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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
    • Delivery
    • Look-Through Holdings
  • Changelog
  • 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
    • 1.9.9
    • 1.9.8
    • 1.9.7
    • 1.9.6
    • 1.9.5
    • 1.9.3
    • 1.9.2
    • 1.9.10
    • 1.9.1
    • 1.9.0
    • 1.8.0
    • 1.7.1
    • 1.7.0
    • 1.6.9
    • 1.6.8
    • 1.6.7
    • 1.6.6
    • 1.6.5
    • 1.6.4
    • 1.6.3
    • 1.6.2
    • 1.6.10
    • 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
    • 1.11.0
    • 1.10.6
    • 1.10.5
    • 1.10.4
    • 1.10.3
    • 1.10.2
    • 1.10.1
    • 1.10.0
    • 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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Accessing Portfolio Data#

The Morningstar Data python package gives you programmatic access to Morningstar portfolio data. Use this documentation to understand how to retrieve specific data sets to power your analytics.

  • Data Sets
    • get_data_set_data_points()
    • get_data_sets()
  • Holdings Data
    • get_holdings()
    • get_holding_dates()
    • get_lookthrough_holdings()
  • Portfolio Data
    • get_benchmark_settings()
    • get_data()
  • Portfolio List
    • get_portfolios()
  • Save Portfolio
    • save_portfolio()
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Data Sets
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Data Lake Query
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