---
title: "Investment Details"
description: "Understand how to get investment details from the Investment Details Feed API: submit an asynchronous request, then retrieve the results."
url: "https://developer-beta.morningstar.com/investment-details-feed-api/investment-details"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~SW52ZXN0bWVudCBEZXRhaWxzIHwgSW52ZXN0bWVudCBEZXRhaWxzIEZlZWQgQVBJ,description_~VW5kZXJzdGFuZCBob3cgdG8gZ2V0IGludmVzdG1lbnQgZGV0YWlscyBmcm9tIHRoZSBJbnZlc3RtZW50IERldGFpbHMgRmVlZCBBUEk6IHN1Ym1pdCBhbiBhc3luY2hyb25vdXMgcmVxdWVzdCwgdGhlbiByZXRyaWV2ZSB0aGUgcmVzdWx0cy4,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWRldGFpbHMtZmVlZC1hcGkvaW52ZXN0bWVudC1kZXRhaWxzIg,s_F7YeI8GpWdauiMkJ.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..

# Investment Details

[View Markdown](https://developer-beta.morningstar.com/investment-details-feed-api/investment-details.md)[Download Markdown](https://developer-beta.morningstar.com/investment-details-feed-api/investment-details.md)

Getting investment details from the feed takes two steps. You submit a request, and you collect the results when they are ready. This page explains how the two steps fit together. The pages in this section cover each one in detail.

## [The Request and Retrieve Cycle](#the-request-and-retrieve-cycle)

The API processes each request as a job, so it doesn't return data in the response to the request.

1.  **Request.** Send a `POST` request with your investments and views. The API accepts it and returns a `jobId` and a link for checking the job. See [Investment Details](https://developer-beta.morningstar.com/investment-details-feed-api/investment-details).
2.  **Wait.** The job runs in the background. Check its status using the link that came with the response.
3.  **Retrieve.** When the job is complete, retrieve the results. See [Retrieve Investment Details](https://developer-beta.morningstar.com/investment-details-feed-api/retrieve-results).

| Step     | Endpoint                                                  | Returns                                      |
| :------- | :-------------------------------------------------------- | :------------------------------------------- |
| Request  | POST /direct-web-services/v1/investments                  | 202 Accepted with a jobId and a status link. |
| Check    | The href in the _links object of the response             | The status of the job.                       |
| Retrieve | GET /direct-web-services/v1/investments/result/{resultId} | 200 OK with the investments and metadata.    |

## [What You Need Before You Request](#what-you-need-before-you-request)

-   An access token. See [Authentication](https://developer-beta.morningstar.com/api-authentication).
-   Performance IDs for your investments, or other identifiers that the API can look up. See the [Identifiers](https://developer-beta.morningstar.com/api-identifiers) article.
-   The view IDs for the data you want. See [Views](https://developer-beta.morningstar.com/investment-details-feed-api/views).
-   If your package has extra inputs, its [package-specific guide](https://developer-beta.morningstar.com/investment-details-feed-api/package-specific-guides).

## [Plan Your Requests](#plan-your-requests)

Each request can include up to 250 investments and up to 3 views. To load data for a larger universe, split it into several requests, and merge the results.

-   Keep a record of the `jobId` and the `requestId` for each request. Include the `requestId` if you contact support.
-   To keep a copy of the data current, request only what has changed. See [Delta Loads](https://developer-beta.morningstar.com/investment-details-feed-api/delta-loads).

## [In This Section](#in-this-section)

| Page                        | Description                                          |
| :-------------------------- | :--------------------------------------------------- |
| Investment Details          | Build and send requests, and read the 202 response.  |
| Retrieve Investment Details | Collect the results, and handle warnings and errors. |