openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Data Points API
  description: 'Use the `oauth` endpoint to generate the secure, time-limited JSON Web Tokens (JWTs) used to authorize access to APIs and components.</br></br>

    To request a token, click Authorize and enter the following credentials:


    * Username - Your Client ID.

    * Password - Your Client Secret.'
servers:
- url: https://www.us-api.morningstar.com/token
  description: PROD US
- url: https://www.emea-api.morningstar.com/token
  description: PROD EMEA
- url: https://www.apac-api.morningstar.com/token
  description: PROD APAC
security:
- BasicAuth: []
tags:
- name: Data Points
paths:
  /direct-web-services/v1/investment-list/data-points:
    get:
      summary: List available data points.
      responses:
        '200':
          $ref: '#/components/responses/ResponseGetDataPoints'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OutputErrorDetails'
        '403':
          description: Forbidden
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OutputErrorDetails'
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OutputErrorDetails'
      operationId: listInvestmentListDataPoints
      tags:
      - Data Points
  /direct-web-services/v1/screeners/equities/data-points:
    get:
      operationId: listEquityDataPoints
      tags:
      - Data Points
      summary: List all equity data points.
      description: Returns the list of equity data points supported for screener queries. Metadata returned for each entry includes the operators supported.
      responses:
        '200':
          $ref: '#/components/responses/ResponseDataPoints'
  /direct-web-services/v1/screeners/managed-investments/data-points:
    get:
      operationId: listManagedInvestmentDataPoints
      tags:
      - Data Points
      summary: List all managed investment data points.
      description: Returns the list of managed investment data points supported for screener queries. Metadata returned for each entry includes the operators supported.
      responses:
        '200':
          $ref: '#/components/responses/ResponseDataPoints_2'
components:
  examples:
    ResponseDataPointsExample1:
      summary: Managed Investments Data Points
      value:
        datapoints:
        - type: decimal
          name: annualReturnsHistorical.annualNetRet2021
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: true
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: riskStatistics.trackingError10YrMoEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: true
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: esgFundLevelProductInvolvement.productInvolvementPercPesticides
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: 529CollegeInvestmentPackage.minAdditionalPurchaseResidentUsd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: riskStatistics.treynorRatio15YrQtrEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: true
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: int
          name: investmentBasicDetails.currencyHedgeAttributionJita
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: int
          name: feeLevelRanks.morningstarFeeLevelBroad
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: string
          name: equityPortfolioStatistics.numberOfHoldings
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: gicsIndustryAndSubindustry.gicsGasUtilitiesPercLongRescaled
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: rg97FeeComponents.investmentManagementFeeProspective
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: int
          name: performanceRanks.retPercRankCat3MoMoEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: int
          name: policyFees.rollingSurrender
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: morningstarRatingMostRecent.morningstarReturn5Yr
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: string
          name: investmentBasicDetails.primaryProspectusBenchmarkId
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: mifidCostData.transactionCostsActualUk
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: string
          name: investmentBasicDetails.prospectusObjective
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
        - type: decimal
          name: riskStatistics.arithmeticMean5YrMoEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: true
          isLanguageDependent: false
          isSortable: false
          fuzzy: false
    ResponseGetDataPointsExample1:
      summary: Data Point Metadata
      value:
      - type: string
        name: shareClassInformation.symbol
      - type: string
        name: shareClassInformation.tradingCurrency
      - type: string
        name: instrumentIdentifiers.vendorTickerSymbol
      - type: string
        name: instrumentIdentifiers.performanceId
        alias: performanceId
      - type: string
        name: instrumentIdentifiers.isin
      - type: string
        name: instrumentIdentifiers.exchangeTickerSymbol
      - type: string
        name: instrumentIdentifiers.localCode
      - type: string
        name: reference.assetType
      - type: string
        name: reference.currency
      - type: string
        name: reference.instrumentDescription
      - type: string
        name: reference.countryCode
      - type: string
        name: reference.operatingMic
      - type: string
        name: reference.segmentMic
      - type: string
        name: reference.countryName
    DataPointsResponseExample1:
      summary: Equities Data Points
      value:
        dataPoints:
        - type: decimal
          name: esgCompanyLevel2DataCarbonEmissions.carbonIntensity
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: factorProfile.emergingAsiaPacificFactorMultiAssetModel
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: bool
          name: esgCompanyLevelDataSfdrPAI.activitiesCausingLandDegradationDesertificationOrSoilSealingSfdr
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: indexLevelsPrice.closeAsMovingAvg200DayMoEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: shortInterest.percentageChanged
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: int
          name: companyInformation.sic
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: esgCompanyLevel1DataLowCarbonTransitionRating.lowCarbonTransitionVarValueAtRiskIprFpsOverallRisk2050Usd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: int
          name: esgCompanyLevelDataSfdrPAI.breachOfUnGlobalCompactPrinciplesAndOecdGuidelinesForMultinationalEnterprisesSfdrYearOfReference
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: esgCompanyLevel2DataImpactMetricsSDGsAndThemes.sdg3PercOfRevenue
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: monthlyStandardDeviation.arithmeticMean24Month
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.energyConsumptionIntensityWholesaleAndRetailTradeAndRepairOfMotorVehiclesAndMotorcyclesSfdrResearchStatus
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: dividendResidualRiskAndReturnSensitivity.beta24Month
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.lackOfAntiCorruptionAndAntiBriberyPolicySfdrResearchStatus
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: pricesMostRecent.avgVolumeInMil5YrQtrEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.lackOfHumanRightsPolicySfdrResearchStatus
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.icRuleOfLawScoreSfdrSourceType
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: shareClassInformation.symbol
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: factorProfile.styleFactorMultiAssetModel
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: int
          name: esgCompanyLevelDataSfdrPAI.icPoliticalStabilityScoreSfdrYearOfReference
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.carbonEmissionsIntensitySfdrSourceType
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: int
          name: shareClassInformation.investmentStatus
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: pricesMostRecent.avgVolumeInMil10YrMoEnd
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: earningReport.commonDividendPerShareValueFY
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: int
          name: esgCompanyLevel2DataProductInvolvement.compProdInvPercGeneticallyModifiedPlantsAndSeedsGrowth
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevel2DataEsgRiskRating.sustainalyticsRatingDate
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevel1DataLowCarbonTransitionRating.reportingSufficiencyCategory
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: dividendResidualRiskAndReturnSensitivity.beta120Month
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.emissionsOfAirPollutantsTotalTonnesSfdrSourceType
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: string
          name: esgCompanyLevelDataSfdrPAI.carbonIntensityScope12and3EurSfdrResearchStatus
          operators:
          - eq
          - in
          isCurrencyDependent: false
          isLanguageDependent: false
          isSortable: true
        - type: decimal
          name: trailingReturn.trailing10YearReturn
          operators:
          - gt
          - lt
          - gte
          - lte
          - eq
          - in
          isCurrencyDependent: true
          isLanguageDependent: false
          isSortable: true
        metadata:
          requestId: f2e6ec6a-3f90-4b3c-a951-7558607a8d20
          time: '2025-09-29T13:04:51.190876Z'
  schemas:
    ResponseDataPoints_2:
      title: ResponseDataPoints
      description: Data points and operators supported for screening.
      type: object
      properties:
        metadata:
          $ref: '#/components/schemas/ResponseDataPointsMetadata'
        dataPoints:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataPoint'
          nullable: true
      additionalProperties: false
    ResponseDataPointsMetadata:
      title: ResponseDataPointsMetadata
      description: Request ID and timestamp for use in debugging and troubleshooting.
      type: object
      properties:
        requestId:
          description: Indicates the request identifier.
          example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
          type: string
          nullable: true
          readOnly: true
        time:
          description: Indicates time response was returned.
          example: '2025-10-02T10:54:36.9161062Z'
          type: string
          format: date-time
          nullable: true
          readOnly: true
      additionalProperties: false
    OutputDataPoint:
      description: Data point filter options.
      type: object
      title: OutputDataPoint
      properties:
        name:
          $ref: '#/components/schemas/DataPoint'
        type:
          description: Indicates the data type.
          type: string
          readOnly: true
          enum:
          - boolean
          - date
          - number
          - string
          x-enum-description:
          - boolean (Supports eq operator.)
          - date (Supports range operators, and equals and in queries. )
          - number (Supports range operators, and equals and in queries. )
          - string (Supports equals and in queries. Supports fuzzy searches for some data points.)
          example: boolean
          nullable: true
        operators:
          description: Indicates the range and compound operators supported by the data point.
          type: array
          readOnly: true
          items:
            type: string
            enum:
            - gt
            - gte
            - lt
            - lte
            - eq
            - and
            - or
            - not
            x-enum-description:
            - gt (Greater than. Numbers or dates)
            - gte (Greater than or equal to. Numbers or dates.)
            - lt (Less than. Numbers or dates)"
            - lte (Less than or equals. Supported by number and date data types.)
            - eq (Equals. Supported by boolean, date, number, and string data types.)
            - and (And. Compound operator)
            - or (Or. Compound operator.)
            - not (Not. Conpound operator)
            example:
            - gt
            - lt
          nullable: true
        isSortable:
          description: When true, indicates that data point can be used to sort results.
          readOnly: true
          nullable: true
        isLanguageDependent:
          description: When true, indicates the data point is language-dependent.
          type: boolean
          readOnly: true
          nullable: true
        isCurrencyDependent:
          description: When true, indicates the data point is currency-dependent.
          type: boolean
          readOnly: true
          nullable: true
      additionalProperties: false
    ResponseDataPoints:
      title: ResponseDataPoints
      description: Data points and operators supported for equities screening.
      type: object
      properties:
        metadata:
          $ref: '#/components/schemas/OutputDataPointsMetadata'
        dataPoints:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataPoints'
          nullable: true
      additionalProperties: false
    OutputDataPoints:
      description: Data point filter options.
      type: object
      title: OutputDataPoints
      properties:
        name:
          description: Data points supported for filtering and sorting in screener queries. Retrieve valid values programmatically via `GET /direct-web-services/v1/screeners/equities/data-points`, or browse the full reference in the data dictionary.
          type: string
          example: companyInformation.domicileCountryCode
          externalDocs:
            description: Data dictionary (Excel)
            url: https://developer.morningstar.com/content/hidden-from-navigation/ScreenerEquitiesDataDictionary.xlsx
        type:
          description: Indicates the data type.
          type: string
          enum:
          - boolean
          - date
          - number
          - string
          x-enumDescriptions:
          - boolean (Supports eq operator.)
          - date (Supports range operators, and equals and in queries. )
          - number (Supports range operators, and equals and in queries. )
          - string (Supports equals and in queries. Supports fuzzy searches for some data points.)
          example: boolean
          nullable: true
        operators:
          description: Indicates the range and compound operators supported by the data point.
          type: array
          items:
            type: string
            enum:
            - gt
            - gte
            - lt
            - lte
            - eq
            - and
            - or
            - not
            x-enumDescriptions:
            - gt (Greater than. Numbers or dates.)
            - gte (Greater than or equal to. Numbers or dates.)
            - lt (Less than. Numbers or dates.)
            - lte (Less than or equals. Supported by number and date data types.)
            - eq (Equals. Supported by boolean, date, number, and string data types.)
            - and (And. Compound operator.)
            - or (Or. Compound operator.)
            - not (Not. Compound operator)
            example:
            - gt
            - lt
          nullable: true
        isSortable:
          description: When true, indicates that data point can be used to sort results.
          type: boolean
          nullable: true
        isLanguageDependent:
          description: When true, indicates the data point is language-dependent.
          type: boolean
          nullable: true
        isCurrencyDependent:
          description: When true, indicates the data point is currency-dependent.
          type: boolean
          nullable: true
      additionalProperties: false
    OutputDataPointsMetadata:
      description: Metadata returned in response to requests to `GET /screeners/equities/data-points` endpoint.
      title: OutputDataPointsMetadata
      type: object
      properties:
        requestId:
          description: Indicates request identifier.
          example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
          type: string
        time:
          description: Indicates time response was returned.
          example: '2025-10-02T10:54:36.9161062Z'
          type: string
          format: date-time
      additionalProperties: false
    OutputErrorDetails:
      type: object
      properties:
        statusCode:
          type: integer
          description: Status Code
          format: int32
        errorCode:
          type: string
          description: Custom error code
          nullable: true
        message:
          type: string
          description: Message
          nullable: true
        requestId:
          type: string
          description: RequestId
          nullable: true
      additionalProperties: false
      description: Error details
    OutputDataPointMetadata:
      title: OutputDataPointMetadata
      description: Metadata for an available data point.
      type: object
      required:
      - name
      - type
      additionalProperties: false
      properties:
        name:
          type: string
          description: The data point identifier in dot-notation, used as the value in the `dataPoints` request array.
          enum:
          - annualReportFeesAndFinancialsMostRecent.totalExpenseRatio
          - annualReturnsHistorical.annualRet2020
          - annualReturnsHistorical.annualRet2021
          - annualReturnsHistorical.annualRet2022
          - annualReturnsHistorical.annualRet2023
          - annualReturnsHistorical.annualRet2024
          - assetAllocationBreakdown.assetAllocBondPercNet
          - assetAllocationBreakdown.assetAllocCashPercNet
          - assetAllocationBreakdown.assetAllocEquityPercNet
          - assetAllocationBreakdown.assetAllocOtherPercNet
          - basicReference.baseCurrency
          - basicReference.countryAvailableForSale
          - basicReference.domicile
          - basicReference.firmName
          - basicReference.fundCode
          - basicReference.fundid
          - basicReference.fundLegalName
          - basicReference.inceptionDate
          - basicReference.investmentType
          - basicReference.isin
          - basicReference.legalName
          - basicReference.name
          - basicReference.portfolioDate
          - basicReference.primaryShare
          - basicReference.shareClassType
          - basicReference.ticker
          - bestAndWorstRollingReturns.best3MoAsOfDateQtrEnd
          - bestAndWorstRollingReturns.best3MoRetInceptionQtrEnd
          - bestAndWorstRollingReturns.worst3MoAsOfDateQtrEnd
          - bestAndWorstRollingReturns.worst3MoRetInceptionQtrEnd
          - companyGrade.growthGrade
          - companyGrade.profitabilityGrade
          - companyInformation.cik
          - companyInformation.companyId
          - companyInformation.companyStatus
          - companyInformation.domicileCountryCode
          - companyInformation.globalTemplateIndustryTemplateCode
          - companyInformation.legalName
          - companyInformation.legalNameLanguageCode
          - companyInformation.lei
          - companyInformation.morningstarIndustryCode
          - companyInformation.morningstarIndustryGroupCode
          - companyInformation.morningstarSectorCode
          - companyInformation.operationStatus
          - companyInformation.shortName
          - companyInformation.standardName
          - companyInformation.webAddress
          - countryAndRegionalExposureBreakdown.equityRegionEmergingPercLongRescaled
          - countryAndRegionalExposureBreakdown.equityRegionGreaterAsiaPercLongRescaled
          - countryAndRegionalExposureBreakdown.equityRegionGreaterEuropePercLongRescaled
          - countryAndRegionalExposureBreakdown.equityRegionUnitedStatesPercLongRescaled
          - dailyDividendResidualRiskAndReturnSensitivity.beta1260Day
          - dailyReturnsMostRecent.returnDateDaily
          - dailyReturnsMostRecent.totalRet1DayDaily
          - dailyReturnsMostRecent.totalRet1MoDaily
          - dailyReturnsMostRecent.totalRet1WkDaily
          - dailyReturnsMostRecent.totalRet1YrDaily
          - dailyReturnsMostRecent.totalRet3MoDaily
          - dailyReturnsMostRecent.totalRet6MoDaily
          - dailyReturnsMostRecent.totalRetAnnlzd10YrDaily
          - dailyReturnsMostRecent.totalRetAnnlzd3YrDaily
          - dailyReturnsMostRecent.totalRetAnnlzd5YrDaily
          - dailyReturnsMostRecent.totalRetYtdDaily
          - dailyStandardDeviation.arithmeticMean1008Day
          - dailyStandardDeviation.arithmeticMean1260Day
          - dailyStandardDeviation.arithmeticMean2520Day
          - dailyStandardDeviation.arithmeticMean252Day
          - dailyStandardDeviation.arithmeticMean504Day
          - dailyStandardDeviation.arithmeticMean756Day
          - dailyStandardDeviation.dailyStandardDeviationAsOfDate
          - dailyStandardDeviation.standardDeviation1008Day
          - dailyStandardDeviation.standardDeviation1260Day
          - dailyStandardDeviation.standardDeviation2520Day
          - dailyStandardDeviation.standardDeviation252Day
          - dailyStandardDeviation.standardDeviation504Day
          - dailyStandardDeviation.standardDeviation756Day
          - delistInformation.delistingDate
          - derivedStatisticsFromIndexLevelsTimeSeries.averageAnnualReportNetExpenseRatio
          - derivedStatsIEMptCurrent.sharpeRatio3YrMoEnd
          - derivedStatsIEMptCurrent.stdDev3YrMoEnd
          - dividendResidualRiskAndReturnSensitivity.alpha12Month
          - dividendResidualRiskAndReturnSensitivity.alpha36Month
          - dividendResidualRiskAndReturnSensitivity.alpha60Month
          - dividendResidualRiskAndReturnSensitivity.beta12Month
          - dividendResidualRiskAndReturnSensitivity.beta36Month
          - dividendResidualRiskAndReturnSensitivity.beta60Month
          - dividendResidualRiskAndReturnSensitivity.rSquare12Month
          - dividendResidualRiskAndReturnSensitivity.rSquare36Month
          - dividendResidualRiskAndReturnSensitivity.rSquare60Month
          - enterpriseValueCalculations.cashReturn
          - enterpriseValueCalculations.enterpriseValue
          - enterpriseValueCalculations.enterpriseValueToEbitdaRatio
          - enterpriseValueCalculations.enterpriseValueToEbitRatio
          - enterpriseValueCalculations.enterpriseValueToFreeCashFlowRatio
          - enterpriseValueCalculations.enterpriseValueToRevenueRatio
          - enterpriseValueCalculations.totalDebtToEnterpriseValue
          - equityPortfolioStatistics.averageMarketCapMilLong
          - equityPortfolioStatistics.equityStyleFactorDivYldLong
          - equityPortfolioStatistics.numberOfHoldings
          - equityPortfolioStatistics.percAssetInTop10Holdings
          - equityPortfolioStatistics.porbRatioTtmLong
          - equityPortfolioStatistics.poreRatioTtmLong
          - equityPortfolioStatistics.roePercTtmLong
          - equityResearchRatingsMostRecent.priceOrFairValue
          - equityResearchRatingsMostRecent.stockCapitalAllocationRating
          - esgFundLevelCarbonRisk.portfolioCarbonRiskScore
          - esgFundLevelRatingsHistorical.morningstarSustainabilityRating
          - esgFundLevelRatingsHistorical.portfolioCorporateSustainabilityScore
          - esgFundLevelRatingsHistorical.portfolioEnvironmentalRiskScore
          - esgFundLevelRatingsHistorical.portfolioGovernanceRiskScore
          - esgFundLevelRatingsHistorical.portfolioSocialRiskScore
          - esgFundLevelRatingsMostRecent.sustainabilityRatingDate
          - feeLevelRanks.morningstarFeeLevelBroad
          - financialHealthGrade.financialHealthGradeValue
          - financialHealthGrade.probabilityOfDefault
          - fixedIncomePortfolioStatisticsSurveyedAnalytics.averageCreditQuality
          - fixedIncomePortfolioStatisticsSurveyedAnalytics.averageEffDurationSurvey
          - fixedIncomePortfolioStatisticsSurveyedAnalytics.averageYtmSurvey
          - fundAttributes.activelyManaged
          - fundAttributes.fundOfFunds
          - fundAttributes.indexFund
          - fundAttributes.openForInvestment
          - indexTick.indexPrice
          - indexTick.indexPricePublicationTime
          - instrumentIdentifiers.localCode
          - instrumentIdentifiers.vendorTickerSymbol
          - investmentBasicDetails.advisor
          - investmentBasicDetails.distributor
          - investmentBasicDetails.exchange
          - investmentBasicDetails.exchangeCountry
          - investmentBasicDetails.firmCountry
          - investmentBasicDetails.managementCompany
          - investmentBasicDetails.primaryProspectusBenchmark
          - investmentBasicDetails.primaryProspectusBenchmarkId
          - investmentBasicDetails.subadvisor
          - managerBioAndDetailsMostRecent.managerName
          - managerBioAndDetailsMostRecent.managerTenureAverage
          - managerBioAndDetailsMostRecent.managerTenureLongest
          - marketCapital.asOfDate
          - marketCapital.companyLevelMarketCapital
          - marketCapital.currencyCode
          - marketCapital.shareLevelMarketCapital
          - marketCapitalBreakdown.marketCapGiantPercLongRescaled
          - marketCapitalBreakdown.marketCapLargePercLongRescaled
          - marketCapitalBreakdown.marketCapMidPercLongRescaled
          - marketCapitalBreakdown.marketCapSmallPercLongRescaled
          - marketReturn.asOfDate
          - marketReturn.nonDividendTotalReturnMonthToDate
          - marketReturn.nonDividendTotalReturnOneDay
          - marketReturn.totalGrossedUpReturnDateToDate
          - marketReturn.totalGrossedUpReturnMonthToDate
          - marketReturn.totalGrossedUpReturnQuarterToDate
          - marketReturn.totalGrossedUpReturnWeekToDate
          - marketReturn.totalGrossedUpReturnYearToDate
          - marketReturn.totalReturnMonthToDate
          - marketReturn.totalReturnOneDay
          - marketReturn.totalReturnQuarterToDate
          - marketReturn.totalReturnWeekToDate
          - marketReturn.totalReturnYearToDate
          - metadata.priceFrequencyFlag
          - monthEndReturnStatistics.asOfDate
          - monthEndReturnStatistics.best3MonthTotalReturnOverPast120Months
          - monthEndReturnStatistics.best3MonthTotalReturnOverPast12Months
          - monthEndReturnStatistics.best3MonthTotalReturnOverPast36Months
          - monthEndReturnStatistics.best3MonthTotalReturnOverPast60Months
          - monthEndReturnStatistics.worst3MonthTotalReturnOverPast120Months
          - monthEndReturnStatistics.worst3MonthTotalReturnOverPast12Months
          - monthEndReturnStatistics.worst3MonthTotalReturnOverPast36Months
          - monthEndReturnStatistics.worst3MonthTotalReturnOverPast60Months
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.returnDateMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet1MoMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet1YrMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet1YrQtrEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet3MoMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRet6MoMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd10YrMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd10YrQtrEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd3YrMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd3YrQtrEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd5YrMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetAnnlzd5YrQtrEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetInceptionMoEnd
          - monthEndTrailingPerformanceMonthEndAndQuarterEndMostRecent.totalRetYtdMoEnd
          - monthlyStandardDeviation.arithmeticMean120Month
          - monthlyStandardDeviation.arithmeticMean12Month
          - monthlyStandardDeviation.arithmeticMean24Month
          - monthlyStandardDeviation.arithmeticMean36Month
          - monthlyStandardDeviation.arithmeticMean48Month
          - monthlyStandardDeviation.arithmeticMean60Month
          - monthlyStandardDeviation.asOfDate
          - monthlyStandardDeviation.standardDeviation120Month
          - monthlyStandardDeviation.standardDeviation12Month
          - monthlyStandardDeviation.standardDeviation24Month
          - monthlyStandardDeviation.standardDeviation36Month
          - monthlyStandardDeviation.standardDeviation48Month
          - monthlyStandardDeviation.standardDeviation60Month
          - morningstarCategory.globalBroadCategoryGroup
          - morningstarCategory.globalCategory
          - morningstarCategory.morningstarCategoryId
          - morningstarEquitySectorsBreakdown.equityEconSectorConsumerCyclicalPercLongRescaled
          - morningstarEquitySectorsBreakdown.equityEconSectorConsumerDefensivePercLongRescaled
          - morningstarEquitySectorsBreakdown.equityEconSectorEnergyPercLongRescaled
          - morningstarEquitySectorsBreakdown.equityEconSectorFinancialServicesPercLongRescaled
          - morningstarEquitySectorsBreakdown.equityEconSectorHealthcarePercLongRescaled
          - morningstarEquitySectorsBreakdown.equityEconSectorTechnologyPercLongRescaled
          - morningstarMedalistRatingMostRecent.morningstarMedalistRating
          - morningstarMedalistRatingMostRecent.morningstarMedalistRatingDate
          - morningstarMedalistRatingMostRecent.morningstarMedalistRatingParentPillar
          - morningstarMedalistRatingMostRecent.morningstarMedalistRatingPeoplePillar
          - morningstarMedalistRatingMostRecent.morningstarMedalistRatingProcessPillar
          - morningstarPortfolioRiskScore.portfolioRiskScore
          - morningstarPortfolioRiskScore.portfolioRiskScoreDate
          - morningstarRatingMostRecent.morningstarRating10Yr
          - morningstarRatingMostRecent.morningstarRating3Yr
          - morningstarRatingMostRecent.morningstarRating5Yr
          - morningstarRatingMostRecent.morningstarRatingOverall
          - morningstarRatingMostRecent.ratingDate
          - morningstarStyleBox.equityStyleBoxLong
          - morningstarStyleBox.sizeScoreLong
          - morningstarStyleBox.valueGrowthScoreLong
          - msciCountryClassification.msciCountry
          - netAssetsMonthEndMostRecent.firmTotalAssets
          - netAssetsMonthEndMostRecent.fundSize
          - netAssetsMonthEndMostRecent.netAssetsDate
          - nonDividendResidualRiskAndReturnSensitivity.nonDividendBeta36Month
          - nonDividendResidualRiskAndReturnSensitivity.nonDividendRSquare36Month
          - performanceRanks.bearMarketRankPercMoEnd
          - performanceRanks.totalRetPercRankCat10YrMoEnd
          - performanceRanks.totalRetPercRankCat1YrMoEnd
          - performanceRanks.totalRetPercRankCat3YrMoEnd
          - performanceRanks.totalRetPercRankCat5YrMoEnd
          - performanceRanks.totalRetPercRankCatYtdMoEnd
          - performanceStatistics.midNetChange
          - performanceStatistics.midPercentChange
          - priceMultiples.capeRatio
          - priceMultiples.normalizedPegRatio
          - priceMultiples.normalizedPriceToEarningsRatio
          - priceMultiples.normalizedPriceToEarningsRatioNormalizedProfitabilityMetrics
          - priceMultiples.normalizedPriceToEbitdaRatio
          - priceMultiples.normalizedPriceToEbitdarRatio
          - priceMultiples.normalizedPriceToEbitRatio
          - priceMultiples.priceEarningsToGrowthRatio
          - priceMultiples.priceToAdjustedFundsFromOperations
          - priceMultiples.priceToBookRatio
          - priceMultiples.priceToCashFlowRatio
          - priceMultiples.priceToCashRatio
          - priceMultiples.priceToEarningsRatio
          - priceMultiples.priceToEbitdaRatio
          - priceMultiples.priceToEbitdarRatio
          - priceMultiples.priceToEbitRatio
          - priceMultiples.priceToFreeCashFlowRatio
          - priceMultiples.priceToFundsFromOperations
          - priceMultiples.priceToSalesRatio
          - priceMultiples.priceToTangibleBookValueRatio
          - priceMultiples.privateEps10
          - priceMultiples.privateNetEarnings10
          - priceMultiplestatistics.asOfDate
          - pricesMostRecent.avgDailyVolume1Mo
          - pricesMostRecent.avgDailyVolume1Yr
          - pricesMostRecent.avgDailyVolume3Mo
          - pricesMostRecent.below52WkHighPerc
          - pricesMostRecent.datePrice52WkHigh
          - pricesMostRecent.datePrice52WkLow
          - pricesMostRecent.lastClose
          - pricesMostRecent.monthEndPrice
          - pricesMostRecent.monthEndPriceDate
          - pricesMostRecent.navMoEnd
          - pricesMostRecent.price52WkHigh
          - pricesMostRecent.price52WkLow
          - priceYields.earningsYield
          - prospectusFees.managementFee
          - prospectusFees.maxFrontLoad
          - prospectusFees.prospectusGrossExpenseRatio
          - prospectusFees.prospectusNetExpenseRatio
          - purchaseDetails.closedToAllInv
          - purchaseDetails.minimumAdditionalPurchase
          - purchaseDetails.minimumInvestmentBaseCurrency
          - purchaseDetails.shareClassClosedToNewInv
          - purchaseDetails.surveyedKiidSrri
          - quantitativeFairValues.asOfClosePriceDate
          - quantitativeFairValues.closePrice
          - quantitativeFairValues.quantitativeFairValue
          - quantitativeFairValues.quantitativeFairValueDate
          - quantitativeFairValues.quantitativeFairValueUncertainty
          - quantitativeFairValues.quantitativeFairValueUncertaintyLabel
          - quantitativeFairValues.quantitativeFinancialHealth
          - quantitativeFairValues.quantitativeFiveStarPrice
          - quantitativeFairValues.quantitativeMoat
          - quantitativeFairValues.quantitativeOneStarPrice
          - quantitativeRatings.quantitativePriceToFairValue
          - quantitativeRatings.quantitativeStarRating
          - quantitativeRatings.quantitativeValuationLabel
          - reference.countryName
          - reference.marketSectorCode
          - reference.marketSegmentCode
          - reference.morningstarVenueId
          - returnsPerformanceCurrent.returnDateMoEnd
          - riskStatistics.alpha3YrMoEnd
          - riskStatistics.beta3YrMoEnd
          - riskStatistics.downsideCaptureRatio3YrMoEnd
          - riskStatistics.informationRatio3YrMoEnd
          - riskStatistics.rSquared3YrMoEnd
          - riskStatistics.sortinoRatio3YrMoEnd
          - riskStatistics.trackingError3YrMoEnd
          - riskStatistics.upsideCaptureRatio3YrMoEnd
          - shareClassInformation.cusip
          - shareClassInformation.exchangeCode
          - shareClassInformation.exchangeSubMarketGlobalId
          - shareClassInformation.investmentId
          - shareClassInformation.investmentStatus
          - shareClassInformation.investmentType
          - shareClassInformation.ipoDate
          - shareClassInformation.ipoOfferPrice
          - shareClassInformation.isDr
          - shareClassInformation.isMainShare
          - shareClassInformation.isPrimaryPerformanceId
          - shareClassInformation.marketSymbol
          - shareClassInformation.performanceStatus
          - shareClassInformation.securityType
          - shareClassInformation.sedol
          - shareClassInformation.segmentMicCode
          - shareClassInformation.symbol
          - shareClassInformation.tradingCurrency
          - shareClassInformation.tradingStatus
          - shortInterest.daysToCover
          - shortInterest.percentageOfFloat
          - shortInterest.percentageOfSharesOutstanding
          - shortInterest.shortInterestValue
          - trailingReturn.dailyMarketReturnIndex
          - trailingReturn.trailing10YearReturn
          - trailingReturn.trailing15YearReturn
          - trailingReturn.trailing1DayReturn
          - trailingReturn.trailing1MonthReturn
          - trailingReturn.trailing1WeekReturn
          - trailingReturn.trailing1YearReturn
          - trailingReturn.trailing20YearReturn
          - trailingReturn.trailing2MonthReturn
          - trailingReturn.trailing2YearReturn
          - trailingReturn.trailing3MonthReturn
          - trailingReturn.trailing3YearReturn
          - trailingReturn.trailing4YearReturn
          - trailingReturn.trailing5YearReturn
          - trailingReturn.trailing6MonthReturn
          - trailingReturn.trailing6YearReturn
          - trailingReturn.trailing7YearReturn
          - trailingReturn.trailing8YearReturn
          - trailingReturn.trailing9MonthReturn
          - trailingReturn.trailing9YearReturn
          - trailingReturn.trailingGrossedUp10YearReturn
          - trailingReturn.trailingGrossedUp15YearReturn
          - trailingReturn.trailingGrossedUp1DayReturn
          - trailingReturn.trailingGrossedUp1MonthReturn
          - trailingReturn.trailingGrossedUp1WeekReturn
          - trailingReturn.trailingGrossedUp1YearReturn
          - trailingReturn.trailingGrossedUp20YearReturn
          - trailingReturn.trailingGrossedUp2MonthReturn
          - trailingReturn.trailingGrossedUp2YearReturn
          - trailingReturn.trailingGrossedUp3MonthReturn
          - trailingReturn.trailingGrossedUp3YearReturn
          - trailingReturn.trailingGrossedUp4YearReturn
          - trailingReturn.trailingGrossedUp5YearReturn
          - trailingReturn.trailingGrossedUp6MonthReturn
          - trailingReturn.trailingGrossedUp6YearReturn
          - trailingReturn.trailingGrossedUp7YearReturn
          - trailingReturn.trailingGrossedUp8YearReturn
          - trailingReturn.trailingGrossedUp9MonthReturn
          - trailingReturn.trailingGrossedUp9YearReturn
          - trailingReturn.trailingReturnAsOfDate
          - yieldsMostRecent.secYield
        alias:
          type: string
          description: An alternative identifier for this data point where one exists. When present, the alias may be used in place of `name` in requests.
          examples:
          - name
          - performanceId
        type:
          type: string
          description: The primitive type of the value returned for this data point.
          enum:
          - string
          - decimal
          - int
          - bool
    ResponseGetDataPoints:
      title: ResponseGetDataPoints
      description: List of supported data points and associated metadata.
      type: array
      items:
        $ref: '#/components/schemas/OutputDataPointMetadata'
  responses:
    ResponseDataPoints_2:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseDataPoints_2'
          examples:
            Managed Investments Data Points (Example Truncated):
              $ref: '#/components/examples/ResponseDataPointsExample1'
    ResponseGetDataPoints:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseGetDataPoints'
          examples:
            ResponseGetDataPointsListExample1:
              $ref: '#/components/examples/ResponseGetDataPointsExample1'
    ResponseDataPoints:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseDataPoints'
          examples:
            Equities Data Points:
              $ref: '#/components/examples/DataPointsResponseExample1'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic