Data Sets#

morningstar_data.direct.portfolio.get_data_set_data_points(
data_set_id: str,
) → DataFrame#

Returns all data points for the given data set ID.

Parameters:

data_set_id (str) – The unique identifier of a portfolio data set. For example: ‘1’.

Returns:

A DataFrame object with data set data points data. The DataFrame columns include:

  • data_point_id

  • name

Return type:

DataFrame

Examples

Get data points by data set ID.

import morningstar_data as md

df = md.direct.portfolio.get_data_set_data_points(data_set_id="1")
df
Output:

morningstar_data.direct.portfolio.get_data_sets() → DataFrame#

Returns all portfolio data sets.

Returns:

A DataFrame object with data set data. The DataFrame columns include:

  • data_set_id

  • name

Return type:

DataFrame

Examples:

Get all portfolio data sets.

import morningstar_data as md

df = md.direct.portfolio.get_data_sets()
df
Output:

data_set_id

name

1

Snapshot

2

Returns (Daily)