Skip to content

Instantly share code, notes, and snippets.

@jimmysitu
Last active November 5, 2023 09:54
Show Gist options
  • Star 33 You must be signed in to star a gist
  • Fork 14 You must be signed in to fork a gist
  • Save jimmysitu/161d2effc0d3b17e401fdafa6e5b615d to your computer and use it in GitHub Desktop.
Save jimmysitu/161d2effc0d3b17e401fdafa6e5b615d to your computer and use it in GitHub Desktop.
morningstar.com API

morningstar.com API

  • Get key ratio, return csv format file
http://financials.morningstar.com/ajax/exportKR2CSV.html?t=<market>:<stock>

Market

  • XHKG: Hong Kong Stock Exchange
  • XASE: American Stock Exchange
  • XNAS: Nasdaq Stock Exchange
  • XNYS: New York Stock Exchange
  • XSHE: ShenZhen Stock Exchange
  • XSHG: Shanghai Stock Exchange

Example, get Tencent Holdings Ltd from HongKong market. http://financials.morningstar.com/ajax/exportKR2CSV.html?t=XHKG:000700

  • Get financial statment, return csv format file
http://financials.morningstar.com/ajax/ReportProcess4CSV.html?t=<market>:<stock>&reportType=<is|cf|bs>&period=<12|3>&dataType=<A|R>&order=<asc|desc>&denominatorView=<raw|percentage|decimal>&columnYear=5&number=3
  • reportType: is = Income Statement, cf = Cash Flow, bs = Balance Sheet
  • period: 12 for annual reporting, 3 for quarterly reporting
  • dataType: this doesn't seem to change and is always A
  • order: asc or desc (ascending or descending)
  • columnYear: 5 or 10 are the only two values supported, 10 years report need register
  • number: The units of the response data. 1 = None 2 = Thousands 3 = Millions 4 = Billions
  • Get price ratio, return html

Get price ratio history

http://financials.morningstar.com/valuate/valuation-history.action?&t=<market>:<stock>&type=price-earnings

Get current price ratio

http://financials.morningstar.com/valuate/current-valuation-list.action?&t=<market>:<stock>

Get forward price ratio

http://financials.morningstar.com/valuate/forward-valuation-list.action?&t=<market>:<stock>
  • Get history price, return json format data
http://globalquote.morningstar.com/globalcomponent/RealtimeHistoricalStockData.ashx?ticker=<maarket>:<stock>&showVol=true&dtype=his&f=d&range=<startDate>|<endDate>
  • f: m = month, d = day
  • startData, endData: YYYY-M-D
@urbanskalar
Copy link

urbanskalar commented Feb 12, 2023

Hey! I'm not sure where your problem is and I haven't used this for a while now so I wouldn't know. Maybe Morningstar changed something and it's not working anymore. If it helps, below is a link to the repository where I implemented all of the API calls I found avaliable at the time. You can play with those to see if something doesn't work anymore. Last time I tried all of them worked.

https://github.com/urbanskalar/Morningstar-API

@jimmysitu
Copy link
Author

Hi, All

This gist is out of date and not working anymore. For those want to grab finance data from morningstar.com,
please try the new project msfinance

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment