# Morningstar **Canonical:** https://apis.io/providers/morningstar/ **Website:** https://www.morningstar.com/ **APIs profiled:** 18 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. ## Kin Score — 52.8 / 100 (developing) Scored 2026-08-17 under rubric 0.11.0. Trend: flat (+0.0 from 52.8). | Facet | Score | |---|---| | Discoverability | 83.3 | | Contract Quality | 60.3 | | Governance | 11.5 | | Operational Transparency | 31.6 | | Developer Ergonomics | 84.8 | | Commercial Clarity | 21.1 | Regulatory layer — **Securities & Market Data**: 68.3 (matched via tags). ## Agent readiness — 56.8 (agent-ready) | Dimension | Value | |---|---| | Spec Presence | yes | | Agentic Access | derived | | MCP Server | yes | | Auth Clarity | yes | | Idempotency | no | | Error Semantics | verified | | OpenAPI Examples | partial | | Rate Limit Signal | no | | Event Surface Described | no | | Agent Skills | yes | | Well Known Catalog | yes | | Consent Identity | no | | Agent Card | no | | Dry Run Mode | no | ## Access Self-serve signup — onboarding: self-serve, pricing: unknown, trial: no (confidence: medium). ## APIs (18) - **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... ## MCP servers (1) - **morningstar-mcp.yml** ## Agentic access (1) - **Morningstar Agentic Access** — 724 operations · 75 acting ## Security (3) - **Morningstar Authentication** — http-basic (token issuance)/bearer (API calls)/oauth2 (MCP server) · 1 scheme - **Morningstar Domain Security** — TLSv1.3 · HSTS · DMARC - **Morningstar Vulnerability Disclosure** — Bugcrowd · contact published ## Tags Financial, Market Data, Investing, Stocks, Funds, Real-Time, Reference Data, Portfolio Analytics, Research, Indexes --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/morningstar/). Scores are computed from the provider's own public artifacts under a published rubric.