Morningstar Equity Data Upgrade Information

This document is a guide detailing the upgrade of Morningstar's equity data services for API clients. The upgrade aims to provide clients with access to an expanded and enhanced dataset, improved data quality, and flexible delivery options. The transition to the new API service is scheduled to begin on April 7, 2025, and will continue until the end of September 2026. Clients currently using the Equity Data API must migrate to the new Investment Details API (Async) to maintain access to equity data. The upgraded dataset includes enhanced income statement data points and normalized profitability metrics, designed to support various client use cases. The document outlines the steps clients need to take to prepare for the transition, including identifying current data usage and mapping existing data points to the new dataset. It also provides information on the new API service's design principles, data access, and performance expectations.