---
title: "Overview"
description: "The Investment Details API returns detailed profile data for a single investment."
url: "https://developer-beta.morningstar.com/investment-details-api"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~T3ZlcnZpZXcgfCBJbnZlc3RtZW50IERldGFpbHMgQVBJ,description_The+Investment+Details+API+returns+detailed+profile+data+for+a+single+investment.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWRldGFpbHMtYXBpIg,s_n7AzePUHPneCMeUg.png"
---

-   [APIs](https://developer-beta.morningstar.com/apis)
-   [API Catalog](https://developer-beta.morningstar.com/api-catalog)
-   [API Assistant MCP Server](https://developer-beta.morningstar.com/api-assistant-mcp)
-   [Guides](https://developer-beta.morningstar.com/api-guides)
-   [Trial Access](https://developer-beta.morningstar.com/trial-access)

# Investment Details API

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

# About

[View Markdown](https://developer-beta.morningstar.com/investment-details-api.md)[Download Markdown](https://developer-beta.morningstar.com/investment-details-api.md)

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](#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](#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](#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](https://developer-beta.morningstar.com/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](#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](https://developer-beta.morningstar.com/trial-access) to check current eligibility for the Investment Details API.

## [Looking for Something Else?](#looking-for-something-else)

-   **Detailed profiles for up to 250 investments at once** [Investment Details Feed API](https://developer-beta.morningstar.com/investment-details-feed-api)