MS Finance

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MS Finance API - get "Stock Style"

Rapid account: Captainrx
captainrx
10ヶ月前

Hi,
For MS Finance API, Any chance you can make an API call to get “Stock Style” for ETF/Funds… It’s the Weighted box where Small/Medium/Large and Value/Blend/Growth display. I see you have this data for the Bond “Income Style” but not the Equity “Stock Style”. Thanks!!

Rapid account: Captainrx
captainrx Commented 7ヶ月前

Thanks for making the update, works great and is exactly what I need!

Rapid account: Apidojo
apidojo Commented 7ヶ月前

Hello everyone,

You receive this notification as you have subscribed to our MS Finance API. We have released lots of new endpoints which are :

…/{type}/portfolio/get-stock-style
…/{type}/portfolio/get-stock-style-weight
…/{type}/portfolio/get-measures
…/{type}/portfolio/get-market-cap
…/{type}/portfolio/get-factor-profile
…/{type}/portfolio/get-financial-metrics
…/{type}/portfolio/get-region-exposure
…/{type}/portfolio/get-country-exposure

You may have a look at the Endpoints tab for more details.

Regards.

Rapid account: Apidojo
apidojo Commented 10ヶ月前

Hello,

I have forwarded your request to the IT team for review. You will receive notification if there is any new endpoint released in the future.

Regards.

Rapid account: Captainrx
captainrx Commented 10ヶ月前

Great thank you!
Couple ways to get to it. Here is example for fund “VXF”.
Fund: VXF
PerformanceID: 0P00002DB2
SecurityID: FEUSA00037

  1. https://www.morningstar.com/etfs/ARCX/VXF/quote
    Under portfolio tab you will find the “Stock Style” section. Click the “Weight” button and it will display the box.
    image1

  2. https://investor.morningstar.com/quotes/0P00002DB2
    From this page, scroll down about halfway to the “Portfolio” section, you’ll see the “Stock Style”. Click “Weight” button to display the box.
    image2

    Thanks

Rapid account: Apidojo
apidojo Commented 10ヶ月前

Hello,

Please share with me some links and screenshots with the data circled so I know exactly what you are asking for.

Regards.

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