Morningstar Data APIs
by Morningstar
Morningstar's data APIs cover funds and ETFs, equities, Morningstar ratings and research, and portfolio analytics such as asset allocation and style exposure. For wealth managers and advisors, keeping that data in the Lake next to client holdings and CRM records shows which recommended funds clients actually own and how their ratings change.
- Category
- Public & Market Data
- Type
- Market data
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Fund data
- Ratings
- Equity data
- Portfolio analytics
Load Morningstar Data APIs fund data on a schedule and keep every release in your Lake for trends over time.
Need more? Name any other Morningstar Data APIs data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Morningstar Data APIs uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Morningstar if you need help.
04Questions
Questions you can answer.
Once Morningstar Data APIs data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- Which client portfolios hold funds whose Morningstar rating dropped this year?
- How do expense ratios of held funds compare with cheaper share classes in the same category?
- What is the style box exposure across all client assets, by advisor?
- Which funds on our recommended list are held by fewer than ten clients?
- How do client returns compare with category averages over three years?
05How it works
How it works in DataMind.
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Pick Morningstar Data APIs.
Open Lake, pick Morningstar Data APIs in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Morningstar Data APIs docs.
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Answer a few questions.
The AI reads the Morningstar Data APIs documentation, then asks which credentials you will use, which data to sync (for example fund data and ratings), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Morningstar Data APIs data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Morningstar Data APIs.
Sources teams join with Morningstar Data APIs in the Warehouse, each one connected the same way.
