The Morningstar API gives developers access to institutional-grade financial data covering stocks, ETFs, mutual funds, and global market indexes. It is designed for investment platforms, financial analysis tools, and market dashboards that require deep, structured financial data.
What the API Covers
Real-time market data includes live quotes, price charts, and market mover updates across equities, commodities, currencies, and indexes. The data covers global markets, not just US equities.
Financial fundamentals are accessible through dedicated endpoints: income statement, balance sheet, and cash flow data for public companies. Valuation ratios (P/E, P/B, earnings yield, and others) are available separately, making it straightforward to build screeners or comparison tools.
Corporate intelligence includes executive details, institutional and insider ownership structures, historical dividend payments, and earnings call transcripts. These are the data points that differentiate a serious research tool from a basic quote tracker.
ESG ratings are Morningstar’s own sustainability and risk scoring, integrated directly into the API. This is particularly useful for platforms targeting ESG-conscious investors or institutional clients with sustainability mandates.
ETF and fund data covers holdings, performance history, and category classification, making the API suitable for fund comparison tools and portfolio analytics platforms.
How to Get Started
Use the /auto-complete endpoint to find the unique performanceId or ticker for any asset. Pass that identifier to specific endpoints like /stock/details or /stock/financials to retrieve the data you need. The auto-complete endpoint handles stocks, ETFs, funds, indexes, commodities, and currencies.
Use Cases
- Investment platforms requiring deep fundamental and real-time market data
- Portfolio analytics and performance tracking tools
- Financial screening and research applications
- ESG-focused investment tools and reporting dashboards
- Applications looking for an alternative to Bloomberg Terminal or similar commercial data providers