---
title: "Overview"
description: "Overview of the Investment List API."
url: "https://developer-beta.morningstar.com/investment-list-api"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~T3ZlcnZpZXcgfCBJbnZlc3RtZW50IExpc3QgQVBJ,description_Overview+of+the+Investment+List+API.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWxpc3QtYXBpIg,s_VwOPNDcnIaEt6nl5.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 List API

Build the Investment List API into your digital experience for quick investment and earnings summaries.

# About

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

Populating a grid, watchlist, or comparison table means pulling the same handful of attributes across many investments at once. The API serves product owners and platform teams building adviser and investor-facing grids, and research and product teams populating comparison and screening views, by returning a single flat dataset across funds, ETFs, and equities in one request — no need to stitch together per-investment lookups.

## [Common Use Cases](#common-use-cases)

-   **Populate a watchlist or grid** Retrieve a consistent set of data points across a saved list of investments to render a sortable, filterable grid.
-   **Build comparison tables** Line up funds, ETFs, and equities side by side on the same data points for like-for-like comparison views.
-   **Power investor and adviser dashboards** Pull key reference, allocation, and exposure data points for the investments on a dashboard in a single synchronous call.
-   **Screen a shortlist for review** Combine identifier lookup with targeted data points to turn a shortlist of candidate investments into a ready-to-review table.

## [Capabilities](#capabilities)

-   **Broad, cross-asset data point coverage** More than 4,990 data points across 147 categories, spanning funds, ETFs, and equities, including reference data, asset allocation, regional and sector exposure, market capitalization, fees, and company fundamentals.
-   **Flexible investment identification** Look up investments by performance ID, ISIN, CUSIP, fund code, security ID, Morningstar ID, or trading symbol, with optional exchange country, domicile, and base currency to disambiguate.
-   **Multi-investment requests** Submit up to 100 investments in a single request and receive all matched results together.
-   **Controlled, flat responses** Select up to 50 data points per request to control payload size, returned as a single flat, tabular dataset optimized for grids and list views.
-   **Server-side sorting** Sort results by up to two data point fields, each ascending or descending, instead of sorting client side.
-   **Data point discovery** A dedicated endpoint returns the supported data points and their metadata, including operators and language or currency dependencies, so applications can build data point pickers programmatically.

## [Limits](#limits)

-   **100 investments per request** Larger lists must be split into batches of 100 and the results merged.
-   **50 data points per request** Wider views need multiple requests, joined on investment identifier.
-   **Two sort fields maximum** Sorting supports a primary and a secondary field; additional ordering must be applied client side. If no sort is provided, results default to ascending order by performance ID.
-   **Unmatched identifiers** Identifiers that can't be resolved are surfaced in the response metadata rather than failing the whole request, so applications can handle partial matches gracefully.
-   **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. See list of [supported packages](https://developer-internal-stg.morningstar.com/content/hidden-from-navigation/package-explorer.html). Where access depends on your agreement, your Morningstar account manager can confirm what's included.
-   **Self-Serve Trial Access** See [Trial Accounts](https://developer-beta.morningstar.com/trial-access) to check current eligibility for the Investment List API.

## [Looking for Something Else?](#looking-for-something-else)

-   **A detailed profile for a single investment** [Investment Details API](https://developer-beta.morningstar.com/investment-details-api)
-   **Detailed profiles for up to 250 investments at once** [Investment Details Feed API](https://developer-beta.morningstar.com/investment-details-feed-api)