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:

Errors:

AccessDeniedError: Raised when user lacks authentication.

BadRequestError: Raised when the user does not provide a properly formatted request.

ForbiddenError: Triggered when user lacks permission to access a resource.

InternalServerError: Raised when the server encounters an error it does not know how to handle.

NetworkError: Raised when the request fails to reach the server due to a network error.

ResourceNotFoundError: Raised when the requested resource does not exist in Direct.

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)