Investment Details API

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

Equity: Corporate Actions, Price Mergers and Acquisitions

This package requires additional request parameters.

Parameters

You must pass either corporateActionType or both eventStatus and transactionType.

corporateActionType

AttributeValue
Typequery parameter
Data Typestring
Possible ValuesCD (Cash Dividend), CR (Capital Repayment), SC (Special Cash), SD (Stock Dividend), SP (Spin Off), SS (Stock Split), RI (Rights Issue)
ExampleCD

Used with to filter by corporate action type. Cannot be combined with eventStatus/transactionType in the same view entry.

eventStatus

AttributeValue
Typequery parameter
Data Typestring
Possible ValuesCompleted, Announced, Approved, Withdrawn, Terminated, Rejected, Postponed, Other
ExampleCompleted

Used to filter merger and acquisition events by status. Cannot be combined with corporateActionType in the same view entry.

transactionType

AttributeValue
Typequery parameter
Data Typestring
Possible ValuesOffer, Merger
ExampleMerger

Used alongside eventStatus, to filter merger and acquisition events by transaction type.