Time Series API

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value
• Empty values default to performanceId

Example:

• ids=id1,id2,id3
• id1 and id3 are performance IDs
• id2 is a security ID
• idTypes=securityId,isin,cusip

Accepted values:

• performanceId (default)
• isin
• securityId
• cusip
• tradingSymbol
• msid

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

• Filters results based on currency
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Base currency passed for id2 and id4
• baseCurrency=USD,USD,USD

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Domicile passed for id2 and id4
• domicile=,USA,,USA

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange country passed for id2 and id4
• exchangeCountry=,USA,,USA

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

• Filters results based on exchange ID
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange ID passed for id2 and id4
• exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Specifies the time interval between data points.

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Specifies the size of the time window for the data range.

• Used in combination with timePeriodUnit to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies the time period unit.

• Used in combination with timePeriod to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Specifies the currency in which to return data.

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

• Morningstar Performance ID (default)
• Morningstar Security ID
• Morningstar IDs (MSID)
• ISIN
• CUSIP
• Trading symbol
• Category ID
  Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value
• Empty values default to performanceId

Example:

• ids=id1,id2,id3
• id1 and id3 are performance IDs
• id2 is a security ID
• idTypes=securityId,isin,cusip

Accepted values:

• performanceId (default)
• isin
• securityId
• cusip
• tradingSymbol
• msid

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

• Filters results based on currency
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Base currency passed for id2 and id4
• baseCurrency=USD,USD,USD

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Domicile passed for id2 and id4
• domicile=,USA,,USA

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange country passed for id2 and id4
• exchangeCountry=,USA,,USA

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

• Filters results based on exchange ID
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange ID passed for id2 and id4
• exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Specifies the time interval between data points.

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Specifies the size of the time window for the data range.

• Used in combination with timePeriodUnit to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies the time period unit.

• Used in combination with timePeriod to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Specifies the currency in which to return data.

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

• Morningstar Performance ID (default)
• Morningstar Security ID
• Morningstar IDs (MSID)
• ISIN
• CUSIP
• Trading symbol
• Category ID
  Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value
• Empty values default to performanceId

Example:

• ids=id1,id2,id3
• id1 and id3 are performance IDs
• id2 is a security ID
• idTypes=securityId,isin,cusip

Accepted values:

• performanceId (default)
• isin
• securityId
• cusip
• tradingSymbol
• msid

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

• Filters results based on currency
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Base currency passed for id2 and id4
• baseCurrency=USD,USD,USD

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Domicile passed for id2 and id4
• domicile=,USA,,USA

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange country passed for id2 and id4
• exchangeCountry=,USA,,USA

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

• Filters results based on exchange ID
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange ID passed for id2 and id4
• exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Specifies the time interval between data points.

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Specifies the size of the time window for the data range.

• Used in combination with timePeriodUnit to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies the time period unit.

• Used in combination with timePeriod to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Specifies the currency in which to return data.

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

• Morningstar Performance ID (default)
• Morningstar Security ID
• Morningstar IDs (MSID)
• ISIN
• CUSIP
• Trading symbol
• Category ID
  Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.

Comma-separated list specifying the type of each value passed in the ids parameter.

Rules:

• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value
• Empty values default to performanceId

Example:

• ids=id1,id2,id3
• id1 and id3 are performance IDs
• id2 is a security ID
• idTypes=securityId,isin,cusip

Accepted values:

• performanceId (default)
• isin
• securityId
• cusip
• tradingSymbol
• msid

Comma-separated list of 3-character ISO 4217 currency codes (for example, CAD, EUR, JPY).

• Filters results based on currency
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Base currency passed for id2 and id4
• baseCurrency=USD,USD,USD

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).
Rules:

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Domicile passed for id2 and id4
• domicile=,USA,,USA

Comma-separated list of 3-character ISO 3166‑1 country codes (for example, CAN, IRL, IND).

• Filters results based on domicile
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange country passed for id2 and id4
• exchangeCountry=,USA,,USA

Comma-separated list of exchange IDs (for example, EX$$$$XMEX, EX$$$$XNAS).

• Filters results based on exchange ID
• Values must align with the order of values in ids
• Use empty entries to skip
• Omit trailing commas after the last non-empty value

Example:

• ids=id1,id2,id3,id4,id5
• Exchange ID passed for id2 and id4
• exchangeId=,EX$$$$XMEX,,EX$$$$XNAS

Specifies the time interval between data points.

Specifies the start date for the time series. Accepted format is yyyy-MM-dd.

Specifies the end date for the time series. Accepted format is yyyy-MM-dd.

Specifies the size of the time window for the data range.

• Used in combination with timePeriodUnit to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies the time period unit.

• Used in combination with timePeriod to specify relative time ranges.

• When startDate, endDate, timePeriod and timePeriodUnit are provided, timePeriod and timePeriodUnit take precedence.

Specifies whether to apply the earliest common start date across all investments.

When set to true, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned.

Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.

Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.

This option is applicable only when applyEarliestCommonDate is set to true.

Sets the time range from inception (or the maximum supported lookback) to the end date.

Takes precendence over any timePeriod / timePeriodUnit and startDate / endDate settings.

Specifies the currency in which to return data.

Comma-separated list of up to 25 investment identifiers to query.

Accepts:

• Morningstar Performance ID (default)
• Morningstar Security ID
• Morningstar IDs (MSID)
• ISIN
• CUSIP
• Trading symbol
• Category ID
  Important: When a category ID is passed, the corresponding identifierType can be performanceId or securityId. The value must be URL-encoded. For example, if the category ID is LC00002226;CA]FO, the URL-encoded value is LC00002226;CA%5DFO.