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.

Unique Client Experience

Power your mobile apps, websites, and digital experiences with our APIs to show your impact and strengthen client relationships.

Trusted Investment Research

Gain actionable insights across investment types including funds, ETFs, stocks, fixed income, and indexes.

Thorough Portfolio Analysis

Help clients evaluate and compare portfolios and the probability of meeting financial goals based on asset allocation, expected return, and risk per asset type.

Improved Workflow

Get to market faster and meet your goals while minimizing technology costs and data management by integrating Morningstar’s highly performing, scalable, and configurable APIs.

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.

Investment Research

Screener

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

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Investment Research

Investment Details

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

Portfolio Analysis

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

Portfolio Analysis

Portfolio Optimizer

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

Artificial Intelligence

AI Agents

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

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 Direct AI Solutions from Morningstar.