It returns detailed investment data in bulk. You request up to 250 investments and up to 3 views in one request, the API processes the request asynchronously, and you retrieve the results when they are ready. It is designed for scheduled loads into databases, analytics platforms and reports. See Core Concepts.

The Investment Details API returns data for one investment at a time, in real time, so it suits rendering a page. The Investment List API returns a flat, tabular list for up to 100 investments, so it suits grids and watchlists. The Investment Details Feed API is for loading detailed data for many investments in bulk.

The API has six endpoints.

Use the base URL for your region.

• Americas: https://www.us-api.morningstar.com
• APAC: https://www.apac-api.morningstar.com
• EMEA: https://www.emea-api.morningstar.com

Yes, for requests for investment details. You send the Prefer: respond-async header, and the API responds with 202 Accepted and a job ID. The results are collected afterwards. The utility endpoints, such as listing views and retrieving delta dates, return their answers immediately. See Investment Details.

Yes. Access to data is entitled at package level, so you can request the views in the packages you are licensed for. See Before You Start. To check whether self-serve trial access is available, see Trial Accounts.

Request a token from POST /token/oauth, then send it on every other request in the Authorization header as Bearer {token}. See Authentication.

A token is valid for 60 minutes and can be reused across requests during that time. Long-running jobs must request a new token before it expires, and retry any request that returns 401 Unauthorized.

From 1 to 250 per request. To load a larger universe, split it across several requests and merge the results.

From 1 to 3. Some views must be the only view in a request: full-look-through-portfolio-holdings, full-portfolio-holdings-month-end-or-quarter-end-most-recent and equity-financials. See Core Concepts.

It tells the API to process the request asynchronously. It must be set to respond-async. If you leave it out, or set it to another value, the request fails.

Morningstar Performance ID (the default), ISIN, fund code, Morningstar Security ID, CUSIP, Morningstar ID, trading symbol and industry code. Set idType to say which one an id is, and add lookup details if an identifier can match more than one investment.

Call the list views endpoint. It returns the views you are entitled to, with their view IDs. The view definition endpoint shows the data points in a view. See Get View IDs.

A few packages take additional inputs, have their own limits, or need a supporting resource. Each has a package-specific guide. See Package-Specific Guides and for more information.

Set startDate and endDate in the request, as yyyy-MM-dd. The range can be up to 60 months. Dates apply only to views that return time series data.

Use the request-level properties languageId (the default is ENG), countryId (the default is USA) and regionId (for style box breakpoints, from 1 to 7). The view definition shows which data points depend on language or country.

The 202 response contains a link for checking the job. Call it until the job is complete. See Retrieve Investment Details.

When the job is complete, call the results endpoint with the result ID: GET /direct-web-services/v1/investments/result/{resultId}. See Retrieve Investment Details.

The response has an investments array and a metadata object. Each investment has an identifiers object, and data groups named for the data they hold. A group is an object when there is one record, and an array when there can be several. Some values are returned as an object with a value and a code. See Retrieve Investment Details.

No. Investments or data points that couldn't be returned are reported in metadata.messages, so always check it. See Retrieve Investment Details.

The API returns 413.investmentDetailsAsync.005. Split the request into smaller requests, with fewer investments or a shorter date range.

It is a unique identifier for the request. It is returned in the metadata of responses and in error responses. Include it if you contact support.

A delta load retrieves only the data that has changed since a time that you give, so that you can keep your data current without reloading everything. See Delta Loads.

Send the normal request, and add deltaStartTime, in UTC. Set includeUnchangedData to true to get each changed row complete, or false to get only the fields that changed. See Request Delta Load.

Delta loads and delta dates currently apply to the equity-financials view only.

Use the delta dates endpoint. It returns the data points that changed, and the dates, without retrieving the data. See Retrieve Delta Dates.

They are the dates for which portfolio holdings data is available. Retrieve them with the portfolio holdings dates endpoint, and use one as the portfolioDate of a request for full-look-through-portfolio-holdings or full-portfolio-holdings-month-end-or-quarter-end-most-recent. If you don't pass portfolioDate, the most recent data is returned. See Full Look Through Portfolio Holdings.