{ "opencollection": "1.0.0", "info": { "name": "Authorization Tokens Accounts Investment Details API", "version": "1.0.0" }, "request": { "auth": { "type": "basic", "username": "{{username}}", "password": "{{password}}" } }, "items": [ { "info": { "name": "Investment Details", "type": "folder" }, "items": [ { "info": { "name": "Request investment details", "type": "http" }, "http": { "method": "POST", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments", "headers": [ { "name": "Prefer", "value": "" } ], "body": { "type": "json", "data": "{}" } }, "docs": "**Request Limits**\n\nTo ensure predictable performance and efficient processing, the following limits apply:\n\n- A **maximum of 250 investments** per request.\n\n- A **maximum of 3 data views** per request **except** when requesting Financials data. For Financials, pass the `equity-financials` view ID only.\n\n- Time series data is available for **up to 60 months**.\n\n- **Delta load** supported for Financials data. Specify a `deltaStartTime` in the request body.\n\n**Request Headers**\n \n- The `Prefer` r" }, { "info": { "name": "Retrieve investment details", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/result/:resultId", "params": [ { "name": "resultId", "value": "", "type": "path" } ] }, "docs": "Retrieve asynchronous request results." }, { "info": { "name": "Get 529 College Investment Package view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/529-college-investment-package", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Active Share view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/active-share", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Annual Report Fees and Financials Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/annual-report-fees-and-financials-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Annual Report Fees and Financials Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/annual-report-fees-and-financials-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Annual Returns Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/annual-returns-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Annuity Policy Operational Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/annuity-policy-operational-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Asset Allocation Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/asset-allocation-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Australian TMD Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/australian-tmd-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Basic Reference view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/basic-reference", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "startDate", "value": "", "type": "query" }, { "name": "endDate", "value": "", "type": "query" }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Best and Worst Rolling Returns view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/best-and-worst-rolling-returns", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Country and Regional Exposure Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/country-and-regional-exposure-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Currency Exposure Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/currency-exposure-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Daily Returns Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/daily-returns-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Derived Statistics From Index Levels Time Series view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/derived-statistics-from-index-levels-time-series", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Distributions Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/distributions-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Distributions Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/distributions-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Equity Portfolio Statistics view.", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/equity-portfolio-statistics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 1 Data Introductory Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-1-data-introductory-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 1 Data Low Carbon Transition Rating view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-1-data-low-carbon-transition-rating", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data Carbon Emissions view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-carbon-emissions", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data Carbon Involvement view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-carbon-involvement", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data Carbon Risk view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-carbon-risk", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data Country Risk Rating view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-country-risk-rating", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data ESG Risk Rating view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-esg-risk-rating", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data Impact Metrics SDGs and Themes view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-impact-metrics-sdgs-and-themes", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data Product Involvement view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-product-involvement", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level 2 Data SFDR PAI Corporate Voluntary view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-2-data-sfdr-pai-corporate-voluntary", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Company Level Data SFDR PAI view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-company-level-data-sfdr-pai", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Carbon Emissions view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-carbon-emissions", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Carbon Involvement view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-carbon-involvement", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Carbon Risk view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-carbon-risk", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level ESG Labels view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-esg-labels", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level EU Taxonomy view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-eu-taxonomy", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level European ESG Template view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-european-esg-template", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Firm Diversity Data Level 1 view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-firm-diversity-data-level-1", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Gender and Diversity view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-gender-and-diversity", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Impact Metrics view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-impact-metrics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Low Carbon Transition Rating view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-low-carbon-transition-rating", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Physical Climate Risk Metrics view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-physical-climate-risk-metrics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Principal Adverse Indicators (PAIs) view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-principal-adverse-indicators-pais", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Product Involvement view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-product-involvement", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Ratings Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-ratings-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Ratings Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-ratings-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ESG Fund Level Sustainable Attributes view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/esg-fund-level-sustainable-attributes", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Estimated Cash Flows Trailing Month-End Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/estimated-cash-flows-trailing-month-end-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ETF Corporate Action view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/etf-corporate-action", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ETF Managed Portfolio view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/etf-managed-portfolio", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get ETF Trading and Attributes view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/etf-trading-and-attributes", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get EU Fund Level SFDR Attributes Level 1 view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/eu-fund-level-sfdr-attributes-level-1", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get eVestment Operation view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/evestment-operation", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Factor Profile view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/factor-profile", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Fee Level Ranks view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/fee-level-ranks", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Fixed Income Portfolio Statistics Calculated Advanced Analytics data view.", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/fixed-income-portfolio-statistics-calculated-advanced-analytics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Fixed Income Portfolio Statistics Calculated Standard Analytics data view.", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/fixed-income-portfolio-statistics-calculated-standard-analytics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Fixed Income Portfolio Statistics Surveyed Analytics view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/fixed-income-portfolio-statistics-surveyed-analytics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Fund Attributes view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/fund-attributes", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Fund-Level Classification Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/fund-votes", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get GICS Industry and Subindustry view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/gics-industry-and-subindustry", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get HFR Hedge Fund view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/hfr-hedge-fund", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Index Levels Price view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/index-levels-price", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Index Levels Price Time Series view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/index-levels-price-time-series", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Index Reference view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/index-reference", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get India Sector view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/india-sector", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Investment Basic Details view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/investment-basic-details", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Investment Disclosures view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/investment-disclosures", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Liquidity Analytics Ownership Breadth and Vehicle Liquidity view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/liquidity-analytics-ownership-breadth-and-vehicle-liquidity", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Manager Bio and Details Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/manager-bio-and-details-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Manager Bio and Details Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/manager-bio-and-details-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Manager Research Portfolio Analytics view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/manager-research-portfolio-analytics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Market Capital Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/market-capital-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get MiFID Cost Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/mifid-cost-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get MiFID Target Market Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/mifid-target-market-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Money Market Attributes view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/money-market-attributes", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Month-End Trailing Performance Month-End and Quarter-End Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/month-end-trailing-performance-month-end-and-quarter-end-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Category view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-category", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Equity Sectors Breakdown view.", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-equity-sectors-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Equity Style Box Breakdown view.", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-equity-style-box-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data suppoted." }, { "info": { "name": "Get Morningstar Essentials Base Package view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-essentials-base-package", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Fixed Income Sectors Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-fixed-income-sectors-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Medalist Rating Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-medalist-rating-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Portfolio Risk Score view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-portfolio-risk-score", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Rating Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-rating-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Rating Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-rating-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Morningstar Style Box view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/morningstar-style-box", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "startDate", "value": "", "type": "query" }, { "name": "endDate", "value": "", "type": "query" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get MSCI Country Classification view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/msci-country-classification", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get N-CEN view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/n-cen", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Net Assets Day-End and Month-End Most Recent and Historical data view.", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/net-assets-day-end-and-month-end-most-recent-and-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Net Assets Month-End Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/net-assets-month-end-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Performance Attribution Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/performance-attribution-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Performance Ranks view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/performance-ranks", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Platform and Super Fund Fee and Features Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/platform-and-super-fund-fee-and-features-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Policy Fees view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/policy-fees", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Portfolio Composition and Vehicle Allocation view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/portfolio-composition-and-vehicle-allocation", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Portfolio Statistics Derived From Index Constituents view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/portfolio-statistics-derived-from-index-constituents", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Pre-Launch Funds view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/pre-launch-funds", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "languageId", "value": "", "type": "query", "description": "Supports both ISO 3-character codes (e.g., \"ENG\") and culture codes (e.g., \"en-US\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Prices Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/prices-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Prices Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/prices-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get PRIIP KID view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/priip-kid", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Private Capital Funds view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/private-capital-funds", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Prospectus Fees view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/prospectus-fees", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Purchase Details view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/purchase-details", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Return Index view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/return-index", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Returns Performance Current view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/returns-performance-current", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get RG 97 Fee Components view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/rg-97-fee-components", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Risk Statistics view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/risk-statistics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get S&P GICS Classification Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/sandp-gics-classification-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Stable Value Fund Aggregated Statistics view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/stable-value-fund-aggregated-statistics", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Stable Value Fund Client Breakdown view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/stable-value-fund-client-breakdown", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Stable Value Fund Contract Allocation view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/stable-value-fund-contract-allocation", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Stable Value Fund Portfolio Allocation view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/stable-value-fund-portfolio-allocation", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Stable Value Fund Reported Flows view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/stable-value-fund-reported-flows", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Stable Value Fund Top Holdings view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/stable-value-fund-top-holdings", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Strategic Beta view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/strategic-beta", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Strategy Mapping view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/strategy-mapping", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Sub-Asset Classification view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/sub-asset-classification", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Target Date Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/target-date-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Thematic Funds view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/thematic-funds", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get UBS Separate Accounts view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/ubs-separate-accounts", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get UK SDR Core Package view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/uk-sdr-core-package", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get UK SDR Enhanced Package view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/uk-sdr-enhanced-package", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get US Separate Account Qualitative Data view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/us-separate-account-qualitative-data", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get WM or Reuters Historical Exchange Rates view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/wm-or-reuters-historical-exchange-rates", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Yields Historical view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/yields-historical", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." }, { "name": "currencyId", "value": "", "type": "query", "description": "Currency identifier in ISO format (e.g., \"USD\", \"EUR\", \"GBP\")" } ] }, "docs": "Most recent data supported." }, { "info": { "name": "Get Yields Most Recent view", "type": "http" }, "http": { "method": "GET", "url": "https://www.us-api.morningstar.com/token/direct-web-services/v1/investments/:id/yields-most-recent", "params": [ { "name": "id", "value": "", "type": "path", "description": "\nSpecifies the investment to query. \n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "idType", "value": "", "type": "query", "description": "Specifies the type of the value passed in the `id` parameter.\n\nMorningstar Performance ID is the default identifer for the API. Use the Universe API to retrieve Performance IDs for investments in your entitled universe." }, { "name": "baseCurrency", "value": "", "type": "query", "description": "Base currency to use for investment lookup. Accepts 3‑character ISO 4217 currency codes." }, { "name": "domicile", "value": "", "type": "query", "description": "Domicile to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeCountry", "value": "", "type": "query", "description": "Exchange country to use for investment lookup. Accepts 3-character ISO 3166-1 country codes." }, { "name": "exchangeId", "value": "", "type": "query", "description": "Exchange identifier to use for investment lookup." } ] }, "docs": "Most recent data supported." } ] } ], "bundled": true }