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 20 API contracts indexed on the APIs.io network, including Authentication API, Time Series API, Screener APIs, and 17 more. Tagged areas include Finance, Market Data, Investing, Stocks, and Fund.
The Morningstar catalog on APIs.io includes 1 Spectral governance ruleset.
Morningstar’s developer surface includes engineering blog, authentication, developer portal, documentation, support, sandbox, API reference, and 33 more developer resources.
48.9/100developing▬ flatAgent54/100agent readyFront door AI5/6
prominent
Heartbeat84/100
alive
saas
Full breakdown ↓
scored 2026-11-06 · rubric v0.27.0 · Show this score on your site →
Regulatory Posture applies to this provider. Its tags matched the
Securities & Market Data regime, so
Regulatory Posture carries 15 points of the composite.
If this regime is wrong for your business, say so on your
provider repo — the
applicability map is public and we will correct it.
Create-or-Update Ergonomics applies to this provider. This API accepts writes, so it
carries 10 points of the composite. It is scored from the published contracts
themselves: whether a caller can create-or-update in one call, whether the write accepts a key the caller already
holds, and whether the response says which branch ran. Without that, every write needs a search-and-branch in
front of it, and the first time that check is skipped a duplicate record is created.
Scored against the observed mean rather than raw — a provider at the catalog average is unchanged by this facet,
not penalised by it.
The six quality facets above are damped to 75 points between them,
because the conditional facet above carries the other
25. That is why each facet's contribution is shown against a damped
maximum: raising a quality facet moves the composite by 75% of its nominal
weight, not 100%. The full arithmetic is at apis.io/rating/.
Show this score on your site.
It updates itself when the score changes. Paste this where you link to your API docs:
<a href="https://apis.io/providers/morningstar/"><img src="https://apis.io/badge/morningstar/card.svg" alt="Morningstar on APIs.io — Kin Score by API Evangelist"></a>
Other styles, a README pill and a shields.io endpoint are on the badge page.
Raise your score.
Agent readiness — checks not met, largest first (exact, from this profile):
Idempotency+9 pts — OpenAPI mutating operations declare an idempotency key — a header, a request-body property, or a named de-duplication token whose own description says so (verified); else common[].type matches /idempoten/i (documented)
A2A Agent Card+8 pts — a2a/-a2a.yml manifest, graded on conformance.grade against A2A 1.0.0
Rate-Limit Signaling+7 pts — OpenAPI responses document X-RateLimit-* / RateLimit headers (verified), else a rate_limits artifact or RateLimits link (documented)
Typed Event Surface+6 pts — AsyncAPI document, OR webhooks/callbacks objects in the as-published OpenAPI, OR common[].type includes Webhooks
Documented Reversibility+6 pts — a reversal operation in the contract, graded up when a window is documented too
Pagination+5 pts — share of collection GETs (an array, or one wrapped in data/items/results ...) that declare a page/limit/offset/cursor parameter, a Link header or a next/cursor field; na with no collection GETs
4 more unmet checks in the Agent Readiness table above.
Kin Score — facets with the most composite points still available (weight × headroom):
Access Clarityscores 21.1 — up to +15.8 composite points
The Kin Score Market layer reads a provider inside its market:
its position, and how deep its integrations go. Depth is only comparable within a position. Provisional and unweighted:
not part of the Kin Score or agent readiness.
Registered MCP server and declares compatibility are report only — not weighted.
Undeclared means we found nothing we can read, so there is no number: we never infer integrations.
Standards this provider implements or carries. De facto ones are profiled and measured by the API Commons; formal ones come from the standards directory and are linked by the provider's own tags. The evidence column says how each claim was established — not that it was made.
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...
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...
Direct Web Services time series data - historical prices, cumulative return, growth, dividend, and other calculated series for securities and managed investments, offered in syn...
Screen global equities and managed investments (funds, ETFs) against Morningstar data points, ratings, and classifications, returning display-ready result sets for advisor and i...
Deep security-level data for equities and managed investments - profiles, ratings, performance, holdings, fees, and hundreds of Morningstar data points - in synchronous and asyn...
Portfolio calculation engines as APIs - X-Ray decomposition, performance, hypothetical performance, optimizer, and the Morningstar Portfolio Risk Score - across Direct Web Servi...
US financial-planning building blocks from the Dynamic Services APIs family - households, household members, portfolios, retirement plan lookup and benchmark fees, statement OCR...
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...
APIs backing Morningstar's embeddable enterprise components - editorial and news search, security details and comparison, investment screener and find-similar, time series (pric...
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...
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'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...
Overlays applied on top of this provider's contracts. Each card says who wrote it: a document the provider publishes, or one API Evangelist derived or generated.
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.
deliveryModel:
model: saas
open_source: false
commercial: true
callable_host: true
label: Hosted service · you call their endpoint
confidence: high
source:
- openapi
- pricing
generated: '2026-08-28'
method: derived
accessModel:
pricing: unknown
onboarding: unknown
trial: false
try_now: false
public: false
label: Unknown
confidence: low
source:
- authentication
- scopes
- security
generated: '2026-11-06'
method: derived
image: https://kinlane-images.s3.amazonaws.com/shared/apis-json/icons/morningstar.png
tags:
- Finance
- Market Data
- Investing
- Stocks
- Fund
- Real-Time
- Reference Data
- Portfolio Analytics
- Research
- Index
- Wealth Management
- Financial Data
tags_raw:
- Financial
- Market Data
- Investing
- Stocks
- Funds
- Real-Time
- Reference Data
- Portfolio Analytics
- Research
- Indexes
- Wealth Management
- Financial Data
created: '2026-07-21'
modified: '2026-10-06'
specificationVersion: '0.23'
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
- Index
tags_raw:
- 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
tags_raw:
- 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-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
- Stocks
- Fund
tags_raw:
- 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-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
- Stocks
- Fund
- Reference Data
tags_raw:
- 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:
- List
- Securities
tags_raw:
- 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:
- Artificial Intelligence
- Insights
- Research
tags_raw:
- 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 Management
- Scenarios
- Analytics
tags_raw:
- 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 Management
- Profiling
- FinaMetrica
tags_raw:
- 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
- Portfolio
- Retirement
tags_raw:
- 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
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:
- Artificial Intelligence
- Agents
- MCP
tags_raw:
- 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.
- aid: morningstar:morningstar-oauth-api
name: Morningstar OAUTH API
description: The oauth API from Morningstar — 1 operation(s) for oauth.
humanURL: https://developer.morningstar.com/apis/market-data/overview
baseURL: https://www.us-api.morningstar.com
tags:
- OAuth
- Authentication
tags_raw:
- oauth
- Authentication
properties:
- type: OpenAPI
url: openapi/morningstar-oauth-api-openapi.yml
- aid: morningstar:morningstar-datapoints-api
name: Morningstar Datapoints API
description: The Datapoints API from Morningstar — 3 operation(s) for datapoints.
humanURL: https://developer.morningstar.com/apis/market-data/overview
baseURL: https://www.us-api.morningstar.com
tags:
- Datapoints
properties:
- type: OpenAPI
url: openapi/morningstar-datapoints-api-openapi.yml
common:
- type: CapabilityMap
url: capabilities/morningstar-capability-edges.yml
name: Morningstar Business Capability Map
- url: https://www.morningstar.com/news
type: Blog
- 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
Morningstar API — frequently asked questions
Does Morningstar have an API?
Yes. APIs.io lists 20 APIs from Morningstar, including Morningstar Market Data Web Services API, Morningstar Authentication API and Morningstar Time Series API, and 17 more.
Is there an OpenAPI specification for the Morningstar API?
Yes. APIs.io indexes 16 OpenAPI specifications for Morningstar, each linked for download from this page.
How do I authenticate with the Morningstar API?
Morningstar documents its authentication (http-basic (token issuance)/bearer (API calls)/oauth2 (MCP server) · 1 scheme). The details are profiled on APIs.io as Morningstar Authentication.
Does Morningstar have an MCP server?
Yes. APIs.io lists 1 MCP server for Morningstar: Remote MCP server at mcp.morningstar.com over HTTP; 7 tools listed.
Is the Morningstar API ready for AI agents?
Morningstar has a Kin Score of 48.9 out of 100 (developing) and an Agent Readiness score of 53.7 (agent-ready), scored by API Evangelist on 2026-11-06.
Calls without X-API-Key need no key. Calls with it need a paid plan — get a key.
Get an API key
Free tier, no form to fill in. Signing in shares your email address with us — we
store it to create your key and to recognise you if you sign in with another
provider. See our Privacy Policy and
Terms.
Kin Score
How this is scored →
It updates itself when the score changes. Paste this where you link to your API docs: