---
title: "API Inputs"
description: "Input fields for the Investment List API."
url: "https://developer-beta.morningstar.com/investment-list-api/api-inputs"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~QVBJIElucHV0cyB8IEludmVzdG1lbnQgTGlzdCBBUEk,description_Input+fields+for+the+Investment+List+API.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9pbnZlc3RtZW50LWxpc3QtYXBpL2FwaS1pbnB1dHMi,s_xMYJwKkvzDqHxC1b.png"
---

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# Investment List API

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

# API Inputs

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

## [Request-Level Inputs](#request-level-inputs)

These inputs apply to the request as a whole: the request headers, and the top-level fields of the request body, including the investments to retrieve, the data points to return, and the sort and language and currency settings. The `investments` and `sort` fields contain objects, whose inputs are described in [Investment Inputs](#investment-inputs) and [Sort Inputs](#sort-inputs).

### [accept](#accept)

| Attribute       | Value            |
| :-------------- | :--------------- |
| Type            | Header           |
| Data Type       | string           |
| Possible Values | application/json |
| Example         | application/json |

Specifies the response format.

### [Authorization](#authorization)

| Attribute       | Value                                               |
| :-------------- | :-------------------------------------------------- |
| Type            | Header                                              |
| Data Type       | string                                              |
| Possible Values | Bearer {token}, where the token is a JSON Web Token |
| Example         | Bearer eyJhbGciOi...                                |

Specifies the token that authorizes the request. Required. For more information about getting a token, see the [Authentication](https://developer-beta.morningstar.com/api-authentication) page.

### [Content-Type](#content-type)

| Attribute       | Value            |
| :-------------- | :--------------- |
| Type            | Header           |
| Data Type       | string           |
| Possible Values | application/json |
| Example         | application/json |

Specifies the format of the request body. Required for `POST` requests.

### [currencyId](#currencyid)

| Attribute       | Value           |
| :-------------- | :-------------- |
| Type            | Request Payload |
| Data Type       | string          |
| Possible Values | —               |
| Example         | USD             |

Optional. Currency for the investment list results.

### [dataPoints](#datapoints)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload                                                                  |
| Data Type       | array of strings                                                                 |
| Possible Values | Data point names in dataGroup.fieldName format. A maximum of 50 values can be passed. |
| Example         | ["basicReference.isin", "companyInformation.legalName", "balanceSheet.totalAssetsValueFY"] |

Required. Lists the data points to return for each investment. Each value is the data group and the field name, separated by a period. The performance ID is always returned.

Retrieve valid values programmatically with `GET /direct-web-services/v1/investment-list/data-points`, or browse the full reference in the [data dictionary (Excel)](https://developer.morningstar.com/content/hidden-from-navigation/InvestmentListDataDictionary.xlsx).

### [investments](#investments)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload                                                                  |
| Data Type       | array of objects                                                                 |
| Possible Values | Investment objects. A maximum of 100 investments can be passed. See Investment Inputs. |
| Example         | [{"id": "0P00000046"}, {"id": "US0042391096", "idType": "isin"}]                 |

Required. List of investments to query. Each object identifies one investment and can include the lookup inputs described under [Investment Inputs](#investment-inputs).

### [languageId](#languageid)

| Attribute       | Value           |
| :-------------- | :-------------- |
| Type            | Request Payload |
| Data Type       | string          |
| Possible Values | —               |
| Example         | ENG             |

Optional. Language for the investment list results.

### [sort](#sort)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload                                                                  |
| Data Type       | array of objects                                                                 |
| Possible Values | Sort objects. A maximum of 2 can be passed. See Sort Inputs. Default: ascending performanceId |
| Example         | [{"dataPoint": "companyInformation.companyId", "orderBy": "asc"}, {"dataPoint": "dailyReturnsMostRecent.totalRet1DayDaily", "orderBy": "desc"}] |

Optional. Fields to sort the results by. If omitted, results are sorted by `performanceId` in ascending order. Pass up to two sort objects to override the default.

## [Investment Inputs](#investment-inputs)

These inputs are passed in each object of the `investments` array. They identify the investment to look up and apply lookup filters.

For more information about investment lookup, see the [Identifiers](https://developer-beta.morningstar.com/api-identifiers#identifier-lookup) page.

### [baseCurrency](#basecurrency)

| Attribute       | Value                               |
| :-------------- | :---------------------------------- |
| Type            | Request Payload (investments)       |
| Data Type       | string                              |
| Possible Values | 3-character ISO 4217 currency codes |
| Example         | USD                                 |

Optional. Base currency to use for investment lookup. Accepts 3-character ISO 4217 currency codes.

### [domicile](#domicile)

| Attribute       | Value                                |
| :-------------- | :----------------------------------- |
| Type            | Request Payload (investments)        |
| Data Type       | string                               |
| Possible Values | 3-character ISO 3166-1 country codes |
| Example         | USA                                  |

Optional. Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.

### [exchangeCountry](#exchangecountry)

| Attribute       | Value                                |
| :-------------- | :----------------------------------- |
| Type            | Request Payload (investments)        |
| Data Type       | string                               |
| Possible Values | 3-character ISO 3166-1 country codes |
| Example         | USA                                  |

Optional. Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes.

### [exchangeId](#exchangeid)

| Attribute       | Value                         |
| :-------------- | :---------------------------- |
| Type            | Request Payload (investments) |
| Data Type       | string                        |
| Possible Values | See the list of exchange IDs  |
| Example         | EX$$$$XNAS                    |

Optional. Exchange identifier to use for investment lookup.

### [id](#id)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload (investments)                                                    |
| Data Type       | string                                                                           |
| Possible Values | A performance ID, ISIN, fund code, security ID, CUSIP, trading symbol, or Morningstar ID, matching the idType provided |
| Example         | 0P00000046                                                                       |

Required. Specifies the investment to query. Must contain at least one character. Morningstar Performance ID is the default identifier; use the Universe API to retrieve Performance IDs for investments in your entitled universe.

### [idType](#idtype)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload (investments)                                                    |
| Data Type       | string                                                                           |
| Possible Values | performanceId, isin, fundCode, securityId, cusip, msid, tradingSymbol. Default: performanceId |
| Example         | isin                                                                             |

Optional. Specifies the type of identifier provided in `id`.

## [Sort Inputs](#sort-inputs)

These inputs are passed in each object of the `sort` array.

### [dataPoint](#datapoint)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload (sort)                                                           |
| Data Type       | string                                                                           |
| Possible Values | A data point in dataPoints, in dataGroup.fieldName format. Default: instrumentIdentifiers.performanceId |
| Example         | dailyReturnsMostRecent.totalRet1DayDaily                                         |

The data point to sort by. It must also be in the [dataPoints](#datapoints) array, so use the same names that it accepts.

### [orderBy](#orderby)

| Attribute       | Value                                            |
| :-------------- | :----------------------------------------------- |
| Type            | Request Payload (sort)                           |
| Data Type       | string                                           |
| Possible Values | asc (ascending), desc (descending). Default: asc |
| Example         | desc                                             |

The sort direction for `dataPoint`.