Investment Details API
Get detailed profile data for a single investment, drawing on Morningstar's fundamental, reference, and historical data.
API Inputs
This API returns one package per request, at a single endpoint per package. These inputs identify the investment to look up and apply general filtering, and are accepted across most package endpoints regardless of which package is being requested.
baseCurrency
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | 3-character ISO 4217 currency codes |
| Example | USD |
Base currency to use for investment lookup. Accepts 3-character ISO 4217 currency codes.
For more information about investment lookup, see the Identifiers page.
currencyId
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | ISO 4217 currency codes |
| Example | USD |
Currency identifier used to filter or convert results. Only applies to currency-dependent packages.
domicile
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | 3-character ISO 3166-1 country codes |
| Example | USA |
Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
For more information about investment lookup, see the Identifiers page.
endDate
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string (date) |
| Possible Values | yyyy-MM-dd |
| Example | 2025-12-31 |
Time series end date. Only applies to packages that support historical/time series data.
exchangeCountry
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | 3-character ISO 3166-1 country codes |
| Example | USA |
Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.
For more information about investment lookup, see the Identifiers page.
exchangeId
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | — |
| Example | EX$$$$XNAS |
Exchange identifier to use for investment lookup.
For more information about investment lookup, see the Identifiers page.
id
| Attribute | Value |
|---|---|
| Type | Path |
| Data Type | string |
| Possible Values | A performance ID, ISIN, security ID, CUSIP, trading symbol, or Morningstar ID, matching the idType provided |
| Example | 0P00000046 |
Specifies the investment to query. Required. Morningstar Performance ID is the default identifier; use the Universe API to retrieve Performance IDs for investments in your entitled universe.
idType
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | performanceId, isin, securityId, cusip, tradingSymbol, fundCode, msid. Default: performanceId |
| Example | performanceId |
Specifies the type of identifier provided in id.
languageId
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string |
| Possible Values | ENG, SPA, FRA, DEU, ITA, JPN, CHI, ZHO, KOR |
| Example | ENG |
Language to filter results by. Only applies to language-dependent packages; language support varies by package.
startDate
| Attribute | Value |
|---|---|
| Type | Query Parameter |
| Data Type | string (date) |
| Possible Values | yyyy-MM-dd |
| Example | 2025-06-01 |
Time series start date. Only applies to packages that support historical/time series data.