morningstar.com API

morningstar.com API.md

morningstar.com API

• Get key ratio, return csv format file

http://financials.morningstar.com/ajax/exportKR2CSV.html?t=<market>:<stock>

Market

• XHKG: Hong Kong Stock Exchange
• XASE: American Stock Exchange
• XNAS: Nasdaq Stock Exchange
• XNYS: New York Stock Exchange
• XSHE: ShenZhen Stock Exchange
• XSHG: Shanghai Stock Exchange

Example, get Tencent Holdings Ltd from HongKong market. http://financials.morningstar.com/ajax/exportKR2CSV.html?t=XHKG:000700

• Get financial statment, return csv format file

http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=<market>:<stock>&reportType=<is|cf|bs>&period=<12|3>&dataType=<A|R>&order=<asc|desc>&denominatorView=<raw|percentage|decimal>&columnYear=5&number=3

• reportType: is = Income Statement, cf = Cash Flow, bs = Balance Sheet
• period: 12 for annual reporting, 3 for quarterly reporting
• dataType: this doesn't seem to change and is always A
• order: asc or desc (ascending or descending)
• columnYear: 5 or 10 are the only two values supported, 10 years report need register
• number: The units of the response data. 1 = None 2 = Thousands 3 = Millions 4 = Billions

• Get price ratio, return html

Get price ratio history

http://financials.morningstar.com/valuate/valuation-history.action?&t=<market>:<stock>&type=price-earnings

Get current price ratio

http://financials.morningstar.com/valuate/current-valuation-list.action?&t=<market>:<stock>

Get forward price ratio

http://financials.morningstar.com/valuate/forward-valuation-list.action?&t=<market>:<stock>

• Get history price, return json format data

http://globalquote.morningstar.com/globalcomponent/RealtimeHistoricalStockData.ashx?ticker=<maarket>:<stock>&showVol=true&dtype=his&f=d&range=<startDate>|<endDate>

• f: m = month, d = day
• startData, endData: YYYY-M-D

I can't get the URL to work
entering http://financials.morningstar.com/ajax/exportKR2CSV.html?t=XNYS:ALB into the browser address bar does nothing when i hit enter. Am I missing something?

cant seems to get it work. im getting back nothing .is there any solutions?

cant seems to get it work. im getting back nothing .is there any solutions?

Works for me, but no the 10 years parameter

columnYear=10 works as well if referer is set correctly.

How you made it work? For October 2020 it doesn't work

I'm giving a test with MSFT, but no success. Can you please help to identify what is wrong on my request? Also, how do I know the correct <market> of a given <stock>?
Here's my attempt:

http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=XNAS:MSFT&reportType=is&period=12&dataType=A&order=asc&denominatorView=raw&columnYear=10&number=3

I'm giving a test with MSFT, but no success. Can you please help to identify what is wrong on my request? Also, how do I know the correct <market> of a given <stock>?
Here's my attempt:

http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=XNAS:MSFT&reportType=is&period=12&dataType=A&order=asc&denominatorView=raw&columnYear=10&number=3

Are you trying to get financial report from MSFT?

FYI
moneymanagerex/moneymanagerex#2259
I am also trying to use morningstar.com API

I tried: http://globalquote.morningstar.com/globalcomponent/RealtimeHistoricalStockData.ashx?ticker=XNAS:AMZN&showVol=true&dtype=his&f=d&range=2020-12-31|2021-03-31

And I get a 502 error?

Also, do you guys know how to retrieve historical stock data (e.g. price) normalized in US$? Even if it's a foreign security?

I'm giving a test with MSFT, but no success. Can you please help to identify what is wrong on my request? Also, how do I know the correct <market> of a given <stock>?
Here's my attempt:

http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=XNAS:MSFT&reportType=is&period=12&dataType=A&order=asc&denominatorView=raw&columnYear=10&number=3

Are you trying to get financial report from MSFT?

Yes. Not only MSFT, but any given ticket. I want to automate the retrieval of past 10 years ratios of some fundamentals data. Such as:

• ROIC
• EPS
• Revenue
• Operating income
• Net Income
• Free cash flow
• Operating cash flow
• P/E
• Price/Book
• Price/Sales
• Price/Cash Flow
• Book value per share (BVPS) + Dividends
• Operating Cash Flow Per Share
• Sales Per Share

Thus, besides each of those ratios, I also need to know how to find the correct naming expected for and . Perhaps there's another API to retrieve such a table?

I'm giving a test with MSFT, but no success. Can you please help to identify what is wrong on my request? Also, how do I know the correct <market> of a given <stock>?
Here's my attempt:

http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=XNAS:MSFT&reportType=is&period=12&dataType=A&order=asc&denominatorView=raw&columnYear=10&number=3

Are you trying to get financial report from MSFT?

Yes. Not only MSFT, but any given ticket. I want to automate the retrieval of past 10 years ratios of some fundamentals data. Such as:

* ROIC

* EPS

* Revenue

* Operating income

* Net Income

* Free cash flow

* Operating cash flow

* P/E

* Price/Book

* Price/Sales

* Price/Cash Flow

* Book value per share (BVPS) + Dividends

* Operating Cash Flow Per Share

* Sales Per Share

Thus, besides each of those ratios, I also need to know how to find the correct naming expected for and . Perhaps there's another API to retrieve such a table?

I think I found the problem. You have to edit header before sending request. Here is a python sample of what works for me.

import requests
from requests.structures import CaseInsensitiveDict

url = "https://financials.morningstar.com/finan/ajax/exportKR2CSV.html?&callback=?&t=AAPL&region=usa&culture=en-US&cur=&order=asc"

headers["Referer"] = "https://financials.morningstar.com/ratios/r.html?t=AAPL&culture=en&platform=sal"
session = requests.Session()

resp = session.get(url, headers=headers)

print(resp.status_code)
print(resp.content)

I tried: http://globalquote.morningstar.com/globalcomponent/RealtimeHistoricalStockData.ashx?ticker=XNAS:AMZN&showVol=true&dtype=his&f=d&range=2020-12-31|2021-03-31

And I get a 502 error?

This one doesn't work for me either, but I found a different link which uses csv format instead of json:

http://performance.morningstar.com/perform/Performance/stock/exportStockPrice.action?t=<market:ticker>&pd=max&freq=<frequency>&sd=&ed=&pg=0&culture=en-US&cur=USD')

where market is as mentioned above:

XHKG: Hong Kong Stock Exchange
XASE: American Stock Exchange
XNAS: Nasdaq Stock Exchange
XNYS: New York Stock Exchange
XSHE: ShenZhen Stock Exchange
XSHG: Shanghai Stock Exchange

frequency is:

d for daily
w for weekly
m for monthly
q for quarterly
a for annualy

and I'm pretty sure you know what ticker is.

I didn't play with other parameters, but I guess you could set range for "pd" instead of current value "max". If you want to do more research on this you can use Browser Console (on firefox) and pres export button with different parameters on this link and observe urls that pup up.

Working fine for stocks but what about funds. Just giving in the ISIN or M* ID only gives an empty file.
For example:
ISIN: IE00BYYLQ314
ID: F00000Y93D

Some notes for my future self:

All done in Postman

This works for all stocks, just need to input the ticker and market

http://financials.morningstar.com/ajax/exportKR2CSV.html?t=market:ticker

For instance, if one searches cd projekt red on Morningstar
https://www.morningstar.com/stocks/xwar/cdr/analysis
XWAR is the market, and cdr is the ticker

http://financials.morningstar.com/ajax/exportKR2CSV.html?t=xwar:cdr
This gives you ten years of financial data.

However, we also need to attach the Referer header.

Set the "Referer" header to this, appropriated from an above answer, and you'll get 10 years of financial data.
https://financials.morningstar.com/ratios/r.html?t=AAPL&culture=en&platform=sal

However, the data is all in CSV. So need to do some string manipulation to get what you want.

Cant understand this. Nothing works.

I am just trying to get fundamental data like revenue, net income etc.

what url do I query from? Nothing seems to be working...

Hey! I'm not sure where your problem is and I haven't used this for a while now so I wouldn't know. Maybe Morningstar changed something and it's not working anymore. If it helps, below is a link to the repository where I implemented all of the API calls I found avaliable at the time. You can play with those to see if something doesn't work anymore. Last time I tried all of them worked.

https://github.com/urbanskalar/Morningstar-API

Hi, All

This gist is out of date and not working anymore. For those want to grab finance data from morningstar.com,
please try the new project msfinance