--- title: "Investment Details Feed" description: "The Investment Details Feed API returns detailed profile data for up to 250 equities or managed investments in a single asynchronous request." url: "https://developer-beta.morningstar.com/investment-details-feed-api" image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_Investment+Details+Feed,description_The+Investment+Details+Feed+API+returns+detailed+profile+data+for+up+to+250+equities+or+managed+investments+in+a+single+asynchronous+request.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWRldGFpbHMtZmVlZC1hcGki,s_Cg-99rIbqoRIsxHm.png" --- - [APIs](https://developer-beta.morningstar.com/apis) - [API Catalog](https://developer-beta.morningstar.com/api-catalog) - [API Assistant MCP Server](https://developer-beta.morningstar.com/api-assistant-mcp) - [Guides](https://developer-beta.morningstar.com/api-guides) - [Trial Access](https://developer-beta.morningstar.com/trial-access) # Investment Details Feed API Get detailed profile data for up to 250 investments in a single request, drawing on Morningstar's fundamental, reference, and historical data.. # About [View Markdown](https://developer-beta.morningstar.com/investment-details-feed-api/investment-details-feed-api.md)[Download Markdown](https://developer-beta.morningstar.com/investment-details-feed-api/investment-details-feed-api.md) Loading or refreshing detailed investment data across a large universe means moving far more volume than a single real-time lookup can handle efficiently. The API serves backend systems, analytics platforms, and automated reporting tools by accepting a Feed of up to 250 investments and up to 3 views, processing the request asynchronously, and returning the full result set once it's ready — well suited to scheduled loads rather than on-demand page rendering. ## [Common Use Cases](#common-use-cases) - **Build and refresh an internal database** Feed-load or refresh detailed data for a large investment universe on a schedule, rather than one investment at a time. - **Power automated financial reporting** Generate reports across a fund range or client universe from a consistent, bulk-loaded dataset. - **Feed analytics and quant platforms** Bulk-load fundamentals, ownership, and ratings data for screening, modeling, or backtesting pipelines. - **Refresh only what's changed** Use delta dates to identify which investments and views have new data before requesting a full reload. ## [Capabilities](#capabilities) - **Feed requests across up to 250 investments** Identified by performance ID, ISIN, CUSIP, trading symbol, or other supported identifiers, resolved in a single job. - **Up to 3 views per request** Combine package or dataset views for equities and managed investments; equities financials data is limited to a single view. Full portfolio holdings views must be requested on their own, not combined with other views. - **Asynchronous job processing** Submit a request and receive an `HTTP 202` response with a job ID and hypermedia links for polling status and retrieving results once processing completes. - **Custom time series ranges** Specify a start and end date for time series data points, with up to 60 months of history per request for both financials and non-financials data. - **Language, country, and region controls** Set `languageId`, `countryId`, and `regionId` to resolve language-, country-, and region-dependent data points consistently across the Feed. - **Delta-aware refreshes** Retrieve the dates on which data changed within a delta window, currently for the equity financials view, so scheduled jobs can refresh only what's actually new. - **Document retrieval** Fetch an individual filed document by performance ID, document type, and document ID, for investments returned in a Feed. ## [Limits](#limits) - **250 investments per request** Larger universes must be split into Feedes of 250 and the results merged. - **Equities: non-financials data** Up to 250 investments, up to 3 views, and up to 60 months of time series data per request. - **Equities: financials data** Up to 250 investments and a single view (the financials package view) only, with up to 60 months of time series data per request. - **Managed investments** Up to 250 investments and up to 3 package views per request. - **Portfolio holdings views** `full-look-through-portfolio-holdings` and `full-portfolio-holdings-month-end-or-quarter-end-most-recent` must each be the only view in the request; they cannot be combined with other views or with each other. - **Data access at package level** Unlike the synchronous API, Feed requests retrieve data at package level rather than individual dataset level. - **Identifiers** Use the Universe API to retrieve the Morningstar Performance IDs for the investments in your entitled universe. - **Token lifetime** Access tokens last 60 minutes, so long-running jobs must refresh tokens and retry requests that return `401 Unauthorized`. ## [Access](#access) - **Licence Required** Yes. Where access depends on your agreement, your Morningstar account manager can confirm what's included. - **Self-Serve Trial Access** See [Trial Access](https://developer-beta.morningstar.com/trial-access) to check current eligibility for the Investment Details Feed API. ## [Looking for Something Else?](#looking-for-something-else) - **Detailed profile for a single investment** [Investment Details API](https://developer-beta.morningstar.com/investment-details-api)