Morningstar

Morningstar Investment Details APIs

Deep security-level data for equities and managed investments - profiles, ratings, performance, holdings, fees, and hundreds of Morningstar data points - in synchronous and asynchronous variants with very large published OpenAPI 3.1 contracts.

Documentation GitHub OpenAPI

Operations 7

GET /direct-web-services/v1/investments/{id}/equity-aggregates-financials Get Aggregates Financials view #

GET /direct-web-services/v1/investments/{id}/equity-industry-aggregates-dividend-yields Get Industry Aggregates Dividend Yields view #

GET /direct-web-services/v1/investments/{id}/equity-industry-aggregates-enterprise-value-ratios Get Industry Aggregates Enterprise Value Ratios view #

GET /direct-web-services/v1/investments/{id}/equity-industry-aggregates-financial-statements Get Industry Aggregates Financial Statements view #

GET /direct-web-services/v1/investments/{id}/equity-industry-aggregates-operation-ratios Get Industry Aggregates Operation Ratios view #

GET /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-multiples Get Industry Aggregates Price Multiples view #

GET /direct-web-services/v1/investments/{id}/equity-industry-aggregates-price-yields Get Industry Aggregates Price Yields view #

Documentation

https://developer.morningstar.com/content/documentation/direct-web-services/investment-details---equities/overview/investment-details-sync-overview.md

Specifications

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-aggregates-financials-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-aggregates-market-capitalization-and-enterprise-value-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-aggregates-residual-risk-and-return-sensitivity-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-aggregates-returns-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-analyst-normalized-financials-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-basic-details-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-basic-reference-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-compensation-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-consensus-estimates-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-consensus-recommendations-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-corporate-actions-price-mergers-and-acquisitions-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-cusip-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-cusip-change-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-financials-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-governance-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-industry-classification-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-industry-specific-metrics-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-investment-details-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-key-events-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-market-capitalization-and-enterprise-value-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-ownership-asset-managers-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-ownership-insiders-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-ownership-managed-investments-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-ownership-regulatory-reporting-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-ownership-summary-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-portfolio-holdings-dates-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-quantitative-comparables-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-quantitative-equity-rating-analysis-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-quantitative-equity-research-ratings-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-reference-change-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-research-ratings-most-recent-and-historical-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-research-ratings-most-recent-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-residual-risk-and-return-sensitivity-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-returns-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-sedol-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-sedol-change-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-shareholder-stewardship-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-short-interest-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-style-box-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-total-shares-outstanding-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-transcripts-api-openapi.yml

https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-views-api-openapi.yml

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OpenAPI Specification

openapi: 3.2.0
info:
  title: Investment Details Aggregates Financials API
  description: '**Description**


    The Investment Details - Equities (Sync) API enables you to request detailed information for equity investments in your entitled universe.'
  version: v1
  x-changelog:
  - date: '2026-06-30'
    changes:
    - Updated OutputOwnershipDataFundCompany schema.
    - Updated OutputOwnershipDataMutualFund schema.
    - Updated OutputInsiderHoldingsDetail schema.
    - Updated OutputInsider schema.
  - date: '2026-06-10'
    changes:
    - Added new data points to a number of schemas.
  - date: '2026-05-14'
    changes:
    - Updated a number of data types in OutputViewEquityCompensation. See data dictionary v1.6 for data points impacted.
servers:
- url: https://www.us-api.morningstar.com
  description: Americas
- url: https://www.apac-api.morningstar.com
  description: APAC
- url: https://www.emea-api.morningstar.com
  description: EMEA
security:
- Bearer: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-aggregates-financials-api-openapi.yml