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..
Equity: Industry-Specific Metrics
This package requires additional request parameters.
Parameters
period
| Attribute | Value |
|---|---|
| Type | Request Payload (views[].parameters) |
| Data Type | string |
| Possible Values | a (Annual), sa1 (First semi-annual), sa2 (Second semi-annual), q1–q4 (Quarters), ir (Irregular report) |
| Example | a |
Required Filters results by the duration period of financial statements reported by the company.
reportType
| Attribute | Value |
|---|---|
| Type | Request Payload (views[].parameters) |
| Data Type | string |
| Possible Values | a (As originally reported), r (Restated), d (Preliminary restated), p (Preliminary as reported), ta, td, tr, tp (Trailing 12-month variants) |
| Example | a |
Required Filters results by report type.
numberOfMonths
| Attribute | Value |
|---|---|
| Type | Request Payload (views[].parameters) |
| Data Type | string |
| Possible Values | 3, 6, 9, 12, 15, 18, 21 |
| Example | 3 |
Filters results by the duration period of financial statements reported by the company.