Morningstar

Morningstar Risk Profiler API

Investor risk-tolerance profiling built on the FinaMetrica psychometric methodology, returning risk scores and profiles for suitability workflows.

GitHub OpenAPI

Operations 25

POST /v2/clients/generate-id Create a unique identifier for a client #
POST /v2/clients/risks/questionnaires Submit a client's risk tolerance questionnaire responses #
GET /v2/clients/risks/questionnaires Get Risk Tolerance questionnaire response history #
PATCH /v1/clients/risks/questionnaires/{id}/agreed-score Submit an agreed risk tolerance score #
POST /v2/clients/solutions/calculate-suitability-score Calculate suitability score #
POST /v1/clients/experience/questionnaires Submit a client's Experience questionnaire responses #
GET /v1/clients/experience/questionnaires Get Experience questionnaire response history #
GET /v1/clients/experience/questionnaires/{id} Get Experience response #
POST /v1/clients/kyc/questionnaires Submit Know Your Client response #
GET /v1/clients/kyc/questionnaires Get Know Your Client response history #
GET /v1/clients/kyc/questionnaires/{id} Get Know Your Client response #
GET /v2/clients/risks/reports/{id} Get a specific risk tolerance report for a client #
POST /clients/generate-id Create unique identifier for a client #
POST /clients/risks/questionnaires Submit risk tolerance response #
GET /clients/risks/questionnaires Get risk tolerance responses history #
GET /clients/risks/questionnaires/{responseId} Get risk tolerance response and score #
PATCH /clients/risks/questionnaires/{responseId}/agreed-score Submit risk tolerance agreed score #
POST /clients/solutions/calculate-suitability-score Calculate suitability score #
GET /clients/solutions/comfort-ranges Get comfort growth or comfort score ranges for a given portfolio risk score #
GET /clients/experience/questionnaires Get experience responses history #
POST /clients/experience/questionnaires Submit experience response #
GET /clients/experience/questionnaires/{responseId} Get experience response #
GET /clients/kyc/questionnaires Get know your client responses history #
POST /clients/kyc/questionnaires Submit know your client response #
GET /clients/kyc/questionnaires/{responseId} Get know your client response #

Documentation

📖
Documentation
https://developer.morningstar.com/content/documentation/direct-web-services/risk-profiler/overview/risk-profiler-overview-new.md

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-clients-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-investment-profiles-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-pjm-professional-judgement-matrix-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-portfolios-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-professional-judgement-matrices-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-questionnaires-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-reports-api-openapi.yml
⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/openapi/morningstar-solutions-api-openapi.yml

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OpenAPI Specification

morningstar-clients-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Morningstar Clients API
  version: '1.0'
  description: 'Operations tagged Clients across 2 of this provider''s published API definitions: morningstar-dws-risk-profiler-openapi.json, morningstar-risk-profiler-us-openapi.json. Each path carries the servers of the definition it was published in.'
servers:
- url: https://www.us-api.morningstar.com/risk-profiler
- url: https://www.apac-api.morningstar.com/risk-profiler
- url: https://www.emea-api.morningstar.com/risk-profiler
- url: https://www.us-api.morningstar.com/finametrica-profiler/v1
  variables: {}
tags:


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