Morningstar Direct Web Services

Americas-Authentication

Authentication (Americas)

Americas-Cost Calculator

Americas-Documents

Target Date Series

Americas-Editorial

Editorial Article Editorial Article Search

Americas-Portfolio Analysis-Sustainabily Async

3. Get async result 2. Get job status 1. Async request

Americas-Portfolio Analysis-Portfolio Optimizer

Large portfolio with mix of Morningstar categories

Americas-Portfolio Analysis

X-Ray (2 Portfolios)Performance Regulatory Reports Portfolio Risk Score Goal Analysis Hypothetical Performance ESG

Americas-Reports

Investment Details Report

Americas-Retirement Plan

Benchmark Fees Plan Lookup Plan Names

Americas-Risk Profiler

3. Calculate a client's risk tolerance score - 25Q 5. Get a client's most recent risk tolerance report 2. Get risk tolerance questionnaire questions and response options- 25Q Get a specific risk tolerance report for a client 1. Generate a client ID 2. Get risk tolerance questionnaire questions and response options - 10Q Get a client's risk tolerance questionnaire response history 4. Get risk comfort range based on client's risk tolerance score Get a specific response by a client to a risk tolerance questionnaire

Americas-Screener

ESG Screener Investor Preferences

Americas-Security Details

Investment Details (ETF Snapshot View)Investment Compare Investment Details (Equity Snapshot View)Investment Details (Mutual Fund Snapshot View)

Americas-Time Series

Time Series (Dividend)Time Series (Return)Time Series (OHLCV)Time Series (Price)Time Series (Rating)Time Series (Cumulativereturn)Time Series (Rolling Return)Time Series (Growth)

Americas-Administrative

Administrative - Institution Universe Security (Delete)Administrative - Institution Data (Get)Administrative - Institution Data (Create / Update)

APAC-Authentication

Authentication (APAC)

APAC-Cost Calculator

Editorial Article Search Editorial Article

Target Date Series

APAC-Portfolio Analysis

ESG Goal Analysis X-Ray

Investment Report

APAC-Risk Profiler

3. Calculate a client's risk tolerance score - 25Q Get a client's risk tolerance questionnaire response history Get a specific risk tolerance report for a client 4. Get risk comfort range based on client's risk tolerance score Get a specific response by a client to a risk tolerance questionnaire 2. Get risk tolerance questionnaire questions and response options- 25Q 5. Get a client's most recent risk tolerance report 2. Get risk tolerance questionnaire questions and response options - 10Q 1. Generate a client ID

ESG Screener Investor Preferences

APAC-Security Details

Investment Details (ETF Snapshot View)Investment Compare Investment Details (Equity Snapshot View)

APAC-Time Series

Time Series (Dividend)Time Series (Cumulativereturn)Time Series (Return)Time Series (Growth)Time Series (Rating)Time Series (Rolling Return)Time Series (Price)

APAC-Administrative

Administrative - Institution Universes - Security (Delete)Administrative - Institution Data (Create / Update)Administrative - Institution Data (Get)

EMEA-Authentication

Authentication (EMEA)

EMEA-Cost Calculator

Target Date Series

Editorial Article Search Editorial Article

EMEA-Portfolio Analysis-Portfolio Optimizer

Large portfolio with mix of Morningstar categories

EMEA-Portfolio Analysis

Regulatory Goal Analysis Portfolio Risk Score X-Ray

Investment Report

EMEA-Risk Profiler

3. Calculate a client's risk tolerance score - 25Q 2. Get risk tolerance questionnaire questions and response options- 25Q Get a specific response by a client to a risk tolerance questionnaire 1. Generate a client ID Get a client's risk tolerance questionnaire response history 5. Get a client's most recent risk tolerance report Get a specific risk tolerance report for a client 4. Get risk comfort range based on client's risk tolerance score 2. Get risk tolerance questionnaire questions and response options - 10Q

ESG Screener Investor Preferences

EMEA-Security Details

Investment Details (Documents)Investment Compare Legal Filings (Get Document)Investment Details (ETF Snapshot View)Investment Details (Equity Snapshot View)Investment Details (Mutual Fund Snapshot View)

EMEA-Time Series

Time Series (Cumulativereturn)Time Series (Price)Time Series (OHLCV)Time Series (Rolling Return)Time Series (Growth)Time Series (Return)Time Series (RNA News)Time Series (Dividend)Time Series (Rating)

EMEA-Administrative

Administrative - Institution Universes - Security (Delete)Administrative - Institution Data (Get)Administrative - Institution Data (Create / Update)

Morningstar Direct Web Services

Americas-Authentication

Authentication (Americas)

Americas-Cost Calculator

Americas-Documents

Target Date Series

Americas-Editorial

Editorial Article Editorial Article Search

Americas-Portfolio Analysis-Sustainabily Async

3. Get async result 2. Get job status 1. Async request

Americas-Portfolio Analysis-Portfolio Optimizer

Large portfolio with mix of Morningstar categories

Americas-Portfolio Analysis

X-Ray (2 Portfolios)Performance Regulatory Reports Portfolio Risk Score Goal Analysis Hypothetical Performance ESG

Americas-Reports

Investment Details Report

Americas-Retirement Plan

Benchmark Fees Plan Lookup Plan Names

Americas-Risk Profiler

3. Calculate a client's risk tolerance score - 25Q 5. Get a client's most recent risk tolerance report 2. Get risk tolerance questionnaire questions and response options- 25Q Get a specific risk tolerance report for a client 1. Generate a client ID 2. Get risk tolerance questionnaire questions and response options - 10Q Get a client's risk tolerance questionnaire response history 4. Get risk comfort range based on client's risk tolerance score Get a specific response by a client to a risk tolerance questionnaire

Americas-Screener

ESG Screener Investor Preferences

Americas-Security Details

Investment Details (ETF Snapshot View)Investment Compare Investment Details (Equity Snapshot View)Investment Details (Mutual Fund Snapshot View)

Americas-Time Series

Time Series (Dividend)Time Series (Return)Time Series (OHLCV)Time Series (Price)Time Series (Rating)Time Series (Cumulativereturn)Time Series (Rolling Return)Time Series (Growth)

Americas-Administrative

Administrative - Institution Universe Security (Delete)Administrative - Institution Data (Get)Administrative - Institution Data (Create / Update)

APAC-Authentication

Authentication (APAC)

APAC-Cost Calculator

Editorial Article Search Editorial Article

Target Date Series

APAC-Portfolio Analysis

ESG Goal Analysis X-Ray

Investment Report

APAC-Risk Profiler

3. Calculate a client's risk tolerance score - 25Q Get a client's risk tolerance questionnaire response history Get a specific risk tolerance report for a client 4. Get risk comfort range based on client's risk tolerance score Get a specific response by a client to a risk tolerance questionnaire 2. Get risk tolerance questionnaire questions and response options- 25Q 5. Get a client's most recent risk tolerance report 2. Get risk tolerance questionnaire questions and response options - 10Q 1. Generate a client ID

ESG Screener Investor Preferences

APAC-Security Details

Investment Details (ETF Snapshot View)Investment Compare Investment Details (Equity Snapshot View)

APAC-Time Series

Time Series (Dividend)Time Series (Cumulativereturn)Time Series (Return)Time Series (Growth)Time Series (Rating)Time Series (Rolling Return)Time Series (Price)

APAC-Administrative

Administrative - Institution Universes - Security (Delete)Administrative - Institution Data (Create / Update)Administrative - Institution Data (Get)

EMEA-Authentication

Authentication (EMEA)

EMEA-Cost Calculator

Target Date Series

Editorial Article Search Editorial Article

EMEA-Portfolio Analysis-Portfolio Optimizer

Large portfolio with mix of Morningstar categories

EMEA-Portfolio Analysis

Regulatory Goal Analysis Portfolio Risk Score X-Ray

Investment Report

EMEA-Risk Profiler

3. Calculate a client's risk tolerance score - 25Q 2. Get risk tolerance questionnaire questions and response options- 25Q Get a specific response by a client to a risk tolerance questionnaire 1. Generate a client ID Get a client's risk tolerance questionnaire response history 5. Get a client's most recent risk tolerance report Get a specific risk tolerance report for a client 4. Get risk comfort range based on client's risk tolerance score 2. Get risk tolerance questionnaire questions and response options - 10Q

ESG Screener Investor Preferences

EMEA-Security Details

Investment Details (Documents)Investment Compare Legal Filings (Get Document)Investment Details (ETF Snapshot View)Investment Details (Equity Snapshot View)Investment Details (Mutual Fund Snapshot View)

EMEA-Time Series

Time Series (Cumulativereturn)Time Series (Price)Time Series (OHLCV)Time Series (Rolling Return)Time Series (Growth)Time Series (Return)Time Series (RNA News)Time Series (Dividend)Time Series (Rating)

EMEA-Administrative

Administrative - Institution Universes - Security (Delete)Administrative - Institution Data (Get)Administrative - Institution Data (Create / Update)

Home Morningstar Direct Web ServicesAmericas-Cost Calculator

Americas-Cost Calculator

Number of APIs: 1

Calculate POST https://{{Morningstar as a Service (Americas)}}/ecint/v1/investment-fees/calculate

Related Documentation

Morningstar Direct Web ServicesMorningstar Direct Web Services
Americas-AuthenticationAmericas Authentication
Americas-AuthenticationAuthentication (Americas)
Americas-Cost CalculatorCalculate
Americas-DocumentsAmericas Documents

Authentication (Americas)

Morningstar Direct Web ServicesAPI Documentation

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