# Morningstar Portfolio Analysis APIs

**Canonical:** https://apis.io/apis/morningstar/morningstar-portfolio-analysis-api/  
**Provider:** Morningstar — https://apis.io/providers/morningstar/  
**Base URL:** https://www.us-api.morningstar.com  
**Documentation:** https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/portfolio-x-ray/overview

Morningstar Portfolio Analysis APIs is one of 18 APIs that [Morningstar](https://apis.io/providers/morningstar/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Portfolio Analytics, X-Ray, Risk Score, and Performance. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.

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.

## Operations (2)

| Method | Path | Summary |
|---|---|---|
| POST | `/esg` | Calculate ESG performance |
| POST | `/esg/eusfdr` | Calculate percentage of investments that can be classified under EU SFDR Article 8/9 |

## Machine-readable artifacts (10)

- **Documentation** — https://developer.morningstar.com/content/documentation/direct-web-services/portfolio-x-ray/overview/x-ray-api-overview.md
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-esg-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-hypo-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-hypothetical-performance-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-idr-investment-details-report-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-portfolio-risk-score-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-portfoliooptimizer-api-openapi.yml
- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-risk-scores-api-openapi.yml
- **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

## Other Morningstar APIs (12)

- [Morningstar Market Data Web Services API](https://apis.io/apis/morningstar/morningstar-market-data-web-services-api/)
- [Morningstar Authentication API](https://apis.io/apis/morningstar/morningstar-authentication-api/)
- [Morningstar Time Series API](https://apis.io/apis/morningstar/morningstar-time-series-api/)
- [Morningstar Screener APIs](https://apis.io/apis/morningstar/morningstar-screener-api/)
- [Morningstar Investment Details APIs](https://apis.io/apis/morningstar/morningstar-investment-details-api/)
- [Morningstar Investment List API](https://apis.io/apis/morningstar/morningstar-investment-list-api/)
- [Morningstar AI Insights API](https://apis.io/apis/morningstar/morningstar-ai-insights-api/)
- [Morningstar Scenario Analysis API](https://apis.io/apis/morningstar/morningstar-scenario-analysis-api/)
- [Morningstar Risk Profiler API](https://apis.io/apis/morningstar/morningstar-risk-profiler-api/)
- [Morningstar Universe API](https://apis.io/apis/morningstar/morningstar-universe-api/)
- [Morningstar Financial Planning APIs](https://apis.io/apis/morningstar/morningstar-financial-planning-apis/)
- [Morningstar Investment Analysis APIs](https://apis.io/apis/morningstar/morningstar-investment-analysis-apis/)

## Tags

Portfolio Analytics, X-Ray, Risk Score, Performance

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/morningstar/morningstar-portfolio-analysis-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/morningstar/.