Data Sets#

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

Returns all data points for the given portfolio data set ID.

Parameters:

data_set_id (str) – The unique identifier of a portfolio data set, e.g., ‘1’.

Returns:

A DataFrame object with data points. DataFrame columns include:

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 the user is not authenticated.

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

ForbiddenError: Raised when the user does not have permission to access the requested resource.

InternalServerError: Raised when the server encounters an unhandled error.

NetworkExceptionError: 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 Morningstar-created portfolio data sets.

Returns:

A DataFrame object with data sets. DataFrame columns include:

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)