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@jimmysitu
Last active November 5, 2023 09:54
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morningstar.com API

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
@orelhochenboym
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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...

@urbanskalar
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urbanskalar commented Feb 12, 2023

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

@jimmysitu
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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

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