openapi: 3.0.1
info:
  version: 1.0.0
  title: Authorization Tokens Accounts Performance 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: Performance
paths:
  /portfolioanalysis/v1/performance:
    post:
      tags:
      - Performance
      summary: Calculate portfolio performance
      description: Calculate performance for portfolios specified in the request body. </br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: calculatePortfolioPerformance
      parameters:
      - name: langcult
        in: query
        description: Language and locale used for the response. Defaults to en-US.
        required: true
        schema:
          type: string
          default: en-US
          enum:
          - en-US
          - en-CA
          - en-AU
          - en-GB
      requestBody:
        $ref: '#/components/requestBodies/RequestPerformance'
      responses:
        '200':
          $ref: '#/components/responses/ResponsePerformance'
        '400':
          description: Bad request
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/OutputErrorResponse'
              examples:
                General - BadRequest Response:
                  summary: General BadRequest
                  value: '{"Message": "The request is invalid.","SpecificErrorStatus": [    {"ErrorCode": "40015","ErrorMessage": "Portfolio does not have any valid holdings. Invalid portfolio name: TestPortfolio1. Invalid Holdings: TradingSymbol:DODGX1."}]}'
                DisableRescaleTrue - BadRequestResponse:
                  summary: DisableRescale BadRequest
                  value: '{"Message": "The request is invalid.","SpecificErrorStatus": [    {"ErrorCode": "40059","ErrorMessage": "There are holdings present in portfolio which are invalid.","Metadata": {"InvalidPortfolios": [{    "Name": "Test Portfolio","InvalidHoldings": [{"SecurityId": "FX000015JA3","Status": "Invalid"},{"SecurityId": "F00000YZ48","Status": "Unentitled"}]}]}}]}'
  /direct-web-services/time-series/v1/performance/12-mo-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get 12-Month Yield time series.
      description: An expression of the amount paid out in distributions (pre-tax) by the investment in the last 12 months expressed as a percentage of the previous month end price.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX,EX$$$$AIMX,,EXTP$$$AMM
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformance12MoYield
  /direct-web-services/time-series/v1/performance/7-day-gross-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get 7-Day Gross Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformance7DayGrossYield
  /direct-web-services/time-series/v1/performance/7-day-unsubsidized-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get 7-Day Unsubsidized Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformance7DayUnsubsidizedYield
  /direct-web-services/time-series/v1/performance/7-day-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get 7-Day Yield time series.
      description: A figure calculated using the formula under Item 26. (a) (1) of SEC Form N-1A to reflect the expenses net of subsidies of management fee waiver or reimbursement.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformance7DayYield
  /direct-web-services/time-series/v1/performance/aggregated-12-month-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Aggregated 12-Month Yield time series.
      description: The asset-weighted and rescaled aggregation of the 12 month yield of eligible holdings within a fund's portfolio.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceAggregated12MonthYield
  /direct-web-services/time-series/v1/performance/aggregated-sec-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Aggregated Sec Yield time series.
      description: The asset-weighted and rescaled aggregation of the SEC yield of eligible holdings within a fund's portfolio.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceAggregatedSecYield
  /direct-web-services/time-series/v1/performance/cum-fair-nav-unweighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get Cum Fair NAV Unweighted Dri time series.
      description: Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceCumFairNavUnweightedDri
  /direct-web-services/time-series/v1/performance/cum-fair-nav-weighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get Cum Fair NAV Weighted Dri time series.
      description: Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price. Index values are available daily back to inception.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceCumFairNavWeightedDri
  /direct-web-services/time-series/v1/performance/cumulative-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Cumulative Return time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      - name: performanceType
        in: query
        description: Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.
        schema:
          type: string
          enum:
          - total
          - market
          - gross
          default: total
          example: total
      - name: annualDays
        in: query
        description: Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.
        schema:
          type: number
          default: 365.25
          example: '365'
      - name: annualized
        in: query
        description: Specifies whether the calculation results should be annualized. Used with calculated data points only.
        schema:
          type: boolean
          example: true
      - name: preCurrency
        in: query
        description: Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.
        schema:
          type: string
          example: USD
      - name: requireContinueData
        in: query
        description: Specifies whether continuous data is required for calculations. Used with calculated data points only.
        schema:
          type: boolean
          example: 'true'
      - name: stepSize
        in: query
        description: Specifies the step size for rolling or iterative calculations. Used with 'rolling-return' data point only. For example, `stepSize=12` and `frequency=monthly` 12-month rolling values are calculated.
        schema:
          type: number
          default: 1
          example: '12'
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceCumulativeReturn
  /direct-web-services/time-series/v1/performance/current-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Current Yield time series.
      description: Annual income (interest or dividends) divided by the current price of the security. This measure looks at the current price of a bond instead of its face value and represents the return an investor would expect if he or she purchased the bond and held it for a year.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceCurrentYield
  /direct-web-services/time-series/v1/performance/daily-bid-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Bid Price time series.
      description: The highest price a market maker will pay to purchase a specified number of shares of a mutual fund at any given time.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyBidPrice
  /direct-web-services/time-series/v1/performance/daily-closing-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Closing Price time series.
      description: Closing price generally refers to the last price at which a stock trades during a regular trading session.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyClosingPrice
  /direct-web-services/time-series/v1/performance/daily-estimated-holding-cost/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Estimated Holding Cost time series.
      description: The Estimated Holding Cost calculation uses the daily NAV and total return benchmark returns from the Tracking Error calculation.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyEstimatedHoldingCost
  /direct-web-services/time-series/v1/performance/daily-gross-return-index/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Gross Return Index time series.
      description: The daily account balance estimate that was experienced by an investor who purchased 1 share of separate account on inception date.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyGrossReturnIndex
  /direct-web-services/time-series/v1/performance/daily-high-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily High Price time series.
      description: High price generally refers to the highest price at which a stock trades during a regular trading session.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyHighPrice
  /direct-web-services/time-series/v1/performance/daily-load-adj-return-index-restated/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Load Adj Return Index Restated time series.
      description: Return calculated by load-adjustment methodology (refer to methodology paper for details)
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyLoadAdjReturnIndexRestated
  /direct-web-services/time-series/v1/performance/daily-low-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Low Price time series.
      description: Low price generally refers to the lowest price at which a stock trades during a regular trading session.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyLowPrice
  /direct-web-services/time-series/v1/performance/daily-market-impact-cost/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Market Impact Cost time series.
      description: Market Impact Cost is calculated as a fraction of the daily volatility in an ETF’s market price relative to its underlying value (as determined by the NAV).
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyMarketImpactCost
  /direct-web-services/time-series/v1/performance/daily-market-return-index/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Market Return Index time series.
      description: The daily market price account balance that is experienced by an investor who purchased 1 share on inception date.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyMarketReturnIndex
  /direct-web-services/time-series/v1/performance/daily-net-return-index/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Net Return Index time series.
      description: Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyNetReturnIndex
  /direct-web-services/time-series/v1/performance/daily-offer-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Offer Price time series.
      description: The lowest price at which a market maker will sell a specified number of shares of a mutual fund at any given time.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyOfferPrice
  /direct-web-services/time-series/v1/performance/daily-ohlcv/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily OHLCV time series.
      description: Daily open, high, low, closing and volume price data
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesDailyOhlcv'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyOhlcv
  /direct-web-services/time-series/v1/performance/daily-portfolio-concentration/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Portfolio Concentration time series.
      description: Portfolio Concentration is calculated by a linear regression of the ETF’s daily market returns on the daily returns of three risk factors calculated from Morningstar indexes.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyPortfolioConcentration
  /direct-web-services/time-series/v1/performance/daily-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Price time series.
      description: The NAV price for the fund as of the performance date.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyPrice
  /direct-web-services/time-series/v1/performance/daily-return-index/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Return Index (DRI) time series.
      description: The daily account balance experienced by an investor who purchased 1 share on inception date. The numbers do reflect any uninvested cash accrued to the account (such as future distributions and daily dividends).
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyReturnIndex
  /direct-web-services/time-series/v1/performance/daily-return-index-cum-fair/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Return Index (DRI) Cum Fair time series.
      description: Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyReturnIndexCumFair
  /direct-web-services/time-series/v1/performance/daily-tracking-volatility/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Tracking Volatility time series.
      description: Tracking Volatility is a measure of the day-to-day random variation in a fund portfolio versus its benchmark index.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyTrackingVolatility
  /direct-web-services/time-series/v1/performance/daily-volume/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Volume time series.
      description: This is the number of shares or contracts traded for a security in one day.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyVolume
  /direct-web-services/time-series/v1/performance/daily-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Yield time series.
      description: This data point shows the yield on that day for interest rate index series where the data are expressed as per annum interest rates, also known as yields.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyYield
  /direct-web-services/time-series/v1/performance/dividend-yield-12-month/{ids}:
    get:
      tags:
      - Performance
      summary: Get Dividend Yield 12 Month time series.
      description: A financial ratio that indicates how much a fund's underlying holdings pay out in dividends each year relative to the net asset value of the fund.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDividendYield12Month
  /direct-web-services/time-series/v1/performance/dividend-yield-long/{ids}:
    get:
      tags:
      - Performance
      summary: Get Dividend Yield Long time series.
      description: A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDividendYieldLong
  /direct-web-services/time-series/v1/performance/dividend-yield-short/{ids}:
    get:
      tags:
      - Performance
      summary: Get Dividend Yield Short time series.
      description: A financial ratio that indicates how much a company pays out in dividends each year relative to its share price.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDividendYieldShort
  /direct-web-services/time-series/v1/performance/estimated-quarterly-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Estimated Quarterly Return time series.
      description: 'Morningstar Estimated Performance for Hedge Funds: Quarterly returns for hedge funds that are calculated using public filings or financial statements of entities that own shares and interests in hedge funds.'
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceEstimatedQuarterlyReturn
  /direct-web-services/time-series/v1/performance/estimated-share-class-net-flow-daily/{ids}:
    get:
      tags:
      - Performance
      summary: Get Estimated Share Class Net Flow Daily time series.
      description: Estimated Share Class Net Flow Daily is computed using yesterday's Total Net Assets, today's Total Net Assets, and the daily Total Return of the share class.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceEstimatedShareClassNetFlowDaily
  /direct-web-services/time-series/v1/performance/estimated-share-class-net-flow-monthly/{ids}:
    get:
      tags:
      - Performance
      summary: Get Estimated Share Class Net Flow Monthly time series.
      description: Estimated Share-Classs Level Net Flow Monthly is computed using beginning and ending monthly Total Net Assets and Monthly Total Return.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceEstimatedShareClassNetFlowMonthly
  /direct-web-services/time-series/v1/performance/ex-par-nav-unweighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get Ex Par NAV Unweighted DRI time series.
      description: Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceExParNavUnweightedDri
  /direct-web-services/time-series/v1/performance/ex-par-nav-weighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get Ex Par NAV Weighted DRI time series.
      description: Includes both our Total Return and Daily Market Return data which adjust for all dividends and capital gains so that clients can make customized point-to-point total return calculations.TRI leverages the NAV of a product while DMRI will utilize the market price.Index values are available daily back to inception.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceExParNavWeightedDri
  /direct-web-services/time-series/v1/performance/fund-size-comprehensive-daily/{ids}:
    get:
      tags:
      - Performance
      summary: Get Fund Size Comprehensive Daily time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceFundSizeComprehensiveDaily
  /direct-web-services/time-series/v1/performance/fund-size-comprehensive-monthly/{ids}:
    get:
      tags:
      - Performance
      summary: Get Fund Size Comprehensive Monthly time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceFundSizeComprehensiveMonthly
  /direct-web-services/time-series/v1/performance/fund-size-surveyed-daily/{ids}:
    get:
      tags:
      - Performance
      summary: Get Fund Size Surveyed Daily time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceFundSizeSurveyedDaily
  /direct-web-services/time-series/v1/performance/fund-size-surveyed-monthly/{ids}:
    get:
      tags:
      - Performance
      summary: Get Fund Size Surveyed Monthly time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceFundSizeSurveyedMonthly
  /direct-web-services/time-series/v1/performance/growth/{ids}:
    get:
      tags:
      - Performance
      summary: Get Growth time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      - name: initialInvestment
        in: query
        description: Specifies the initial value for calculations that require a starting point. For example initialValue=10000 sets the base value for index calculations. Used with the growth data point only.
        schema:
          type: number
          default: 10000
          example: '10000'
      - name: performanceType
        in: query
        description: Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.
        schema:
          type: string
          enum:
          - total
          - market
          - gross
          default: total
          example: total
      - name: annualDays
        in: query
        description: Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.
        schema:
          type: number
          default: 365.25
          example: '365'
      - name: preCurrency
        in: query
        description: Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.
        schema:
          type: string
          example: USD
      - name: requireContinueData
        in: query
        description: Specifies whether continuous data is required for calculations. Used with calculated data points only.
        schema:
          type: boolean
          example: 'true'
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceGrowth
  /direct-web-services/time-series/v1/performance/income-only-yield-nav-uk/{ids}:
    get:
      tags:
      - Performance
      summary: Get Income Only Yield NAV UK time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceIncomeOnlyYieldNavUk
  /direct-web-services/time-series/v1/performance/income-only-yield-nav-us/{ids}:
    get:
      tags:
      - Performance
      summary: Get Income Only Yield NAV US time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceIncomeOnlyYieldNavUs
  /direct-web-services/time-series/v1/performance/income-only-yield-price-us/{ids}:
    get:
      tags:
      - Performance
      summary: Get Income Only Yield Price US time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceIncomeOnlyYieldPriceUs
  /direct-web-services/time-series/v1/performance/monthly-downside-tracking-error/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Downside Tracking Error time series.
      description: Downside tracking error is defined as the standard deviation of a fund's negative excess returns. In the context of exchange traded-funds, negative excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark, where the daily return of the exchange-traded fund was lower than that of its primary prospectus.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyDownsideTrackingError
  /direct-web-services/time-series/v1/performance/monthly-gross-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Gross Return time series.
      description: The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyGrossReturn
  /direct-web-services/time-series/v1/performance/monthly-inflation-adjusted-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Inflation Adjusted Return time series.
      description: A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyInflationAdjustedReturn
  /direct-web-services/time-series/v1/performance/monthly-load-adj-return-restated/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Load Adj Return Restated time series.
      description: Return calculated by load-adjustment methodology (refer to methodology paper for details)
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyLoadAdjReturnRestated
  /direct-web-services/time-series/v1/performance/monthly-market-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Market Return time series.
      description: A exchange-traded or closed-end fund's total return based on close market prices, as opposed to NAV.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyMarketReturn
  /direct-web-services/time-series/v1/performance/monthly-net-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Net Return time series.
      description: The return of Separate Account investment after deducting all expenses from the gross return generated by investment.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyNetReturn
  /direct-web-services/time-series/v1/performance/monthly-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Return time series.
      description: Expressed in percentage terms, Morningstar's calculation of total return is determined each month by taking the change in monthly net asset value, reinvesting all income and capital-gains distributions during that month, and dividing by the starting NAV.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyReturn
  /direct-web-services/time-series/v1/performance/monthly-return-unweighted-nav/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Return Unweighted NAV time series.
      description: The monthly return of the Peer Group Index (PGI), using a monthly rebalanced, equal-weighted average of the NAVs of the constituent funds of the PGI.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyReturnUnweightedNav
  /direct-web-services/time-series/v1/performance/monthly-return-unweighted-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Return Unweighted Price time series.
      description: The monthly return of the Peer Group Index (PGI), using a monthly rebalanced, equal-weighted average of prices of the constituent funds of the PGI.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyReturnUnweightedPrice
  /direct-web-services/time-series/v1/performance/monthly-return-weighted-nav/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Return Weighted NAV time series.
      description: The monthly return of the Peer Group Index (PGI), using a daily rebalanced, asset-weighted average of NAVs of the constituent funds of the PGI.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyReturnWeightedNav
  /direct-web-services/time-series/v1/performance/monthly-return-weighted-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Return Weighted Price time series.
      description: The monthly return of the Peer Group Index (PGI), using a daily rebalanced, asset-weighted average of prices of the constituent funds of the PGI.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyReturnWeightedPrice
  /direct-web-services/time-series/v1/performance/monthly-tracking-error/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Tracking Error time series.
      description: Tracking error is defined as the standard deviation of a fund's excess returns. In the context of exchange traded-funds, excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyTrackingError
  /direct-web-services/time-series/v1/performance/monthly-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Monthly Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceMonthlyYield
  /direct-web-services/time-series/v1/performance/nav-unweighted-daily-income-and-capital-gain-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Unweighted Daily Income And Capital Gain Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavUnweightedDailyIncomeAndCapitalGainYield
  /direct-web-services/time-series/v1/performance/nav-unweighted-daily-income-only-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Unweighted Daily Income Only Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavUnweightedDailyIncomeOnlyYield
  /direct-web-services/time-series/v1/performance/nav-unweighted-daily-total-distribution-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Unweighted Daily Total Distribution Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavUnweightedDailyTotalDistributionYield
  /direct-web-services/time-series/v1/performance/nav-unweighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Unweighted DRI time series.
      description: The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavUnweightedDri
  /direct-web-services/time-series/v1/performance/nav-weighted-daily-income-and-capital-gain-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Weighted Daily Income And Capital Gain Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavWeightedDailyIncomeAndCapitalGainYield
  /direct-web-services/time-series/v1/performance/nav-weighted-daily-income-only-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Weighted Daily Income Only Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavWeightedDailyIncomeOnlyYield
  /direct-web-services/time-series/v1/performance/nav-weighted-daily-total-distribution-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Weighted Daily Total Distribution Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavWeightedDailyTotalDistributionYield
  /direct-web-services/time-series/v1/performance/nav-weighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get NAV Weighted DRI time series.
      description: The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceNavWeightedDri
  /direct-web-services/time-series/v1/performance/price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price time series.
      description: Get Price time series data.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      - name: performanceType
        in: query
        description: Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.
        schema:
          type: string
          enum:
          - total
          - market
          - gross
          default: total
          example: total
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePrice
  /direct-web-services/time-series/v1/performance/price-unweighted-daily-income-and-capital-gain-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Unweighted Daily Income And Capital Gain Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceUnweightedDailyIncomeAndCapitalGainYield
  /direct-web-services/time-series/v1/performance/price-unweighted-daily-income-only-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Unweighted Daily Income Only Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceUnweightedDailyIncomeOnlyYield
  /direct-web-services/time-series/v1/performance/price-unweighted-daily-total-distribution-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Unweighted Daily Total Distribution Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceUnweightedDailyTotalDistributionYield
  /direct-web-services/time-series/v1/performance/price-unweighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Unweighted DRI  time series.
      description: The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceUnweightedDri
  /direct-web-services/time-series/v1/performance/price-weighted-daily-income-and-capital-gain-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Weighted Daily Income And Capital Gain Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceWeightedDailyIncomeAndCapitalGainYield
  /direct-web-services/time-series/v1/performance/price-weighted-daily-income-only-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Weighted Daily Income Only Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceWeightedDailyIncomeOnlyYield
  /direct-web-services/time-series/v1/performance/price-weighted-daily-total-distribution-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Weighted Daily Total Distribution Yield time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceWeightedDailyTotalDistributionYield
  /direct-web-services/time-series/v1/performance/price-weighted-dri/{ids}:
    get:
      tags:
      - Performance
      summary: Get Price Weighted Dri time series.
      description: The DRI (Daily Return Index) reflects the daily return experienced by 1 share of a hypothetical portfolio constructed from the current constituent funds of the Peer Group Index (PGI).
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformancePriceWeightedDri
  /direct-web-services/time-series/v1/performance/quarterly-downside-tracking-error/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Downside Tracking Error time series.
      description: Downside tracking error is defined as the standard deviation of a fund's negative excess returns. In the context of exchange traded-funds, negative excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark, where the daily return of the exchange-traded fund was lower than that of its primary prospectus.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyDownsideTrackingError
  /direct-web-services/time-series/v1/performance/quarterly-gross-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Gross Return time series.
      description: The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyGrossReturn
  /direct-web-services/time-series/v1/performance/quarterly-inflation-adjusted-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Inflation Adjusted Return time series.
      description: A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyInflationAdjustedReturn
  /direct-web-services/time-series/v1/performance/quarterly-load-adj-return-restated/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Load Adjusted Return Restated time series.
      description: Return calculated by load-adjustment methodology (refer to methodology paper for details)
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyLoadAdjReturnRestated
  /direct-web-services/time-series/v1/performance/quarterly-market-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Market Return time series.
      description: A exchange-traded or closed-end fund's total return based on market prices, as opposed to NAV. Morningstar calculates the market-price return by taking the change in the fund's market price, reinvesting all income and capital-gains distributions during the period, and dividing by the starting market price.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyMarketReturn
  /direct-web-services/time-series/v1/performance/quarterly-net-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Net Return time series.
      description: The return of Separate Account investment after deducting all expenses from the gross return generated by investment.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyNetReturn
  /direct-web-services/time-series/v1/performance/quarterly-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Return time series.
      description: Total returns calculated for calendar quarters.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyReturn
  /direct-web-services/time-series/v1/performance/quarterly-tracking-error/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quarterly Tracking Error time series.
      description: Tracking error is defined as the standard deviation of a fund's excess returns. In the context of exchange traded-funds, excess returns refer to the absolute difference between the fund's performance and that of its primary prospectus benchmark.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - quarterly
          type: string
          default: quarterly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuarterlyTrackingError
  /direct-web-services/time-series/v1/performance/quoted-yield-daily/{ids}:
    get:
      tags:
      - Performance
      summary: Get Quoted Yield Daily time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceQuotedYieldDaily
  /direct-web-services/time-series/v1/performance/raw-return-cum-fair/{ids}:
    get:
      tags:
      - Performance
      summary: Get Raw Return Cum Fair time series.
      description: The DRI series for the capital (dividends excluded) return of the share class
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceRawReturnCumFair
  /direct-web-services/time-series/v1/performance/raw-return-market-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Raw Return Market Price time series.
      description: The DRI series for the capital (dividends excluded) return of the share class
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceRawReturnMarketPrice
  /direct-web-services/time-series/v1/performance/raw-return-nav/{ids}:
    get:
      tags:
      - Performance
      summary: Get Raw Return NAV time series.
      description: The DRI series for the capital (dividends excluded) return of the share class
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceRawReturnNav
  /direct-web-services/time-series/v1/performance/return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Return time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      - name: performanceType
        in: query
        description: Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.
        schema:
          type: string
          enum:
          - total
          - market
          - gross
          default: total
          example: total
      - name: annualDays
        in: query
        description: Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.
        schema:
          type: number
          default: 365.25
          example: '365'
      - name: preCurrency
        in: query
        description: Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.
        schema:
          type: string
          example: USD
      - name: requireContinueData
        in: query
        description: Specifies whether continuous data is required for calculations. Used with calculated data points only.
        schema:
          type: boolean
          example: 'true'
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceReturn
  /direct-web-services/time-series/v1/performance/rolling-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Rolling Return time series.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          - weekly
          - monthly
          - quarterly
          - annually
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      - name: performanceType
        in: query
        description: Specifies the type of performance calculation to apply. Accepts up to two values. The first value is considered the preferred or primary performance type. The second value is considered the secondary performance type and serves as a fallback if the preferred type returns no data. If only one value is provided, no fallback is attempted. Used with calculated data points only.
        schema:
          type: string
          enum:
          - total
          - market
          - gross
          default: total
          example: total
      - name: annualDays
        in: query
        description: Specifies the number of days in a year for annualized calculations. Common values are 252 for business days, 365 for calendar days. Used with calculated data points only.
        schema:
          type: number
          default: 365.25
          example: '365'
      - name: annualized
        in: query
        description: Specifies whether the calculation results should be annualized. Used with calculated data points only.
        schema:
          type: boolean
          example: true
      - name: preCurrency
        in: query
        description: Specifies the currency to use before currency conversion. Accepts 3-character ISO 4217 currency codes. Used with calculated data points only.
        schema:
          type: string
          example: USD
      - name: requireContinueData
        in: query
        description: Specifies whether continuous data is required for calculations. Used with calculated data points only.
        schema:
          type: boolean
          example: 'true'
      - name: stepSize
        in: query
        description: Specifies the step size for rolling or iterative calculations. Used with 'rolling-return' data point only. For example, `stepSize=12` and `frequency=monthly` 12-month rolling values are calculated.
        schema:
          type: number
          default: 1
          example: '12'
      - name: windowSize
        in: query
        description: Specifies the time interval between data points.
        schema:
          type: integer
          example: 6
          maximum: 2147483647
          minimum: 1
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceRollingReturn
  /direct-web-services/time-series/v1/performance/sec-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get SEC  Yield time series.
      description: A calculation based on a 30-day period ending on the last of the previous month. It is computed by dividing the net investment income per share earned during the period by the maximum offering price per share on the last day of the period.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceSecYield
  /direct-web-services/time-series/v1/performance/sec-yield-rescaling-factor/{ids}:
    get:
      tags:
      - Performance
      summary: Get SEC  Yield Rescaling Factor time series.
      description: ''
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceSecYieldRescalingFactor
  /direct-web-services/time-series/v1/performance/sitca-yield/{ids}:
    get:
      tags:
      - Performance
      summary: Get SITCA  Yield time series.
      description: SITCA Yield estimates a fund's annual income per share yield. For funds that issue monthly dividends, the most recent income distribution is multiplied by 12 and then divided by the fund's net asset value (NAV) as of the previous business day of ex-date.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - monthly
          type: string
          default: monthly
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceSitcaYield
  /direct-web-services/time-series/v1/performance/unannualized/{ids}:
    get:
      tags:
      - Performance
      summary: Get Unannualized time series.
      description: A tag indicating that the number is not annualized.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceUnannualized
  /direct-web-services/time-series/v1/performance/yearly-capital-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Capital Return time series.
      description: Rate of return over a holding period that is attributed to a change in the fund's capital value. This measure includes the change in the fund's NAV as well as all distributions that are classified as short-term capital gains, long-term capital gains, or return of capital.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyCapitalReturn
  /direct-web-services/time-series/v1/performance/yearly-gross-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Gross Return time series.
      description: The return an investor would have received had they not paid any expenses. The calculation of gross return adjusts the monthly total return for the share class by the share class level fees prevailing at that time.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyGrossReturn
  /direct-web-services/time-series/v1/performance/yearly-income-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Income Return time series.
      description: Income return is the portion of the holding period return that is attributed to dividend distributions.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyIncomeReturn
  /direct-web-services/time-series/v1/performance/yearly-inflation-adjusted-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Inflation Adjusted Return time series.
      description: A Inflation Adjusted return calculation that is adjusted to account for inflation during the period, thus providing a real return.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyInflationAdjustedReturn
  /direct-web-services/time-series/v1/performance/yearly-interest-income/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Interest Income time series.
      description: Total interest income dividends paid by the fund in the calendar year.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyInterestIncome
  /direct-web-services/time-series/v1/performance/yearly-investor-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Investor Return time series.
      description: Morningstar® Investor Return™ (also known as dollar-weighted return) measures how the average investor fared in a fund over a period of time.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyInvestorReturn
  /direct-web-services/time-series/v1/performance/yearly-load-adj-return-restated/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Load Adj Return Restated time series.
      description: Return calculated by load-adjustment methodology (refer to methodology paper for details)
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyLoadAdjReturnRestated
  /direct-web-services/time-series/v1/performance/yearly-market-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Market Return time series.
      description: A exchange-traded or closed-end fund's total return based on market prices, as opposed to NAV. Morningstar calculates the market-price return by taking the change in the fund's market price, reinvesting all income and capital-gain distributions during the period, and dividing by the starting market price.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyMarketReturn
  /direct-web-services/time-series/v1/performance/yearly-net-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Net Return time series.
      description: The return of Separate Account investment after deducting all expenses from the gross return generated by investment.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyNetReturn
  /direct-web-services/time-series/v1/performance/yearly-return/{ids}:
    get:
      tags:
      - Performance
      summary: Get Yearly Return time series.
      description: Expressed in percentage terms, Morningstar's calculation of total return is determined each month by taking the change in monthly net asset value, reinvesting all income and capital-gains distributions during that month, and dividing by the starting NAV.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - annually
          type: string
          default: annually
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceYearlyReturn
  /direct-web-services/time-series/v1/performance/daily-open-price/{ids}:
    get:
      tags:
      - Performance
      summary: Get Daily Open Price time series.
      description: Open price generally refers to the stock price at the open of a trading session.
      parameters:
      - name: ids
        in: path
        description: "\nComma-separated list of up to 25 investment identifiers to query.\n\nAccepts:\n\n- Morningstar Performance ID (default)\n- Morningstar Security ID\n- Morningstar IDs (MSID)\n- ISIN\n- CUSIP\n- Trading symbol\n- Category ID   \n  Important: When a category ID is passed, the corresponding `identifierType` can be `performanceId` or `securityId`. The value must be URL-encoded. For example, if the category ID is `LC00002226;CA]FO`, the URL-encoded value is `LC00002226;CA%5DFO`."
        required: true
        schema:
          type: string
          example: 0P00000016,0P00002Y8D,DODGX,0P000000ppY
      - name: idTypes
        in: query
        description: '

          Comma-separated list specifying the type of each value passed in the `ids` parameter.<br>

          Rules:


          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value

          *   Empty values default to `performanceId`


          Example:


          *   `ids=id1,id2,id3`

          *   `id1` and `id3` are performance IDs

          *   `id2` is a security ID

          *   `idTypes=,securityId`


          Accepted values:


          *   `performanceId` (default)

          *   `isin`

          *   `securityId`

          *   `cusip`

          *   `tradingSymbol`

          *   `msid`'
        schema:
          type: string
          example: ',securityId'
      - name: baseCurrency
        in: query
        description: '

          Comma-separated list of 3-character ISO 4217 currency codes (for example, `CAD`, `EUR`, `JPY`).<br>


          *   Filters results based on currency

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Base currency passed for `id2` and `id4`

          *   `baseCurrency=,USD,,USD`'
        schema:
          type: string
          example: ',USD,,USD'
      - name: domicile
        in: query
        description: "\nComma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`). \nRules:\n\n*   Filters results based on domicile\n*   Values must align with the order of values in `ids`\n*   Use empty entries to skip\n*   Omit trailing commas after the last non-empty value\n\nExample:\n\n*   `ids=id1,id2,id3,id4,id5`\n*   Domicile passed for `id2` and `id4`\n*   `domicile=,USA,,USA`"
        schema:
          type: string
          example: ',USD,,USD'
      - name: exchangeCountry
        in: query
        description: '

          Comma-separated list of 3-character ISO 3166‑1 country codes (for example, `CAN`, `IRL`, `IND`).



          *   Filters results based on domicile

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange country passed for `id2` and `id4`

          *   `exchangeCountry=,USA,,USA`'
        schema:
          type: string
          example: ',CAN,CAN'
      - name: exchangeId
        description: '

          Comma-separated list of exchange IDs (for example, `EX$$$$XMEX`, `EX$$$$XNAS`).


          *   Filters results based on exchange ID

          *   Values must align with the order of values in `ids`

          *   Use empty entries to skip

          *   Omit trailing commas after the last non-empty value


          Example:


          *   `ids=id1,id2,id3,id4,id5`

          *   Exchange ID passed for `id2` and `id4`

          *   `exchangeId=,EX$$$$XMEX,,EX$$$$XNAS`'
        in: query
        required: false
        schema:
          type: string
          example: EX$$$$XMEX
      - name: frequency
        in: query
        description: Specifies the time interval between data points.
        schema:
          enum:
          - daily
          type: string
          default: daily
      - name: startDate
        in: query
        description: 'Specifies the start date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2020-01-12'
          format: date
      - name: endDate
        in: query
        description: 'Specifies the end date for the time series. Accepted format is `yyyy-MM-dd`.

          '
        schema:
          type: string
          example: '2024-01-12'
          format: date
      - name: timePeriod
        in: query
        description: "Specifies the size of the time window for the data range. \n\n- Used in combination with `timePeriodUnit` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: number
          example: '12'
      - name: timePeriodUnit
        in: query
        description: "\nSpecifies the time period unit. \n\n- Used in combination with `timePeriod` to specify relative time ranges. \n\n- When `startDate`, `endDate`, `timePeriod` and `timePeriodUnit` are provided, `timePeriod` and `timePeriodUnit` take precedence."
        schema:
          type: string
          enum:
          - months
          - days
          - years
      - name: applyEarliestCommonDate
        in: query
        description: "\nSpecifies whether to apply the earliest common start date across all investments.\n\n When set to `true`, the start date of the time series is adjusted to match the latest inception date among the investments, ensuring all data points are aligned."
        schema:
          type: boolean
          default: false
      - name: applyTrackRecordExtension
        in: query
        description: '

          Specifies whether to apply the Track Record Extension logic in order to extend the performance of an investment by copying the historical performance of another qualified older investment.'
        schema:
          type: boolean
          default: false
      - name: applyRestructureDate
        in: query
        description: '

          Specifies whether to consider the Morningstar or Custom restructure date when determining the start of the performance period.


          This option is applicable only when `applyEarliestCommonDate` is set to true.'
        schema:
          type: boolean
          default: false
      - name: sinceInception
        in: query
        description: "\nSets the time range from inception (or the maximum supported lookback) to the end date. \n\nTakes precendence over any `timePeriod` / `timePeriodUnit` and `startDate` / `endDate` settings."
        required: false
        schema:
          type: boolean
          default: false
      - name: currencyId
        in: query
        description: Specifies the currency in which to return data.
        schema:
          type: string
          enum:
          - BASE
          - AUD
          - BND
          - BRL
          - CAD
          - CHF
          - CLP
          - CNH
          - CNY
          - CZK
          - DKK
          - EUR
          - GBP
          - HKD
          - HUF
          - IDR
          - ILS
          - INR
          - JPY
          - KRW
          - MOP
          - MXN
          - MYR
          - NOK
          - NZD
          - PLN
          - RMB
          - RUB
          - SEK
          - SGD
          - THB
          - TWD
          - USD
          - ZAR
          default: BASE
      responses:
        '200':
          $ref: '#/components/responses/ResponseTimeSeriesSingleObservation'
        '400':
          $ref: '#/components/responses/ResponseStatus400'
        '500':
          $ref: '#/components/responses/ResponseStatus500'
      operationId: getPerformanceDailyOpenPrice
  /performance:
    post:
      tags:
      - Performance
      summary: Calculate portfolio performance
      description: Calculate performance for portfolios specified in the request body. </br></br>To override the default value in the Accept-Language HTTP header, use the `langcult` parameter.
      operationId: PerformanceV1_PostAsync
      parameters:
      - name: langcult
        in: query
        description: Language and locale, for example, en-US
        required: false
        schema:
          type: string
          default: en-US
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceInputSettings'
          text/json:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceInputSettings'
          application/x-www-form-urlencoded:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceInputSettings'
          application/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceInputSettings'
          text/xml:
            schema:
              $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceInputSettings'
        description: Object that defines the settings and portfolio(s) to use in the request.
        required: true
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances'
            text/json:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances'
            application/xml:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances'
            text/xml:
              schema:
                $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances'
        '400':
          description: Bad request
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
        '500':
          description: Internal Server Error
      deprecated: false
components:
  schemas:
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationItemKey:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        PortfolioName:
          type: string
        UseExtendedReturns:
          type: boolean
        Type:
          enum:
          - Portfolio
          type: string
        CorrelatedItemKey:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelatedItemKey'
    Morningstar.PortfolioAnalysis.Models.Input.Hypo.HypoCalculationSettings:
      description: Contains input parameters and their values used in the hypothetical calculations.
      type: object
      properties:
        HypoType:
          enum:
          - Portfolio
          - IndividualHoldings
          - HoldingsComparison
          - PortfolioComparison
          type: string
        FilingStatus:
          description: This parameter is used to set the tax status of the portfolios to be analyzed.
          enum:
          - NoTaxes
          - Single
          - MarriedFilingJointly
          - MarriedFilingSeparately
          - HeadOfHousehold
          - Registered
          - NonRegistered
          type: string
        TaxableIncome:
          format: double
          description: This is the amount of income subject to income taxes for the year, found by subtracting the appropriate deductions (IRA contributions, alimony payments, unreimbursed business expenses, some capital losses, etc.) from adjusted gross income.
          type: number
        PayTaxes:
          description: You can set the option to pay any taxes that are assessed either out of pocket (as if the taxpayer writes a check to pay for them) or by selling shares equal to the amount of taxes.
          enum:
          - OutOfPocket
          - SalesOfShares
          type: string
        FederalIncomeTaxRate:
          format: double
          description: The federal income tax rate assessed on incomes from the portfolio. This would be referred to as the  Income Marginal Tax Rate for Canada.
          type: number
        CapitalGainTaxRate:
          format: double
          description: A tax assessed on profits realized from the sale of a capital asset, such as stock or fund. . This would be referred to as the  Capital Gains Marginal Tax Rate for Canada.
          type: number
        StateIncomeTaxRate:
          format: double
          description: State income tax rate on incomes received from the portfolio.
          type: number
        DividendTaxRate:
          format: double
          description: Dividend tax rate on dividends received from the portfolio. Canada only.
          type: number
        IllustrationTrailingTimePeriod:
          description: This parameter determines the Illustration Time period��s start date and end date of the hypothetical illustration. Please be sure that start date and end date are set in accordance to the Illustration Time period value selected before sending the request to the Portfolio Analysis API.
          enum:
          - YearToDate
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          - EarliestAvailable
          - EarliestCommon
          - Customized
          type: string
        StartDate:
          format: date-time
          description: Illustration Time period start date the Hypothetical illustration will be run.
          type: string
        EndDate:
          format: date-time
          description: Illustration Time period end date the Hypothetical illustration will be run.
          type: string
        SynchronizePortfolioStartDate:
          description: This will override the IllustrationTrailingTimePeriod to the EarliestCommon across all input portfolios.
          type: boolean
        InvestmentDetailReturnsFrequency:
          description: 'TODO: can this have a value of None? NO'
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        LiquidateOnEndDate:
          description: "When this is set to true, holdings are sold at month-end NAV/price and taxes will be applied.\r\n            Note: This affects total returns because taxes are calculated based on the final market value of your investments and the tax rates specified in the Taxes section."
          type: boolean
        SubsequentInvestmentType:
          enum:
          - Invest
          - Withdrawal
          - WithdrawalPercentage
          type: string
        SubsequentInvestmentAmount:
          format: double
          description: This is the amount for the subsequent investment or withdrawal. It is invested or removed on a regular basis, according to SubsequentInvestmentWithdrawalFrequency value.
          type: number
        SubsequentInvestmentWithdrawalFrequency:
          description: "This parameter informs the Portfolio Analysis API how frequently to apply the subsequent investment or withdrawal, for example, if the frequency is quarterly, the subsequent amount will be applied every quarter after the initial investments. \r\n            Note: subsequent amount is applied on the first month end in the frequency period. Also, None is not a valid value"
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        AssetBasedAnnualFee:
          format: double
          description: This parameter specifies the amount of the fee as a percentage. For example, if you want to apply a 1% fee, set this parameter to 1.00. For Australian Hypo this can be set as a dollar amount as well, depending on the Annual Fees Type.
          type: number
        AssetFeeFrequency:
          description: "TODO: can this have a value of None? NO\r\n            This parameter specifies how often the asset based fees are to be applied. Asset-based fees are deducted as a percentage."
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        AssetFeeType:
          description: This parameter specifies the type of the annual fee amount as a percentage, or as a dollar amount. For example, if you want to apply a 1% fee, set this parameter to %. This option is available only in Australian Hypo.
          enum:
          - Amount
          - Percentage
          type: string
        PayFees:
          description: This parameter can be set to the option to pay any asset-based fees that are assessed either out of pocket (as if the client writes a check to pay for them), or by selling shares equal to the amount of the fees.
          enum:
          - OutOfPocketBeginning
          - OutOfPocketEnding
          - SalesOfSharesBeginning
          - SalesOfSharesEnding
          type: string
        PayFeesUseCashFirst:
          description: This parameter is applicable to Portfolio Illustrations only. If Pay Fees parameter is set to sale of shares, then this parameter can be set to true to specify that the application tap cash equivalents first before selling shares in the other securities on which annual fees are applied.
          type: boolean
        PortfolioAmountFee:
          format: double
          description: This parameter specifies the portfolio amount fee charged annually
          type: number
        FrontLoadType:
          description: This parameter specifies what sales fees are deducted from an investment upon purchase or sale.
          enum:
          - Standard
          - Custom
          - LetterOfIntent
          - None
          - CustomEntry
          - CustomExit
          type: string
        CustomFeeType:
          description: "TODO: Optional, and only affects FrontLoadType=Custom\r\n            If Apply Fee Schedule parameter is set to Custom, this parameter specifies what type the value in custom fee parameter is, percentage or money amount."
          enum:
          - Amount
          - Percentage
          type: string
        SalesFeeAmount:
          format: double
          description: If Apply Fee Schedule parameter is set to Custom, this parameter specifies the amount of the custom fee.
          type: number
        ApplySalesCharge:
          description: For funds, deferred or redemption fees are applied to charge a fee to the investor upon redeeming shares. Deferred fees apply for most withdrawals, and redemption fees are deducted when you choose to liquidate the investment. Set this parameter to false if you do not want the standard deferred or redemption fees to be applied.
          type: boolean
        ApplyFeeForRebalance:
          description: Rebalance results in at least one sale and at least one buy. The sale may involve a fund that has a back-end charge and the buy may involve a fund that has a front-end charge. Any front-end charge that would normally be applied for the bought fund will be applied when this parameter is set to true. For example, if standard schedule is selected, the tool will apply whatever front-end charges would be applied for a buy on that schedule. On a sale, back-end charges that would normally be applied using the standard back-end schedule would be applied. If a custom schedule is selected, the tool will apply the custom % entered in the Custom Fees parameter as the same load as the fund. If this parameter is set to false, neither a front-end nor back-end charge for buys/sells due to rebalancing will be applied.
          type: boolean
        EntryExitFeeType:
          description: This parameter is applicable to Australian Hypo only.
          enum:
          - CustomEntry
          - CustomExit
          - None
          type: string
        RebalanceFrequency:
          description: This parameter specifies how often to rebalance your portfolio.
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - Biennially
          - None
          type: string
        RebalanceThreshold:
          format: double
          description: This parameter specifies a rebalance threshold that must be reached before the holdings are rebalanced. For example, if set it to 5, rebalancing will only take place if the allocation increases or decreases from the original setting by 5% or more for at least one security in the portfolio.
          type: number
        ReinvestDividends:
          description: "Set it to true to reinvest dividends and income distributions, or set it to false to not reinvest dividends and income distributions.\r\n            For Australian Hypo,either set both ReinvestDividends and ReinvestCapitalGains to true, or both to false."
          type: boolean
        ReinvestCapitalGains:
          description: "Set it to true to reinvest capital gains distributions, or set it to false to not reinvest capital gains distributions.\r\n            For Australian Hypo,either set both ReinvestDividends and ReinvestCapitalGains to true, or both to false.\r\n            Note: If you choose not to reinvest, you may notice the Total Reinvestment, Taxes Paid, and Final Market Value of your portfolio decrease because you own fewer shares."
          type: boolean
    InputPerformancePerformanceView:
      description: Predefined set of data points to return in the response.
      type: object
      properties:
        Id:
          type: string
          description: Identifier of a predefined set of data points to return in the response.
          default: All
          enum:
          - All
          - CorrelationMatrix
          - CrossPortfolioCorrelation
          - Default
          - Snapshot
    Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInput:
      type: object
      properties:
        Type:
          enum:
          - Standard
          - AutoAsset
          - AutoCategory
          - Custom
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding'
    OutputRiskCrossPortfolioCorrelatedItemKey:
      type: object
      properties:
        CorrelatedItemKeyId:
          type: integer
          format: int32
        Type:
          type: string
          enum:
          - Portfolio
        Value:
          type: number
          format: double
      description: Correlation value between this portfolio and one other portfolio.
    OutputRiskSecurity.RiskStatisticsItem:
      type: object
      properties:
        Mean:
          type: number
          format: double
          description: Average return over the trailing period.
        SharpeRatio:
          type: number
          format: double
          description: Return in excess of the risk-free rate per unit of standard deviation.
        StandardDeviation:
          type: number
          format: double
          description: Statistical dispersion of returns around the mean.
      description: Risk statistics for an individual security. Year2 is not supported.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturnSecurityItem:
      type: object
      properties:
        Sequence:
          format: int32
          description: 'TODO: is this needed?'
          type: integer
        InceptionDate:
          format: date-time
          type: string
        SecurityId:
          type: string
        Date:
          format: date-time
          description: 'TODO: Is this field needed?'
          type: string
        HoldingValue:
          format: double
          type: number
        Percent:
          format: double
          description: 'TODO: Should this be named Percent or Weight?'
          type: number
        TimePeriods:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.IllustrationReturnTimePeriod_'
    OutputIdentifiers:
      title: OutputIdentifiers
      description: Specifies the identifier type used to specify the target investment in the request.
      additionalProperties: false
      properties:
        performanceId:
          type: string
          example: 0P00002CI5
        isin:
          type: string
          example: US2562191062
        securityId:
          type: string
          example: FCUSA0000P
        cusip:
          type: string
          example: 459200101
        sedol:
          type: string
          example: B4TT7L5
        tradingSymbol:
          type: string
          example: MDLOX
    OutputErrorResponse:
      type: object
      properties:
        Message:
          type: string
          example: The request is invalid.
        SpecificErrorStatus:
          type: array
          items:
            type: object
            properties:
              ErrorCode:
                type: string
                example: '40059'
              ErrorMessage:
                type: string
                example: There are holdings present in portfolio which are invalid.
              Metadata:
                type: object
                properties:
                  InvalidPortfolios:
                    type: array
                    items:
                      type: object
                      properties:
                        Name:
                          type: string
                          example: Test Portfolio
                        InvalidHoldings:
                          type: array
                          items:
                            type: object
                            properties:
                              SecurityId:
                                type: string
                                example: FX000015JA3
                              Status:
                                type: string
                                enum:
                                - Invalid
                                - Unentitled
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_:
      type: object
      properties:
        Id:
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
    OutputPerformanceStandardizedAndTaxAdjustedReturnsSecurity:
      type: object
      properties:
        Sequence:
          type: integer
          format: int32
          description: Position of the security in the holdings array (1-based).
        SecurityId:
          type: string
          description: Morningstar unique identifier of the security.
        StandardizedReturns:
          $ref: '#/components/schemas/OutputPerformanceStandardizedReturns'
          description: Standardised return data for the security.
        AfterTaxReturns:
          $ref: '#/components/schemas/OutputPerformanceAfterTaxReturns'
          description: After-tax return data for the security.
      description: Standardised and after-tax return data for a single security.
    Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem:
      type: object
      properties:
        Mean:
          format: double
          type: number
        SharpeRatio:
          format: double
          type: number
        StandardDeviation:
          format: double
          type: number
        InformationRatio:
          format: double
          type: number
        TrackingError:
          format: double
          type: number
        SortinoRatio:
          format: double
          type: number
        ExcessReturn:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturnsSecurity:
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        SecurityId:
          type: string
        StandardizedReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturns'
        AfterTaxReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.AfterTaxReturns'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturn:
      type: object
      properties:
        CalendarYear:
          description: 1-10 to represent 10 most recent calendar years
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.Int32_'
    InputAssetClassGroupConfigs:
      description: Asset class group to query.
      type: object
      properties:
        AssetClassGroupConfig:
          type: array
          description: Asset class group identifier. Maximum of one value can be passed in a request.
          items:
            $ref: '#/components/schemas/InputAssetClassGroupConfig'
    Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate:
      type: object
      properties:
        EarliestCommonDate:
          format: date-time
          type: string
        EarliestAvailableDate:
          format: date-time
          type: string
        EarliestInceptionDate:
          format: date-time
          type: string
    OutputRiskCrossPortfolioCorrelationItemKey:
      type: object
      properties:
        Id:
          type: integer
          format: int32
        Type:
          type: string
          enum:
          - Portfolio
        CorrelatedItemKey:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCrossPortfolioCorrelatedItemKey'
      description: Correlation data for a single portfolio against all other portfolios in the request.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistory:
      type: object
      properties:
        Type:
          enum:
          - Difference
          type: string
        Frequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        StartDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistoryItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistoryItem'
    OutputRiskCorrelationMatrix:
      type: object
      properties:
        TrailingTimePeriod:
          type: string
          enum:
          - Year3
          - Year5
          - Year10
        DataFrequency:
          type: string
          enum:
          - Monthly
        StartDate:
          type: string
          format: date-time
        EndDate:
          type: string
          format: date-time
        Correlations:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCorrelationItemKey'
      description: Intra-portfolio correlation matrix for a single trailing time period.
    ResponseTimeSeriesDailyOhlcv:
      title: ResponseTimeSeriesDailyOhlcv
      readOnly: true
      description: List of investments for which time series data was returned.
      type: object
      additionalProperties: false
      properties:
        investments:
          type: array
          minItems: 1
          items:
            $ref: '#/components/schemas/OutputInvestmentDailyOhlcv'
        metadata:
          $ref: '#/components/schemas/OutputMetadata'
    Morningstar.PortfolioAnalysis.Models.Output.SecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
        CUSIP:
          type: string
        Name:
          type: string
        TradingSymbol:
          type: string
        BaseCurrency:
          enum:
          - MultipleCurrencies
          - AED
          - AFN
          - ALL
          - AMD
          - ANG
          - AOA
          - ARS
          - AUD
          - AWG
          - AZN
          - BAM
          - BBD
          - BDT
          - BGN
          - BHD
          - BIF
          - BMD
          - BND
          - BOB
          - BOV
          - BRL
          - BSD
          - BTN
          - BWP
          - BYR
          - BZD
          - CAD
          - CDF
          - CHE
          - CHF
          - CHW
          - CLF
          - CLP
          - CNY
          - COP
          - COU
          - CRC
          - CUP
          - CVE
          - CZK
          - DJF
          - DKK
          - DOP
          - DZD
          - EEK
          - EGP
          - ERN
          - ETB
          - EUR
          - FJD
          - FKP
          - GBP
          - GEL
          - GHC
          - GIP
          - GMD
          - GNF
          - GTQ
          - GYD
          - HKD
          - HNL
          - HRK
          - HTG
          - HUF
          - IDR
          - ILS
          - INR
          - IQD
          - IRR
          - ISK
          - JMD
          - JOD
          - JPY
          - KES
          - KGS
          - KHR
          - KMF
          - KPW
          - KRW
          - KWD
          - KYD
          - KZT
          - LAK
          - LBP
          - LKR
          - LRD
          - LSL
          - LTL
          - LVL
          - LYD
          - MAD
          - MDL
          - MGA
          - MKD
          - MMK
          - MNT
          - MOP
          - MRO
          - MUR
          - MVR
          - MWK
          - MXN
          - MXV
          - MYR
          - MZN
          - NAD
          - NGN
          - NIO
          - NOK
          - NPR
          - NZD
          - OMR
          - PAB
          - PEN
          - PGK
          - PHP
          - PKR
          - PLN
          - PYG
          - QAR
          - ROL
          - RON
          - RSD
          - RUB
          - RWF
          - SAR
          - SBD
          - SCR
          - SDD
          - SEK
          - SGD
          - SHP
          - SLL
          - SOS
          - SRD
          - STD
          - SYP
          - SZL
          - THB
          - TJS
          - TMT
          - TND
          - TOP
          - TRY
          - TTD
          - TWD
          - TZS
          - UAH
          - UGX
          - USD
          - USN
          - USS
          - UYU
          - UZS
          - VEF
          - VND
          - VUV
          - WST
          - XAF
          - XAG
          - XAU
          - XBA
          - XBB
          - XBC
          - XBD
          - XCD
          - XDR
          - XFO
          - XFU
          - XOF
          - XPD
          - XPF
          - XPT
          - YER
          - ZAR
          - ZMK
          - ZWR
          type: string
        Type:
          enum:
          - BD
          - CT
          - CA
          - CASH
          - EI
          - FC
          - FE
          - FM
          - FO
          - FI
          - FV
          - SA
          - ST
          - VA
          - V1
          - XI
          - SP
          type: string
        InceptionDate:
          format: date-time
          type: string
        SecurityReferenceTypes:
          type: array
          items:
            enum:
            - PortfolioHolding
            - BenchmarkHolding
            - RiskFreeIndex
            - DisclosureIndex
            - TopNetUnderlyingHolding
            - StockIntersection
            - InvalidSecurity
            type: string
    OutputDataItemPerformanceHistoryTimePeriod:
      type: object
      properties:
        Id:
          type: integer
          format: int32
          description: Sequential period identifier (1-based).
        Value:
          type: number
          format: double
          description: Return value for the period.
        GrossValue:
          description: Gross value for the period. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
    OutputPerformanceInvestmentActivity:
      type: object
      properties:
        DataFrequency:
          type: string
          enum:
          - Monthly
          description: Frequency of the investment activity data.
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceInvestmentActivityItem'
          description: Portfolio investment activity records.
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceBenchmark.InvestmentActivityItem'
          description: Benchmark investment activity records.
      description: Period-by-period investment activity for the portfolio and benchmark.
    Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfigs:
      type: object
      properties:
        AssetClassGroupConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfig'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturnsItem:
      type: object
      properties:
        StartYear:
          format: int32
          type: integer
        StartMonth:
          format: int32
          maximum: 12
          minimum: 1
          type: integer
        Data:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_'
    OutputInvestmentDailyOhlcv:
      title: OutputInvestmentDailyOhlcv
      type: object
      additionalProperties: false
      properties:
        identifiers:
          $ref: '#/components/schemas/OutputIdentifiers'
        timeSeries:
          $ref: '#/components/schemas/OutputTimeSeriesDailyOhlcv'
        metadata:
          $ref: '#/components/schemas/OutputInvestmentsMetadata'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturns:
      type: object
      properties:
        GrossExpenseRatio:
          format: double
          type: number
        InceptionDate:
          format: date-time
          type: string
        MaxBackLoad:
          format: double
          type: number
        MaxFrontLoad:
          format: double
          type: number
        NetExpenseRatio:
          format: double
          type: number
        ManagementExpenseRatio:
          format: double
          type: number
        TurnoverRatio:
          format: double
          type: number
        TurnoverRatioDate:
          format: date-time
          type: string
        Day7YieldUnsubsized:
          format: double
          type: number
        Day7YieldSubsidized:
          format: double
          type: number
        Month12Yield:
          format: double
          type: number
        TimePeriod:
          description: Year1,Year3,Year5,Year10,SinceInception only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturnsTimePeriodItem'
    OutputPerformanceBestWorstTimePeriod:
      type: object
      properties:
        TimePeriod:
          type: string
          enum:
          - Month3
          - Year1
          - Year3
          description: Time period identifier.
        Value:
          type: number
          format: double
          description: Return value for the time period.
        StartDate:
          type: string
          format: date-time
          description: Start date of the time period.
      description: Best or worst return value for a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceRequestSettings:
      type: object
      properties:
        OutputCurrency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        RollingReturnFrequency:
          enum:
          - Month3
          - Month6
          - Year1
          - Year3
          - Year5
          - Year10
          type: string
        IncludePortfolioInCorrelationMatrix:
          type: boolean
        AssetClassGroupConfigs:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfigs'
        HypoCalculationSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Hypo.HypoCalculationSettings'
    OutputMetadata:
      description: Metadata returned in response. Includes information about identifiers for which no results were found.
      title: OutputMetadata
      type: object
      properties:
        messages:
          $ref: '#/components/schemas/OutputMetadataMessages'
        requestId:
          description: Indicates the request identifier.
          example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
          type: string
          readOnly: true
        time:
          description: Indicates time response was returned.
          example: '2025-10-02T10:54:36.9161062Z'
          type: string
          format: date-time
          readOnly: true
      additionalProperties: false
    OutputPerformanceBenchmark.TrailingReturnsItem:
      type: object
      properties:
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemBenchmarkTrailingTimePeriod'
    OutputPerformancePerformanceHistory:
      type: object
      properties:
        Type:
          type: string
          enum:
          - Difference
          - Portfolio
          - Benchmark
          description: 'Return series type: `Portfolio`, `Benchmark`, or `Difference` (portfolio minus benchmark).'
        Frequency:
          type: string
          enum:
          - Monthly
          - Quarterly
          description: Frequency of the return data points.
        StartDate:
          type: string
          format: date-time
          description: Start date of the performance history series.
        Portfolio:
          $ref: '#/components/schemas/OutputPerformancePerformanceHistoryItem'
          description: Performance history data for the portfolio. If a benchmark is included, the same structure is returned for the benchmark.
      description: A single performance history series (portfolio, benchmark, or difference).
    OutputPerformanceNonStdLoadAdjustedReturnsPortfolio:
      type: object
      properties:
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemTimePeriod'
          description: Array of return values for each trailing time period.
      description: Portfolio non-standardised load-adjusted return values.
    Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceConfig:
      type: object
      properties:
        Id:
          description: this will look up the configuration settings
          type: string
        ReturnMethodology:
          enum:
          - QuickPortfolio
          - Hypothetical
          type: string
    OutputRiskCorrelatedItemKey:
      type: object
      properties:
        CorrelatedItemKeyId:
          type: integer
          format: int32
        Type:
          type: string
          enum:
          - Portfolio
          - Security
        Value:
          type: number
          format: double
      description: Correlation value between this item and one other item in the matrix.
    RequestPerformance:
      description: Calculate performance for up to 2 portfolios. Maximum of 250 holdings per portfolio.
      required:
      - Portfolios
      - RequestSettings
      type: object
      properties:
        View:
          description: Predefined set of data points to return in the response.
          $ref: '#/components/schemas/InputPerformancePerformanceView'
        Config:
          description: Account-specific configuration preset. Settings can be overridden directly in the request.
          $ref: '#/components/schemas/InputPerformancePerformanceConfig'
        RequestSettings:
          description: Analysis settings for the request.
          $ref: '#/components/schemas/InputPerformancePerformanceRequestSettings'
        Portfolios:
          description: Array of portfolios to analyse. Maximum 2 portfolios per request. Maximum 250 holdings per portfolio.
          type: array
          items:
            $ref: '#/components/schemas/InputPortfolioInput'
    OutputPerformanceDate:
      description: Key performance date reference points for the portfolio.
      type: object
      properties:
        EarliestCommonDate:
          description: The earliest date for which all holdings in the portfolio have return data.
          type: string
          format: date-time
        EarliestAvailableDate:
          description: The earliest date for which any holding in the portfolio has return data.
          type: string
          format: date-time
        EarliestCommonExtendedDate:
          description: The earliest common date calculated using extended return history where available.
          type: string
          format: date-time
        EarliestCommonExtended10YearDate:
          description: The earliest common date within a 10-year window, calculated using extended return history where available.
          type: string
          format: date-time
        EarliestInceptionDate:
          description: The inception date of the most recently launched holding in the portfolio.
          type: string
          format: date-time
    OutputDataItemCalendarYearReturnTimePeriod:
      type: object
      properties:
        Id:
          type: integer
          format: int32
          description: Calendar year sequence (1 = most recent year, up to 10).
        Value:
          type: number
          format: double
          description: Return value for the calendar year.
        GrossValue:
          description: Gross return value for the calendar year. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
      description: Return value for a single calendar year.
    OutputPerformanceSecurityReturns.NonStdLoadAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Security:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceNonStdLoadAdjustedReturnsSecurity'
          description: Array of per-security non-standardised load-adjusted return records.
      description: Non-standardised load-adjusted return data for each security in the portfolio.
    OutputPerformancePerformance:
      description: Performance result for a single portfolio.
      type: object
      properties:
        PortfolioName:
          description: Name of the portfolio.
          type: string
        PerformanceDate:
          description: Key performance date reference points for this portfolio.
          $ref: '#/components/schemas/OutputPerformanceDate'
        ReturnMethodology:
          description: Return methodology used in the calculation.
          type: string
          enum:
          - QuickPortfolio
          - Hypothetical
        Returns:
          description: Return data for the portfolio including trailing, calendar year, and investment activity.
          $ref: '#/components/schemas/OutputPerformanceReturns'
        Risks:
          description: Risk statistics for the portfolio including MPT statistics, correlation matrix, and drawdown.
          $ref: '#/components/schemas/OutputRiskRisks'
    OutputRiskRiskStatisticsSecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
          description: Morningstar unique identifier of the security.
        Weight:
          type: number
          format: double
          description: Weight of the security as a percentage of the portfolio.
        RiskStatisticsItem:
          $ref: '#/components/schemas/OutputRiskSecurity.RiskStatisticsItem'
          description: Risk statistics for the security.
      description: Risk statistics for a single security in the portfolio.
    OutputPerformanceTrailingReturnsItem:
      type: object
      properties:
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemTrailingTimePeriod'
          description: Array of return values for each trailing time period.
      description: Trailing return values across standard time periods.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturns:
      type: object
      properties:
        RollingReturn:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturn'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriods:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        BestTimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriod'
        WorstTimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriod'
    Morningstar.PortfolioAnalysis.Models.Input.AssetClassConfig:
      type: object
      properties:
        Id:
          type: string
        Name:
          type: string
        Color:
          type: string
        BorderColor:
          type: string
        Index:
          type: string
    OutputInvestmentSingleObservation:
      title: OutputInvestmentSingleObservation
      type: object
      additionalProperties: false
      properties:
        identifiers:
          $ref: '#/components/schemas/OutputIdentifiers'
        timeSeries:
          $ref: '#/components/schemas/OutputTimeSeriesSingleObservation'
        metadata:
          $ref: '#/components/schemas/OutputInvestmentsMetadata'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelatedItemKey:
      type: object
      properties:
        CorrelatedItemKeyId:
          format: int32
          type: integer
        Type:
          description: 'TODO: we don''t want to manage names. Should this just be called CorrelationItemType?'
          enum:
          - Portfolio
          - Security
          type: string
        Value:
          format: double
          type: number
    OutputMetadataMessageInvestment:
      title: OutputMetadataMessageInvestment
      type: object
      additionalProperties: false
      properties:
        id:
          type: string
          description: Indicates identifier value passed in request.
          example: 0P000PPP6Q
          readOnly: true
        idType:
          type: string
          description: Indicates the identifier type passed in request.
          example: performanceId
          readOnly: true
    Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturnsItem:
      type: object
      properties:
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TrailingTimePeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturnsSecurity:
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        SecurityId:
          type: string
        HoldingDate:
          format: date-time
          type: string
        HoldingValue:
          format: double
          type: number
        Day7Yield:
          format: double
          type: number
        TimePeriod:
          description: Year1,Year3,Year5,Year10 only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatistics:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem'
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsSecurityItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.Performance:
      type: object
      properties:
        PortfolioName:
          type: string
        PerformanceDate:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate'
        ReturnMethodology:
          enum:
          - QuickPortfolio
          - Hypothetical
          type: string
        Returns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Returns'
        Risks:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.Risks'
    OutputDataItemTimePeriod:
      type: object
      properties:
        Id:
          type: string
          enum:
          - YearToDate
          - Year1
          - Year3
          - Year5
          - Year10
          description: Trailing time period identifier.
        Value:
          type: number
          format: double
          description: Return value for the time period.
    OutputRiskRiskStatisticsItem:
      type: object
      properties:
        Mean:
          type: number
          format: double
          description: Average return over the trailing period.
        SharpeRatio:
          type: number
          format: double
          description: Return in excess of the risk-free rate per unit of standard deviation.
        StandardDeviation:
          type: number
          format: double
          description: Statistical dispersion of returns around the mean.
        InformationRatio:
          type: number
          format: double
          description: Active return relative to a benchmark per unit of tracking error.
        TrackingError:
          type: number
          format: double
          description: Standard deviation of excess returns relative to the benchmark.
        SortinoRatio:
          type: number
          format: double
          description: Return per unit of downside deviation.
        ExcessReturn:
          type: number
          format: double
          description: Return minus the 91-day government treasury bill return over the same period.
      description: Risk statistics for the benchmark over a single trailing time period.
    OutputRiskRisks:
      type: object
      properties:
        RiskStatistics:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskRiskStatistics'
          description: Array of risk statistics records, one per trailing time period.
        MPTStatistics:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskMPTStatistics'
          description: Array of MPT statistics records, one per trailing time period.
        CorrelationMatrix:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCorrelationMatrix'
          description: Intra-portfolio correlation matrix data.
        Drawdown:
          $ref: '#/components/schemas/OutputRiskDrawdown'
          description: Portfolio drawdown data.
      description: Risk data for the portfolio including risk statistics, MPT statistics, correlation matrix, and drawdown.
    OutputRiskTimePeriods:
      type: object
      properties:
        id:
          type: string
          enum:
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          description: Trailing time period identifier.
        DrawdownItem:
          $ref: '#/components/schemas/OutputRiskDrawdownItem'
          description: Drawdown statistics for the time period.
      description: Drawdown statistics for a single trailing time period.
    DataModelSingleObservation:
      title: DataModelSingleObservation
      description: Represents a time series of single observations, where each entry contains a date and its corresponding value.
      type: object
      properties:
        date:
          type: string
          format: date
          example: '2025-09-06'
        value:
          type: number
          example: 1.108
    ErrorResponse:
      title: ErrorResponse
      description: Defines the structure of an error response returned when a bad or invalid request is submitted. Includes the HTTP status code, descriptive message, and request identifier for traceability.
      type: object
      properties:
        statusCode:
          description: Numeric HTTP status code associated with the error.
          type: integer
          format: int32
          example: 400
          readOnly: true
        errorCode:
          description: Identifier for a specific type of error.
          type: string
          example: 400.timeSeries.009
          readOnly: true
        message:
          type: string
          description: Descriptive message providing details about the error or validation failure.
          example: Invalid frequency 'm' for datapoint 'daily-closing-price'.
          readOnly: true
        requestId:
          description: Indicates unique request identifier.
          example: c63e7f6c-b52d-42c3-9d1b-4a4b4ac05f3c
          readOnly: true
          type: string
      additionalProperties: false
    OutputPerformanceBenchmark.InvestmentActivityItem:
      type: object
      properties:
        Sequence:
          type: integer
          format: int32
          description: Sequential index of the period (1-based).
        StartDate:
          type: string
          format: date-time
          description: Start date of the period.
        EndDate:
          type: string
          format: date-time
          description: End date of the period.
        BeginningBalance:
          type: number
          format: double
          description: Benchmark value at the start of the period.
        MarketValue:
          type: number
          format: double
          description: Benchmark market value at the end of the period.
      description: Benchmark investment activity for a single period.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturnsItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturnsItem'
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TrailingTimePeriod_:
      type: object
      properties:
        Id:
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationMatrix:
      type: object
      properties:
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        Correlations:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationItemKey'
    OutputRiskCrossPortfolioCorrelationMatrix:
      type: object
      properties:
        TrailingTimePeriod:
          type: string
          enum:
          - Year3
          - Year5
          - Year10
          description: Trailing time period over which correlations are calculated.
        DataFrequency:
          type: string
          enum:
          - Monthly
          description: Frequency of the return data used in the calculation.
        StartDate:
          type: string
          format: date-time
          description: Start date of the correlation period.
        EndDate:
          type: string
          format: date-time
          description: End date of the correlation period.
        Correlations:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCrossPortfolioCorrelationItemKey'
          description: Array of correlation values between portfolios.
      description: Cross-portfolio correlation matrix for a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.String_:
      type: object
      properties:
        Id:
          type: string
        Value:
          format: double
          type: number
    ResponsePerformance:
      description: Top-level response object containing one result per portfolio analysed.
      type: object
      properties:
        PerformanceDate:
          description: Key performance date reference points across all portfolios in the request.
          $ref: '#/components/schemas/OutputPerformanceDate'
        Performance:
          description: Array of performance results, one per portfolio.
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformancePerformance'
        CrossPortfolioCorrelationMatrix:
          description: Cross-portfolio correlation matrix data. Only returned when `View.Id` is `CrossPortfolioCorrelation`.
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCrossPortfolioCorrelationMatrix'
        SecurityReference:
          description: Reference data for all securities appearing in the response.
          type: array
          items:
            $ref: '#/components/schemas/OutputSecurityItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturnsSecurity'
    OutputPerformancePerformanceHistorys:
      type: object
      properties:
        PerformanceHistory:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformancePerformanceHistory'
          description: Array of performance history series.
      description: Performance history data across one or more return series.
    Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInputHolding:
      description: 'TODO: Implement same way as PortfolioInput'
      required:
      - SecurityId
      - Weight
      type: object
      properties:
        SecurityId:
          type: string
        Type:
          enum:
          - XI
          - CA
          - EI
          - CASH
          type: string
        Weight:
          format: double
          type: number
    InputPortfolioInputHolding:
      description: 'Each holding requires a security identifier and a position size. For the identifier, pass one of: `SecurityId`, `CUSIP`, `FundCode`, `ISIN`, `PerformanceId`, or `TradingSymbol`. If multiple identifiers are provided for a single security, `SecurityId` takes priority; if `SecurityId` is absent, the last identifier listed in the object is used. For the position size, pass one of: `Weight` or `Value`.'
      type: object
      properties:
        SecurityId:
          description: Morningstar unique identifier of a security. Use `CASH%0.000` for cash positions.
          type: string
          example: FOUSA00DFS,CASH%0.000
        Weight:
          description: Holding weight as a percentage of portfolio total. All holding weights must sum to 100. Requires `TotalValue` to be set on the portfolio.
          minimum: 1
          maximum: 100
          example: 60
          type: number
          format: double
        Value:
          description: Market value of the holding in the portfolio currency.
          minimum: 1
          example: 25000
          type: number
          format: double
        AnnualFeePercent:
          description: Holding-level annual fee as a percentage of holding value (e.g. `1.15` = 1.15%). Defaults to `0` (no fee).
          minimum: 0
          default: 0
          example: 1.15
          type: number
          format: double
        AnnualFeeFrequency:
          description: How often the holding-level annual fee is deducted.
          default: Monthly
          type: string
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
        PerformanceId:
          description: Morningstar performance identifier of a security.
          type: string
          example: 0P00002QN3
        CUSIP:
          description: CUSIP identifier of a security.
          type: string
          example: 09251T103
        ISIN:
          description: ISIN identifier of a security.
          type: string
          example: US0378331005
        TradingSymbol:
          description: Trading symbol (ticker) of a security.
          type: string
          example: MDLOX
        FundCode:
          description: Fund code identifier of a security. Specific to Thai markets.
          type: string
          example: ABG
    Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturnSecurityItem'
    OutputRiskDrawdown:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Portfolio:
          $ref: '#/components/schemas/OutputRiskPortfolio'
          description: Drawdown data for the portfolio.
      description: Drawdown analysis for the portfolio across trailing time periods and calendar years.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.SecurityReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        NonStdLoadAdjustedReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.NonStdLoadAdjustedReturns'
        StandardizedAndTaxAdjustedReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturns'
    OutputRiskRiskStatistics:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        TrailingTimePeriod:
          type: string
          enum:
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          description: Trailing time period over which risk statistics are calculated.
        DataFrequency:
          type: string
          enum:
          - Monthly
          description: Frequency of the return data used in the calculation.
        Portfolio:
          $ref: '#/components/schemas/OutputRiskRiskStatisticsPortfolioItem'
          description: Risk statistics for the portfolio.
        Benchmark:
          $ref: '#/components/schemas/OutputRiskRiskStatisticsItem'
          description: Risk statistics for the benchmark.
        Security:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskRiskStatisticsSecurityItem'
          description: Array of risk statistics for individual securities in the portfolio.
      description: Risk statistics for the portfolio, benchmark, and individual securities for a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceView:
      type: object
      properties:
        Id:
          description: this will look up the view definition defined by configuration
          type: string
        Performances:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationMatrix:
      type: object
      properties:
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        Correlations:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationItemKey'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriod:
      type: object
      properties:
        TimePeriod:
          description: Only support Month1, Month3, Year1, Year3
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
        StartDate:
          format: date-time
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Performance.AfterTaxReturns:
      type: object
      properties:
        OnDistributionAndSalesOfShares:
          description: Year1,Year3,Year5,Year10,SinceInception only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_'
        OnDistributionReturn:
          description: Year1,Year3,Year5,Year10,SinceInception only supported
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.TimePeriod_'
    InputPerformancePerformanceConfig:
      description: Account-specific configuration preset.
      type: object
      properties:
        Id:
          type: string
          description: Account-specific configuration preset. Settings can be overridden directly in the request. `Hypothetical` is only supported when `View.Id` is `CrossPortfolioCorrelation`.
          default: QuickPortfolio
          enum:
          - Hypothetical
          - QuickPortfolio
    OutputPerformanceStandardizedReturns:
      type: object
      properties:
        GrossExpenseRatio:
          type: number
          format: double
          description: Total gross expenses divided by average net assets. Reflects the fund's expenses before any fee waivers or reimbursements are applied.
        InceptionDate:
          type: string
          format: date-time
          description: Inception date of the security.
        MaxBackLoad:
          type: number
          format: double
          description: Maximum deferred (back-end) sales charge, expressed as a percentage of the lesser of the initial or final share value.
        MaxFrontLoad:
          type: number
          format: double
          description: Maximum front-end sales charge applied at purchase, as a percentage of the investment amount.
        NetExpenseRatio:
          type: number
          format: double
          description: Total net expenses divided by average net assets, after any fee waivers or reimbursements. Includes management, 12b-1, administrative, and auditor fees, but excludes brokerage costs.
        ManagementExpenseRatio:
          type: number
          format: double
          description: Annual fixed costs of managing the fund as a percentage of average net assets. Specific to the Canadian market.
        TurnoverRatio:
          type: number
          format: double
          description: Annual portfolio rotation rate. A high turnover ratio may indicate higher transaction costs.
        TurnoverRatioDate:
          type: string
          format: date-time
          description: Date as of which the turnover ratio is reported.
        Day7YieldUnsubsized:
          type: number
          format: double
          description: 7-day unsubsidised yield, calculated using gross (pre-subsidy) expenses per the SEC Form N-1A formula.
        Day7YieldSubsidized:
          type: number
          format: double
          description: 7-day subsidised yield, calculated using net (post-subsidy) expenses per the SEC Form N-1A formula.
        Month12Yield:
          type: number
          format: double
          description: Trailing 12-month distributions (dividends, interest, and capital gains, excluding return of capital) expressed as a percentage of the previous month-end price.
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceStandardizedReturns.TimePeriodItem'
          description: Array of standardised return values for each trailing time period.
      description: Standardised return data for a security including expense ratios, yields, and time-period returns.
    OutputRiskCorrelationItemKey:
      type: object
      properties:
        Id:
          type: integer
          format: int32
        SecurityId:
          type: string
        UseExtendedReturns:
          type: boolean
        Type:
          type: string
          enum:
          - Portfolio
          - Security
        CorrelatedItemKey:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCorrelatedItemKey'
      description: Correlation data for a single security or portfolio against all others in the matrix.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.Performances:
      type: object
      properties:
        PerformanceDate:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.PerformanceDate'
        Performance:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.Performance'
        CrossPortfolioCorrelationMatrix:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelationMatrix'
        SecurityReference:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.SecurityItem'
    OutputPerformanceBestWorstTimePeriods:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        BestTimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceBestWorstTimePeriod'
          description: Array of best return values for each time period.
        WorstTimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceBestWorstTimePeriod'
          description: Array of worst return values for each time period.
      description: Best and worst return values across a set of standard trailing time periods.
    OutputPerformanceNonStdLoadAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Portfolio:
          $ref: '#/components/schemas/OutputPerformanceNonStdLoadAdjustedReturnsPortfolio'
          description: Portfolio non-standardised load-adjusted return values.
      description: Non-standardised load-adjusted return data for the portfolio.
    DataModelDailyOhlcv:
      title: DataModelDailyOhlcv
      type: object
      description: Represents a time series of daily trading data, including open, high, low, close, and volume values for each date.
      properties:
        dailyOpenPrice:
          type: number
          example: 1.108
        dailyHighPrice:
          type: number
          example: 1.118
        dailyLowPrice:
          type: number
          example: 1.106
        dailyClosingPrice:
          type: number
          example: 1.115
        dailyVolume:
          type: number
          example: 5.165
        date:
          type: string
          format: date
          example: '2025-09-06'
    OutputPerformanceSecurityReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        NonStdLoadAdjustedReturns:
          $ref: '#/components/schemas/OutputPerformanceSecurityReturns.NonStdLoadAdjustedReturns'
          description: Non-standardised load-adjusted return data for each security.
        StandardizedAndTaxAdjustedReturns:
          $ref: '#/components/schemas/OutputPerformanceStandardizedAndTaxAdjustedReturns'
          description: Standardised and tax-adjusted return data for each security.
      description: Security-level return data including non-standardised and standardised returns.
    OutputSecurityItem:
      description: Reference data for a security appearing in the response.
      type: object
      properties:
        SecurityId:
          description: Morningstar unique identifier of the security.
          type: string
        CUSIP:
          description: CUSIP identifier of the security.
          type: string
        ISIN:
          description: ISIN identifier of the security.
          type: string
        FundCode:
          description: Fund code identifier of the security.
          type: string
        Name:
          description: Name of the security.
          type: string
        TradingSymbol:
          description: Trading symbol (ticker) of the security.
          type: string
        PerformanceId:
          description: Morningstar performance identifier of the security.
          type: string
        BaseCurrency:
          description: Base currency of the security. ISO alpha-3 currency code.
          type: string
          enum:
          - MultipleCurrencies
          - AED
          - AFN
          - ALL
          - AMD
          - ANG
          - AOA
          - ARS
          - AUD
          - AWG
          - AZN
          - BAM
          - BBD
          - BDT
          - BGN
          - BHD
          - BIF
          - BMD
          - BND
          - BOB
          - BOV
          - BRL
          - BSD
          - BTN
          - BWP
          - BYR
          - BZD
          - CAD
          - CDF
          - CHE
          - CHF
          - CHW
          - CLF
          - CLP
          - CNY
          - COP
          - COU
          - CRC
          - CUP
          - CVE
          - CZK
          - DJF
          - DKK
          - DOP
          - DZD
          - EEK
          - EGP
          - ERN
          - ETB
          - EUR
          - FJD
          - FKP
          - GBP
          - GEL
          - GHC
          - GIP
          - GMD
          - GNF
          - GTQ
          - GYD
          - HKD
          - HNL
          - HRK
          - HTG
          - HUF
          - IDR
          - ILS
          - INR
          - IQD
          - IRR
          - ISK
          - JMD
          - JOD
          - JPY
          - KES
          - KGS
          - KHR
          - KMF
          - KPW
          - KRW
          - KWD
          - KYD
          - KZT
          - LAK
          - LBP
          - LKR
          - LRD
          - LSL
          - LTL
          - LVL
          - LYD
          - MAD
          - MDL
          - MGA
          - MKD
          - MMK
          - MNT
          - MOP
          - MRO
          - MUR
          - MVR
          - MWK
          - MXN
          - MXV
          - MYR
          - MZN
          - NAD
          - NGN
          - NIO
          - NOK
          - NPR
          - NZD
          - OMR
          - PAB
          - PEN
          - PGK
          - PHP
          - PKR
          - PLN
          - PYG
          - QAR
          - ROL
          - RON
          - RSD
          - RUB
          - RWF
          - SAR
          - SBD
          - SCR
          - SDD
          - SEK
          - SGD
          - SHP
          - SLL
          - SOS
          - SRD
          - STD
          - SYP
          - SZL
          - THB
          - TJS
          - TMT
          - TND
          - TOP
          - TRY
          - TTD
          - TWD
          - TZS
          - UAH
          - UGX
          - USD
          - USN
          - USS
          - UYU
          - UZS
          - VEF
          - VND
          - VUV
          - WST
          - XAF
          - XAG
          - XAU
          - XBA
          - XBB
          - XBC
          - XBD
          - XCD
          - XDR
          - XFO
          - XFU
          - XOF
          - XPD
          - XPF
          - XPT
          - YER
          - ZAR
          - ZMK
          - ZWR
        Type:
          description: Morningstar security type code (e.g. `FO` = Open End Fund, `ST` = Stock, `BD` = Bond).
          type: string
          enum:
          - BD
          - CT
          - CA
          - CASH
          - EI
          - FC
          - FE
          - FM
          - FO
          - FI
          - FV
          - SA
          - ST
          - VA
          - V1
          - XI
          - SP
          - Proxy
          - CZ
          - MO
          - VP
          - VL
          - FH
          - CP
          - CIT
          - GA
          - MF
          - SC
          - S1
        InceptionDate:
          description: Inception date of the security.
          type: string
          format: date-time
        ObsoleteType:
          description: Reason the security was marked obsolete, if applicable.
          type: string
        ObsoleteDate:
          description: Date on which the security was marked obsolete, if applicable.
          type: string
          format: date-time
        SecurityReferenceTypes:
          description: Roles the security plays in the response (e.g. `PortfolioHolding`, `BenchmarkHolding`, `InvalidSecurity`).
          type: array
          items:
            type: string
            enum:
            - PortfolioHolding
            - BenchmarkHolding
            - DisclosureIndex
            - InvalidSecurity
            - InactiveSecurity
            - NotEntitled
        Value:
          description: Market value of the security in the portfolio.
          type: number
          format: double
        Units:
          description: Number of units of the security held.
          type: number
          format: double
        NotClassifiedHoldingId:
          description: Identifier used when the security could not be classified.
          type: string
        Weight:
          description: Weight of the security as a percentage of the portfolio.
          type: number
          format: double
    Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivity:
      type: object
      properties:
        DataFrequency:
          enum:
          - Monthly
          - Quarterly
          type: string
        Portfolio:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivityItem'
        Benchmark:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivityItem'
        MaxSequence:
          format: int32
          type: integer
    OutputPerformanceStandardizedReturns.TimePeriodItem:
      type: object
      properties:
        Id:
          type: string
          enum:
          - YearToDate
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          description: Trailing time period identifier.
        Market:
          type: number
          format: double
          description: Market-price total return for the period. For ETFs and closed-end funds, based on market price change plus reinvested distributions. For equities, dividends are treated as a cash payout at period end rather than reinvested.
        Nav:
          type: number
          format: double
          description: NAV-based total return for the period.
      description: Standardised return values for a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.Int32_:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        Value:
          format: double
          type: number
    OutputRiskDrawdownItem:
      type: object
      properties:
        MaxDrawdown:
          type: number
          format: double
          description: Peak-to-trough decline over the period, expressed as a percentage.
        NoOfPeriods:
          type: integer
          format: int32
          description: Number of periods (months) between the peak and the recovery.
        PeakDate:
          type: string
          format: date-time
          description: Date of the return peak preceding the maximum drawdown.
        ValleyDate:
          type: string
          format: date-time
          description: Date of the lowest point of the maximum drawdown.
        UpPercent:
          type: number
          format: double
          description: Percentage of periods in which the portfolio posted a positive return.
        DownPercent:
          type: number
          format: double
          description: Percentage of periods in which the portfolio posted a negative return.
      description: Drawdown statistics for a single period.
    InputPortfolioInput:
      description: Object representing a portfolio to be analysed. Each holding must specify a security identifier and one of `Weight` or `Value`to define its allocation. `TotalValue` is required when holdings use `Weight`. Maximum of 250 holdings per portfolio.
      required:
      - Currency
      - Holdings
      - Name
      type: object
      properties:
        Name:
          description: Portfolio name.
          type: string
        TotalValue:
          description: Total market value of the portfolio in the portfolio currency. Required when holdings use `Weight`.
          type: number
          format: double
          minimum: 1
          example: 20000
        Currency:
          description: Portfolio currency. 19 currencies are supported. Accepted values are ISO 4217 currency codes.
          type: string
          enum:
          - AUD
          - BRL
          - CAD
          - CHF
          - DKK
          - EUR
          - GBP
          - HKD
          - INR
          - JPY
          - MXN
          - MYR
          - NOK
          - NZD
          - SEK
          - SGD
          - TWD
          - USD
          - ZAR
          x-enumDescriptions:
            AUD: Australian Dollar
            BRL: Brazilian Real
            CAD: Canadian Dollar
            CHF: Swiss Franc
            DKK: Danish Krone
            EUR: Euro
            GBP: British Pound Sterling
            HKD: Hong Kong Dollar
            INR: Indian Rupee
            JPY: Japanese Yen
            MXN: Mexican Peso
            MYR: Malaysian Ringgit
            NOK: Norwegian Krone
            NZD: New Zealand Dollar
            SEK: Swedish Krona
            SGD: Singapore Dollar
            TWD: New Taiwan Dollar
            USD: United States Dollar
            ZAR: South African Rand
          example: USD
        Holdings:
          description: List of portfolio holdings. Maximum of 250 holdings per portfolio.
          type: array
          maxItems: 250
          minItems: 1
          items:
            $ref: '#/components/schemas/InputPortfolioInputHolding'
        Fees:
          description: Portfolio-level annual fee applied to all holdings.
          $ref: '#/components/schemas/InputPortfolioFees'
        IrrFees:
          description: Annual fee used in the internal rate of return calculation.
          type: number
          format: double
          minimum: 1
          example: 1000
    InputPerformancePerformanceRequestSettings:
      description: Analysis settings including output currency, date range, and performance frequency.
      type: object
      required:
      - OutputCurrency
      properties:
        OutputCurrency:
          type: string
          description: Currency used to calculate output values. 19 currencies are supported. Accepted values are ISO 4217 currency codes.
          default: USD
          enum:
          - AUD
          - BRL
          - CAD
          - CHF
          - DKK
          - EUR
          - GBP
          - HKD
          - INR
          - JPY
          - MXN
          - MYR
          - NOK
          - NZD
          - SEK
          - SGD
          - TWD
          - USD
          - ZAR
          x-enumDescriptions:
            AUD: Australian Dollar
            BRL: Brazilian Real
            CAD: Canadian Dollar
            CHF: Swiss Franc
            DKK: Danish Krone
            EUR: Euro
            GBP: British Pound Sterling
            HKD: Hong Kong Dollar
            INR: Indian Rupee
            JPY: Japanese Yen
            MXN: Mexican Peso
            MYR: Malaysian Ringgit
            NOK: Norwegian Krone
            NZD: New Zealand Dollar
            SEK: Swedish Krona
            SGD: Singapore Dollar
            TWD: New Taiwan Dollar
            USD: United States Dollar
            ZAR: South African Rand
        AnalysisDateTimePeriod:
          description: Determines whether the analysis end date aligns to a month end, quarter end, year end, or a custom date. `CustomDate` requires `PortfolioPerformanceEndDate` to be set explicitly.
          type: string
          enum:
          - MonthEnd
          - QuarterEnd
          - YearEnd
          - CustomDate
          default: MonthEnd
        AssetClassGroupConfigs:
          $ref: '#/components/schemas/InputAssetClassGroupConfigs'
        DisableRescale:
          description: When `true`, portfolio weights are not rescaled if any holdings are invalid or unentitled. The request will return a `400` error instead.
          type: boolean
          default: false
        EnablePerformanceCommonEndDate:
          description: When `true`, the most recent common end date across all portfolios is used as the analysis end date.
          type: boolean
          default: false
        IncludeBenchmarkEndDate:
          description: When `true`, the benchmark's most recent price date is used as the analysis end date.
          type: boolean
          default: false
        IncludeGrossNetReturns:
          description: When `true`, both gross and net return values are included in trailing returns, calendar year returns, investment activity, and risk statistics.
          type: boolean
          default: false
        IncludePortfolioInCorrelationMatrix:
          description: When `true`, the portfolio is included as an entry in the correlation matrix.
          type: boolean
          default: false
        InitialValue:
          description: Initial value of the portfolio in the output currency.
          type: number
          format: double
          minimum: 1
          default: 10000
        PerformanceFrequency:
          description: Frequency of performance returns and risk calculations.
          enum:
          - Monthly
          - Quarterly
          type: string
          default: Monthly
        PortfolioPerformanceCustomStartDate:
          type: string
          description: 'Custom start date of the analysis. Required when `PortfolioPerformanceStartDate` is set to `CustomDate`. Note: this field name contains a trailing space.'
          format: date
          example: '2022-10-31'
        PortfolioPerformanceEndDate:
          type: string
          description: End date of the analysis. Required when `AnalysisDateTimePeriod` is set to `CustomDate`.
          format: date
          example: '2022-10-31'
        PortfolioPerformanceStartDate:
          description: Start date of the analysis. `CustomDate` requires `PortfolioPerformanceCustomStartDate` to be set explicitly.
          type: string
          enum:
          - EarliestCommon
          - EarliestAvailable
          - EarliestCommonExtended
          - EarliestCommonExtended10Year
          - Year10
          - CustomDate
          default: EarliestCommon
        SynchronizePortfolioStartDate:
          description: When `true`, the latest common start date across all portfolios is used as the analysis start date for all portfolios.
          type: boolean
          default: false
    OutputRiskPortfolio:
      type: object
      properties:
        PortfolioDrawdownItem:
          $ref: '#/components/schemas/OutputRiskDrawdownItem'
          description: Maximum drawdown statistics over the full analysis period.
        TimePeriods:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskTimePeriods'
          description: Drawdown statistics for each standard trailing time period.
        CalendarYear:
          type: array
          items:
            $ref: '#/components/schemas/OutputRiskCalenderYearItem'
          description: Drawdown statistics for each calendar year.
      description: Portfolio drawdown data across the full period, standard trailing time periods, and calendar years.
    OutputPerformanceNonStdLoadAdjustedReturnsSecurity:
      type: object
      properties:
        Sequence:
          type: integer
          format: int32
          description: Position of the security in the holdings array (1-based).
        SecurityId:
          type: string
          description: Morningstar unique identifier of the security.
        HoldingDate:
          type: string
          format: date-time
          description: Date as of which the holding data is reported.
        HoldingValue:
          type: number
          format: double
          description: Value of the holding as of `HoldingDate`.
        Day7Yield:
          type: number
          format: double
          description: 7-day annualised yield. Applicable to money market funds.
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemTimePeriod'
          description: Array of return values for each trailing time period.
      description: Non-standardised load-adjusted return data for a single security.
    OutputPerformanceStandardizedReturnsTimePeriodItem:
      type: object
      properties:
        Id:
          type: string
          enum:
          - YearToDate
          - Month3
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          description: Trailing time period identifier.
        Nav:
          type: number
          format: double
          description: NAV-based standardised return for the period.
      description: Standardised return value for a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedReturnsTimePeriodItem:
      type: object
      properties:
        Id:
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Market:
          format: double
          type: number
        Nav:
          format: double
          type: number
    OutputPerformancePerformanceHistoryItem:
      type: object
      properties:
        StartYear:
          type: integer
          format: int32
          description: Year in which the performance history series begins.
        StartQuarter:
          maximum: 4
          minimum: 1
          type: integer
          format: int32
          description: Quarter in which the performance history series begins (1–4).
        StartMonth:
          maximum: 12
          minimum: 1
          type: integer
          format: int32
          description: Month in which the performance history series begins (1–12).
        Data:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemPerformanceHistoryTimePeriod'
          description: Array of sequential return data points.
      description: Performance history data for a portfolio or benchmark series.
    OutputPerformanceInvestmentActivityItem:
      type: object
      properties:
        Sequence:
          type: integer
          format: int32
          description: Sequential index of the period (1-based).
        StartDate:
          type: string
          format: date-time
          description: Start date of the period.
        EndDate:
          type: string
          format: date-time
          description: End date of the period.
        BeginningBalance:
          type: number
          format: double
          description: Portfolio value at the start of the period.
        MarketValue:
          type: number
          format: double
          description: Portfolio market value at the end of the period.
        GrossBeginningBalance:
          description: Gross beginning balance. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        GrossMarketValue:
          description: Gross market value. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
      description: Investment activity for a single period.
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationItemKey:
      type: object
      properties:
        Id:
          format: int32
          type: integer
        SecurityId:
          type: string
        PortfolioName:
          type: string
        UseExtendedReturns:
          type: boolean
        Type:
          enum:
          - Portfolio
          - Security
          type: string
        CorrelatedItemKey:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelatedItemKey'
    Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsSecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
        Weight:
          format: double
          type: number
        RiskStatisticsItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatisticsItem'
    OutputCategory:
      title: OutputCategory
      type: string
      description: Identifies the thematic category or functional area a data point belongs to within the Time Series API.
      enum:
      - fees-expenses
      - corporate-actions
      - fund-sustainability
      - fund-research
      - performance
      - portfolio-analytics
      - portfolio-holdings
      - reference
    OutputPerformanceBenchmark.CalendarYearReturn:
      type: object
      properties:
        CalendarYear:
          type: array
          description: 1-10 to represent 10 most recent calendar years
          items:
            $ref: '#/components/schemas/OutputDataItemInt32'
      description: Benchmark calendar year return values.
    OutputDataItemInt32:
      type: object
      properties:
        Id:
          type: integer
          format: int32
          description: Integer identifier for the data point.
        Value:
          type: number
          format: double
          description: Value for the data point.
      description: A data point with an integer identifier and a numeric value.
    Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceInputSettings:
      type: object
      properties:
        View:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceView'
        Config:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceConfig'
        RequestSettings:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.Performance.PerformanceRequestSettings'
        Portfolios:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput'
      example:
        View:
          Id: Default
        Config:
          Id: QuickPortfolio
        RequestSettings:
          OutputCurrency: USD
          RollingReturnFrequency: Month3
          AssetClassGroupConfigs:
            AssetClassGroupConfig:
            - Id: ACG-USBROAD
        Portfolios:
        - Name: TestPortfolio1
          TotalValue: 10000
          Currency: USD
          Holdings:
          - SecurityId: FOUSA05H5F
            Type: FO
            Weight: 50
          - SecurityId: FOUSA04BCR
            Type: FO
            Weight: 50
          Benchmark:
            Type: Standard
            Holdings:
            - SecurityId: XIUSA04G92
              Type: XI
              Weight: 100
    Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsItem:
      type: object
      properties:
        Alpha:
          format: double
          type: number
        Beta:
          format: double
          type: number
        RSquared:
          format: double
          type: number
    Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatistics:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        TrailingTimePeriod:
          description: Only Year1, Year3, Year5, Year10 supported
          enum:
          - QuarterToDate
          - YearToDate
          - Month1
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        DataFrequency:
          description: Only Monthly, Quarterly  supported
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          - None
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsItem'
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsSecurityItem'
    OutputPerformanceTrailingReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Portfolio:
          $ref: '#/components/schemas/OutputPerformanceTrailingReturnsItem'
          description: Portfolio trailing return values. If a benchmark is included, the same time periods are returned for the benchmark.
        Benchmark:
          $ref: '#/components/schemas/OutputPerformanceBenchmark.TrailingReturnsItem'
          description: Benchmark trailing return values.
      description: Trailing return data for the portfolio and benchmark.
    OutputDataItemTrailingTimePeriod:
      type: object
      properties:
        Id:
          type: string
          enum:
          - YearToDate
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          description: Trailing time period identifier.
        Value:
          type: number
          format: double
          description: Return value for the time period.
        GrossValue:
          description: Gross return value for the period. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
    Morningstar.PortfolioAnalysis.Models.Output.Performance.Returns:
      type: object
      properties:
        BestWorstTimePeriods:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.BestWorstTimePeriods'
        TrailingReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.TrailingReturns'
        CalendarYearReturn:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturns'
        RollingReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturns'
        IllustrationReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.IllustrationReturns'
        PerformanceHistorys:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistorys'
        InvestmentActivity:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivity'
        SecurityReturns:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.SecurityReturns'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.InvestmentActivityItem:
      description: 'TODO: check all the types and possible values for properties in this class'
      type: object
      properties:
        Sequence:
          format: int32
          type: integer
        StartDate:
          format: date-time
          type: string
        EndDate:
          format: date-time
          type: string
        BeginningBalance:
          format: double
          type: number
        ChargesFees:
          format: double
          type: number
        DistributionWithdrawal:
          format: double
          type: number
        MarketValue:
          format: double
          type: number
        NewInvestment:
          type: boolean
        TaxesDue:
          format: double
          type: number
        TotalReinvest:
          format: double
          type: number
        TotalReturnPercent:
          format: double
          type: number
    OutputPerformanceStandardizedAndTaxAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Security:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceStandardizedAndTaxAdjustedReturnsSecurity'
          description: Array of per-security standardised and after-tax return records.
      description: Standardised and tax-adjusted return data for each security in the portfolio.
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioInput:
      required:
      - Name
      - Currency
      - Holdings
      type: object
      properties:
        Name:
          type: string
        TotalValue:
          format: double
          type: number
        Currency:
          enum:
          - AUD
          - CAD
          - CNY
          - EUR
          - GBP
          - INR
          - JPY
          - USD
          type: string
        Holdings:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.BenchmarkInput'
        IrrFees:
          format: double
          type: number
        RiskFreeProxyId:
          description: Default is set in the Configuration. This is a portfolio level override.
          type: string
    Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturn'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.CalendarYearReturn'
    InputAssetClassGroupConfig:
      type: object
      properties:
        Id:
          description: Asset class group identifier.
          type: string
          enum:
          - ACG-AUDETAILED
          - ACG-BROAD-INDIA2
          - ACG-BROAD-JAPAN
          - ACG-CABROAD
          - ACG-CANBROAD4
          - ACG-EUBROAD
          - ACG-GLOBBROAD
          - ACG-NZDETAILED
          - ACG-UKBROAD
          - ACG-UK-GBR
          - ACG-USBROAD
          default: ACG-USBROAD
    OutputTimeSeriesDailyOhlcv:
      title: OutputTimeSeriesDailyOhlcv
      type: object
      description: A named time series with dated data points.
      additionalProperties: false
      properties:
        categories:
          type: array
          description: Semantic tags/labels for this series.
          items:
            $ref: '#/components/schemas/OutputCategory'
        dataPoint:
          type: string
          const: daily-ohlcv
        data:
          type: array
          items:
            $ref: '#/components/schemas/DataModelDailyOhlcv'
    OutputPerformanceStdLoadAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Portfolio:
          $ref: '#/components/schemas/OutputPerformanceStdLoadAdjustedReturnsPortfolio'
          description: Portfolio standardised load-adjusted return values.
      description: Standardised load-adjusted return data for the portfolio.
    Morningstar.PortfolioAnalysis.Models.Output.Risk.Risks:
      type: object
      properties:
        RiskStatistics:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.RiskStatistics'
        MPTStatistics:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatistics'
        CorrelationMatrix:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.CorrelationMatrix'
    OutputRiskRiskStatisticsPortfolioItem:
      type: object
      properties:
        Mean:
          type: number
          format: double
          description: Average return over the trailing period.
        GrossMean:
          description: Gross mean return. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        SharpeRatio:
          type: number
          format: double
          description: Return in excess of the risk-free rate per unit of standard deviation. A higher value indicates better risk-adjusted performance.
        GrossSharpeRatio:
          description: Gross Sharpe ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        StandardDeviation:
          type: number
          format: double
          description: Statistical dispersion of returns around the mean. Higher values indicate greater return volatility.
        GrossStandardDeviation:
          description: Gross standard deviation. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        InformationRatio:
          type: number
          format: double
          description: Active return relative to a benchmark per unit of tracking error. A variant of the Sharpe ratio that uses the benchmark rather than the risk-free rate.
        GrossInformationRatio:
          description: Gross information ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        TrackingError:
          type: number
          format: double
          description: Standard deviation of the portfolio's excess returns relative to the benchmark.
        GrossTrackingError:
          description: Gross tracking error. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        SortinoRatio:
          type: number
          format: double
          description: Return per unit of downside deviation. A variant of the Sharpe ratio that penalises only negative return volatility.
        GrossSortinoRatio:
          description: Gross Sortino ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        ExcessReturn:
          type: number
          format: double
          description: Portfolio return minus the 91-day government treasury bill return over the same period.
        GrossExcessReturn:
          description: Gross excess return. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
      description: Risk statistics for the portfolio over a single trailing time period. Year2 is not supported at security level.
    Morningstar.PortfolioAnalysis.Models.Input.PortfolioInputHolding:
      type: object
      properties:
        SecurityId:
          type: string
        Type:
          description: 'TODO: is this required? If not, is there a default?'
          enum:
          - BD
          - CT
          - CA
          - CASH
          - EI
          - FC
          - FE
          - FM
          - FO
          - FI
          - FV
          - SA
          - ST
          - VA
          - V1
          - XI
          - SP
          type: string
        ExchangeID:
          type: string
        Weight:
          format: double
          type: number
        Value:
          format: double
          type: number
        AnnualFeePercent:
          format: double
          type: number
        AnnualFeeFrequency:
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
          type: string
        SalesFeesAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        SalesFeesAmount:
          format: double
          type: number
        SalesFeesType:
          enum:
          - Standard
          - Custom
          type: string
        SalesFeesROAAmount:
          format: double
          type: number
        SalesFeesLOIAmount:
          format: double
          type: number
        OtherFeeAmount:
          format: double
          type: number
        OtherFeeAmountType:
          enum:
          - Amount
          - Percentage
          type: string
        OtherFeeType:
          enum:
          - TradingCommissions
          - ShortTermTradingFee
          type: string
        CUSIP:
          type: string
        TradingSymbol:
          type: string
        FundCode:
          type: string
    OutputInvestmentsMetadata:
      title: OutputInvestmentsMetadata
      description: Provides the identifier look up details passed in request.
      type: object
      additionalProperties: false
      properties:
        exchangeCountry:
          type: string
          example: GBR
          default: USA
          description: Indicates exchange country used to look up investment. Represented by 3-character ISO 3166-1 country codes.
          minLength: 3
          maxLength: 3
        domicile:
          type: string
          example: GBR
          default: USA
          description: Indicates domicile used to look up investment. Represented by  3-character ISO 3166-1 country codes.
          minLength: 3
          maxLength: 3
        baseCurrency:
          type: string
          example: GBP
          default: USD
          description: Indicates base currency used to look up investment. Represented by  3-character ISO 4217 currency codes.
          minLength: 3
          maxLength: 3
    Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsSecurityItem:
      type: object
      properties:
        SecurityId:
          type: string
        MPTStatisticsItem:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Risk.MPTStatisticsItem'
    OutputRiskCalenderYearItem:
      type: object
      properties:
        id:
          type: string
          description: Calendar year identifier (e.g. `2023`).
        CalenderYearDrawdownItem:
          $ref: '#/components/schemas/OutputRiskDrawdownItem'
          description: Drawdown statistics for the calendar year.
      description: Drawdown statistics for a single calendar year.
    OutputPerformanceCalendarYearReturns:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        Portfolio:
          $ref: '#/components/schemas/OutputPerformanceCalendarYearReturn'
          description: Portfolio calendar year return values.
        Benchmark:
          $ref: '#/components/schemas/OutputPerformanceBenchmark.CalendarYearReturn'
          description: Benchmark calendar year return values.
      description: Calendar year return data for the portfolio and benchmark.
    OutputPerformanceReturns:
      type: object
      properties:
        BestWorstTimePeriods:
          $ref: '#/components/schemas/OutputPerformanceBestWorstTimePeriods'
          description: Best and worst return periods data.
        TrailingReturns:
          $ref: '#/components/schemas/OutputPerformanceTrailingReturns'
          description: Trailing returns data.
        CalendarYearReturn:
          $ref: '#/components/schemas/OutputPerformanceCalendarYearReturns'
          description: Calendar year return data.
        PerformanceHistorys:
          $ref: '#/components/schemas/OutputPerformancePerformanceHistorys'
          description: Performance history data.
        InvestmentActivity:
          $ref: '#/components/schemas/OutputPerformanceInvestmentActivity'
          description: Investment activity data.
        SecurityReturns:
          $ref: '#/components/schemas/OutputPerformanceSecurityReturns'
          description: Security-level return data.
        NonStdLoadAdjustedReturns:
          $ref: '#/components/schemas/OutputPerformanceNonStdLoadAdjustedReturns'
          description: Non-standardised load-adjusted returns data.
        StdLoadAdjustedReturns:
          $ref: '#/components/schemas/OutputPerformanceStdLoadAdjustedReturns'
          description: Standardised load-adjusted returns data.
      description: Return data for the portfolio including trailing returns, calendar year returns, investment activity, and security-level returns.
    OutputDataItemBenchmarkTrailingTimePeriod:
      type: object
      properties:
        Id:
          type: string
          enum:
          - YearToDate
          - Month3
          - Month6
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          - SinceInception
          description: Trailing time period identifier.
        Value:
          type: number
          format: double
          description: Return value for the time period.
      description: Benchmark return value for a single trailing time period.
    InputPortfolioFees:
      description: Portfolio-level annual fee configuration.
      type: object
      properties:
        AnnualFeePercent:
          description: Annual fee as a percentage of portfolio value (e.g. `1.15` = 1.15%). Defaults to `0` (no fee).
          minimum: 0
          default: 0
          example: 1.15
          type: number
          format: double
        AnnualFeeFrequency:
          description: How often the annual fee is deducted from the portfolio.
          default: Monthly
          type: string
          enum:
          - Monthly
          - Quarterly
          - SemiAnnually
          - Annually
    OutputMetadataMessages:
      description: Provides information about identifiers for which no results were returned.
      title: OutputMetadataMessages
      type: object
      additionalProperties: false
      properties:
        investments:
          description: Indicates identifiers for which no results were returned.
          type: array
          items:
            $ref: '#/components/schemas/OutputMetadataMessageInvestment'
        type:
          type: string
          description: Indicates the message type.
          example: Warning
          readOnly: true
          const: Warning
        message:
          type: string
          description: Description of the issue encountered.
          example: 'Lookup : Invalid investments.'
          readOnly: true
        code:
          type: string
          description: Code associated with the message.
          example: 404.common.125
          readOnly: true
    Morningstar.PortfolioAnalysis.Models.Output.DataItem_Morningstar.PortfolioAnalysis.Models.IllustrationReturnTimePeriod_:
      type: object
      properties:
        Id:
          enum:
          - Days7Yield
          - Days7YieldUnsubsidized
          - Days7YieldSubsidized
          - Year1
          - Year3
          - Year5
          - Year10
          - SinceInception
          type: string
        Value:
          format: double
          type: number
    OutputPerformanceAfterTaxReturns:
      type: object
      properties:
        OnDistributionAndSalesOfShares:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemTimePeriod'
          description: After-tax returns assuming distributions are taxed and shares are sold at the end of the period.
        OnDistributionReturn:
          type: array
          items:
            $ref: '#/components/schemas/OutputDataItemTimePeriod'
          description: After-tax returns on distributions only, assuming shares are held.
      description: After-tax return data for the security.
    OutputRiskMPTStatistics:
      type: object
      properties:
        AsOfDate:
          type: string
          format: date-time
          description: End date of the analysis.
        TrailingTimePeriod:
          type: string
          enum:
          - Year1
          - Year2
          - Year3
          - Year5
          - Year10
          description: Trailing time period over which MPT statistics are calculated.
        DataFrequency:
          type: string
          enum:
          - Monthly
          description: Frequency of the return data used in the calculation.
        Portfolio:
          $ref: '#/components/schemas/OutputRiskMPTStatisticsItem'
          description: MPT statistics for the portfolio.
      description: Modern Portfolio Theory (MPT) statistics for the portfolio for a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Input.AssetClassGroupConfig:
      type: object
      properties:
        Id:
          type: string
        Type:
          enum:
          - Broad
          - Detailed
          type: string
        AssetClassConfig:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Input.AssetClassConfig'
    OutputPerformanceStdLoadAdjustedReturnsPortfolio:
      type: object
      properties:
        TimePeriod:
          type: array
          items:
            $ref: '#/components/schemas/OutputPerformanceStandardizedReturnsTimePeriodItem'
          description: Array of standardised return values for each trailing time period.
      description: Portfolio standardised load-adjusted return values.
    ResponseTimeSeriesSingleObservation:
      title: ResponseTimeSeriesSingleObservation
      readOnly: true
      description: List of investments for which time series data was returned.
      type: object
      additionalProperties: false
      properties:
        investments:
          type: array
          minItems: 1
          items:
            $ref: '#/components/schemas/OutputInvestmentSingleObservation'
        metadata:
          $ref: '#/components/schemas/OutputMetadata'
    OutputPerformanceCalendarYearReturn:
      type: object
      properties:
        CalendarYear:
          type: array
          description: 1-10 to represent 10 most recent calendar years
          items:
            $ref: '#/components/schemas/OutputDataItemCalendarYearReturnTimePeriod'
      description: Portfolio calendar year return values.
    OutputRiskMPTStatisticsItem:
      type: object
      properties:
        Alpha:
          type: number
          format: double
          description: Difference between actual returns and expected returns given the portfolio's beta. A positive value indicates outperformance.
        GrossAlpha:
          description: Gross alpha. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        Beta:
          type: number
          format: double
          description: Measure of the portfolio's sensitivity to benchmark movements. A beta above 1 indicates higher volatility than the benchmark.
        GrossBeta:
          description: Gross beta. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        RSquared:
          type: number
          format: double
          description: Proportion of the portfolio's returns explained by the benchmark. Values range from 0 to 1; a value close to 1 indicates returns closely track the benchmark.
        GrossRSquared:
          description: Gross R-squared. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        UpCaptureRatio:
          type: number
          format: double
          description: Ratio of portfolio return to benchmark return during periods when the benchmark is rising. A value above 100 indicates the portfolio captured more than the benchmark's upside.
        GrossUpCaptureRatio:
          description: Gross up-capture ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        DownCaptureRatio:
          type: number
          format: double
          description: Ratio of portfolio return to benchmark return during periods when the benchmark is falling. A value below 100 indicates the portfolio lost less than the benchmark in down markets.
        GrossDownCaptureRatio:
          description: Gross down-capture ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        TreynorRatio:
          type: number
          format: double
          description: Annualised risk-adjusted return per unit of market risk (beta). A higher value indicates better risk-adjusted performance.
        GrossTreynorRatio:
          description: Gross Treynor ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
        OmegaRatio:
          type: number
          format: double
          description: Ratio of probability-weighted gains to losses relative to a target return threshold. Unlike the Sharpe ratio, does not assume a normal return distribution.
        GrossOmegaRatio:
          description: Gross Omega ratio. Only returned when `IncludeGrossNetReturns` is `true`.
          type: number
          format: double
      description: Modern Portfolio Theory (MPT) statistics for the portfolio over a single trailing time period.
    Morningstar.PortfolioAnalysis.Models.Output.Risk.CrossPortfolioCorrelatedItemKey:
      type: object
      properties:
        CorrelatedItemKeyId:
          format: int32
          type: integer
        Type:
          enum:
          - Portfolio
          type: string
        Value:
          format: double
          type: number
    OutputTimeSeriesSingleObservation:
      title: OutputTimeSeriesSingleObservation
      type: object
      description: A named time series with dated data points.
      additionalProperties: false
      properties:
        categories:
          type: array
          description: Semantic tags/labels for this series.
          items:
            $ref: '#/components/schemas/OutputCategory'
        dataPoint:
          description: Data point time series relates to.
          type: string
          example: daily-price
          enum:
          - 12-mo-yield
          - 7-day-gross-yield
          - 7-day-unsubsidized-yield
          - 7-day-yield
          - absolute-carbon-emissions-scope-1-and-2-tonnes
          - absolute-carbon-emissions-scope-1-and-2-tonnes-category-average
          - absolute-carbon-intensity-scope-1-and-2-tonnes-per-usd-millions
          - absolute-carbon-intensity-scope-1-and-2-tonnes-per-usd-millions-category-average
          - accounting-fee
          - administrator-fee
          - advisor-fee
          - aggregated-12-month-yield
          - aggregated-sec-yield
          - annual-ongoing-charge-excluding-performance-fee
          - annual-ongoing-charge-including-performance-fee
          - annual-report-adjusted-expense-ratio
          - annual-report-management-expense-ratio-mer
          - annual-report-ongoing-charge
          - borrowing-costs-actual
          - borrowing-costs-estimated
          - carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions
          - carbon-footprint-scope-1-and-2-and-3-tonnes-per-usd-millions-category-average
          - carbon-footprint-scope-1-and-2-eligible-holding-type
          - carbon-footprint-scope-1-and-2-number-of-holdings-covered
          - carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-covered
          - carbon-footprint-scope-1-and-2-percentage-of-eligible-portfolio-not-covered
          - carbon-footprint-scope-1-and-2-percentage-of-portfolio-covered
          - carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible
          - carbon-footprint-scope-1-and-2-percentage-of-portfolio-eligible-not-covered
          - carbon-footprint-scope-1-and-2-percentage-of-portfolio-not-covered
          - carbon-footprint-scope-1-and-2-percentage-of-portfolio-not-eligible
          - carbon-footprint-scope-1-and-2-tonnes-per-aud-million-category-average
          - carbon-footprint-scope-1-and-2-tonnes-per-aud-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-chf-million-category-average
          - carbon-footprint-scope-1-and-2-tonnes-per-chf-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-eur-million-category-average
          - carbon-footprint-scope-1-and-2-tonnes-per-eur-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-gbp-million-category-average
          - carbon-footprint-scope-1-and-2-tonnes-per-gbp-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-hkd-million-category-average
          - carbon-footprint-scope-1-and-2-tonnes-per-hkd-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-sgd-million-category-average
          - carbon-footprint-scope-1-and-2-tonnes-per-sgd-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-usd-millions
          - carbon-footprint-scope-1-and-2-tonnes-per-usd-millions-category-average
          - carbon-risk-level-classification
          - carbon-risk-score-category-average
          - carbon-risk-score-percent-rank-in-category
          - cum-fair-nav-unweighted-dri
          - cum-fair-nav-weighted-dri
          - current-yield
          - cumulative-return
          - daily-closing-price
          - daily-estimated-holding-cost
          - daily-gross-return-index
          - daily-high-price
          - daily-load-adj-return-index-restated
          - daily-low-price
          - daily-market-impact-cost
          - daily-market-return-index
          - daily-net-return-index
          - daily-portfolio-concentration
          - daily-price
          - daily-return-index
          - daily-return-index-cum-fair
          - daily-tracking-volatility
          - daily-volume
          - daily-yield
          - distribution-fee-percentage-of-nav-actual
          - distribution-fee-percentage-of-nav-estimated
          - dividend-amount-history
          - dividend-yield-12-month
          - dividend-yield-long
          - dividend-yield-short
          - entry-cost-acquired-actual
          - equity-mkt-cap-rescaling-factor-long
          - estimated-quarterly-return
          - estimated-share-class-net-flow-daily
          - estimated-share-class-net-flow-monthly
          - ex-par-nav-unweighted-dri
          - ex-par-nav-weighted-dri
          - growth
          - five-year-five-star-rating-percent
          - five-year-four-star-rating-percent
          - five-year-not-star-rated-percent
          - five-year-not-star-rating-eligible-percent
          - five-year-one-star-rating-percent
          - five-year-three-star-rating-percent
          - five-year-two-star-rating-percent
          - historical-carbon-risk-score
          - historical-corporate-esg-risk-score
          - historical-sovereign-esg-risk-score
          - income-only-yield-nav-uk
          - income-only-yield-nav-us
          - income-only-yield-price-us
          - indirect-costs-closed-ended-actual-uk
          - indirect-costs-closed-ended-estimated-uk
          - indirect-costs-open-ended-actual-uk
          - indirect-costs-open-ended-estimated-uk
          - management-fee-ex-distribution-fees-actual
          - management-fee-ex-distribution-fees-estimated
          - market-cap-giant-percentage-long-rescaled
          - market-cap-large-percentage-long-rescaled
          - market-cap-micro-percentage-long-rescaled
          - market-cap-mid-percentage-long-rescaled
          - market-cap-small-percentage-long-rescaled
          - maximum-entry-cost-acquired
          - maximum-entry-cost-base-currency
          - maximum-entry-cost-percentage
          - maximum-exit-cost-acquired
          - maximum-exit-fee-base-currency
          - maximum-exit-fee-percentage
          - model-representative-cost
          - monthly-downside-tracking-error
          - monthly-gross-return
          - monthly-inflation-adjusted-return
          - monthly-load-adj-return-restated
          - monthly-market-return
          - monthly-net-return
          - monthly-return
          - monthly-return-unweighted-nav
          - monthly-return-unweighted-price
          - monthly-return-weighted-nav
          - monthly-return-weighted-price
          - monthly-tracking-error
          - monthly-yield
          - morningstar-esg-risk-rating-for-funds
          - morningstar-medalist-rating
          - morningstar-medalist-rating-parent-pillar
          - morningstar-medalist-rating-parent-pillar-type
          - morningstar-medalist-rating-people-pillar
          - morningstar-medalist-rating-people-pillar-type
          - morningstar-medalist-rating-performance-pillar
          - morningstar-medalist-rating-performance-pillar-type
          - morningstar-medalist-rating-price-pillar
          - morningstar-medalist-rating-price-pillar-type
          - morningstar-medalist-rating-process-pillar
          - morningstar-medalist-rating-process-pillar-type
          - morningstar-medalist-rating-type
          - morningstar-rating-overall
          - nav-unweighted-daily-income-and-capital-gain-yield
          - nav-unweighted-daily-income-only-yield
          - nav-unweighted-daily-total-distribution-yield
          - nav-unweighted-dri
          - nav-weighted-daily-income-and-capital-gain-yield
          - nav-weighted-daily-income-only-yield
          - nav-weighted-daily-total-distribution-yield
          - nav-weighted-dri
          - ongoing-charge-ex-perf-fee
          - ongoing-charge-inc-perf-fee
          - ongoing-cost-actual
          - ongoing-cost-estimated
          - other-fee
          - other-fee-amount-cn
          - overall-five-star-rating-percent
          - overall-four-star-rating-percent
          - overall-not-star-rated-percent
          - overall-not-star-rating-eligible-percent
          - overall-one-star-rating-percent
          - overall-three-star-rating-percent
          - overall-two-star-rating-percent
          - performance-fee-actual
          - performance-fee-estimated
          - portfolio-carbon-risk-score
          - portfolio-corporate-esg-risk-rating
          - portfolio-corporate-esg-risk-score
          - portfolio-environmental-risk-score
          - portfolio-governance-risk-score
          - portfolio-social-risk-score
          - portfolio-sovereign-esg-risk-rating
          - portfolio-sovereign-esg-risk-score
          - portfolio-unallocated-risk-score
          - price
          - price-unweighted-daily-income-and-capital-gain-yield
          - price-unweighted-daily-income-only-yield
          - price-unweighted-daily-total-distribution-yield
          - price-unweighted-dri
          - price-weighted-daily-income-and-capital-gain-yield
          - price-weighted-daily-income-only-yield
          - price-weighted-daily-total-distribution-yield
          - price-weighted-dri
          - prospective-acquired-fund-expense
          - prospectus-adjusted-expense-ratio
          - quarterly-downside-tracking-error
          - quarterly-gross-return
          - quarterly-inflation-adjusted-return
          - quarterly-load-adj-return-restated
          - quarterly-market-return
          - quarterly-net-return
          - quarterly-return
          - quarterly-tracking-error
          - quoted-yield-daily
          - rating-10-yr
          - rating-3-yr
          - rating-5-yr
          - raw-return-cum-fair
          - raw-return-market-price
          - raw-return-nav
          - real-assets-costs-actual-uk
          - real-assets-costs-estimated-uk
          - return
          - rolling-return
          - sec-yield
          - sec-yield-rescaling-factor
          - sitca-yield
          - sri-value
          - ten-year-five-star-rating-percent
          - ten-year-four-star-rating-percent
          - ten-year-not-star-rated-percent
          - ten-year-not-star-rating-eligible-percent
          - ten-year-one-star-rating-percent
          - ten-year-three-star-rating-percent
          - ten-year-two-star-rating-percent
          - three-year-five-star-rating-percent
          - three-year-four-star-rating-percent
          - three-year-not-star-rated-percent
          - three-year-not-star-rating-eligible-percent
          - three-year-one-star-rating-percent
          - three-year-three-star-rating-percent
          - three-year-two-star-rating-percent
          - total-expense-survey
          - trading-expense
          - transaction-costs-actual-uk
          - transaction-costs-estimated-uk
          - transaction-fee-actual
          - transaction-fee-estimated
          - turnover-ratio-percentage
          - typical-exit-cost
          - unannualized
          - weekly-return
          - yearly-capital-return
          - yearly-gross-return
          - yearly-income-return
          - yearly-inflation-adjusted-return
          - yearly-interest-income
          - yearly-investor-return
          - yearly-load-adj-return-restated
          - yearly-market-return
          - yearly-net-return
          - yearly-return
        performanceType:
          type: string
          description: Indicates the performance type used for the time series.
          enum:
          - total
          - market
          - gross
        data:
          type: array
          items:
            $ref: '#/components/schemas/DataModelSingleObservation'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturn:
      type: object
      properties:
        RollingPeriod:
          enum:
          - Month3
          - Month6
          - Month12
          - Month24
          - Month36
          - Month60
          - Month120
          type: string
        Portfolio:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturnsItem'
        Benchmark:
          $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.RollingReturnsItem'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturns:
      type: object
      properties:
        AsOfDate:
          format: date-time
          type: string
        Security:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.StandardizedAndTaxAdjustedReturnsSecurity'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistoryItem:
      type: object
      properties:
        StartYear:
          format: int32
          type: integer
        StartQuarter:
          format: int32
          maximum: 4
          minimum: 1
          type: integer
        StartMonth:
          format: int32
          maximum: 12
          minimum: 1
          type: integer
        Data:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.DataItem_System.Int32_'
    Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistorys:
      type: object
      properties:
        PerformanceHistory:
          type: array
          items:
            $ref: '#/components/schemas/Morningstar.PortfolioAnalysis.Models.Output.Performance.PerformanceHistory'
  responses:
    ResponseTimeSeriesDailyOhlcv:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseTimeSeriesDailyOhlcv'
    ResponseTimeSeriesSingleObservation:
      description: OK
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponseTimeSeriesSingleObservation'
    ResponsePerformance:
      description: '200: OK'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ResponsePerformance'
          examples:
            PerformanceResponseExample1:
              $ref: '#/components/examples/PerformanceResponseExample1'
    ResponseStatus400:
      description: '400'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            ResponseStatus400Example1:
              $ref: '#/components/examples/ResponseStatus400Example1'
    ResponseStatus500:
      description: '500'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          examples:
            ResponseStatus500Example1:
              $ref: '#/components/examples/ResponseStatus500Example1'
  examples:
    ResponseStatus400Example1:
      summary: 400 -  Bad Request
      value:
        statusCode: 400
        errorCode: 400.investmentDetails.002
        message: Invalid date format. Expected format is yyyy-MM-d
        requestId: 539d62a5-3586-4070-965e-0f7f64712d79
    PerformanceRequestExample1:
      summary: Portfolio Performance Example Input
      value:
        View:
          Id: Default
        Config:
          Id: QuickPortfolio
        RequestSettings:
          OutputCurrency: USD
          AssetClassGroupConfigs:
            AssetClassGroupConfig:
            - Id: ACG-USBROAD
        Portfolios:
        - Name: TestPortfolio1
          TotalValue: 10000
          Currency: USD
          Holdings:
          - SecurityId: FOUSA05H5F
            Weight: 50
          - SecurityId: FOUSA04BCR
            Weight: 50
    PerformanceResponseExample1:
      summary: Portfolio Performance Example Output
      value:
        Performance:
        - PortfolioName: TestPortfolio1
          PerformanceDate:
            EarliestCommonDate: '2004-04-12T00:00:00'
            EarliestAvailableDate: '2003-09-30T00:00:00'
            EarliestCommonExtendedDate: '2004-04-12T00:00:00'
            EarliestInceptionDate: '2003-09-30T00:00:00'
          ReturnMethodology: QuickPortfolio
          Returns:
            BestWorstTimePeriods:
              AsOfDate: '2026-03-31T00:00:00'
              BestTimePeriod:
              - TimePeriod: Month3
                Value: 24.65
                StartDate: '2009-03-31T00:00:00'
              - TimePeriod: Month6
                Value: 38.29
                StartDate: '2009-04-30T00:00:00'
              - TimePeriod: Year1
                Value: 56.26
                StartDate: '2009-03-31T00:00:00'
              - TimePeriod: Year3
                Value: 27.05
                StartDate: '2009-03-31T00:00:00'
              - TimePeriod: Year5
                Value: 23.28
                StartDate: '2009-03-31T00:00:00'
              - TimePeriod: Year10
                Value: 16.12
                StartDate: '2009-03-31T00:00:00'
              WorstTimePeriod:
              - TimePeriod: Month3
                Value: -33.34
                StartDate: '2008-09-30T00:00:00'
              - TimePeriod: Month6
                Value: -37.37
                StartDate: '2008-06-30T00:00:00'
              - TimePeriod: Year1
                Value: -38.23
                StartDate: '2007-12-31T00:00:00'
              - TimePeriod: Year3
                Value: -10.33
                StartDate: '2006-03-31T00:00:00'
              - TimePeriod: Year5
                Value: -0.16
                StartDate: '2004-05-31T00:00:00'
              - TimePeriod: Year10
                Value: 7.57
                StartDate: '2006-03-31T00:00:00'
            TrailingReturns:
              AsOfDate: '2026-03-31T00:00:00'
              Portfolio:
                TimePeriod:
                - Id: YearToDate
                  Value: -5.83
                - Id: Month3
                  Value: -5.83
                - Id: Month6
                  Value: -4.2
                - Id: Year1
                  Value: 12.45
                - Id: Year3
                  Value: 16
                - Id: Year5
                  Value: 6.76
                - Id: Year10
                  Value: 10.74
              Benchmark:
                TimePeriod:
                - Id: YearToDate
                  Value: -4.33
                - Id: Month3
                  Value: -4.33
                - Id: Month6
                  Value: -1.79
                - Id: Year1
                  Value: 17.8
                - Id: Year3
                  Value: 18.32
                - Id: Year5
                  Value: 12.06
                - Id: Year10
                  Value: 14.16
            CalendarYearReturn:
              AsOfDate: '2026-03-31T00:00:00'
              Portfolio:
                CalendarYear:
                - Id: 2026
                  Value: -5.83
                - Id: 2025
                  Value: 14.7
                - Id: 2024
                  Value: 22.44
                - Id: 2023
                  Value: 29.12
                - Id: 2022
                  Value: -26.38
                - Id: 2021
                  Value: 11.1
                - Id: 2020
                  Value: 21.66
                - Id: 2019
                  Value: 21.45
                - Id: 2018
                  Value: 0.33
                - Id: 2017
                  Value: 21.74
                - Id: 2016
                  Value: 8.38
                - Id: 2015
                  Value: 4
                - Id: 2014
                  Value: 7.02
                - Id: 2013
                  Value: 24.01
                - Id: 2012
                  Value: 19.76
                - Id: 2011
                  Value: 1.62
                - Id: 2010
                  Value: 16.51
                - Id: 2009
                  Value: 51.75
                - Id: 2008
                  Value: -35.85
                - Id: 2007
                  Value: 7.73
                - Id: 2006
                  Value: 10
                - Id: 2005
                  Value: 3.62
                - Id: 2004
                  Value: 10.8
              Benchmark:
                CalendarYear:
                - Id: 2026
                  Value: -4.33
                - Id: 2025
                  Value: 17.88
                - Id: 2024
                  Value: 25.02
                - Id: 2023
                  Value: 26.29
                - Id: 2022
                  Value: -18.11
                - Id: 2021
                  Value: 28.71
                - Id: 2020
                  Value: 18.4
                - Id: 2019
                  Value: 31.49
                - Id: 2018
                  Value: -4.38
                - Id: 2017
                  Value: 21.83
                - Id: 2016
                  Value: 11.96
                - Id: 2015
                  Value: 1.38
                - Id: 2014
                  Value: 13.69
                - Id: 2013
                  Value: 32.39
                - Id: 2012
                  Value: 16
                - Id: 2011
                  Value: 2.11
                - Id: 2010
                  Value: 15.06
                - Id: 2009
                  Value: 26.46
                - Id: 2008
                  Value: -37
                - Id: 2007
                  Value: 5.49
                - Id: 2006
                  Value: 15.79
                - Id: 2005
                  Value: 4.91
                - Id: 2004
                  Value: 10.77
            PerformanceHistorys:
              PerformanceHistory:
              - Type: Difference
                Frequency: Quarterly
                StartDate: '2004-09-01T00:00:00'
                Portfolio:
                  StartYear: 2004
                  StartQuarter: 3
                  Data:
                  - Id: 1
                    Value: 3.52
                  - Id: 2
                    Value: -1.62
                  - Id: 3
                    Value: -0.73
                  - Id: 4
                    Value: 1.38
                  - Id: 5
                    Value: -1.54
                  - Id: 6
                    Value: -0.33
                  - Id: 7
                    Value: -1.46
                  - Id: 8
                    Value: -1.3
                  - Id: 9
                    Value: -1.01
                  - Id: 10
                    Value: -1.53
                  - Id: 11
                    Value: 0.7
                  - Id: 12
                    Value: -1.98
                  - Id: 13
                    Value: 1.13
                  - Id: 14
                    Value: 2.13
                  - Id: 15
                    Value: 1.62
                  - Id: 16
                    Value: 4.78
                  - Id: 17
                    Value: -4.59
                  - Id: 18
                    Value: 0.3
                  - Id: 19
                    Value: 13.45
                  - Id: 20
                    Value: 4.97
                  - Id: 21
                    Value: -1.22
                  - Id: 22
                    Value: 1.08
                  - Id: 23
                    Value: -0.57
                  - Id: 24
                    Value: 4.48
                  - Id: 25
                    Value: -0.44
                  - Id: 26
                    Value: -2.99
                  - Id: 27
                    Value: -0.5
                  - Id: 28
                    Value: 1.23
                  - Id: 29
                    Value: 2.88
                  - Id: 30
                    Value: -4.94
                  - Id: 31
                    Value: 1.19
                  - Id: 32
                    Value: -0.05
                  - Id: 33
                    Value: -0.22
                  - Id: 34
                    Value: 2.42
                  - Id: 35
                    Value: -4.75
                  - Id: 36
                    Value: -1.77
                  - Id: 37
                    Value: 1.6
                  - Id: 38
                    Value: -2.09
                  - Id: 39
                    Value: -0.63
                  - Id: 40
                    Value: -1.24
                  - Id: 41
                    Value: -1.07
                  - Id: 42
                    Value: -3.27
                  - Id: 43
                    Value: 3.47
                  - Id: 44
                    Value: 0.22
                  - Id: 45
                    Value: 1.61
                  - Id: 46
                    Value: -2.92
                  - Id: 47
                    Value: -2.84
                  - Id: 48
                    Value: 0.27
                  - Id: 49
                    Value: 2.69
                  - Id: 50
                    Value: -3.3
                  - Id: 51
                    Value: 0.57
                  - Id: 52
                    Value: 1.96
                  - Id: 53
                    Value: 0.09
                  - Id: 54
                    Value: -2.73
                  - Id: 55
                    Value: 3.23
                  - Id: 56
                    Value: -0.07
                  - Id: 57
                    Value: -3.35
                  - Id: 58
                    Value: 4.3
                  - Id: 59
                    Value: -2.02
                  - Id: 60
                    Value: -1.04
                  - Id: 61
                    Value: -2.38
                  - Id: 62
                    Value: -2.99
                  - Id: 63
                    Value: 7.06
                  - Id: 64
                    Value: -1.91
                  - Id: 65
                    Value: -0.33
                  - Id: 66
                    Value: -4.18
                  - Id: 67
                    Value: -5.48
                  - Id: 68
                    Value: -1
                  - Id: 69
                    Value: -0.04
                  - Id: 70
                    Value: -8.98
                  - Id: 71
                    Value: -4.14
                  - Id: 72
                    Value: -2.29
                  - Id: 73
                    Value: 2.49
                  - Id: 74
                    Value: -6.3
                  - Id: 75
                    Value: 1.89
                  - Id: 76
                    Value: -0.39
                  - Id: 77
                    Value: 2.3
                  - Id: 78
                    Value: -1.68
                  - Id: 79
                    Value: -2.81
                  - Id: 80
                    Value: 1.05
                  - Id: 81
                    Value: -1.58
                  - Id: 82
                    Value: 1.02
                  - Id: 83
                    Value: 0.32
                  - Id: 84
                    Value: 0.04
                  - Id: 85
                    Value: -2.36
                  - Id: 86
                    Value: -0.93
                  - Id: 87
                    Value: -1.5
          Risks:
            RiskStatistics:
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year1
              DataFrequency: Monthly
              Portfolio:
                Mean: 12.45
                SharpeRatio: 0.98
                StandardDeviation: 8.61
                InformationRatio: -1.27
                TrackingError: 4.23
                SortinoRatio: 1.82
                ExcessReturn: -1.4
              Benchmark:
                Mean: 17.8
                SharpeRatio: 1.34
                StandardDeviation: 10.31
                SortinoRatio: 2.39
              Security:
              - SecurityId: FOUSA05H5F
                RiskStatisticsItem:
                  Mean: 8.32266
                  SharpeRatio: 1.366
                  StandardDeviation: 2.991
              - SecurityId: FOUSA04BCR
                RiskStatisticsItem:
                  Mean: 16.30978
                  SharpeRatio: 0.821
                  StandardDeviation: 14.872
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year3
              DataFrequency: Monthly
              Portfolio:
                Mean: 16
                SharpeRatio: 1.21
                StandardDeviation: 9.23
                InformationRatio: -0.53
                TrackingError: 4.38
                SortinoRatio: 2.2
                ExcessReturn: -0.66
              Benchmark:
                Mean: 18.32
                SharpeRatio: 1.13
                StandardDeviation: 12.06
                SortinoRatio: 1.99
              Security:
              - SecurityId: FOUSA05H5F
                RiskStatisticsItem:
                  Mean: 9.20681
                  SharpeRatio: 0.886
                  StandardDeviation: 4.714
              - SecurityId: FOUSA04BCR
                RiskStatisticsItem:
                  Mean: 22.66526
                  SharpeRatio: 1.104
                  StandardDeviation: 15.426
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year5
              DataFrequency: Monthly
              Portfolio:
                Mean: 6.76
                SharpeRatio: 0.31
                StandardDeviation: 12.89
                InformationRatio: -0.93
                TrackingError: 5.68
                SortinoRatio: 0.43
                ExcessReturn: -1.5
              Benchmark:
                Mean: 12.06
                SharpeRatio: 0.62
                StandardDeviation: 15.26
                SortinoRatio: 0.94
              Security:
              - SecurityId: FOUSA05H5F
                RiskStatisticsItem:
                  Mean: 3.80155
                  SharpeRatio: 0.064
                  StandardDeviation: 7.36
              - SecurityId: FOUSA04BCR
                RiskStatisticsItem:
                  Mean: 9.16145
                  SharpeRatio: 0.365
                  StandardDeviation: 19.895
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year10
              DataFrequency: Monthly
              Portfolio:
                Mean: 10.74
                SharpeRatio: 0.75
                StandardDeviation: 11.96
                InformationRatio: -0.59
                TrackingError: 5.84
                SortinoRatio: 1.13
                ExcessReturn: -1.01
              Benchmark:
                Mean: 14.16
                SharpeRatio: 0.85
                StandardDeviation: 15.02
                SortinoRatio: 1.31
              Security:
              - SecurityId: FOUSA05H5F
                RiskStatisticsItem:
                  Mean: 6.04256
                  SharpeRatio: 0.514
                  StandardDeviation: 7.412
              - SecurityId: FOUSA04BCR
                RiskStatisticsItem:
                  Mean: 15.09422
                  SharpeRatio: 0.745
                  StandardDeviation: 18.01
            MPTStatistics:
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year1
              DataFrequency: Monthly
              Portfolio:
                Alpha: -1.9
                Beta: 0.77
                RSquared: 85.92
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year3
              DataFrequency: Monthly
              Portfolio:
                Alpha: 1.23
                Beta: 0.73
                RSquared: 90.57
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year5
              DataFrequency: Monthly
              Portfolio:
                Alpha: -3.28
                Beta: 0.79
                RSquared: 88.01
            - AsOfDate: '2026-03-31T00:00:00'
              TrailingTimePeriod: Year10
              DataFrequency: Monthly
              Portfolio:
                Alpha: -0.37
                Beta: 0.74
                RSquared: 87.32
        SecurityReference:
        - SecurityId: FOUSA05H5F
          ISIN: US5434957586
          Name: Loomis Sayles High Income Opps Instl
          TradingSymbol: LSIOX
          PerformanceId: 0P00003B45
          BaseCurrency: USD
          Type: FO
          InceptionDate: '2004-04-12T00:00:00'
          SecurityReferenceTypes:
          - PortfolioHolding
          - DisclosureIndex
        - SecurityId: FOUSA04BCR
          ISIN: US45775L5075
          Name: T. Rowe Price Instl Large Cap Core Gr
          TradingSymbol: TPLGX
          PerformanceId: 0P0000373M
          BaseCurrency: USD
          Type: FO
          InceptionDate: '2003-09-30T00:00:00'
          SecurityReferenceTypes:
          - PortfolioHolding
          - DisclosureIndex
        - SecurityId: XIUSA000OC
          Name: USTREAS T-Bill Auction Ave 3 Mon
          BaseCurrency: USD
          Type: XI
          InceptionDate: '1941-02-28T00:00:00'
          SecurityReferenceTypes:
          - BenchmarkHolding
          - DisclosureIndex
        - SecurityId: XIUSA04G92
          Name: S&P 500 TR USD
          TradingSymbol: SPXT
          BaseCurrency: USD
          Type: XI
          InceptionDate: '1970-01-30T00:00:00'
          SecurityReferenceTypes:
          - BenchmarkHolding
          - DisclosureIndex
        - SecurityId: XIUSA000PK
          Name: MSCI EAFE NR USD
          BaseCurrency: USD
          Type: XI
          InceptionDate: '1986-03-31T00:00:00'
          SecurityReferenceTypes:
          - BenchmarkHolding
          - DisclosureIndex
        - SecurityId: XIUSA000MC
          Name: Bloomberg US Agg Bond TR USD
          BaseCurrency: USD
          Type: XI
          InceptionDate: '1986-01-03T00:00:00'
          SecurityReferenceTypes:
          - BenchmarkHolding
          - DisclosureIndex
        - SecurityId: F0000119FA
          Name: Morningstar US Core Bd TR USD
          Type: XI
          SecurityReferenceTypes:
          - DisclosureIndex
        - SecurityId: XIUSA04EPI
          Name: ICE BofA US High Yield TR USD
          Type: XI
          SecurityReferenceTypes:
          - DisclosureIndex
        - SecurityId: XIUSA000KO
          Name: Russell 1000 Growth TR USD
          Type: XI
          SecurityReferenceTypes:
          - DisclosureIndex
    ResponseStatus500Example1:
      summary: 500 - Internal Server Error
      value:
        statusCode: 500
        errorCode: 500.investmentDetails.003
        message: Error calling Investment API.
        requestId: 539d62a5-3586-4070-965e-0f7f64712d79
  requestBodies:
    RequestPerformance:
      required: true
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/RequestPerformance'
          examples:
            PerformanceRequestExample1:
              $ref: '#/components/examples/PerformanceRequestExample1'
  securitySchemes:
    BasicAuth:
      type: http
      scheme: basic