Accessing Investment Data

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

• 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 1.6.9 (2023-10-30)
  • Bug Fixes
• Morningstar_Data 1.6.8 (2023-10-16)
  • Features
  • Bug Fixes
• Morningstar_Data 1.6.7 (2023-09-22)
• Morningstar_Data 1.6.6 (2023-09-18)
• Morningstar_Data 1.6.5 (2023-09-18)
  • Bug Fixes
• Morningstar_Data 1.6.4 (2023-09-14)
  • Features
• Morningstar_Data 1.6.3 (2023-08-29)
• Morningstar_Data 1.6.2 (2023-08-28)
• Morningstar_Data 1.6.1 (2023-08-09)
  • Features
• Morningstar_Data 1.6.0 (2023-08-09)
  • Bug Fixes
• Morningstar_Data 1.5.0 (2023-07-27)
  • Features
• Morningstar_Data 1.4.0 (2023-07-26)
  • Features
• Morningstar_Data 1.3.3 (2023-07-20)
  • Bug Fixes
• Morningstar_Data 1.3.2 (2023-07-18)
• Morningstar_Data 1.3.1 (2023-07-11)
  • Features
• Morningstar_Data 1.3.0 (2023-06-23)
• Morningstar_Data 1.2.0 (2023-06-20)
  • Features
  • Bug Fixes
• Morningstar_Data 1.1.1 (2023-05-30)
• Morningstar_Data 1.1.0 (2023-05-19)
  • Backwards Incompatible Changes
• Morningstar_Data 1.0.0 (2023-05-05)
  • Backwards Incompatible Changes
• Morningstar_Data 0.19.1 (2023-05-05)
• Morningstar_Data 0.19.0 (2023-04-03)
  • Features
  • Trivial/Internal Changes