Investment Details API

Get detailed profile data for a single investment, drawing on Morningstar's fundamental, reference, and historical data.

About

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Building a fund page, a stock profile, or a research workspace means pulling together reference data, fundamentals, ratings, and history for one investment at a time. The API serves product owners and platform teams building investor and advisor-facing profile pages, and research teams doing deep, single-name analysis, by returning an entitled view in real time, synchronously, without maintaining that detail in a local database.

Common Use Cases

  • Build a fund or stock profile page Populate a fact-sheet-style page with reference data, fundamentals, and ratings from a single request.
  • Analyze company fundamentals Retrieve financial statements, analyst-normalized financials, and consensus estimates for equity research.
  • Review ownership and holdings Surface insider, institutional, and managed-investment ownership, plus portfolio holdings, for governance and stewardship review.
  • Track corporate actions and key events Monitor mergers and acquisitions, other corporate actions, and key events relevant to a holding.

Capabilities

  • Broad view and dataset coverage More than 270 entitled views and datasets across 43 data categories, spanning equities and managed investments, from basic reference to deep fundamentals.
  • Equity fundamentals and financials Income statement, balance sheet, cash flow, and analyst-normalized financials, retrievable at dataset level with up to 12 months of financials time series per request.
  • Ownership and governance Insider, institutional, and managed-investment ownership, regulatory reporting, governance, and shareholder stewardship data.
  • Corporate actions and key events Mergers and acquisitions, price-related corporate actions, key events, and earnings call transcripts.
  • Consensus estimates and ratings Analyst consensus estimates and recommendations, Quantitative Equity Ratings, and current plus historical Research Ratings.
  • Portfolio holdings Full portfolio holdings as of month-end or quarter-end, with a dedicated endpoint to look up which portfolio dates are available before you request them.
  • View discovery Retrieve the definition of any view or dataset, including the data points it contains, so applications can build view pickers programmatically.

Limits

  • One investment per request Equities and managed investments are both limited to a single investment per request; larger lists must be requested one at a time or through the Investment Details Feed API.
  • Equities: non-financials data Retrievable at package or dataset level, with up to 60 months of time series data per request.
  • Equities: financials data Retrievable at dataset level only, with up to 12 months of time series data per request.
  • Managed investments One package view for a single investment per request.
  • Identifiers Use the Universe API to retrieve the Morningstar Performance IDs for the investments in your entitled universe.
  • Token lifetime Access tokens last 60 minutes, so long-running jobs must refresh tokens and retry requests that return 401 Unauthorized.

Access

  • Licence Required Yes. Where access depends on your agreement, your Morningstar account manager can confirm what's included.
  • Self-Serve Trial Access See Trial Access to check current eligibility for the Investment Details API.

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