Morningstar website screenshot

Morningstar

Morningstar, Inc. (Nasdaq MORN) is a Chicago-based investment research and financial market data company selling fund and equity data, analyst research, ratings, indexes, and portfolio analytics to advisors, asset managers, and fintechs. Its developer portal at developer.morningstar.com documents two large API families - Direct Web Services and Dynamic Services APIs - delivered as regional REST bases (us/emea/apac-api.morningstar.com) secured with OAuth 2.0 tokens, plus a Market Data Web Services API for real-time, delayed, and end-of-day pricing, a WebSocket Streaming API for Level 1/Level 2 market data, ByAllAccounts account aggregation, and an emerging MCP/agent surface. Documentation and OpenAPI 3.x specs are fully public, but credentials are sales-gated through Morningstar onboarding - there is no self-serve signup. Morningstar remains an independent public company and owns PitchBook, DBRS (credit ratings), and ByAllAccounts.

Morningstar publishes 14 APIs on the APIs.io network, including Authentication API, Time Series API, Screener APIs, and 11 more. Tagged areas include Financial, Market Data, Investing, Stocks, and Funds.

Morningstar’s developer surface includes authentication, developer portal, documentation, support, sandbox, API reference, getting-started guide, and 31 more developer resources.

🌐 Visit website 📡 Source on GitHub
53.5/100 developing ▬ flat Agent 69/100 agent native Full breakdown ↓
scored 2026-07-27 · rubric v0.5
AccessSelf serve
18 APIs 1 MCP Servers
FinancialMarket DataInvestingStocksFundsReal-TimeReference DataPortfolio AnalyticsResearchIndexes

Kin Score

Kin Score Kin Score How this is scored →
scored 2026-07-27 · rubric v0.5
Composite quality — 53.5/100 · developing
Contract Quality 13.2 / 25
Developer Ergonomics 17.0 / 20
Commercial Clarity 4.2 / 20
Operational Transparency 4.1 / 13
Governance 0.0 / 12
Discoverability 8.8 / 10
Agent readiness — 69/100 · agent native
Machine-Readable Contract 18 / 18
Agentic Access Contract 15 / 15
MCP Server 12 / 12
Machine-Readable Auth 10 / 10
Idempotency 0 / 9
Stable Error Semantics 8 / 8
Request/Response Examples 0 / 7
Rate-Limit Signaling 0 / 7
Typed Event Surface 0 / 6
Agent Skills 5 / 5
Well-Known Catalog 4 / 4
Consent & Bot Identity 0 / 3
Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/morningstar: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

APIs 18

Individual APIs this provider publishes, each with its own machine-readable definition.

Morningstar Market Data Web Services API

On-demand access to Morningstar's financial market data over HTTP in XML and JSON - real-time, delayed, and end-of-day pricing, price and quote, time and sales, price history, O...

Morningstar Authentication API

OAuth 2.0 token issuance for all Morningstar APIs - POST /token/oauth with Basic credentials returns a bearer token valid for 60 minutes, usable against the regional Americas, E...

Morningstar Time Series API

Direct Web Services time series data - historical prices, cumulative return, growth, dividend, and other calculated series for securities and managed investments, offered in syn...

Morningstar Screener APIs

Screen global equities and managed investments (funds, ETFs) against Morningstar data points, ratings, and classifications, returning display-ready result sets for advisor and i...

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 asyn...

Morningstar Investment List API

Retrieve curated and client-defined investment lists with associated Morningstar data points for rendering list-driven experiences.

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 Servi...

Morningstar AI Insights API

Asynchronous generative summaries and insights over Morningstar data and research, available in Americas and APAC/EMEA regions.

Morningstar Scenario Analysis API

Stress-test portfolios against historical and hypothetical market scenarios using Morningstar risk engines.

Morningstar Risk Profiler API

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

Morningstar Universe API

Utility API for resolving the investment universes and identifiers available to an account across Direct Web Services.

Morningstar Financial Planning APIs

US financial-planning building blocks from the Dynamic Services APIs family - households, household members, portfolios, retirement plan lookup and benchmark fees, statement OCR...

Morningstar Investment Analysis APIs

Dynamic Services investment-analysis endpoints - securities data (US and global ecint), screening, autocomplete, editorial research, Investor Pulse, risk analytics, risk models,...

Morningstar ByAllAccounts API

REST account-aggregation API from Morningstar's ByAllAccounts business, aggregating held-away investment account data for wealth platforms, also reachable through the us-api.mor...

Morningstar Enterprise Component APIs

APIs backing Morningstar's embeddable enterprise components - editorial and news search, security details and comparison, investment screener and find-similar, time series (pric...

Morningstar Streaming API

WebSocket-based real-time market data streaming with Level 1 quote and Level 2 market-by-price subscriptions, documented publicly through Morningstar's official .NET streaming c...

Morningstar Snapshot API

On-demand Level 1 market data snapshots over HTTPS with OAuth 2.0, documented publicly through Morningstar's official .NET snapshot client library; endpoints are account-specifi...

Morningstar Agent API

Morningstar's AI integration surface - the Morningstar Agent API at agents.morningstar.com plus an MCP server exposing datapoint lookup and editorial research tools to AI agents...

Scroll for all 18

MCP Servers 1

Model Context Protocol servers that expose these APIs to AI agents.

morningstar-mcp.yml

MCP SERVER

Security Posture 3

Authentication, domain security, vulnerability disclosure, and trust-center signals.

Morningstar Authentication

http-basic (token issuance)/bearer (API calls)/oauth2 (MCP server) · 1 scheme

SECURITY

Morningstar Domain Security

TLSv1.3 · HSTS · DMARC

SECURITY

Morningstar Vulnerability Disclosure

Bugcrowd · contact published

SECURITY

Scopes 1

OAuth scopes governing access to this provider's APIs.

Morningstar Scopes

4 scopes · authorizationCode

4 scopes

SCOPES

Agentic Access 1

Recommended x-agentic-access execution contracts for AI agents.

Morningstar Agentic Access

724 operations · 75 acting

724 operations · 75 acting

AGENTIC

Resources

Get Started 3

Portal, sign-up, and the first successful call

Portal
Portal
 Sandbox
Sandbox
 GettingStarted
GettingStarted

Documentation 2

Reference material describing how the API behaves

Documentation
Documentation
 APIReference
APIReference

Agent Surfaces 5

MCP servers, agent skills, and machine-readable catalogs

AgenticAccess
AgenticAccess
 WellKnown
WellKnown
 MCPServer
MCPServer
 LLMsTxt
LLMsTxt
 AgentSkill
AgentSkill

Design & Contract 6

Pagination, idempotency, versioning, errors, and events

Conformance
Conformance
 ErrorCatalog
ErrorCatalog
 Lifecycle
Lifecycle
 Conventions
Conventions
 Components
Components
 DataModel
DataModel

Build 5

SDKs, sample code, and the tooling you integrate with

GitHubOrganization
GitHubOrganization
 Packages
Packages
 SDKs
SDKs
 ToolCrosswalk
ToolCrosswalk
 Postman
Postman

Access & Security 5

Authentication, authorization, and security posture

DomainSecurity
DomainSecurity
 Authentication
Authentication
 OAuthScopes
OAuthScopes
 VulnerabilityDisclosure
VulnerabilityDisclosure
 Security
Security

Operate 2

Status, limits, changes, and where to get help

StatusPage
StatusPage
 Support
Support

Commercial 2

Pricing, plans, and the legal terms of use

TermsOfService
TermsOfService
 PrivacyPolicy
PrivacyPolicy

Company 3

The organization behind the API

Website
Website
 LinkedIn
LinkedIn
 Blog
Blog

Other 5

Properties that don't map to a standard resource type

Overlay
Overlay
 Overlay
Overlay
 Overlay
Overlay
 Overlay
Overlay
 Overlay
Overlay

Source (apis.yml)

apis.yml Raw ↑ 
aid: morningstar
url: https://raw.githubusercontent.com/api-evangelist/morningstar/refs/heads/main/apis.yml
name: Morningstar
kind: company
description: Morningstar, Inc. (Nasdaq MORN) is a Chicago-based investment research and financial market data company selling
  fund and equity data, analyst research, ratings, indexes, and portfolio analytics to advisors, asset managers, and fintechs.
  Its developer portal at developer.morningstar.com documents two large API families - Direct Web Services and Dynamic Services
  APIs - delivered as regional REST bases (us/emea/apac-api.morningstar.com) secured with OAuth 2.0 tokens, plus a Market
  Data Web Services API for real-time, delayed, and end-of-day pricing, a WebSocket Streaming API for Level 1/Level 2 market
  data, ByAllAccounts account aggregation, and an emerging MCP/agent surface. Documentation and OpenAPI 3.x specs are fully
  public, but credentials are sales-gated through Morningstar onboarding - there is no self-serve signup. Morningstar remains
  an independent public company and owns PitchBook, DBRS (credit ratings), and ByAllAccounts.
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: medium
  source:
  - authentication
  generated: '2026-07-22'
  method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/morningstar.png
tags:
- Financial
- Market Data
- Investing
- Stocks
- Funds
- Real-Time
- Reference Data
- Portfolio Analytics
- Research
- Indexes
created: '2026-07-21'
modified: '2026-07-22'
specificationVersion: '0.19'
apis:
- aid: morningstar:morningstar-market-data-web-services-api
  name: Morningstar Market Data Web Services API
  tags:
  - Market Data
  - Real-Time
  - End of Day
  - Corporate Actions
  - Indexes
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/apis/market-data/overview
  properties:
  - url: https://developer.morningstar.com/content/apis/market-data/overview/api-md-apis-overview.md
    type: Documentation
  - url: https://developer.morningstar.com/content/apis/market-data/price-quote/api-md-price-quotes.md
    type: Documentation
  - url: https://developer.morningstar.com/content/apis/market-data/time-sales/api-md-time-sales.md
    type: Documentation
  - url: https://developer.morningstar.com/content/apis/market-data/end-of-day-ohlcv/api-md-eod-ohlcv.md
    type: Documentation
  description: On-demand access to Morningstar's financial market data over HTTP in XML and JSON - real-time, delayed, and
    end-of-day pricing, price and quote, time and sales, price history, OHLCV, corporate actions, index constituents and statistics,
    exchange information, new and delisted listings, alerts, and search. Authentication is IP-allowlisted username/password
    on client-specific servers, so no public base URL is documented; streaming is offered as an add-on service.
- aid: morningstar:morningstar-authentication-api
  name: Morningstar Authentication API
  tags:
  - Authentication
  - OAuth
  - Tokens
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/api-utilities/authentication-api/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/documentation/get-started/authentication/get-started-authentication.md
    type: Documentation
  - url: openapi/morningstar-oauth-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-token-api-openapi.yml
    type: OpenAPI
  description: OAuth 2.0 token issuance for all Morningstar APIs - POST /token/oauth with Basic credentials returns a bearer
    token valid for 60 minutes, usable against the regional Americas, EMEA, and APAC API bases.
- aid: morningstar:morningstar-time-series-api
  name: Morningstar Time Series API
  tags:
  - Time Series
  - Prices
  - Returns
  - Historical Data
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/time-series---sync/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/time-series---sync/overview/time-series-sync-overview.md
    type: Documentation
  - url: openapi/morningstar-corporate-actions-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fees-expenses-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fund-level-sustainability-ratings-research-and-analytics-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fund-research-ratings-and-analytics-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-performance-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-portfolio-analytics-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-portfolio-holdings-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-reference-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-time-series-api-openapi.yml
    type: OpenAPI
  description: Direct Web Services time series data - historical prices, cumulative return, growth, dividend, and other calculated
    series for securities and managed investments, offered in synchronous and asynchronous request styles across regional
    bases.
- aid: morningstar:morningstar-screener-api
  name: Morningstar Screener APIs
  tags:
  - Screener
  - Equities
  - Funds
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/screener---equities/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/screener---equities/overview/screener-equities-overview.md
    type: Documentation
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/screener---managed-investments/overview/screener-managed-investments-overview.md
    type: Documentation
  - url: openapi/morningstar-data-points-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-screener-api-openapi.yml
    type: OpenAPI
  description: Screen global equities and managed investments (funds, ETFs) against Morningstar data points, ratings, and
    classifications, returning display-ready result sets for advisor and investor applications.
- aid: morningstar:morningstar-investment-details-api
  name: Morningstar Investment Details APIs
  tags:
  - Securities
  - Equities
  - Funds
  - Reference Data
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/investment-details---equities/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/investment-details---equities/overview/investment-details-sync-overview.md
    type: Documentation
  - url: openapi/morningstar-aggregates-financials-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-aggregates-market-capitalization-and-enterprise-value-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-aggregates-residual-risk-and-return-sensitivity-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-aggregates-returns-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-analyst-normalized-financials-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-basic-details-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-basic-reference-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-compensation-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-consensus-estimates-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-consensus-recommendations-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-corporate-actions-price-mergers-and-acquisitions-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-cusip-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-cusip-change-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-financials-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-governance-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-industry-classification-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-industry-specific-metrics-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-investment-details-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-key-events-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-market-capitalization-and-enterprise-value-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-ownership-asset-managers-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-ownership-insiders-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-ownership-managed-investments-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-ownership-regulatory-reporting-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-ownership-summary-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-portfolio-holdings-dates-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-quantitative-comparables-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-quantitative-equity-rating-analysis-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-quantitative-equity-research-ratings-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-reference-change-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-research-ratings-most-recent-and-historical-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-research-ratings-most-recent-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-residual-risk-and-return-sensitivity-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-returns-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-sedol-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-sedol-change-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-shareholder-stewardship-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-short-interest-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-style-box-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-total-shares-outstanding-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-transcripts-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-views-api-openapi.yml
    type: OpenAPI
  description: 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.
- aid: morningstar:morningstar-investment-list-api
  name: Morningstar Investment List API
  tags:
  - Lists
  - Securities
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/investment-list/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/investment-list/overview/investment-list-api-overview.md
    type: Documentation
  - url: openapi/morningstar-investment-list-api-openapi.yml
    type: OpenAPI
  description: Retrieve curated and client-defined investment lists with associated Morningstar data points for rendering
    list-driven experiences.
- aid: morningstar:morningstar-portfolio-analysis-api
  name: Morningstar Portfolio Analysis APIs
  tags:
  - Portfolio Analytics
  - X-Ray
  - Risk Score
  - Performance
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/portfolio-x-ray/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/portfolio-x-ray/overview/x-ray-api-overview.md
    type: Documentation
  - url: openapi/morningstar-esg-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-hypo-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-hypothetical-performance-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-idr-investment-details-report-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-portfolio-risk-score-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-portfoliooptimizer-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-risk-scores-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-x-ray-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-x-rays-api-openapi.yml
    type: OpenAPI
  description: 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.
- aid: morningstar:morningstar-ai-insights-api
  name: Morningstar AI Insights API
  tags:
  - AI
  - Insights
  - Research
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/ai-insights/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/ai-insights/overview/ai-insights-overview.md
    type: Documentation
  - url: openapi/morningstar-analyst-highlights-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-earnings-summaries-api-openapi.yml
    type: OpenAPI
  description: Asynchronous generative summaries and insights over Morningstar data and research, available in Americas and
    APAC/EMEA regions.
- aid: morningstar:morningstar-scenario-analysis-api
  name: Morningstar Scenario Analysis API
  tags:
  - Risk
  - Scenarios
  - Analytics
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/scenario-analysis/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/scenario-analysis/overview/scenario-analysis-overview.md
    type: Documentation
  - url: openapi/morningstar-scenario-analysis-api-openapi.yml
    type: OpenAPI
  description: Stress-test portfolios against historical and hypothetical market scenarios using Morningstar risk engines.
- aid: morningstar:morningstar-risk-profiler-api
  name: Morningstar Risk Profiler API
  tags:
  - Risk
  - Profiling
  - FinaMetrica
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/direct-web-services/risk-profiler/overview
  baseURL: https://www.us-api.morningstar.com/risk-profiler
  properties:
  - url: https://developer.morningstar.com/content/documentation/direct-web-services/risk-profiler/overview/risk-profiler-overview-new.md
    type: Documentation
  - url: openapi/morningstar-clients-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-investment-profiles-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-pjm-professional-judgement-matrix-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-portfolios-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-professional-judgement-matrices-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-questionnaires-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-reports-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-solutions-api-openapi.yml
    type: OpenAPI
  description: Investor risk-tolerance profiling built on the FinaMetrica psychometric methodology, returning risk scores
    and profiles for suitability workflows.
- aid: morningstar:morningstar-universe-api
  name: Morningstar Universe API
  tags:
  - Universe
  - Reference Data
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/api-utilities/universe-api/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/api-utilities/universe-api/overview/utility-universe-overview.md
    type: Documentation
  - url: openapi/morningstar-investments-universe-api-openapi.yml
    type: OpenAPI
  description: Utility API for resolving the investment universes and identifiers available to an account across Direct Web
    Services.
- aid: morningstar:morningstar-financial-planning-apis
  name: Morningstar Financial Planning APIs
  tags:
  - Financial Planning
  - Households
  - Portfolios
  - Retirement
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/apis/financial-planning/overview
  baseURL: https://www.us-api.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/apis/financial-planning/overview/financial-planning-overview.md
    type: Documentation
  - url: openapi/morningstar-benchmarkfees-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-buckets-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-custodians-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-holdings-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-households-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-office-client-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-office-institution-client-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-office-members-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-plan-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-plannames-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-profiles-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-report-files-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-statement-details-api-openapi.yml
    type: OpenAPI
  description: US financial-planning building blocks from the Dynamic Services APIs family - households, household members,
    portfolios, retirement plan lookup and benchmark fees, statement OCR, and report retrieval/file management.
- aid: morningstar:morningstar-investment-analysis-apis
  name: Morningstar Investment Analysis APIs
  tags:
  - Securities
  - Research
  - Risk Analytics
  - Screener
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/apis/investment-analysis/overview
  baseURL: https://www.us-api.morningstar.com/ec/v1
  properties:
  - url: https://developer.morningstar.com/content/apis/investment-analysis/overview/investment-analysis-overview.md
    type: Documentation
  - url: openapi/morningstar-attribution-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-autocomplete-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-company-entitlements-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-decomposition-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-equity-company-research-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-equity-moat-framework-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-equity-reports-quant-and-enhanced-quant-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-equity-rps-document-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-exposures-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-flow-attribution-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fund-reports-carbon-report-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fund-reports-esg-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fund-reports-managed-investment-report-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-fund-reports-target-date-series-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-macro-shock-scenarios-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-market-shock-scenarios-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-models-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-scenario-analysis-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-securities-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-sensitivity-analysis-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-statistics-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-timeseries-api-openapi.yml
    type: OpenAPI
  description: Dynamic Services investment-analysis endpoints - securities data (US and global ecint), screening, autocomplete,
    editorial research, Investor Pulse, risk analytics, risk models, and enterprise-components usage statistics.
- aid: morningstar:morningstar-byallaccounts-api
  name: Morningstar ByAllAccounts API
  tags:
  - Account Aggregation
  - Wealth
  - Data Aggregation
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/apis/account-aggregation/byallaccounts/overview
  baseURL: https://www.byallaccounts.net/api/v1
  properties:
  - url: https://developer.morningstar.com/content/apis/account-aggregation/byallaccounts/overview/BAA_RESTAPI_Overview_March_24_2022_PM.md
    type: Documentation
  - url: openapi/morningstar-accounts-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-activities-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-credentials-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-persons-api-openapi.yml
    type: OpenAPI
  - url: openapi/morningstar-positions-api-openapi.yml
    type: OpenAPI
  description: REST account-aggregation API from Morningstar's ByAllAccounts business, aggregating held-away investment account
    data for wealth platforms, also reachable through the us-api.morningstar.com aggapi gateway.
- aid: morningstar:morningstar-enterprise-component-apis
  name: Morningstar Enterprise Component APIs
  tags:
  - Components
  - Editorial
  - Security Details
  - Time Series
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/enterprise-component-apis/about
  baseURL: https://www.us-api.morningstar.com/ec/v1
  properties:
  - url: https://developer.morningstar.com/content/documentation/enterprise-component-apis/about/about-enterprise-component-apis.md
    type: Documentation
  - url: https://developer.morningstar.com/content/documentation/enterprise-component-apis/editorial/overview/editorial-overview.md
    type: Documentation
  - url: https://developer.morningstar.com/content/documentation/enterprise-component-apis/security-details/overview/security-details-overview.md
    type: Documentation
  description: APIs backing Morningstar's embeddable enterprise components - editorial and news search, security details and
    comparison, investment screener and find-similar, time series (price, dividend, growth, cumulative return), documents,
    cost calculator, goal analysis, and APAC/EMEA X-Ray.
- aid: morningstar:morningstar-streaming-api
  name: Morningstar Streaming API
  tags:
  - Streaming
  - WebSocket
  - Real-Time
  - Level 2
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://github.com/Morningstar/morningstar-streaming-client
  properties:
  - url: https://github.com/Morningstar/morningstar-streaming-client
    type: SDK
  description: WebSocket-based real-time market data streaming with Level 1 quote and Level 2 market-by-price subscriptions,
    documented publicly through Morningstar's official .NET streaming client library; endpoints are account-specific and provided
    during onboarding.
- aid: morningstar:morningstar-snapshot-api
  name: Morningstar Snapshot API
  tags:
  - Market Data
  - Snapshots
  - Real-Time
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://github.com/Morningstar/morningstar-snapshot-client
  properties:
  - url: https://github.com/Morningstar/morningstar-snapshot-client
    type: SDK
  description: On-demand Level 1 market data snapshots over HTTPS with OAuth 2.0, documented publicly through Morningstar's
    official .NET snapshot client library; endpoints are account-specific and provided during onboarding.
- aid: morningstar:morningstar-agent-api
  name: Morningstar Agent API
  tags:
  - AI
  - Agents
  - MCP
  image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/apis-json-logo.jpg
  humanURL: https://developer.morningstar.com/direct-web-services/documentation/morningstar-ai-integrations/morningstar-agent/overview
  baseURL: https://agents.morningstar.com
  properties:
  - url: https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-agent/overview/morningstar-agent-overview.md
    type: Documentation
  - url: https://developer.morningstar.com/content/documentation/morningstar-ai-integrations/morningstar-mcp-server/overview/morningstar-mcp-server.md
    type: Documentation
  - url: openapi/morningstar-morningstar-agent-api-openapi.yml
    type: OpenAPI
  description: Morningstar's AI integration surface - the Morningstar Agent API at agents.morningstar.com plus an MCP server
    exposing datapoint lookup and editorial research tools to AI agents, with a published agent design playbook.
common:
- type: AgenticAccess
  url: agentic-access/morningstar-agentic-access.yml
- type: DomainSecurity
  url: security/morningstar-domain-security.yml
- type: Authentication
  url: authentication/morningstar-authentication.yml
- type: Website
  url: https://www.morningstar.com/
- type: Portal
  url: https://developer.morningstar.com
- type: Documentation
  url: https://developer.morningstar.com/direct-web-services
- type: GitHubOrganization
  url: https://github.com/Morningstar
- type: LinkedIn
  url: https://www.linkedin.com/company/morningstar
- type: TermsOfService
  url: https://www.morningstar.com/user-agreement
- type: PrivacyPolicy
  url: https://www.morningstar.com/company/privacy-policy
- type: StatusPage
  url: https://status.morningstar.com/
- type: Support
  url: https://www.morningstar.com/business/products/direct-web-services/contact
- type: Packages
  url: packages/morningstar-packages.yml
- type: SDKs
  url: packages/morningstar-packages.yml
- type: WellKnown
  url: well-known/morningstar-well-known.yml
- type: MCPServer
  url: mcp/morningstar-mcp.yml
- type: ToolCrosswalk
  url: mcp/morningstar-tool-crosswalk.yml
- type: LLMsTxt
  url: llms/morningstar-llms.txt
- type: Overlay
  url: overlays/morningstar-agent-overlay.yaml
  name: Morningstar Agent overlay
- type: Overlay
  url: overlays/morningstar-securities-overlay.yaml
  name: Securities overlay
- type: Overlay
  url: overlays/morningstar-screener-overlay.yaml
  name: Screener overlay
- type: Overlay
  url: overlays/morningstar-x-ray-overlay.yaml
  name: Portfolio X-Ray overlay
- type: Overlay
  url: overlays/morningstar-token-overlay.yaml
  name: Token API overlay
- type: Conformance
  url: conformance/morningstar-conformance.yml
- type: ErrorCatalog
  url: errors/morningstar-problem-types.yml
- type: Lifecycle
  url: lifecycle/morningstar-lifecycle.yml
- type: OAuthScopes
  url: scopes/morningstar-scopes.yml
- type: Sandbox
  url: sandbox/morningstar-sandbox.yml
- type: Conventions
  url: conventions/morningstar-conventions.yml
- type: Components
  url: components/morningstar-components.yml
- type: DataModel
  url: data-model/morningstar-data-model.yml
- type: AgentSkill
  url: skills/_index.yml
- type: VulnerabilityDisclosure
  url: security/morningstar-vulnerability-disclosure.yml
- type: Security
  url: https://www.morningstar.com/company/vulnerability-disclosure
- type: Postman
  url: https://www.postman.com/dynamic-services-morningstar-com
- type: APIReference
  url: https://developer.morningstar.com/apis
- type: GettingStarted
  url: https://developer.morningstar.com/content/documentation/documentation/get-started/authentication/get-started-authentication.md
- type: Blog
  url: https://newsroom.morningstar.com/
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com