How to Request Fundamentals

How to request Fundamental data

  • Go to your IPF or Morningstar website

  • Find a symbol or event (ShareID)

  • Figure out if a symbol is in a US, EU or Asian region

  • Choose a type of corporate action

  • Make a request via web service or Java API

Please try demo access to fundamentals.

The data is delivered either in visual tables or in JSON formats. Web service interface:

msget1
  1. An instrument input line. A symbol can be entered either in common format or Morningstar format (ShareID). This field is case-sensitive.

  2. Data tables. You can select the required data tables to be listed. Multiple selections are allowed.

  3. Time range. It frames a time range in the scope of which data will be filtered.

  4. Data output. The results are sorted from the earliest to the latest.

Info

Only IBM, AAPL, MSFT, GOOG, XOM symbols are available.

Corporate Calendars Event Types

Every corporate action has its own code.

Event Type number

Event

1

General Meeting

3

Annual Meeting

4

Investor day/meeting, stockholder meeting

5

Conference call

6

Declaration of quarterly cash dividend

7

First quarter sales report

8

Second quarter sales report

9

Third quarter sales

10

Fourth quarter sales/earnings

Examples

JSON format

Request arguments

Argument

Value

Description

Required

json

1

Return data in the json-format

Optional, without it will return web-page

indent

1

Return pretty formatted data

Optional, without it will return web-page

tables

String

Return data from particular table

Optional, without it will return ShareClass

ids

String

Return data for particular symbol set

Optional, without it will return web-page

Tables and IDs may be used with commas. To find a table, you have to check the actual name in web service.

Use the provided credentials to check mesh tests:

Note

Separate all of them by a comma if you need to request several symbols or IDs,