environmental Risk Score","description":"The asset-weighted average of the Company Environmental Risk scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioEnvironmentalRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-esg-risk-rating/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio ESG Risk Rating","description":"Morningstar assigns ESG Risk Ratings by combining a portfolio's Corporate ESG Risk Rating and Sovereign ESG Risk Rating proportional to the relative weight of the (long only) corporate and sovereign positions, rounded to the nearest whole number.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioEsgRiskRating"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-governance-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Governance Risk Score","description":"The asset-weighted average of the company Governance Risk Scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioGovernanceRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-governance-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Governance Risk Score","description":"The asset-weighted average of the company Governance Risk Scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioGovernanceRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-governance-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Governance Risk Score","description":"The asset-weighted average of the company Governance Risk Scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioGovernanceRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-social-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Social Risk Score","description":"The asset-weighted average of the Company Social Risk Scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioSocialRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-social-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Social Risk Score","description":"The asset-weighted average of the Company Social Risk Scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioSocialRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-social-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Social Risk Score","description":"The asset-weighted average of the Company Social Risk Scores for the covered corporate holdings in a portfolio.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioSocialRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-sovereign-esg-risk-rating/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Sovereign ESG Risk Rating","description":"Morningstar assigns Sovereign ESG Risk Ratings by ranking all scored funds within a Morningstar Global Category by their Historical Sovereign ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioSovereignEsgRiskRating"}},"/direct-web-services/time-series/v1/fund-research/portfolio-sovereign-esg-risk-rating/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Sovereign ESG Risk Rating","description":"Morningstar assigns Sovereign ESG Risk Ratings by ranking all scored funds within a Morningstar Global Category by their Historical Sovereign ESG Risk Scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioSovereignEsgRiskRating"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-sovereign-esg-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Sovereign ESG Risk Score","description":"The Morningstar Portfolio Sovereign ESG Risk Score is an asset-weighted average of Sustainalytics' Country Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioSovereignEsgRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-sovereign-esg-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Sovereign ESG Risk Score","description":"The Morningstar Portfolio Sovereign ESG Risk Score is an asset-weighted average of Sustainalytics' Country Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioSovereignEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-sovereign-esg-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Sovereign ESG Risk Score","description":"The Morningstar Portfolio Sovereign ESG Risk Score is an asset-weighted average of Sustainalytics' Country Risk Score.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioSovereignEsgRiskScore"}},"/direct-web-services/time-series/v1/fund-sustainability/portfolio-unallocated-risk-score/{ids}":{"get":{"tags":["Fund-Level Sustainability Ratings, Research, and Analytics"],"summary":"Get Portfolio Unallocated Risk Score","description":"The asset-weighted average of the Company ESG Risk scores for the covered corporate holdings in a portfolio that do not have Environmental, Social, Governance scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundSustainabilityPortfolioUnallocatedRiskScore"}},"/direct-web-services/time-series/v1/portfolio-holdings/portfolio-unallocated-risk-score/{ids}":{"get":{"tags":["Portfolio Holdings"],"summary":"Get Portfolio Unallocated Risk Score","description":"The asset-weighted average of the Company ESG Risk scores for the covered corporate holdings in a portfolio that do not have Environmental, Social, Governance scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPortfolioHoldingsPortfolioUnallocatedRiskScore"}},"/direct-web-services/time-series/v1/fund-research/portfolio-unallocated-risk-score/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Portfolio Unallocated Risk Score","description":"The asset-weighted average of the Company ESG Risk scores for the covered corporate holdings in a portfolio that do not have Environmental, Social, Governance scores.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchPortfolioUnallocatedRiskScore"}},"/direct-web-services/time-series/v1/performance/price/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Price","description":"Get Price time series data.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}},{"name":"performanceType","in":"query","description":"Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.","schema":{"type":"string","enum":["total","market","gross"],"default":"total","example":"total"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePrice"}},"/direct-web-services/time-series/v1/performance/price-unweighted-daily-income-and-capital-gain-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Price Unweighted Daily Income And Capital Gain Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceUnweightedDailyIncomeAndCapitalGainYield"}},"/direct-web-services/time-series/v1/performance/price-unweighted-daily-income-only-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Price Unweighted Daily Income Only Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceUnweightedDailyIncomeOnlyYield"}},"/direct-web-services/time-series/v1/performance/price-unweighted-daily-total-distribution-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Price Unweighted Daily Total Distribution Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceUnweightedDailyTotalDistributionYield"}},"/direct-web-services/time-series/v1/performance/price-unweighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Price Unweighted DRI","description":"The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceUnweightedDri"}},"/direct-web-services/time-series/v1/performance/price-weighted-daily-income-and-capital-gain-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Price Weighted Daily Income And Capital Gain Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceWeightedDailyIncomeAndCapitalGainYield"}},"/direct-web-services/time-series/v1/performance/price-weighted-daily-income-only-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Price Weighted Daily Income Only Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceWeightedDailyIncomeOnlyYield"}},"/direct-web-services/time-series/v1/performance/price-weighted-daily-total-distribution-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get Price Weighted Daily Total Distribution Yield","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceWeightedDailyTotalDistributionYield"}},"/direct-web-services/time-series/v1/performance/price-weighted-dri/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Price Weighted Dri","description":"The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformancePriceWeightedDri"}},"/direct-web-services/time-series/v1/fees-expenses/prospective-acquired-fund-expense/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Prospective Acquired Fund Expense","description":"A comparative measure of the cost of implementing the portfolio. The Prospective Acquired Fund Expense is the asset weighted average of underlying registered investment product fees.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesProspectiveAcquiredFundExpense"}},"/direct-web-services/time-series/v1/fees-expenses/prospectus-adjusted-expense-ratio/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Prospectus Adjusted Expense Ratio","description":"The Prospectus Adjusted Operating Expense Ratio is the percentage of fund assets paid for operating expenses and management fees.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesProspectusAdjustedExpenseRatio"}},"/direct-web-services/time-series/v1/performance/quarterly-downside-tracking-error/{ids}":{"get":{"tags":["Performance"],"summary":"Get Quarterly Downside Tracking Error","description":"Downside tracking error is defined as the standard deviation of a fund's negative excess returns. In the context of exchange traded-funds, negative excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark, where the daily return of the exchange-traded fund was lower than that of its primary prospectus.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyDownsideTrackingError"}},"/direct-web-services/time-series/v1/performance/quarterly-gross-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Quarterly Gross Return","description":"The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyGrossReturn"}},"/direct-web-services/time-series/v1/performance/quarterly-inflation-adjusted-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Quarterly Inflation Adjusted Return","description":"A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyInflationAdjustedReturn"}},"/direct-web-services/time-series/v1/performance/quarterly-load-adj-return-restated/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Quarterly Load Adjusted Return Restated","description":"Return calculated by load-adjustment methodology (refer to methodology paper for details)","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyLoadAdjReturnRestated"}},"/direct-web-services/time-series/v1/performance/quarterly-market-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Quarterly Market Return","description":"A exchange-traded or closed-end fund's total return based on market prices, as opposed to NAV. Morningstar calculates the market-price return by taking the change in the fund's market price, reinvesting all income and capital-gains distributions during the period, and dividing by the starting market price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyMarketReturn"}},"/direct-web-services/time-series/v1/performance/quarterly-net-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Quarterly Net Return","description":"The return of Separate Account investment after deducting all expenses from the gross return generated by investment.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyNetReturn"}},"/direct-web-services/time-series/v1/performance/quarterly-return/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Quarterly Return","description":"Total returns calculated for calendar quarters.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyReturn"}},"/direct-web-services/time-series/v1/performance/quarterly-tracking-error/{ids}":{"get":{"tags":["Performance"],"summary":"Get Quarterly Tracking Error","description":"Tracking error is defined as the standard deviation of a fund's excess returns. In the context of exchange traded-funds, excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["quarterly"],"type":"string","default":"quarterly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuarterlyTrackingError"}},"/direct-web-services/time-series/v1/performance/quoted-yield-daily/{ids}":{"get":{"tags":["Performance"],"summary":"Get Quoted Yield Daily","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceQuotedYieldDaily"}},"/direct-web-services/time-series/v1/fund-research/rating-10-yr/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Rating 10 Year","description":"The Morningstar Rating evaluates managed investments based on their risk-adjusted performance relative to their category peers.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchRating10Yr"}},"/direct-web-services/time-series/v1/fund-research/rating-3-yr/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Rating 3 Year","description":"The Morningstar Rating evaluates managed investments based on their risk-adjusted performance relative to their category peers.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchRating3Yr"}},"/direct-web-services/time-series/v1/fund-research/rating-5-yr/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Rating 5 Year","description":"The Morningstar Rating evaluates managed investments based on their risk-adjusted performance relative to their category peers.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. 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For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchRating5Yr"}},"/direct-web-services/time-series/v1/performance/raw-return-cum-fair/{ids}":{"get":{"tags":["Performance- (Trial)"],"summary":"Get Raw Return Cum Fair","description":"The DRI series for the capital (dividends excluded) return of the share class","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceRawReturnCumFair"}},"/direct-web-services/time-series/v1/performance/raw-return-market-price/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Raw Return Market Price","description":"The DRI series for the capital (dividends excluded) return of the share class","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceRawReturnMarketPrice"}},"/direct-web-services/time-series/v1/performance/raw-return-nav/{ids}":{"get":{"tags":["In Trial"],"summary":"Get Raw Return NAV","description":"The DRI series for the capital (dividends excluded) return of the share class","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceRawReturnNav"}},"/direct-web-services/time-series/v1/performance/return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Return","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}},{"name":"performanceType","in":"query","description":"Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.","schema":{"type":"string","enum":["total","market","gross"],"default":"total","example":"total"}},{"name":"annualDays","in":"query","description":"Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.","schema":{"type":"number","default":365.25,"example":"365"}},{"name":"preCurrency","in":"query","description":"Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.","schema":{"type":"string","example":"USD"}},{"name":"requireContinueData","in":"query","description":"Specifies whether continuous data is required for calculations. Used with calculated data points only.","schema":{"type":"boolean","example":"true"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceReturn"}},"/direct-web-services/time-series/v1/performance/rolling-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Rolling Return","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily","weekly","monthly","quarterly","annually"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}},{"name":"performanceType","in":"query","description":"Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.","schema":{"type":"string","enum":["total","market","gross"],"default":"total","example":"total"}},{"name":"annualDays","in":"query","description":"Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.","schema":{"type":"number","default":365.25,"example":"365"}},{"name":"annualized","in":"query","description":"Specifies whether the calculation results should be annualized. Used with calculated data points only.","schema":{"type":"boolean","example":true}},{"name":"preCurrency","in":"query","description":"Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.","schema":{"type":"string","example":"USD"}},{"name":"requireContinueData","in":"query","description":"Specifies whether continuous data is required for calculations. Used with calculated data points only.","schema":{"type":"boolean","example":"true"}},{"name":"stepSize","in":"query","description":"Specifies the step size for rolling or iterative calculations. Used with 'rolling-return' data point only. For example, `stepSize=12` and `frequency=monthly` 12-month rolling values are calculated.","schema":{"type":"number","default":1,"example":"12"}},{"name":"windowSize","in":"query","description":"Specifies the time interval between data points.","schema":{"type":"integer","example":6,"maximum":2147483647,"minimum":1}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceRollingReturn"}},"/direct-web-services/time-series/v1/fees-expenses/real-assets-costs-actual-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Real Assets Costs Actual UK","description":"The fee paid for holding, managing, operating, and maintaining real assets such as real estate and infrastructure, as reported in the European MiFID template (EMT).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesRealAssetsCostsActualUk"}},"/direct-web-services/time-series/v1/fees-expenses/real-assets-costs-estimated-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Real Assets Costs Estimated UK","description":"The estimated costs of holding, managing, operating, and maintaining real assets such as real estate and infrastructure, as reported in the European MiFID template (EMT).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesRealAssetsCostsEstimatedUk"}},"/direct-web-services/time-series/v1/performance/sec-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get SEC  Yield","description":"A calculation based on a 30-day period ending on the last of the previous month. It is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceSecYield"}},"/direct-web-services/time-series/v1/performance/sec-yield-rescaling-factor/{ids}":{"get":{"tags":["Performance"],"summary":"Get SEC  Yield Rescaling Factor","description":"","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceSecYieldRescalingFactor"}},"/direct-web-services/time-series/v1/performance/sitca-yield/{ids}":{"get":{"tags":["Performance"],"summary":"Get SITCA  Yield","description":"SITCA Yield estimates a fund's annual income per share yield. For funds that issue monthly dividends, the most recent income distribution is multiplied by 12 and then divided by the fund's net asset value (NAV) as of the previous business day of ex-date.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceSitcaYield"}},"/direct-web-services/time-series/v1/reference/sri-value/{ids}":{"get":{"tags":["Reference"],"summary":"Get Summary Risk Indicator (SRI) Value","description":"The investment's Summary Risk Indicator (SRI) denoting the level of risk calculated in accordance with the Packaged Retail and Insurance based Investment Product (PRIIP) classification.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getReferenceSriValue"}},"/direct-web-services/time-series/v1/fund-research/ten-year-five-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year Five Star Rating Percent","description":"The proportion of the investment holdings that receive an 10-year Morningstar Star Rating of 5-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearFiveStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/ten-year-four-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year Four Star Rating Percent","description":"The proportion of the investment holdings that receive an 10-year Morningstar Star Rating of 4-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearFourStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/ten-year-not-star-rated-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year Not Star Rated Percent","description":"The proportion of the investment holdings that are eligible but do not receive an 10-year Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearNotStarRatedPercent"}},"/direct-web-services/time-series/v1/fund-research/ten-year-not-star-rating-eligible-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year Not Star Rating Eligible Percent","description":"The proportion of the investment holdings that receive are not eligible for an 10-year Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearNotStarRatingEligiblePercent"}},"/direct-web-services/time-series/v1/fund-research/ten-year-one-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year One Star Rating Percent","description":"The proportion of the investment holdings that receive an 10-year Morningstar Star Rating of 1-star. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearOneStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/ten-year-three-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year Three Star Rating Percent","description":"The proportion of the investment holdings that receive an 10-year Morningstar Star Rating of 3-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearThreeStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/ten-year-two-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Ten Year Two Star Rating Percent","description":"The proportion of the investment holdings that receive an 10-year Morningstar Star Rating of 2-stars.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchTenYearTwoStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-five-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year Five Star Rating Percent","description":"The proportion of the investment holdings that receive an 3-year Morningstar Star Rating of 5-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearFiveStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-four-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year Four Star Rating Percent","description":"The proportion of the investment holdings that receive an 3-year Morningstar Star Rating of 4-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearFourStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-not-star-rated-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year Not Star Rated Percent","description":"The proportion of the investment holdings that receive are eligible but do not receive an 3-year Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearNotStarRatedPercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-not-star-rating-eligible-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year Not Star Rating Eligible Percent","description":"The proportion of the investment holdings that receive are not eligible for an 3-year Morningstar Star Rating.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearNotStarRatingEligiblePercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-one-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year One Star Rating Percent","description":"The proportion of the investment holdings that receive an 3-year Morningstar Star Rating of 1-star. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearOneStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-three-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year Three Star Rating Percent","description":"The proportion of the investment holdings that receive an 3-year Morningstar Star Rating of 3-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearThreeStarRatingPercent"}},"/direct-web-services/time-series/v1/fund-research/three-year-two-star-rating-percent/{ids}":{"get":{"tags":["Fund Research, Ratings and Analytics"],"summary":"Get Three Year Two Star Rating Percent","description":"The proportion of the investment holdings that receive an 3-year Morningstar Star Rating of 2-stars. This is calculated on the base portfolio, and only considers long positions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFundResearchThreeYearTwoStarRatingPercent"}},"/direct-web-services/time-series/v1/fees-expenses/total-expense-survey/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Total Expense Survey","description":"The measure of total expense happened in the course of fund management, mainly including fund management fee, fund custodian fee, trading fee, interest cost etc.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTotalExpenseSurvey"}},"/direct-web-services/time-series/v1/fees-expenses/trading-expense/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Trading Expense","description":"The expenses incurred during fund transaction. It basically includes stamp duty, trading commission and so on.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTradingExpense"}},"/direct-web-services/time-series/v1/fees-expenses/transaction-costs-actual-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Transaction Costs Actual UK","description":"The fee paid by the fund due to the acquisition and disposal of investments, as per UK Financial Conduct Authority (FCA) guidelines for the UK version of the Key Information Document (KID).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTransactionCostsActualUk"}},"/direct-web-services/time-series/v1/fees-expenses/transaction-costs-estimated-uk/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Transaction Costs Estimated UK","description":"The estimated charge for the fund that may be incurred as result of the acquisition and disposal of investments, as per UK Financial Conduct Authority (FCA) guidelines for the UK version of the Key Information Document (KID).","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTransactionCostsEstimatedUk"}},"/direct-web-services/time-series/v1/fees-expenses/transaction-fee-actual/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Transaction Fee Actual","description":"The fee paid by the fund due to the acquisition and disposal of investments.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTransactionFeeActual"}},"/direct-web-services/time-series/v1/fees-expenses/transaction-fee-estimated/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Transaction Fee Estimated","description":"The estimated charge for the fund that may be incurred as result of the acquisition and disposal of investments.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTransactionFeeEstimated"}},"/direct-web-services/time-series/v1/fees-expenses/turnover-ratio-percentage/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Turnover Ratio Percentage","description":"A measure of how frequently an investment buys or sells it's holdings. Expressed as a percentage of how much of the investment's holdings have been traded over a given year as reported in the investment's periodic disclosure document.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTurnoverRatioPercentage"}},"/direct-web-services/time-series/v1/fees-expenses/typical-exit-cost/{ids}":{"get":{"tags":["Fees & Expenses"],"summary":"Get Typical Exit Cost","description":"The exit charge or one-time deduction paid on redemptions if the investment has been held for the recommended holding period.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["monthly"],"type":"string","default":"monthly"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getFeesExpensesTypicalExitCost"}},"/direct-web-services/time-series/v1/performance/unannualized/{ids}":{"get":{"tags":["Performance"],"summary":"Get Unannualized","description":"A tag indicating that the number is not annualized.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceUnannualized"}},"/direct-web-services/time-series/v1/performance/yearly-capital-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Capital Return","description":"Rate of return over a holding period that is attributed to a change in the fund's capital value. This measure includes the change in the fund's NAV as well as all distributions that are classified as short-term capital gains, long-term capital gains, or return of capital.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyCapitalReturn"}},"/direct-web-services/time-series/v1/performance/yearly-gross-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Gross Return","description":"The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyGrossReturn"}},"/direct-web-services/time-series/v1/performance/yearly-income-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Income Return","description":"Income return is the portion of the holding period return that is attributed to dividend distributions.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyIncomeReturn"}},"/direct-web-services/time-series/v1/performance/yearly-inflation-adjusted-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Inflation Adjusted Return","description":"A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyInflationAdjustedReturn"}},"/direct-web-services/time-series/v1/performance/yearly-interest-income/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Interest Income","description":"Total interest income dividends paid by the fund in the calendar year.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyInterestIncome"}},"/direct-web-services/time-series/v1/performance/yearly-investor-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Investor Return","description":"Morningstar® Investor Return™ (also known as dollar-weighted return) measures how the average investor fared in a fund over a period of time.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyInvestorReturn"}},"/direct-web-services/time-series/v1/performance/yearly-load-adj-return-restated/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Load Adj Return Restated","description":"Return calculated by load-adjustment methodology (refer to methodology paper for details)","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyLoadAdjReturnRestated"}},"/direct-web-services/time-series/v1/performance/yearly-market-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Market Return","description":"A exchange-traded or closed-end fund's total return based on market prices, as opposed to NAV. Morningstar calculates the market-price return by taking the change in the fund's market price, reinvesting all income and capital-gain distributions during the period, and dividing by the starting market price.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyMarketReturn"}},"/direct-web-services/time-series/v1/performance/yearly-net-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Net Return","description":"The return of Separate Account investment after deducting all expenses from the gross return generated by investment.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyNetReturn"}},"/direct-web-services/time-series/v1/performance/yearly-return/{ids}":{"get":{"tags":["Performance"],"summary":"Get Yearly Return","description":"Expressed in percentage terms, Morningstar's calculation of total return is determined each month by taking the change in monthly net asset value, reinvesting all income and capital-gains distributions during that month, and dividing by the starting NAV.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["annually"],"type":"string","default":"annually"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceYearlyReturn"}},"/direct-web-services/time-series/v1/performance/daily-open-price/{ids}":{"get":{"tags":["Performance"],"summary":"Get Daily Open Price","description":"Open price generally refers to the stock price at the open of a trading session.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getPerformanceDailyOpenPrice"}},"/direct-web-services/time-series/v1/corporate-actions/dividend-amount-history/{ids}":{"get":{"tags":["Corporate Actions"],"summary":"Get Dividend Amount History","description":"Historical Dividends, Capital Gains and Split Factor.","parameters":[{"name":"ids","in":"path","description":"\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`.","required":true,"schema":{"type":"string","example":"0P000000GY,US0378331005,037833100"}},{"name":"idTypes","in":"query","description":"\nComma-separated list specifying the type of each value passed in the `ids` parameter.<br>\nRules:\n\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n*   Empty values default to `performanceId`\n\nExample:\n\n*   `ids=id1,id2,id3`\n*   `id1` and `id3` are performance IDs\n*   `id2` is a security ID\n*   `idTypes=securityId,isin,cusip`\n\nAccepted values:\n\n*   `performanceId` (default)\n*   `isin`\n*   `securityId`\n*   `cusip`\n*   `tradingSymbol`\n*   `msid`","schema":{"type":"string","example":"securityId,isin,cusip"}},{"name":"baseCurrency","in":"query","description":"\nComma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>\n\n*   Filters results based on currency\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Base currency passed for `id2` and `id4`\n*   `baseCurrency=USD,USD,USD`","schema":{"type":"string","example":"USD,USD,USD"}},{"name":"domicile","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeCountry","in":"query","description":"\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).\n\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange country passed for `id2` and `id4`\n*   `exchangeCountry=,USA,,USA`","schema":{"type":"string","example":"USA,USA,USA"}},{"name":"exchangeId","description":"\nComma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).\n\n*   Filters results based on exchange ID\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Exchange ID passed for `id2` and `id4`\n*   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`","in":"query","required":false,"schema":{"type":"string","example":"EX$$$$XMEX"}},{"name":"frequency","in":"query","description":"Specifies the time interval between data points.","schema":{"enum":["daily"],"type":"string","default":"daily"}},{"name":"startDate","in":"query","description":"Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-01-01","format":"date"}},{"name":"endDate","in":"query","description":"Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.\n","schema":{"type":"string","example":"2026-05-01","format":"date"}},{"name":"timePeriod","in":"query","description":"Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"number","example":"12"}},{"name":"timePeriodUnit","in":"query","description":"\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence.","schema":{"type":"string","enum":["months","days","years"]}},{"name":"applyEarliestCommonDate","in":"query","description":"\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.","schema":{"type":"boolean","default":false}},{"name":"applyTrackRecordExtension","in":"query","description":"\nSpecifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.","schema":{"type":"boolean","default":false}},{"name":"applyRestructureDate","in":"query","description":"\nSpecifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.\n\nThis option is applicable only when `applyEarliestCommonDate` is set to true.","schema":{"type":"boolean","default":false}},{"name":"sinceInception","in":"query","description":"\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings.","required":false,"schema":{"type":"boolean","default":false}},{"name":"currencyId","in":"query","description":"Specifies the currency in which to return data.","schema":{"type":"string","enum":["BAS","AUD","BND","BRL","CAD","CHF","CLP","CNH","CNY","CZK","DKK","EUR","GBP","HKD","HUF","IDR","ILS","INR","JPY","KRW","MOP","MXN","MYR","NOK","NZD","PLN","RMB","RUB","SEK","SGD","THB","TWD","USD","ZAR"],"default":"BAS"}}],"responses":{"200":{"$ref":"#/components/responses/ResponseTimeSeriesSingleObservation"},"400":{"$ref":"#/components/responses/ResponseStatus400"},"500":{"$ref":"#/components/responses/ResponseStatus500"}},"operationId":"getCorporateActionsDividendAmountHistory"}}},"components":{"securitySchemes":{"Bearer":{"type":"http","scheme":"bearer","bearerFormat":"JWT","description":"JWT obtained from `POST /token/oauth`.\n\nSend it on every request as `Authorization: Bearer <token>`. Reuse the token for up to 60 minutes, then request a new one."},"Basic":{"type":"http","scheme":"basic","description":"Used only by `POST /token/oauth` to obtain a bearer token.\n\nSend your Client ID and Client Secret as a Base64-encoded `clientId:clientSecret` pair."}},"responses":{"ResponseTimeSeriesSingleObservation":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ResponseTimeSeriesSingleObservation"}}}},"ResponseTimeSeriesDailyOhlcv":{"description":"OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ResponseTimeSeriesDailyOhlcv"}}}},"ResponseStatus400":{"description":"400","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"},"examples":{"ResponseStatus400Example1":{"$ref":"#/components/examples/ResponseStatus400Example1"}}}}},"ResponseStatus500":{"description":"500","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponse"},"examples":{"ResponseStatus500Example1":{"$ref":"#/components/examples/ResponseStatus500Example1"}}}}},"ResponseToken":{"description":"200: OK","content":{"application/json":{"schema":{"$ref":"#/components/schemas/OutputToken"},"examples":{"ResponseTokenExample1":{"$ref":"#/components/examples/ResponseTokenExample1"}}}}},"ErrorResponse401":{"description":"401: Unauthorized","content":{"application/json":{"schema":{"$ref":"#/components/schemas/ErrorResponseAuthentication"},"examples":{"ErrorResponseExample1":{"$ref":"#/components/examples/ErrorResponseExample1"}}}}}},"examples":{"ResponseStatus400Example1":{"summary":"400 -  Bad Request","value":{"statusCode":400,"errorCode":"400.investmentDetails.002","message":"Invalid date format. Expected format is yyyy-MM-d","requestId":"539d62a5-3586-4070-965e-0f7f64712d79"}},"ResponseStatus500Example1":{"summary":"500 - Internal Server Error","value":{"statusCode":500,"errorCode":"500.investmentDetails.003","message":"Error calling Investment API.","requestId":"539d62a5-3586-4070-965e-0f7f64712d79"}},"ResponseTokenExample1":{"summary":"Output Authorization Token","value":{"access_token":"W9ybmluZ3N0YXIuY29tL2VtYWlsX3ZlcmlmaWVkIjpmYWxzZSwiaHR0cHM6Ly9tb3JuaW5nc3Rhci5jb20vcGFzc3dvcmRDaGFuZ2VSZXF1aXJlZCI6ZmFsc2UsImh0dHBzOi8vbW9ybmluZ3N0YXIuY29tL3VpbV9yb2xlcyI6IkVBTVMsSU5WRVNUTUVOVEFQSV9JTlRFUk5BTF9TRVJWSUNFX0FDQ09VTlQiLCJpc3MiOiJodHRwczovL2xvZ2luLXByb2QubW9ybmluZ3N0YXIuY29tLyIsInN1YiI6ImF1dGgwfEZFMTUzOEM4LTg0RDMtNDlCRC05MzNELTdGQkEyOERGODAzMyIsImF1ZCI6WyJodHRwczovL2F1dGgwLWF3c3By","expires_in":3599,"token_type":"Bearer"}},"ErrorResponseExample1":{"summary":"401: Unauthorized","value":{"error_message":"Incorrect username or password"}}},"schemas":{"ResponseTimeSeriesSingleObservation":{"title":"ResponseTimeSeriesSingleObservation","readOnly":true,"description":"List of investments for which time series data was returned.","type":"object","additionalProperties":false,"properties":{"investments":{"type":"array","minItems":1,"items":{"$ref":"#/components/schemas/OutputInvestmentSingleObservation"}},"metadata":{"$ref":"#/components/schemas/OutputMetadata"}}},"ResponseTimeSeriesDailyOhlcv":{"title":"ResponseTimeSeriesDailyOhlcv","readOnly":true,"description":"List of investments for which time series data was returned.","type":"object","additionalProperties":false,"properties":{"investments":{"type":"array","minItems":1,"items":{"$ref":"#/components/schemas/OutputInvestmentDailyOhlcv"}},"metadata":{"$ref":"#/components/schemas/OutputMetadata"}}},"DataModelSingleObservation":{"title":"DataModelSingleObservation","description":"Represents a time series of single observations, where each entry contains a date and its corresponding value.","type":"object","properties":{"date":{"type":"string","format":"date","example":"2025-09-06"},"value":{"type":"number","example":1.108}}},"DataModelDailyOhlcv":{"title":"DataModelDailyOhlcv","type":"object","description":"Represents a time series of daily trading data, including open, high, low, close, and volume values for each 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```