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Direct Web Services

Enhance your digital experiences with world-class portfolio analytics, AI-powered insights, and investment research APIs.
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An illustration of a fund performance module and a portfolio risk score module in Direct Web Services.

Modernize your digital platforms with Direct Web Services investment data, research, and analytics APIs. Easily integrate Morningstar’s data and research directly into your web applications to enhance your services and save time and cost, so you can focus on growing your business.

Explore our API capabilities 

Whether you're assessing risk, analyzing performance to sharpen investment strategies, or creating side-by-side comparisons to help investors understand their portfolios, our Investment Research and Portfolio Analysis APIs enable you to search, sort, and analyze over 300,000 investments.

Morningstar’s screener tool analyzing a fund, highlighting metrics including the last close price, yield, ongoing charge, and Morningstar Rating. 
Investment Research

Screener

Filter thousands of investments to quickly find those that best match your search criteria.

Morningstar’s investment data, including key information such as category, holdings, annual return, and Morningstar Rating.
Investment Research

Investment Details

Use investment data for a specified set of securities to build single-investment profiles and compare investments.

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Portfolio Analysis

Portfolio Analysis

Analyze the underlying holdings of each fund in a portfolio to help make decisions about adding, dropping, or reallocating investments.

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Portfolio Analysis

Portfolio Optimizer

Create an optimal portfolio that will best align with an investor’s asset allocation and risk tolerance.

An AI Agent, part of Morningstar’s AI investment tools, analyzing AI stocks using Morningstar data.
Artificial Intelligence

AI Agents

Discover emerging trends, optimize investment strategies, and identify risks and opportunities with AI.

The AI Insights capability, part of Morningstar’s AI investment tools, analyzing and generating insights into three portfolios.
Artificial Intelligence

AI Insights

Get accurate and actionable AI-powered investment insights and quickly analyze portfolios and watchlists with the latest research and data.

Streamline your research process with AI

Synthesize hundreds of thousands of reports written by Morningstar’s analysts, get trusted and actionable AI-powered insights, and integrate your own proprietary content. 

Build generative AI applications with Morningstar AI Solutions. 

A user instructing the Direct AI Agents, part of Morningstar’s AI investment tools, to analyze major AI stocks using Morningstar data.

Morningstar AI Solutions

Use artificial intelligence to get the information you want, faster than ever, in the formats you need. The future of investing starts here. 

An illustration of an asset allocation module in the Portfolio Analysis API.

Developer Resources

Explore our API capabilities to power your applications with Morningstar data, research, and reports.

Watch to learn more about Direct Web Services

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