Investment Details Connector

The HighchartsConnectors.MorningstarDWS.InvestmentsConnector provides access to Morningstar's Investment Details API (the newer DWS API). A single connector instance can request multiple converters at once. Each converter populates one or more named data tables that you bind to your Highcharts series.

Requirements

Using the Morningstar Connectors requires an active Highcharts license and a Morningstar subscription, plus Morningstar Direct Web Services credentials - either an access token from your server or a username and password. See the Morningstar Connectors overview for licensing and credential details.

Setup

Load the DWS bundle alongside Highcharts. As an ES module:

import Highcharts from 'highcharts';
import '@highcharts/connectors-morningstar/dws';

Or as a UMD script from the CDN:

<script src="https://code.highcharts.com/highcharts.js"></script>
<script src="https://code.highcharts.com/connectors/morningstar/connectors-morningstar-dws.js"></script>

How to use the Investments Connector

The InvestmentsConnector allows you to select multiple converters simultaneously. Each converter is selected by name under the converters option, and each data table is retrieved with connector.getTable('<TableName>').

new HighchartsConnectors.MorningstarDWS.InvestmentsConnector({
    api: {
        access: {
            token: 'your_access_token'
        }
    },
    security: {
        id: '0P00000FIA'
    },
    converters: {
        // Chosen converters
    }
});

Available data converters

Below are the currently implemented data converters, each documented on its own page, with more planned for the future.

• Asset Allocation Breakdown - the security's asset-allocation breakdown (general, Canadian, and underlying-instrument views).
• Country and Regional Exposure Breakdown - exposure broken down by region and country, for equity, fixed income, and revenue.
• Equity Aggregates Residual Risk and Return Sensitivity - aggregate equity residual-risk statistics (Alpha, Beta, and their company counts, including non-dividend variants).
• Equity Residual Risk and Return Sensitivity - equity residual-risk statistics (Alpha, Beta, RSquare, including non-dividend variants) at daily and monthly granularity.
• Equity Sectors Breakdown - equity sector exposure at super-sector, sector, and industry levels.
• Equity Style Box - the Morningstar equity style box: the current style/size grid and its historical time series.
• Fixed Income Sectors Breakdown - fixed-income sector exposure across super/primary/secondary sectors, their breakdown (Brk) variants, and per-region tables.
• Prospectus Fees - prospectus fee and expense data for the security.

Relevant demos

Examples of using the Investment Details Connector are available in our demos:

• Highcharts Core + Morningstar Asset Allocation Breakdown
• Highcharts Core + Morningstar Asset Allocation Breakdown (Pre-fetched JSON)
• Highcharts Core + Morningstar Country and Region Exposure
• Highcharts Core + Morningstar Equity Aggregates Residual Risk
• Highcharts Core + Morningstar Equity Residual Risk
• Highcharts Core + Morningstar Equity Sectors Breakdown
• Highcharts Core + Morningstar Equity Style Box
• Highcharts Core + Morningstar Equity Style Box Time Series
• Highcharts Core + Morningstar Fixed Income Region Sectors Breakdown
• Highcharts Core + Morningstar Fixed Income Sectors Breakdown
• Highcharts Dashboards Grid + Morningstar Prospectus Fees

Morningstar API Reference

For more details, see Morningstar’s Investment Details API.