FundCompare

Investment Analysis

API Settings

Connect your Morningstar subscription for live data

Demo Mode Active

Using demo data. Connect your Morningstar API to access live fund data.

Mock Data

Setup Guide

1

Obtain Morningstar API Credentials

Visit the Morningstar Developer Portal or contact your Morningstar account manager to get your API key and base URL.

Morningstar Developer Portal
2

Create a .env file

In the root of your project, create a .env file with the following variables:

VITE_MORNINGSTAR_API_KEY=your_api_key_here
VITE_MORNINGSTAR_API_BASE_URL=https://api.morningstar.com/v2
3

Restart the Development Server

After adding your environment variables, restart the dev server for the changes to take effect.

pnpm dev
4

Update Data Calls

In client/src/lib/morningstarApi.ts, uncomment the API call functions and update the field mapping to match your Morningstar API tier's response format.

View Integration Guide

Supported Morningstar API Tiers

Morningstar Direct Data API

Enterprise — full fund universe, real-time data

Recommended

Morningstar Investment Data API

Mid-tier — performance, ratings, and risk metrics

Morningstar Advisor Workstation API

Advisor-focused — fund research and comparison tools

RapidAPI Morningstar

Developer tier — limited data, good for prototyping