--- title: "Choose a Data Point" description: "Find the right Time Series API data point: how endpoints are organized by category, how names work, and what to check before you build a request." url: "https://developer-beta.morningstar.com/time-series-api/choose-a-data-point" image: "https://developer-beta.morningstar.com/_og/d/c_Ocean.takumi,title_~Q2hvb3NlIGEgRGF0YSBQb2ludCB8IFRpbWUgU2VyaWVzIEFQSQ,description_~RmluZCB0aGUgcmlnaHQgVGltZSBTZXJpZXMgQVBJIGRhdGEgcG9pbnQ6IGhvdyBlbmRwb2ludHMgYXJlIG9yZ2FuaXplZCBieSBjYXRlZ29yeSwgaG93IG5hbWVzIHdvcmssIGFuZCB3aGF0IHRvIGNoZWNrIGJlZm9yZSB5b3UgYnVpbGQgYSByZXF1ZXN0Lg,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiMwMDAwMDAifX19,p_Ii90aW1lLXNlcmllcy1hcGkvY2hvb3NlLWEtZGF0YS1wb2ludCI,s_PhbXvf43p_5dxBNA.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) # Time Series API Build Time Series APIs into your digital experience for quick investment and earnings summaries. # Choose a Data Point [View Markdown](https://developer-beta.morningstar.com/time-series-api/choose-a-data-point.md)[Download Markdown](https://developer-beta.morningstar.com/time-series-api/choose-a-data-point.md) The Time Series API has a separate endpoint for each category and data point, and there are several hundred of them. Choosing a data point means choosing the endpoint you will call. This page explains how endpoints are organized, how to find the one you need, and what to check before you build a request. For background on the terms used here, see [Core Concepts](https://developer-beta.morningstar.com/time-series-api/core-concepts). ## [How Endpoints Are Organized](#how-endpoints-are-organized) Every endpoint uses the same path pattern. The category and the data point name are both part of the path. ```text GET /direct-web-services/time-series/v1/{category}/{data-point}/{ids} ``` For example, the following endpoint returns the overall Morningstar Rating for the investments in `{ids}`. ```text GET /direct-web-services/time-series/v1/fund-research/morningstar-rating-overall/{ids} ``` Each request returns one data point. To retrieve several data points, make one request for each. ### [Categories](#categories) The API groups data points into eight categories. | Category | What It Contains | Example Data Points | | :------------------ | :--------------------------------------------------------- | :------------------------------------------------------------------------------- | | performance | Returns, yields, prices and related performance measures. | daily-price, 7-day-yield, rolling-return, daily-ohlcv | | fund-research | Ratings and analytics. | morningstar-rating-overall, morningstar-medalist-rating, rating-3-yr | | fund-sustainability | Fund-level sustainability ratings, research and analytics. | absolute-carbon-emissions-scope-1-and-2-tonnes, morningstar-esg-risk-rating-for-funds | | fees-expenses | Fees and expenses. | accounting-fee, annual-report-ongoing-charge, performance-fee-actual | | portfolio-holdings | Data points based on the holdings of a portfolio. | portfolio-carbon-risk-score, portfolio-environmental-risk-score | | portfolio-analytics | Data points based on portfolio analytics. | current-yield, dividend-yield-long, market-cap-large-percentage-long-rescaled | | reference | Reference data. | daily-closing-price, sri-value | | corporate-actions | Corporate action data. | dividend-amount-history | ### [Data Points Available in More Than One Category](#data-points-available-in-more-than-one-category) Some data points are available under more than one category. For example: | Data Point | Categories | | :------------------------------------ | :-------------------------------------- | | monthly-return | performance, fund-research | | daily-closing-price | reference, performance | | current-yield | portfolio-analytics, performance | | morningstar-esg-risk-rating-for-funds | fund-sustainability, fund-research | | portfolio-carbon-risk-score | fund-sustainability, portfolio-holdings | Because the category is part of the path, these appear as separate endpoints in the API reference. Read the description of each endpoint before you choose between them. ## [Find a Data Point](#find-a-data-point) Use the following approaches to find the endpoint you need. - **Browse by category.** The API reference groups endpoints by category. Open the category that matches the kind of data you need, such as `fees-expenses` for fee data. - **Search by name.** Data point names are lowercase and hyphenated, and describe the measure, so searching for a keyword such as `rating`, `yield` or `carbon` finds the related endpoints. - **Use the naming patterns.** Names follow conventions that help you tell similar data points apart. See the next section. ### [Naming Patterns](#naming-patterns) Names are built from a few recurring parts. These patterns appear across many data points. | Pattern | What It Indicates | Examples | | :------------------------------------------------------------------------ | :------------------------------------------------------------------------------- | :------------------------------------------------------------------------------- | | daily-, monthly-, quarterly-, yearly- prefix | The period the measure is reported over. | daily-price, monthly-return, quarterly-return, yearly-return | | gross, net, market, inflation-adjusted in a return name | The type of return. | monthly-gross-return, monthly-net-return, monthly-market-return, monthly-inflation-adjusted-return | | three-year-, five-year-, ten-year- prefix, or -3-yr, -5-yr, -10-yr suffix | The rating period. | three-year-five-star-rating-percent, rating-3-yr | | -category-average suffix | The average for the investment's category rather than for the investment itself. | carbon-risk-score-category-average | | -actual or -estimated suffix | Whether a cost is reported or estimated. | performance-fee-actual, performance-fee-estimated | | Currency code in the name | The currency the measure is expressed in. | carbon-footprint-scope-1-and-2-tonnes-per-gbp-millions | ## [Check the Data Point Before You Build a Request](#check-the-data-point-before-you-build-a-request) Once you have chosen a data point, check the following before you build the request. ### [Standard or Computed](#standard-or-computed) Most data points are standard and need only the general request parameters. Five data points are computed and accept extra parameters that control the calculation: `return`, `cumulative-return`, `rolling-return`, `growth` and `price`. If you choose one of these, see [Configure Computed Data Points](https://developer-beta.morningstar.com/time-series-api/configure-computed-data-points). ### [Univariate or Multivariate](#univariate-or-multivariate) Almost every data point returns univariate observations, a date and a single value. The exception is `daily-ohlcv`, which returns the open, high, low and closing price and the volume for each date. Multivariate data points have a shorter maximum lookback and don't support `sinceInception`, so choose a different approach if you need data since inception. See [Quick Lookup](https://developer-beta.morningstar.com/time-series-api/quick-lookup) for the limits. ### [In Trial Status](#in-trial-status) The API reference lists some data points in a separate In Trial group. These are all in the `performance` category, and they include `monthly-return`, `quarterly-return`, `growth` and `price`, along with the return index variants. Check whether a data point is in trial before you build on it. ## [Examples](#examples) The following table shows how common needs map to data points. | If You Need | Use This Data Point | Category | | :---------------------------------------------------- | :------------------------------------ | :----------------------------------- | | The daily price of an investment | daily-price | performance | | Open, high, low, close and volume | daily-ohlcv | performance | | Returns over a rolling window | rolling-return | performance | | The 7-day yield of an investment | 7-day-yield | performance | | The overall Morningstar Rating | morningstar-rating-overall | fund-research | | The Morningstar Medalist Rating | morningstar-medalist-rating | fund-research | | The ESG risk rating of a fund | morningstar-esg-risk-rating-for-funds | fund-sustainability or fund-research | | The ongoing charge of a fund | annual-report-ongoing-charge | fees-expenses | | The Summary Risk Indicator | sri-value | reference | | Historical dividends, capital gains and split factors | dividend-amount-history | corporate-actions | ## [Next Steps](#next-steps) After you choose a data point, [Request Time Series Data](https://developer-beta.morningstar.com/time-series-api/request-time-series-data) explains how to build the request.