morningstar 0.3.0

Morningstar API Client

Morningstar API Client

This project provides a client to the Morningsar Web Services endpoints.

Setup

Install as a dependency using pip:

pip install morningstar

or install from source:

git clone [e-mail]:aaaccell/morningstar.git
cd morningstar
python setup.py install

Once installed, a configuration file (config-morningstar.yml or .config-morningstar.yml) is required within your home folder (~). The content can be derived from config-morningstar.yml.dist:

cp config-morningstar.yml.dist ~/.config-morningstar.yml

Usage

from morningstar.morningstar_client import MorningstarClient
client = MorningstarClient()

The most recommended way to use this module is to instantiate MorningstarClient directly, and if necessary extend funcationality using inheritance: class MyMorningstarClient(MorningstarClient).

client.get_instrument_prices(instrument='28.10.F00000JQA9', start_date='01-01-2019', end_date='02-01-2019')

Alternatively, the underlying provider can be accessed using the client instance and therefore provides the full scope of the Morningstar web service API:

client.provider.search({'isin': "CH0038863350"})