Morningstar Direct

Many of our products, including Morningstar ® Data, Morningstar Direct, PitchBook, and Morningstar ® Advisor Workstation, are sold through license agreements. Our license agreements typically range from one to three years. Some of our other offerings, such as our Premium service on Morningstar.com ®, are sold via subscriptions.

Morningstar Direct Product Support

For the Fastest response and resolution, we invite you to call us.

  • Morningstar also has a partnership with ByAllAccounts to assist with client data integration. Peer Group Returns-Based Analysis (Performance Reporting) 1. To begin analyzing your clients’ accounts, there are many tools in Morningstar Direct that are used in addition to Portfolio Analysis.
  • Morningstar Direct Product Support. For the Fastest response and resolution, we invite you to call us. Our global support numbers are below. We are happy to serve you.
  • Our global support numbers are below.

We are happy to serve you.

Australia

1800 577 420

Austria

+49 (0) 69 271 377 136

Belgium - Dutch

+31 (0) 20 311 9092

Belgium - French

+33 (0) 1 55 50 13 17

Canada

+1 866 229 0216

China

+86 755 3311 0088

France

+33 (0) 1 55 50 13 17

Germany

+49 (0) 69 271 377 136

Hong Kong

+852 2973 4612

India

+91 022 6121 7188

Italy

+39 02 3030 1297

Japan

+81 3 5511 7580

Korea

+82 2 3771 0726

Latin America

+34 91 702 25 90

Luxembourg – Dutch

+31 (0) 20 311 9092

Luxembourg – French

+33 (0) 1 55 50 13 17

Netherlands

+31 (0) 20 311 9092

New Zealand

0800 244 420

Singapore

+65 6340 1299

South Africa

+27 21 201 4646

Spain

+34 91 793 3389

Sweden

+46 (0) 8 562 72 990

Switzerland – French

+33 (0) 1 55 50 13 17

Switzerland – German

+41 (0) 43 222 46 62

Taiwan

+886 2 8101 0666

Thailand

+662 251 9730 ext 15

United Kingdom

+44 20 3107 0020

United States

+1 866 229 0216

Alternatively, if sending an email, please include as much information as possible.

  • Include any screenshots or product output when applicable.
  • If a trial user, please contact your sales director.
Latest version

Released:

Morningstar API Client

Project description

This project provides a client to the Morningsar Web Services endpoints.

Setup

Install as a dependency using pip:

Morningstar Direct Pdf

Morningstar direct login

or install from source:

Once installed, a configuration file (config-morningstar.yml or .config-morningstar.yml) is required within your home folder (~). The content can be derived from config-morningstar.yml.dist:

Usage

The most recommended way to use this module is to instantiate MorningstarClient directly, and if necessary extend funcationality using inheritance: class MyMorningstarClient(MorningstarClient).

Alternatively, the underlying provider can be accessed using the client instance and therefore provides the full scope of the Morningstar web service API:

Release historyRelease notifications | RSS feed

0.3.1

0.3.0

0.2.3

0.2.2

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0.2.1

0.2.0

0.0.1

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