Investment Details API

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

Equity: Analyst Normalized Financials

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This package requires additional request parameters.

Parameters

period

AttributeValue
Typequery parameter
Data Typestring
Possible Valuesa (Annual), sa1 (First semi-annual), sa2 (Second semi-annual), q1–q4 (Quarters), ir (Irregular report)
Examplea

Required Filters results by the duration period of financial statements reported by the company.

reportType

AttributeValue
Typequery parameter
Data Typestring
Possible Valuesa (As originally reported), r (Restated), d (Preliminary restated), p (Preliminary as reported), ta, td, tr, tp (Trailing 12-month variants)
Examplea

Required Filters results by report type.

numberOfMonths

AttributeValue
Typequery parameter
Data Typestring
Possible Values3, 6, 9, 12, 15, 18, 21
Example3

Filters results by the duration period of financial statements reported by the company.

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