Investment Screener

Using Morningstar Investment Screener endpoint allows you to filter Morningstar’s database of global investments using hundreds of data points including Morningstar proprietary data.

How to use Investment Screener

Data can be filtered on any data point which is comprehensively covered by Morningstar, including proprietary data such as:

Morningstar Sustainability Ratings
Analyst Rating
Fair Value
Style Box
With the solution, you can develop a sophisticated screening tool offering dozens of filters for advanced users.

You can also use it to power predefined screeners for common investment research interests such as Top Fixed Income Funds, Top Rated US Bond Index Funds, Sustainable Investments, and so on.

For more details, see Morningstar’s Investment Screener API .

This connector is designed to be interacted with using external buttons, that might filter data on the backend, provide pagination as well as sorting.

Here is an example of how to use the Investment Screener connector:


const screenerConnector = new HighchartsConnectors.Morningstar.InvestmentScreenerConnector({
    page: 1,
    pageSize: 20,
    languageId: 'en-GB',
    currencyId: 'USD',
    filters: [
        {
            dataPointId: 'StarRatingM255',
            comparatorCode: 'IN',
            value: 5
        }
    ],
    securityDataPoints: [
        'secId',
        'tenforeId',
        'name',
        'closePrice',
        'ongoingCharge',
        'initialPurchase',
        'maxFrontEndLoad',
        'analystRatingScale',
        'average12MonthCarbonRiskScore',
        'investmentType',
        'holdingTypeId',
        'universe'
    ],
    universeIds: ['FOALL$$ALL'],
    postman: {
        environmentJSON: postmanJSON
    }
});

For details see Morningstar’s Investment Screener API .