Morningstar

Morningstar Portfolio Analysis APIs

Portfolio calculation engines as APIs - X-Ray decomposition, performance, hypothetical performance, optimizer, and the Morningstar Portfolio Risk Score - across Direct Web Services and the US Dynamic Services portfolio-analysis endpoints.

Documentation GitHub OpenAPI

Operations 2

POST /esg Calculate ESG performance #

POST /esg/eusfdr Calculate percentage of investments that can be classified under EU SFDR Article 8/9 #

Documentation

📖

Documentation

https://developer.morningstar.com/content/documentation/direct-web-services/portfolio-x-ray/overview/x-ray-api-overview.md

Specifications

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OpenAPI

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

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OpenAPI

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

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OpenAPI

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

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OpenAPI

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

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OpenAPI

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

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OpenAPI

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

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OpenAPI

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

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OpenAPI

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

⚙

OpenAPI

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

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OpenAPI Specification

openapi: 3.2.0
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Esg API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: esg
paths:
  /esg:
    post:
      tags:
      - esg
      summary: Calculate ESG performance
      description: Calculate Environmental, Social and Governance (ESG) performance for the portfolios specified in the request body. The response will return portfolio sustainability scores and fund and company-level ESG data.</br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: ESGV1_PostAsync
      parameters:
      - name: langcult
        in: query
        description: Language and locale, for example, en-US
        required: false
        schema:
          type: string
          default: en-US
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          text/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          text/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
        description: Object that defines the settings and portfolio(s) to use in the request.
        required: true
      responses:
        '200':
          description: Success
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
  /esg/eusfdr:
    post:
      tags:
      - esg
      summary: Calculate percentage of investments that can be classified under EU SFDR Article 8/9
      description: Calculate what percentage of investments contained in the funds and portfolios specified in the request body can be classified under EU Sustainable Finance Disclosures Regulation (SFDR) Article 8/9.</br></br>The response returns the following information for funds:</br></br>- Which (if any) EU SFDRs article the fund can be classified under. </br>- Whether or not intentional attributes have been specified.</br></br>The response includes the following information for portfolios:</br></br>- Percentage that can be classified under Articles 8 and 9 of the EU SFDR.</br>- Percentage that has been analyzed but where no information about EU SFDR classifications is available. </br> - Percentage that has not been analyzed for this information.</br>- Percentage of intentional attributes that can be classified as sustainable.</br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: ESGV11_PostAsync
      parameters:
      - name: langcult
        in: query
        description: Language and locale, for example, en-US
        required: false
        schema:
          type: string
          default: en-US
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          text/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
          text/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings'
        description: Object that defines the settings and portfolio(s) to use in the request.
        required: true
      responses:
        '200':
          description: Success
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
components:
  schemas:
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput:
      required:
      - Name
      - Currency
      - Holdings
      type: object
      properties:
        Name:
          type: string
        TotalValue:
          format: double
          type: number
        Currency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInput'
        IrrFees:
          format: double
          type: number
        RiskFreeProxyId:
          description: Default is set in the Configuration. This is a portfolio level override.
          type: string
    Morningstar.PortfolioAnalysis.Models.Input.Esg.EsgRequestSettings:
      type: object
      properties:
        OutputCurrency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        AnalysisDateTimePeriod:
          enum:
          - MonthEnd
          - QuarterEnd
          type: string
        IncludeSecurityLevel:
          type: boolean
    Morningstar.PortfolioAnalysis.Models.Input.Esg.ESGInputSettings:
      type: object
      properties:
        RequestSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Esg.EsgRequestSettings'
        Portfolios:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput'
      example:
        Portfolios:
        - Name: TestPortfolio1
          TotalValue: 10000
          Holdings:
          - SecurityId: F00000VCTT
            Weight: 20
          - SecurityId: 0P00002NW8
            Weight: 10
          - TradingSymbol: AAPL
            Weight: 15
          - ISIN: US09251T1034
            Weight: 35
          - CUSIP: '256219106'
            Weight: 20
          Benchmark:
            Type: Standard
            Holdings:
            - SecurityId: XIUSA04G92
              Type: XI
              Weight: 100
    Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding:
      description: 'TODO: Implement same way as PortfolioInput'
      required:
      - SecurityId
      - Weight
      type: object
      properties:
        SecurityId:
          type: string
        Type:
          enum:
          - XI
          - CA
          - EI
          - CASH
          type: string
        Weight:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding:
      type: object
      properties:
        SecurityId:
          type: string
        Type:
          description: 'TODO: is this required? If not, is there a default?'
          enum:
          - BD
          - CT
          - CA
          - CASH
          - EI
          - FC
          - FE
          - FM
          - FO
          - FI
          - FV
          - SA
          - ST
          - VA
          - V1
          - XI
          - SP
          type: string
        ExchangeID:
          type: string
        Weight:
          format: double
          type: number
        Value:
          format: double
          type: number
        AnnualFeePercent:
          format: double
          type: number
        AnnualFeeFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        SalesFeesAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        SalesFeesAmount:
          format: double
          type: number
        SalesFeesType:
          enum:
          - Standard
          - Custom
          type: string
        SalesFeesROAAmount:
          format: double
          type: number
        SalesFeesLOIAmount:
          format: double
          type: number
        OtherFeeAmount:
          format: double
          type: number
        OtherFeeAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        OtherFeeType:
          enum:
          - TradingCommissions
          - ShortTermTradingFee
          type: string
        CUSIP:
          type: string
        TradingSymbol:
          type: string
        FundCode:
          type: string
    Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInput:
      type: object
      properties:
        Type:
          enum:
          - Standard
          - AutoAsset
          - AutoCategory
          - Custom
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic