---
title: "Overview"
description: "Overview of the Morningstar Managed Investments Screener API."
url: "https://developer-beta.morningstar.com/managed-investments-screener-api"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~T3ZlcnZpZXcgfCBNYW5hZ2VkIEludmVzdG1lbnRzIFNjcmVlbmVyIEFQSQ,description_Overview+of+the+Morningstar+Managed+Investments+Screener+API.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tYW5hZ2VkLWludmVzdG1lbnRzLXNjcmVlbmVyLWFwaSI,s_t7_wZmiQG6kOPLkP.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)

# Managed Investments Screener API

Powerful, criteria-based screening using flexible filtering logic.

# Managed Investments Screener API

[View Markdown](https://developer-beta.morningstar.com/managed-investments-screener-api/managed-investments-screener-api.md)[Download Markdown](https://developer-beta.morningstar.com/managed-investments-screener-api/managed-investments-screener-api.md)

The Managed Investments Screener API finds managed investments that meet criteria you define. You set the starting universe, apply filter conditions with exact matches, ranges, exclusions and multi-factor logic, and choose the data points to return. The API responds with the matching investments, including their performance IDs, ready for research, discovery or downstream analysis.

New to the API? Start with [Getting Started](https://developer-beta.morningstar.com/managed-investments-screener-api/getting-started).

## [At a Glance](#at-a-glance)

| Feature                 | Details                                                                          |
| :---------------------- | :------------------------------------------------------------------------------- |
| Investments screened    | Managed investments                                                              |
| Starting universe       | Your entitled universe of managed investments, narrowed by country available for sale |
| Scoping data point      | basicReference.countryAvailableForSale                                           |
| Data points per request | Up to 100                                                                        |
| Results per page        | Up to 50, with token-based pagination                                            |
| Authentication          | OAuth 2.0 access token, valid for 60 minutes                                     |

## [Key Capabilities](#key-capabilities)

-   Apply complex filtering logic with `and`, `or` and `not`, comparisons and value lists, including nested filters.
-   Retrieve performance IDs and the data points you need for downstream API requests.
-   Choose exactly which data points to return, to keep responses small.
-   Sort results, and use token-based pagination to work through large result sets.
-   List the supported data points, with their data types, operators and dependencies, to build valid queries.

## [How It Works](#how-it-works)

1.  **Build your screening criteria.** Set the scope to define the starting universe, then add filter conditions. Combine them with logical operators to shape the results.
2.  **Select the data points to return.** Choose the identifiers, details and measures you want for each match.
3.  **Send the screener request.** Include the scope, the filter conditions, the data points, and any sort and pagination settings.
4.  **Retrieve and iterate.** The response contains the matching investments, metadata, and pagination tokens. Use the tokens to retrieve further pages until you have all the results.

## [In This Guide](#in-this-guide)

| Section             | What You'll Find                                                       |
| :------------------ | :--------------------------------------------------------------------- |
| Getting Started     | The workflow for making your first screen.                             |
| Core Concepts       | How scope, filters, data points, sorting and pagination work together. |
| Explore Data Points | How to list data points and read their metadata.                       |
| Screen Investments  | Build and send a complete screen, step by step.                        |
| Filter Conditions   | Equality, text, comparison and compound filters in detail.             |
| Work with Results   | How to read the response, page through results and handle warnings.    |
| Example Screens     | Complete requests you can adapt.                                       |
| Quick Lookup        | Reference for API Inputs, Operators and Errors.                        |
| FAQs                | Answers to common questions.                                           |
| Troubleshooting     | Fixes for common problems.                                             |

## [Related APIs](#related-apis)

-   The [Screener APIs](https://developer-beta.morningstar.com/screener-apis) page compares the available screeners.
-   To screen equities instead, see the [Equities Screener API](https://developer-beta.morningstar.com/equities-screener-api).
-   To retrieve data for investments you already know, use the [Investment List API](https://developer-beta.morningstar.com/investment-list-api) or the [Time Series API](https://developer-beta.morningstar.com/time-series-api).