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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..

Table of Contents
  • Investment Details Feed API
  • Getting Started
  • Core Concepts
  • Views
    • Get View IDs
  • Investment Details
    • Request Equity Data
    • Request Managed Investment Data
    • Request Portfolio Holdings Data
    • Retrieve Results
  • Delta Loads
    • Retrieve Delta Dates
    • Request Delta Load
  • Quick Lookup
    • API Inputs
    • Error Messages
  • FAQs
  • Troubleshooting
  • Package-Specific Guides
    • Equity: Analyst Normalized Financials
    • Equity: Basic Details
    • Equity: Corporate Actions, Prices, Mergers and Acquisitions
    • Equity: Financials
    • Equity: Industry Specific Metrics
    • Equity: Ownership - Regulatory Reporting
    • Equity: Ownership Summary
    • Equity: Total Shares Outstanding
    • Equity: Transcripts
    • Full Look Through Portfolio Holdings
    • Full Portfolio Holdings Month End or Quarter End Most Recent
    • Quantitative Equity Rating Analysis

Quantitative Equity Rating Analysis

View MarkdownDownload Markdown

This package requires additional request parameters.

Parameters

quantitativeSmartTextType

AttributeValue
TypeRequest Payload (views[].parameters)
Data Typearray(string)
Possible ValuesMoat, Valuation
ExampleMoat

Required parameter for viewId=quantitative-equity-rating-analysis. This is a language-dependent view; results can also be filtered by languageId.

On This Page
  1. Parameters
    1. quantitativeSmartTextType
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