Morningstar is one of the most trusted names in investment research. Portfolio tools, screeners, robo-advisors, ESG reporting platforms, and financial content products all rely on the kind of institutional-quality data Morningstar provides. The Morningstar API on RapidAPI gives you that data in a developer-friendly format without negotiating a direct enterprise data contract.
What the Morningstar API covers
Real-time quotes - current price, volume, day range (open, high, low, close), 52-week range, and market cap for equities, ETFs, and mutual funds. Updated to reflect exchange-reported prices on the standard delay basis for each exchange.
Financial statements - standardised income statements, balance sheets, and cash flow statements. Quarterly and annual data, typically 5+ years of history. All statements use Morningstar’s standardised taxonomy, meaning the same field names apply consistently across companies and sectors.
ESG Risk Ratings - Morningstar/Sustainalytics ESG risk scores per security and fund. Includes total ESG risk score, E/S/G component scores, controversy level, and controversy events. This is increasingly required data for institutional portfolio compliance and for any retail product with a sustainability filter.
ETF and fund data - holdings, expense ratios, Morningstar category classification, star rating (1-5), risk-adjusted return metrics, and top-10 holdings.
Valuation metrics - P/E ratio, price-to-book, price-to-sales, EV/EBITDA, and other standard multiples. Both trailing and forward metrics where available.
Earnings transcripts - text of quarterly earnings call transcripts. Useful for NLP-based products that extract sentiment, guidance language, or analyst question patterns from earnings calls.
Ownership data - institutional holder list with share counts, percentage of float held, and quarter-over-quarter change in position.
Dividend history - dividend amounts, ex-dividend dates, and payment dates per security. Useful for income-focused screeners and dividend tracking apps.
Building an ESG screener
async function screenByESG(tickers, maxRisk = 25) {
const results = await Promise.all(
tickers.map(async (ticker) => {
const res = await fetch(
`https://morningstar13.p.rapidapi.com/esg?ticker=${ticker}`,
{
headers: {
'X-RapidAPI-Key': process.env.RAPIDAPI_KEY,
'X-RapidAPI-Host': 'morningstar13.p.rapidapi.com',
},
}
);
const esg = await res.json();
return { ticker, esgRisk: esg.totalEsgRiskScore, level: esg.esgRiskLevel };
})
);
return results.filter(r => r.esgRisk <= maxRisk);
}
// Returns only securities with ESG risk score at or below threshold
// Morningstar ESG scale: <10 negligible, 10-20 low, 20-30 medium, 30-40 high, >40 severeFor a fund or portfolio-level ESG score, weight the individual security scores by their portfolio weight.
Use cases
Investment screener - filter equities or ETFs by fundamental metrics (P/E range, minimum revenue growth, debt cap), ESG score threshold, Morningstar category, and star rating. The API provides the data; your product handles the screening logic.
Portfolio analytics tool - given a list of positions, pull quotes, sector data, and ESG scores to show portfolio composition, performance attribution, and sustainability metrics. Users increasingly expect both financial and ESG views in one product.
ESG reporting - pull ESG risk scores for a set of holdings and produce a portfolio sustainability report. The controversy event data (from ESG response) is useful for governance-focused reporting.
Robo-advisor data layer - fund selection rules in a robo-advisor typically depend on expense ratio, Morningstar category, star rating, and asset class. The API covers all of these.
Financial content enrichment - enrich investment content with live data. An article about a stock that shows current price, P/E, and ESG score pulled at read time is more useful than static numbers that were accurate when the article was written.
Dividend tracking - build an income calendar that shows upcoming ex-dividend dates and payment amounts for a user’s portfolio. The dividend history endpoint provides the input data.
Earnings analysis - combine earnings transcript text (NLP-processed for sentiment and guidance tone) with financial statement changes to build earnings-season analysis tools.
Data freshness and coverage
Real-time quotes reflect exchange-reported prices. Financial statements and ESG scores are updated when Morningstar’s underlying data is refreshed - typically after earnings releases for quarterly statements and at regular intervals for ESG scores.
Coverage is strongest for US-listed securities (NYSE, NASDAQ) and major international exchanges. Emerging market and small-cap coverage is thinner.