Investment Details API
Get detailed profile data for a single investment, drawing on Morningstar's fundamental, reference, and historical data.
Full Look Through Portfolio Holdings
This package requires additional request parameters. You must also query the /portfolio-dates endpoint.
Get Portfolio Dates
TBC
Parameters
portfolioDate
| Attribute | Value |
|---|---|
| Type | Request Payload |
| Data Type | string (date) |
| Possible Values | yyyy-MM-dd |
| Example | 2025-06-30 |
Returns portfolio holdings data for the date specified. If no date is passed, the most recently available data is returned. Used only when requesting portfolio holdings views.
holdingsView
| Attribute | Value |
|---|---|
| Type | query parameter |
| Data Type | string |
| Possible Values | Full, Top10, Top25 |
| Example | Full |
Specifies the depth of holdings returned for a portfolio holdings view.