Morningstar Connectors

With the Highcharts Connectors for the Morningstar Direct Web Services you can access finance-related information to different kinds of financial assets. This requires a Highcharts license and a Morningstar subscription.

Versions

There are two versions of the scripts, and the difference between them is the Morningstar API they use. The version with the dws suffix uses the newer API, which provides access to the Investment Details API and the Time Series API, with more to come in the future.

The standard version of the script provides access to all APIs described here: Highcharts Connectors Docs.

Requirements

• Morningstar credentials: You will need credentials to access the services. This can be either:

  • Access token from your server
  • Username and password

• Morningstar standalone for Highcharts: @highcharts/connectors-morningstar/connectors-morningstar.js or @highcharts/connectors-morningstar/connectors-morningstar-dws.js

• Morningstar connectors for Dashboards: @highcharts/connectors-morningstar or @highcharts/connectors-morningstar/dws

• Package bundler like Webpack.

Quick Start

The integration of the Morningstar connectors differs between Highcharts core products and Highcharts Dashboards.

Highcharts Quick Start

You can connect Highcharts core products with Morningstar by using connectors-morningstar.js or connectors-morningstar-dws.js in the connectors-morningstar bundle. You have to manually create the connector and assign the resulting table to your series options.

Highcharts Dashboards Quick Start

For Highcharts Dashboards you just need to load the connectors-morningstar or connectors-morningstar/dws bundle, which will register all connectors to the Dashboards registry. All Morningstar connectors are then available in the data pool as other connector types.

Available Connectors

• Goal Analysis
• RNANews
• Risk Score
• TimeSeries
• X-Ray
• Screener
• Security Details
• Security Compare
• Performance
• Hypo Performance
• DWS Connector

Morningstar Regions

By default the region of the Morningstar API defaults to the nearest region of the Morningstar Direct Web Services based on the browser localization settings. If you would like to change the region that is used for data fetching from the API, you can define the url by setting the api.url property to Morningstar compatible URL.

Example:

const connector = new HighchartsConnectors.Morningstar.SecurityDetailsConnector({
      api: {
          url: 'https://www.us-api.morningstar.com/',
          access: {
              token: 'your_access_token'
          }
      },
      converters: ['PortfolioHoldings'],
      security: {
          id: 'F0GBR052QA',
          idType: 'MSID'
      },
  });

Architecture

This is a visualization of the Highcharts Morningstar Data Connector: