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.

• Asset Flow Data
  • get_asset_flow()
  • get_asset_flow_data_points()
  • get_asset_flow_markets()
• Custom Database
  • save_historical_values()
  • save_values()
• Data Sets
  • get_data_set_details()
  • get_data_sets()
  • get_morningstar_data_sets()
• Holdings Data
  • get_holding_dates()
  • get_holdings()
• Investment Data
  • get_investment_data()
  • get_excess_returns()
  • get_returns()
• Investment Lists
  • get_investment_list()
  • get_investment_lists()
  • save_investment_list()
• Lookup
  • get_data_point_settings()
  • currency_codes()
  • investments()
  • firms()
  • get_brandings()
  • portfolio_managers()
  • companies()
  • get_investment_universes()
• Peer Group
  • get_peer_group_breakpoints()
• Performance Reports
  • calculate_report()
  • get_report()
  • get_report_status()
  • get_reports()
• Search Criteria
  • get_search_criteria()
  • get_search_criteria_conditions()
  • get_search_results()