# Morningstar — Wrapped API

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>
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> |---|---|---|---|
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> | Beta | beta.paywithlocus.com | api.beta.paywithlocus.com | docs.paywithlocus.com |
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> Get comprehensive financial data including stock quotes, company profiles, historical financials, valuation metrics, ownership details, dividends, and market movers from Morningstar. Search securities and access the latest stock news to make informed investment decisions.

**Category:** Finance & Markets | **Website:** [morningstar.com/](https://morningstar.com/) | **Docs:** [parse.bot/marketplace/5e7bee19-df96-4e37-b013-6a31dc48fee5/morningstar-com-api](https://parse.bot/marketplace/5e7bee19-df96-4e37-b013-6a31dc48fee5/morningstar-com-api)

Pay-per-use API proxy. Each call is automatically billed to your wallet in USDC.

## Access

**Base URL:** `https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/`
**Auth:** `Authorization: Bearer <LOCUS_API_KEY>`

## Endpoints

### get_balance_sheet

Get historical balance sheet data with annual figures. Returns hierarchical items including total assets, liabilities, and equity across multiple fiscal years.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_balance_sheet \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_cash_flow_statement

Get historical cash flow statement data with annual figures. Returns hierarchical items including operating, investing, and financing cash flows across multiple fiscal years.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_cash_flow_statement \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_company_profile

Get company profile including name, ticker, exchange, country, investment type, and Morningstar rating data (star rating, medalist rating).

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_company_profile \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_dividends_and_splits

Get historical dividends and splits data including dividend per share, yield, payout ratio, buyback yield, and detailed ex-dividend date history.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_dividends_and_splits \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_income_statement

Get historical income statement data with annual figures. Returns hierarchical financial line items (revenue, gross profit, operating income, net income, EPS) across multiple fiscal years. Free-tier data shows structure with values masked.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_income_statement \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_market_movers

Get current market gainers, losers, and most active stocks. Each entry includes real-time price data, percentage change, volume, and market cap.

**Estimated cost:** Metered

_No parameters required._

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_market_movers \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{}'
```

### get_ownership

Get institutional ownership data showing top mutual fund and ETF holders of a security, including share counts, percentage of shares held, and change trends.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_ownership \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_stock_news

Get recent news articles and analysis related to a stock. Returns Morningstar content including analyst reports and market commentary with title, author, date, and URL.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `exchange` | string | Yes | Exchange code (e.g. XNAS for Nasdaq, XNYS for NYSE) |
| `ticker` | string | Yes | Stock ticker symbol (e.g. AAPL, MSFT, TSLA) |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_stock_news \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"exchange":"<string>","ticker":"<string>"}'
```

### get_stock_quote

Get realtime quote for a security including last price, net change, volume, market cap, bid/ask prices, and 52-week high/low. Response data is keyed by the performance_id.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY for Apple). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_stock_quote \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### get_valuation_metrics

Get historical valuation multiples including Price/Sales, Price/Earnings, Price/Cash Flow, Price/Book, Enterprise Value ratios, and PEG ratio across multiple calendar years. Returns both Collapsed (basic) and Expanded (advanced) views.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `performance_id` | string | Yes | Morningstar performance ID (e.g. 0P000000GY). Obtain from search_securities results. |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/get_valuation_metrics \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"performance_id":"<string>"}'
```

### search_securities

Full-text search for financial instruments by name or ticker symbol. Returns matching securities (stocks, funds, ETFs) with their Morningstar performance IDs, and related news/article content. Use the performanceID from results to call other endpoints.

**Estimated cost:** Metered

| Field | Type | Required | Description |
|-------|------|----------|-------------|
| `query` | string | Yes | Search keyword such as a company name or ticker symbol (e.g. Apple, AAPL, MSFT) |

```bash
curl -X POST https://api.paywithlocus.com/api/wrapped/parse-morningstar-com-api-5e7bee19/search_securities \
  -H "Authorization: Bearer YOUR_LOCUS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"query":"<string>"}'
```