---
title: "API Inputs"
description: "Input fields for the Managed Investments Screener API."
url: "https://developer-beta.morningstar.com/managed-investments-screener-api/api-inputs"
image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~QVBJIElucHV0cyB8IE1hbmFnZWQgSW52ZXN0bWVudHMgU2NyZWVuZXIgQVBJ,description_Input+fields+for+the+Managed+Investments+Screener+API.,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii9tYW5hZ2VkLWludmVzdG1lbnRzLXNjcmVlbmVyLWFwaS9hcGktaW5wdXRzIg,s_rs64Z4hdxyht-M_s.png"
---

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# Managed Investments Screener API

Powerful, criteria-based screening using flexible filtering logic.

# API Inputs

[View Markdown](https://developer-beta.morningstar.com/managed-investments-screener-api/api-inputs.md)[Download Markdown](https://developer-beta.morningstar.com/managed-investments-screener-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 scope, the query, the data points to return, and the sort and pagination settings.

### [accept](#accept)

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

Specifies the response format. Used with the data points endpoint.

### [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 | 3-character ISO 4217 currency codes. Default: USD |
| Example         | EUR                                               |

Specifies the currency used to return currency-dependent data points. Required for currency-dependent data points.

### [dataPoints](#datapoints)

| Attribute       | Value                                                       |
| :-------------- | :---------------------------------------------------------- |
| Type            | Request Payload                                             |
| Data Type       | array of strings                                            |
| Possible Values | Up to 100 data point names. Default: performanceId          |
| Example         | ["basicReference.legalName", "basicReference.baseCurrency"] |

List of data points to return for each investment. A maximum of 100 data points can be passed in a single request. The performance ID is always returned.

### [languageId](#languageid)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload                                                                  |
| Data Type       | string                                                                           |
| Possible Values | ARA, CHI, DAN, DUT, ENG, FIN, FRE, GER, HEB, ITA, JPN, KOR, NOR, POR, SPA, SWE, THA, ZHO. Default: ENG |
| Example         | FRE                                                                              |

Specifies the language used to return language-dependent data points. Required for language-dependent data points.

### [pagination](#pagination)

| Attribute       | Value                                                  |
| :-------------- | :----------------------------------------------------- |
| Type            | Request Payload                                        |
| Data Type       | object                                                 |
| Possible Values | pageSize, paginationTokenNext, paginationTokenPrevious |
| Example         | { "pageSize": 25 }                                     |

Container for the pagination settings. See Pagination Inputs below for the fields inside it.

### [query](#query)

| Attribute       | Value                                                                     |
| :-------------- | :------------------------------------------------------------------------ |
| Type            | Request Payload                                                           |
| Data Type       | object                                                                    |
| Possible Values | A single filter condition, or a compound filter that uses and, or and not |
| Example         | { "basicReference.baseCurrency": "USD" }                                  |

Specifies the filter conditions applied to the scoped universe. Required. See Filter Inputs below for the operators.

### [scope](#scope)

| Attribute       | Value                                                                      |
| :-------------- | :------------------------------------------------------------------------- |
| Type            | Request Payload                                                            |
| Data Type       | object                                                                     |
| Possible Values | Filter conditions on the basicReference.countryAvailableForSale data point |
| Example         | { "basicReference.countryAvailableForSale": "USA" }                        |

Specifies the starting universe of investments, limited to your entitled universe. Required. Uses the same syntax as `query`. In a compound filter, each branch must contain the scoping data point.

### [sort](#sort)

| Attribute       | Value                                                                |
| :-------------- | :------------------------------------------------------------------- |
| Type            | Request Payload                                                      |
| Data Type       | array of objects                                                     |
| Possible Values | Objects with dataPoint and orderBy. Default: ascending performanceId |
| Example         | [{ "dataPoint": "basicReference.legalName", "orderBy": "asc" }]      |

Specifies how results are sorted. Entries are applied in order. See Sort Inputs below for the fields inside each entry.

## [Pagination Inputs](#pagination-inputs)

These inputs live inside the `pagination` object.

### [pageSize](#pagesize)

| Attribute       | Value                        |
| :-------------- | :--------------------------- |
| Type            | Request Payload (pagination) |
| Data Type       | integer                      |
| Possible Values | Up to 50. Default: 50        |
| Example         | 25                           |

Specifies the number of results per page.

### [paginationTokenNext](#paginationtokennext)

| Attribute       | Value                                                    |
| :-------------- | :------------------------------------------------------- |
| Type            | Request Payload (pagination)                             |
| Data Type       | string                                                   |
| Possible Values | The paginationTokenNext value from the previous response |
| Example         | WyIxVmFsb3VyIEJpdGNvaW4g...                              |

Specifies the token used to retrieve the next page of results. Use either this or `paginationTokenPrevious` in a request, not both.

### [paginationTokenPrevious](#paginationtokenprevious)

| Attribute       | Value                                                        |
| :-------------- | :----------------------------------------------------------- |
| Type            | Request Payload (pagination)                                 |
| Data Type       | string                                                       |
| Possible Values | The paginationTokenPrevious value from the previous response |
| Example         | WyIxVmFsb3VyIEJpdGNvaW4g...                                  |

Specifies the token used to retrieve the previous page of results. Use either this or `paginationTokenNext` in a request, not both.

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

These inputs live inside each object in the `sort` array.

### [dataPoint](#datapoint)

| Attribute       | Value                                                                    |
| :-------------- | :----------------------------------------------------------------------- |
| Type            | Request Payload (sort[])                                                 |
| Data Type       | string                                                                   |
| Possible Values | A sortable data point that is also in dataPoints. Default: performanceId |
| Example         | basicReference.legalName                                                 |

Specifies the data point to sort by.

### [orderBy](#orderby)

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

Specifies the sort direction.

## [Filter Inputs](#filter-inputs)

These operators are used inside `scope` and `query`. Equality filters need no operator: a single value matches that value, and a list of values matches any value in the list. For the syntax of each filter, see [Filter Conditions](https://developer-beta.morningstar.com/managed-investments-screener-api/filter-conditions).

### [and](#and)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload (query, scope)                                                   |
| Data Type       | array of objects                                                                 |
| Possible Values | One or more filter conditions                                                    |
| Example         | [{ "basicReference.baseCurrency": "USD" }, { "yieldsHistorical.12MoYield": { "gt": 1.5 } }] |

All conditions must match.

### [contains](#contains)

| Attribute       | Value                          |
| :-------------- | :----------------------------- |
| Type            | Request Payload (query, scope) |
| Data Type       | string                         |
| Possible Values | Text                           |
| Example         | bloo                           |

Matches a substring. Supported for some string data points.

### [fuzzy](#fuzzy)

| Attribute       | Value                          |
| :-------------- | :----------------------------- |
| Type            | Request Payload (query, scope) |
| Data Type       | boolean                        |
| Possible Values | true, false                    |
| Example         | true                           |

Enables fuzzy text matching. Supported for some string data points. Used with `value`.

### [gt](#gt)

| Attribute       | Value                                    |
| :-------------- | :--------------------------------------- |
| Type            | Request Payload (query, scope)           |
| Data Type       | number or string (date)                  |
| Possible Values | A number, or a date in yyyy-MM-dd format |
| Example         | 1.5                                      |

Greater than.

### [gte](#gte)

| Attribute       | Value                                    |
| :-------------- | :--------------------------------------- |
| Type            | Request Payload (query, scope)           |
| Data Type       | number or string (date)                  |
| Possible Values | A number, or a date in yyyy-MM-dd format |
| Example         | 4                                        |

Greater than or equal to.

### [lt](#lt)

| Attribute       | Value                                    |
| :-------------- | :--------------------------------------- |
| Type            | Request Payload (query, scope)           |
| Data Type       | number or string (date)                  |
| Possible Values | A number, or a date in yyyy-MM-dd format |
| Example         | 10.55                                    |

Less than.

### [lte](#lte)

| Attribute       | Value                                    |
| :-------------- | :--------------------------------------- |
| Type            | Request Payload (query, scope)           |
| Data Type       | number or string (date)                  |
| Possible Values | A number, or a date in yyyy-MM-dd format |
| Example         | 25.555                                   |

Less than or equal to.

### [not](#not)

| Attribute       | Value                                      |
| :-------------- | :----------------------------------------- |
| Type            | Request Payload (query, scope)             |
| Data Type       | array of objects                           |
| Possible Values | One or more filter conditions              |
| Example         | [{ "basicReference.baseCurrency": "USD" }] |

None of the conditions can match.

### [or](#or)

| Attribute       | Value                                                                            |
| :-------------- | :------------------------------------------------------------------------------- |
| Type            | Request Payload (query, scope)                                                   |
| Data Type       | array of objects                                                                 |
| Possible Values | One or more filter conditions                                                    |
| Example         | [{ "basicReference.baseCurrency": "USD" }, { "basicReference.baseCurrency": "CAD" }] |

At least one condition must match.

### [value](#value)

| Attribute       | Value                          |
| :-------------- | :----------------------------- |
| Type            | Request Payload (query, scope) |
| Data Type       | string                         |
| Possible Values | Text of at least 3 characters  |
| Example         | vangard                        |

Specifies the text to match when `fuzzy` is `true`.