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Morningstar Data Documentation
Morningstar Data Documentation
  • Accessing Investment Data
    • Asset Flow Data
    • Custom Database
    • Data Sets
    • Holdings Data
    • Investment Data
    • Investment Lists
    • Lookup
    • Peer Group
    • Performance Reports
    • Search Criteria
  • Accessing Data Lake Data
    • Data Lake Query
  • Accessing Portfolio Data
    • Data Sets
    • Holdings Data
    • Portfolio Data
    • Portfolio List
    • Save Portfolio
  • Utility Functions
    • Delivery
  • Upcoming Features
    • Data Lake Query
    • Look-Through Holdings
  • Changelog
    • Morningstar_Data 1.10.2 (2024-11-14)
    • Morningstar_Data 1.10.1 (2024-10-17)
    • Morningstar_Data 1.10.0 (2024-09-18)
    • Morningstar_Data 1.9.10 (2024-09-09)
    • Morningstar_Data 1.9.9 (2024-09-05)
    • Morningstar_Data 1.9.8 (2024-08-27)
    • Morningstar_Data 1.9.7 (2024-08-14)
    • Morningstar_Data 1.9.6 (2024-04-29)
    • Morningstar_Data 1.9.5 (2024-04-24)
    • Morningstar_Data 1.9.3 (2024-04-15)
    • Morningstar_Data 1.9.2 (2024-04-02)
    • Morningstar_Data 1.9.1 (2024-03-14)
    • Morningstar_Data 1.9.0 (2024-03-13)
    • Morningstar_Data 1.8.0 (2024-03-04)
    • Morningstar_Data 1.7.1 (2024-02-13)
    • Morningstar_Data 1.7.0 (2023-11-15)
    • Morningstar_Data 1.6.10 (2023-11-01)
    • Morningstar_Data 1.6.9 (2023-10-30)
    • Morningstar_Data 1.6.8 (2023-10-16)
    • Morningstar_Data 1.6.7 (2023-09-22)
    • Morningstar_Data 1.6.6 (2023-09-18)
    • Morningstar_Data 1.6.5 (2023-09-18)
    • Morningstar_Data 1.6.4 (2023-09-14)
    • Morningstar_Data 1.6.3 (2023-08-29)
    • Morningstar_Data 1.6.2 (2023-08-28)
    • Morningstar_Data 1.6.1 (2023-08-09)
    • Morningstar_Data 1.6.0 (2023-08-09)
    • Morningstar_Data 1.5.0 (2023-07-27)
    • Morningstar_Data 1.4.0 (2023-07-26)
    • Morningstar_Data 1.3.3 (2023-07-20)
    • Morningstar_Data 1.3.2 (2023-07-18)
    • Morningstar_Data 1.3.1 (2023-07-11)
    • Morningstar_Data 1.3.0 (2023-06-23)
    • Morningstar_Data 1.2.0 (2023-06-20)
    • Morningstar_Data 1.1.1 (2023-05-30)
    • Morningstar_Data 1.1.0 (2023-05-19)
    • Morningstar_Data 1.0.0 (2023-05-05)
    • Morningstar_Data 0.19.1 (2023-05-05)
    • Morningstar_Data 0.19.0 (2023-04-03)
  • Versions
    • main
    • 1.11.0
    • 1.10.6
    • 1.10.5
    • 1.10.4
    • 1.10.3
    • 1.10.2
    • 1.10.1
    • 1.10.0
    • 1.9.10
    • 1.9.9
    • 1.9.8
    • 1.9.7
    • 1.9.6
    • 1.9.5
    • 1.9.3
    • 1.9.2
    • 1.9.1
    • 1.9.0
    • 1.8.0
    • 1.7.1
    • 1.7.0
    • 1.6.10
    • 1.6.9
    • 1.6.8
    • 1.6.7
    • 1.6.6
    • 1.6.5
    • 1.6.4
    • 1.6.3
    • 1.6.2
    • 1.6.1
    • 1.6.0
    • 1.5.0
    • 1.4.0
    • 1.3.3
    • 1.3.2
    • 1.3.1
    • 1.3.0
    • 1.2.0
    • 1.1.2
    • 1.1.1
    • 1.1.0
    • 1.0.0
    • 0.19.1
    • 0.19.0
    • 0.18.6
    • 0.18.5
    • 0.18.4
    • 0.18.3
    • 0.18.2
    • 0.18.1
    • 0.18.0
    • 0.17.0
    • 0.16.1
    • 0.16.0
    • 0.15.1
    • 0.15.0
    • 0.14.0
    • 0.13.8
    • 0.13.7
    • 0.13.6
    • 0.13.5
    • 0.13.4
    • 0.13.3
    • 0.13.2
    • 0.13.1
    • 0.13.0
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Upcoming Features#

The “Upcoming Features” tag in our documentation highlights functions under development at Morningstar. This is a sneak peek into future enhancements within our Python package.

  • Data Lake Query
    • query()
  • Look-Through Holdings
    • get_lookthrough_holdings()
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Data Lake Query
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Delivery
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