Direct Web Services

Use Morningstar’s Direct Web Services to power your digital experiences with world-class portfolio analytics and investment research APIs.

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An illustration of a fund performance module and a portfolio risk score module in Direct Web Services.

Modernize your digital platforms with Direct Web Services investment data, research, and analytics APIs. Easily integrate Morningstar’s data and research directly into your web applications to enhance your services and save time and cost, so you can focus on growing your business.

Unique Client Experience

Power your mobile apps, websites, and digital experiences with our APIs to show your impact and strengthen client relationships.

Trusted Investment Research

Gain actionable insights across investment types including funds, ETFs, stocks, fixed income, and indexes.

Thorough Portfolio Analysis

Help clients evaluate and compare portfolios and the probability of meeting financial goals based on asset allocation, expected return, and risk per asset type.

Improved Workflow

Get to market faster and meet your goals while minimizing technology costs and data management by integrating Morningstar’s highly performing, scalable, and configurable APIs.

Explore our API capabilities

Our investment research and Portfolio Analysis APIs give you access to over 300,000 investments. You can configure them to search, sort, compare, and analyze investments that meet your users’ criteria. They enable you to help investors understand what’s in their portfolios with side-by-side comparisons and benchmarks—analyze portfolios by risk, performance, exposure by asset class and sector, and much more.

Portfolio Analysis

Analyze the underlying holdings of each fund in a portfolio to help make decisions about adding, dropping, or reallocating investments.

Portfolio Analysis

Portfolio Compare

Compare portfolios side-by-side to highlight pros and cons of a portfolio and explain alternatives.

Portfolio Analysis

Portfolio Optimizer

Create an optimal portfolio that will best align with an investor’s asset allocation and risk tolerance.

Portfolio Analysis

Cost Calculator

Calculate the initial and ongoing costs of an investment and understand its impact on the portfolio.

Investment Research

Screener

Filter thousands of investments to quickly find those that best match your search criteria.

Investment Research

Investment Data

Use investment data for a specified set of securities to build single-investment profiles and compare investments.

Investment Research

Charting

Build charts that allow you to explore data more deeply, contrast scenarios, and recognize patterns.

Investment Research

Research Reports and Data

Access qualitative and quantitative reports and data from Morningstar’s analyst and manager research teams.

Streamline your research process with AI

The Intelligence Engine API enables firms to build their own generative AI solutions by processing natural language, synthesizing hundreds of thousands of reports written by Morningstar’s analysts, and allowing firms to integrate their own proprietary content.