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To use the Morningstar Excel Add-In, users must enter their Morningstar Direct login credentials. To login, do the following: 1. Under the Morningstar tab, click Profile Direct. The Morningstar Add-In login dialog box opens. Once installed, the Morningstar Add-In capabilities can be accessed from this tab. Select this option to access. Morningstar Direct. If you save an investment list, search criteria, or aggregate while in the Research module, it will be stored it the Workspace. The Workspace also allows you to create every type of file from scratch, and it is where you can share files with other users in your company. Product Layout Morningstar DirectSM Overview 5. We're sorry but Morningstar Direct Cloud doesn't work properly without JavaScript enabled. Please enable it to continue. Login Morningstar - Independent Investment. Morningstar Direct Morningstar Office Morningstar Advisor Workstation Morningstar Data. Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.

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Released:

Morningstar API Client

Project description

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

Setup

Install as a dependency using pip:

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

0.2.1

0.2.0

0.0.1

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