Investment Details API

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

Request Equity Data

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This page describes how to request equity data using the Investment Details API.

Build Your Request

1: Select Endpoint

Every request is a GET to an endpoint that queries a specific view definition. For example:

GET /direct-web-services/v1/investments/{id}/equity-basic-reference

2: Specify Investments

Pass a single identifier in the path.

GET /direct-web-services/v1/investments/0P00000046/equity-basic-reference

If you are not using a Morningstar Performance ID, use idType and the lookup filters.

GET /direct-web-services/v1/investments/US5434957743/equity-basic-reference?idType=isin&baseCurrency=USD

3: Apply Additional Filters (Optional)

Set values for any additional filters required for the view being queried.

GET /direct-web-services/v1/investments/0P00000046/quantitative-equity-rating-analysis?quantitativeSmartTextType=MOAT

4: Set a Date Range (Optional)

To retrieve time series data, set a startDate and an endDate.

GET /direct-web-services/v1/investments/0P00000046/equity-consensus-recommendations?startDate=2025-06-01&endDate=2026-06-01

Send the Request

Example: Most Recent Data

curl --request GET \
  --url "https://www.us-api.morningstar.com/direct-web-services/v1/investments/0P00000056/equity-basic-details?addressType=1&languageId=CHI" \
  --header "Authorization: Bearer {access_token}"

Example: Time Series Data

curl --request GET \
  --url "https://www.us-api.morningstar.com/direct-web-services/v1/investments/0P00000056/equity-basic-details?addressType=1&languageId=CHI&startDate=2024-01-01&endDate=2026-01-01" \
  --header "Authorization: Bearer {access_token}"

Work With Results