10 endpoints

Morningstar Data API

Pull Morningstar quotes, financials, ESG ratings, dividend history, valuation ratios, Medalist ratings, trailing returns, and intraday price bars โ€” all via Anysite's structured REST API. No Morningstar subscription required.

10 endpoints Real-time quotes & financials ESG ratings & Medalist scores REST, MCP & CLI

What Morningstar data unlocks

Morningstar is one of the most trusted sources for investment research โ€” covering stocks, ETFs, and mutual funds with independent ratings, in-depth financial data, and ESG analysis. Getting that data programmatically without a Morningstar Direct subscription or a custom data feed has historically required expensive licensing or manual exports. Anysite's Morningstar endpoints give you ten structured access points: real-time quotes (price, bid/ask, market cap, pre/post-market data), dividend history with ex-dates and payment schedules, ESG risk scores with controversy flags, full financial statements (income statement, balance sheet, cash flow โ€” annual or quarterly), intraday OHLCV bars, key financial metrics benchmarked against industry averages, the proprietary Medalist Rating for funds and ETFs, trailing total returns across fifteen periods, symbol search, and valuation ratios over time. All returned as clean JSON via the same Anysite API your other data pipelines already use.

All Morningstar Endpoints

Ten endpoints covering quotes, fundamentals, ESG, dividends, returns, and fund ratings. All return structured JSON via the Anysite REST API at /api/morningstar/....

EndpointWhat It Returns
/api/morningstar/quotes Real-time quote for a ticker โ€” price, change, change percent, bid/ask, volume, average volume, market cap, 52-week high/low, pre-market and post-market data, and trading status.
/api/morningstar/quotes/dividends Dividend history and yield data โ€” per-period yield series (per-year series), and a full payment history with ex-dividend date, declaration date, record date, payable date, dividend type, and amount.
/api/morningstar/quotes/esg ESG risk rating โ€” overall risk score, risk category, sub-industry, controversy level (1โ€“5) with descriptor and topics, and up to three notable ESG issues flagged by Morningstar's Sustainalytics methodology.
/api/morningstar/quotes/financials Full financial statements โ€” income statement, balance sheet, and cash flow (annual by default; pass period:"Q" for quarterly), with currency, order of magnitude, and fiscal year end date.
/api/morningstar/quotes/history Intraday OHLCV price bars for a ticker โ€” open, high, low, last (close), and volume per bar. Returns up to count bars.
/api/morningstar/quotes/key-metrics Key financial metrics benchmarked against the industry average โ€” 3-year revenue growth, 3-year net income growth, operating margin TTM, net margin TTM, ROA TTM, ROE TTM, debt-to-equity, and free cash flow TTM.
/api/morningstar/quotes/rating Morningstar Medalist Rating for a fund or ETF โ€” the rating (Gold, Silver, Bronze, Neutral, Negative), rating date, investment type, and flags for available analyst reports (company, summary, MIR).
/api/morningstar/quotes/returns Trailing total returns for a ticker across eleven time horizons: 1 day, 1 week, 1 month, 3 months, 6 months, year-to-date, 1 year, 3 years, 5 years, 10 years, and 15 years.
/api/morningstar/quotes/search Search for ticker symbols and securities on Morningstar โ€” returns ranked results with ticker, name, exchange, investment type, and relevance score. Covers stocks, ETFs, and funds.
/api/morningstar/quotes/valuation Valuation ratios over time periods โ€” P/E, P/B, P/S, EV/EBITDA, and other ratios benchmarked against an index, with the index name and as-of date.

What You Can Build

Fundamental analysis pipelines

Combine /quotes/financials, /quotes/key-metrics, and /quotes/valuation to build automated DCF models, margin trend trackers, or peer-comparison tables โ€” with industry benchmarks already included in the key-metrics response.

ESG screening and portfolio risk tools

Use /quotes/esg to score a portfolio by ESG risk category and controversy level. The endpoint returns Sustainalytics-methodology scores, making it straightforward to build exclusion screens, ESG-adjusted rankings, or regulatory compliance dashboards.

Fund and ETF discovery

Search funds by keyword with /quotes/search, then filter for Morningstar's top-rated funds with /quotes/rating โ€” surfacing Gold and Silver Medalist funds in a category without requiring a Morningstar Direct subscription.

Income and dividend tracking

Track dividend history with /quotes/dividends to monitor ex-dates, payout schedules, and yield trends across a watchlist. Pair with /quotes/returns for a total-return view across trailing periods.

Quick Start

Pull a real-time quote, then get financials and the ESG rating for the same ticker.

SHELL
# Get a real-time quote for Apple
curl https://api.anysite.io/api/morningstar/quotes   -H "access-token: YOUR_KEY"   -d '{"symbol":"AAPL"}'

# Search for ticker symbols matching "microsoft"
curl https://api.anysite.io/api/morningstar/quotes/search   -H "access-token: YOUR_KEY"   -d '{"query":"microsoft","count":5}'
SHELL
# Annual income statement, balance sheet, and cash flow for MSFT
curl https://api.anysite.io/api/morningstar/quotes/financials   -H "access-token: YOUR_KEY"   -d '{"symbol":"MSFT","period":"A"}'

# Key metrics vs industry average for TSLA
curl https://api.anysite.io/api/morningstar/quotes/key-metrics   -H "access-token: YOUR_KEY"   -d '{"symbol":"TSLA"}'
SHELL
# ESG risk rating and controversy flags for Apple
curl https://api.anysite.io/api/morningstar/quotes/esg   -H "access-token: YOUR_KEY"   -d '{"symbol":"AAPL"}'

# Trailing returns across 15 time horizons for an ETF
curl https://api.anysite.io/api/morningstar/quotes/returns   -H "access-token: YOUR_KEY"   -d '{"symbol":"SPY"}'

Plans

Every endpoint is included in all Anysite plans โ€” there's no per-endpoint pricing to track. Use MCP Unlimited for flat-rate access through your AI tools, or a credit plan for REST & CLI at scale.

Frequently Asked Questions

Do I need a Morningstar subscription or account?
No. Anysite handles the underlying data access โ€” you authenticate with your Anysite API key only. There is no separate Morningstar Direct subscription, developer registration, or OAuth flow required to use any of these endpoints.
What types of securities does the search endpoint cover?
The /quotes/search endpoint covers stocks, ETFs, mutual funds, and indices listed on Morningstar. Each result includes the investment type field (investment_type) so you can filter by asset class in your application.
Is the Medalist Rating available for individual stocks?
The /quotes/rating endpoint returns the Morningstar Medalist Rating, which is primarily assigned to funds and ETFs. For individual stocks, Morningstar uses a separate star rating system. The endpoint will return the applicable rating and report availability flags for the security type.
What financial statement periods are supported?
The /quotes/financials endpoint defaults to annual reporting (period:"A"). Pass period:"Q" for quarterly financial statements. The response includes all available periods for that reporting frequency.
How are key metrics benchmarked against industry averages?
The /quotes/key-metrics endpoint returns each metric (revenue growth, operating margin, ROE, debt-to-equity, etc.) as an object with two values: stock_value for the company and industry_average for the sub-industry average. This lets you compute relative performance without a separate benchmark lookup.
Can I use these endpoints inside Claude, Cursor, or ChatGPT?
Yes. All Morningstar endpoints are available via the Anysite MCP server and can be called directly from Claude Desktop, Claude Code, Cursor, and ChatGPT on the MCP Unlimited plan โ€” no additional setup required beyond your Anysite subscription.

Related Endpoints

Start querying Morningstar data today

Quotes, financials, ESG ratings, Medalist scores, dividend history, and valuation ratios โ€” via REST, MCP, or CLI. No Morningstar subscription required.