It returns the investments in your entitled universe, and the performance IDs that other APIs use to identify them. You can also use it to find out which exchanges, countries and domiciles you are entitled to. See Core Concepts.

The Investment Details, Investment List and Time Series APIs use Morningstar Performance IDs as their primary identifier. The Universe API gives you the performance IDs for the investments you are entitled to, so that you can use them in those APIs. See the Identifiers article.

The API has one endpoint: GET /direct-web-services/v1/investments. What it returns depends on the query parameters you send. Use the base URL for your region.

• Americas: https://www.us-api.morningstar.com
• APAC: https://www.apac-api.morningstar.com
• EMEA: https://www.emea-api.morningstar.com

The Universe API lists the investments you are entitled to, by exchange, country or domicile. The Screener APIs find investments that meet criteria that you define, using their data points.

Request a token from POST /token/oauth, then send it on every other request in the Authorization header as Bearer {token}. See Authentication.

A token is valid for 60 minutes and can be reused across requests during that time. A job that pages through a large universe must request a new token before it expires, and retry any request that returns 401 Unauthorized.

Send a request with no filters. The response lists the exchanges, countries and domiciles you are entitled to, which are the values you can use as primary filters. Use source=managedInvestments for managed investments. See Get Your Universe.

A request with no primary filter returns your entitlements, not investments, so the investments array is empty. Add a primary filter, such as exchangeCode for equities, to list investments. See Work with Results.

A primary filter sets the top-level scope of the results. It is required to list investments, and a request can use only one. For equities it is exchangeCode. For managed investments it is countryAvailableForSaleCode or domicileCode. See Get Your Universe.

A secondary filter narrows the results within the scope of the primary filter. It is optional, it can't be used without a primary filter, and you can combine several. For equities they are securityType and shareClassInformationInvestmentType. For managed investments they are investmentType, fundLegalStructureName and exchange. See Filter Values for the accepted values.

Set the source parameter to managedInvestments. The default is equities.

A custom universe is a named subset of your entitled universe, set up for your account. Set universe to its name to retrieve it, and add filters to narrow it further. See Get Your Universe.

See Filter Values for source, security type, investment type and fund legal structure. Exchange codes, countries and domiciles are the ones in your entitlements.

Up to 50, which is also the default. Set pageSize, from 1 to 50, to change it.

If the response contains paginationTokenNext, pass it in the paginationTokenNext parameter of your next request. Keep all the other parameters the same, and repeat until no token is returned. See Work with Results.

When a response has no paginationTokenNext, you have retrieved the whole universe for those filters.

No. Pagination tokens are opaque, so pass them back exactly as you received them. Changing a token may cause an error or unexpected results.

It is the total number of investments found for your filters, across all pages. Use it with your page size to estimate the number of pages.

Store the performance ID, which is stable and is the primary identifier in other APIs. Use it as the key when you store and reference investments.

Pass the performance IDs to the Investment Details API, the Investment Details Feed API, the Investment List API or the Time Series API.