# Morningstar Risk Profiler API

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

Morningstar Risk Profiler API 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 Risk, Profiling, and FinaMetrica. The published artifact set on APIs.io includes API documentation and an OpenAPI specification.

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

## Operations (25)

| Method | Path | Summary |
|---|---|---|
| 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 |

## Machine-readable artifacts (9)

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

## 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 Portfolio Analysis APIs](https://apis.io/apis/morningstar/morningstar-portfolio-analysis-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 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

Risk, Profiling, FinaMetrica

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