{"id":30532,"date":"2026-05-27T17:23:44","date_gmt":"2026-05-27T17:23:44","guid":{"rendered":"urn:uuid:cc869ae3-d4c5-4b87-bdb3-b1f8b85c2db9"},"modified":"2026-05-27T17:34:40","modified_gmt":"2026-05-27T17:34:40","slug":"why-highcharts-morningstar-connectors-make-financial-platforms-shine","status":"publish","type":"post","link":"https:\/\/www.highcharts.com\/blog\/post\/why-highcharts-morningstar-connectors-make-financial-platforms-shine\/","title":{"rendered":"Why Highcharts Morningstar Connectors make Financial Platforms shine"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

The Highcharts Morningstar data connector<\/a> 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.<\/p>\n\n\n\n

This article is a guide to what’s possible.<\/p>\n\n\n\n

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The connector library<\/strong><\/h2>\n\n\n\n

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.<\/p>\n\n\n\n

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  • Time Series<\/strong>: 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.<\/li>\n\n\n\n
  • Security Details<\/strong>: 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.<\/li>\n\n\n\n
  • Investment Screener<\/strong>: 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.<\/li>\n\n\n\n
  • Performance<\/strong>: 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.<\/li>\n\n\n\n
  • Hypothetical Performance<\/strong>: Morningstar\u2019s Hypothetical Performance connector to retrieve historical performance calculations for one or more portfolios and benchmarks, including proposed portfolio scenarios. <\/li>\n\n\n\n
  • Portfolio Risk Score<\/strong>: Morningstar\u2019s Portfolio Risk Score connector gives you a single score representing the overall risk level of a portfolio based on its holdings.  <\/li>\n<\/ul>\n\n\n\n

    All connectors follow the same secure authentication pattern. Your credentials never pass through Highcharts’ servers, and your data stays entirely within your own infrastructure.<\/p>\n\n\n\n

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    What you can build<\/strong><\/h2>\n\n\n\n

    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.<\/p>\n\n\n\n

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    An investment fund screener<\/strong><\/h3>\n\n\n\n

    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.<\/p>\n\n\n\n

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