Morningstar is the most trusted name in financial data. Millions of investors, advisors, and institutions rely on it every day to research funds, analyze portfolios, and make investment decisions.
But getting Morningstar data into a financial platform has traditionally meant significant engineering work involving API contracts, custom authentication, data mapping, and ongoing maintenance. Most teams either underestimate the effort or simply don’t go there at all, settling for less reliable data sources or skipping data-rich features entirely.
The Highcharts Morningstar data connector changes that equation. Our suite of pre-built connectors handle authentication, data mapping, and API integration automatically, so your product team can focus on building the user experience, not the plumbing.
This article is a guide to what’s possible.
The connector library
The Highcharts Morningstar connector library gives you access to Morningstar’s most valuable data types through a consistent, secure connection. Each connector handles a different category of financial data.
- Time Series: The Morningstar Time Series connector handles historical price data, OHLCV, growth, cumulative return, rolling return, rating history, and dividend data for any security identified by ISIN, CUSIP, ticker, or Morningstar ID.
- Security Details: Use the Morningstar Security Details connector to retrieve operational, performance, ESG, risk, and fees data for individual securities, including Morningstar research and ratings. Everything you need for a complete fund profile.
- Investment Screener: The Investment Screener connector gives you access to Morningstar’s full investment universe. Filter across dozens of data points including asset class, rating, risk score, returns, fees, sustainability, and category.
- Performance: Use the Morningstar Performance connector to present trailing returns, calendar year returns, best and worst time periods, and risk metrics including Sharpe ratio and standard deviation for a defined portfolio of holdings.
- Hypothetical Performance: Morningstar’s Hypothetical Performance connector to retrieve historical performance calculations for one or more portfolios and benchmarks, including proposed portfolio scenarios.
- Portfolio Risk Score: Morningstar’s Portfolio Risk Score connector gives you a single score representing the overall risk level of a portfolio based on its holdings.
All connectors follow the same secure authentication pattern. Your credentials never pass through Highcharts’ servers, and your data stays entirely within your own infrastructure.
What you can build
The Morningstar connector library supports a wide range of financial product experiences. Here are four of the most common, production-ready use cases built on the connectors above.
An investment fund screener
A searchable, filterable interface that lets users explore Morningstar’s full investment universe of 65,000+ funds across asset class, rating, risk, returns, fees, sustainability, and more. Built on the Investment Screener connector.
A fund profile page
A complete single-fund research view showing sector breakdown, trailing returns, stock style, asset allocation, top holdings, and regional exposure, all built on the Security Details connector, with the Performance Trends chart powered by the Time Series connector.
Interactive stock and fund charts
The Time Series connector supports a wide range of chart types for financial platforms. Use it to build historical price charts with zoom, pan, and range selector controls. Switch to OHLCV data for candlestick and OHLC charts suited to technical analysis. Or pull growth, cumulative return, and dividend data to show investors how a fund has performed over time. All of it renders as interactive Highcharts Stock charts, with navigators, range selectors, and 40+ built-in technical indicators available out of the box.
A portfolio analysis dashboard
A complete advisory tool showing hypothetical portfolio growth, historical stress test performance, risk versus return analysis, asset allocation comparison, and underlying holdings. Built on the Performance, Hypothetical Performance, and Portfolio Risk Score connectors.
How the connectors work
All Morningstar data connectors follow the same secure authentication pattern. Each handles authentication, data mapping, and API integration automatically. Just configure your Morningstar credentials once, and the data flows directly into your front-end layer, structured, reliable, and ready to visualize.
Since your data never passes through Highcharts’ servers, security, privacy, and regulatory compliance stay entirely within your infrastructure.For more technical information, see our Morningstar data connector documentation.
Getting started
You don’t have to build all of this at once. Most teams start with one connector and have it running with real Morningstar data in days, then layer in additional connectors as their platform evolves.
To get started with the Morningstar connector library, you’ll need a Highcharts Partner Data License and a Morningstar Direct Web Services account.
The Partner Data License includes all connectors, Highcharts Stock and Dashboards for one SaaS or web app, unlimited developer seats, and Advantage Plus support, including a dedicated Support Engineer who will guide you through implementation.
Have questions about your specific use case or want to see the connector in action? Reach out to our team to get started.
Highcharts has been trusted by financial institutions for 15 years, including 80% of Fortune 100 companies. The Morningstar partnership is built on that same foundation of reliability, security, and dedicated support.
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