Morningstar

• New householdNew household after the first complete scan. Existing records form the initial baseline; polling resumes after a restart. Scans exceeding 4,000 records stop without advancing the saved place.

• Search securitiesGet securities
• Get securitiesGet securities data
• Query securitiesCreate securities data
• Get annuity benefitsGet benefits data for variable annuity subaccounts
• Screen securitiesGet securites and associated data points
• Query securities screenerCreate security and associated data points
• List householdsGet household IDs
• Get household profilesGet household profiles
• Get portfolio profilesGet household accounts
• Get portfolio holdingsGet holdings for a portfolio
• Get household's member listGet household's member list
• Get member profileGet member profile
• Get client profileGet client profile
• Get Institution Client profileGet Institution Client profile
• Get flow modelsGet flow models
• Get category forecasts for a flow modelGet category forecasts for a flow model
• Get a category forecast for a flow modelGet a category forecast for a flow model
• Get flow model factorsGet flow model factors
• Get premia data for a flow modelGet premia data for a flow model
• Get closure probability forecast for a fundGet closure probability forecast for a fund
• Get exposures for a share classGet exposures for a share class
• Get growth forecast for a share classGet growth forecast for a share class
• Get all risk modelsGet all risk models
• Get risk model factorsGet risk model factors
• Get risk exposures for investment(s)Get risk exposures for investment(s)

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