mstarpy 8.1.0

Mutual funds and stocks data extraction from MorningStar with Python

Introduction

MStarpy is an open-source Python package designed to extract and access financial data from morningstar.com.

It provides free access to public data on stocks and funds, empowering both retail and professional investors with the same high-quality information. Whether you're conducting research, building investment models, or creating dashboards, MStarpy makes it easy to integrate Morningstar data into your workflow.

Our mission is to democratize access to financial insights and support investors in making informed decisions.

The project is open to contributions — join us on GitHub and help improve the future of financial transparency.

Getting Started

Installation

You can install it via pip on the terminal by typing:

pip install mstarpy

You can also install it via git on the terminal by using :

pip install git+https://github.com/Mael-J/mstarpy.git@master

Import the package MStarpy as follow

import mstarpy as ms

Fund analysis

Initialize Funds to start your analysis

funds = ms.Funds("VTSAX")

Historical nav

Get historical nav and total return of the fund

import datetime
end_date = datetime.datetime.today()
start_date = end_date - datetime.timedelta(days=10)
funds.nav(start_date,end_date)

[{'nav': 150.01, 'totalReturn': 232.36911, 'date': '2025-07-03'},
 {'nav': 148.8, 'totalReturn': 230.49479, 'date': '2025-07-07'},
 {'nav': 148.74, 'totalReturn': 230.40185, 'date': '2025-07-08'},
 {'nav': 149.69, 'totalReturn': 231.87342, 'date': '2025-07-09'},
 {'nav': 150.1, 'totalReturn': 232.50852, 'date': '2025-07-10'},
 {'nav': 149.48, 'totalReturn': 231.54813, 'date': '2025-07-11'},
 {'nav': 149.82, 'totalReturn': 232.0748, 'date': '2025-07-14'}]

Holdings of the fund

funds.holdings()

ticker	securityName	weighting	marketValue
0	MSFT	Microsoft Corp	6.02457	1.099423e+11
1	NVDA	NVIDIA Corp	5.51387	1.006226e+11
2	AAPL	Apple Inc	5.31119	9.692390e+10
3	AMZN	Amazon.com Inc	3.44210	6.281481e+10
4	META	Meta Platforms Inc Class A	2.49597	4.554891e+10

More on funds

You can access many other methods to retrieve detailed information about the fund.

Examples are available in this notebook:

MStarpy - Funds example

Stock Analysis

Initialize Stock to start your analysis

stock = ms.Stock("FR0000121014")

Historical price

Get historical price of the stock

import datetime
end_date = datetime.datetime.today()
start_date = end_date - datetime.timedelta(days=10)
stock.historical(start_date, end_date)

[{'open': 483.75,
  'high': 483.75,
  'low': 475.0,
  'close': 477.7,
  'volume': 1102,
  'previousClose': 486.0,
  'date': '2025-07-04'},
 {'open': 480.0,
  'high': 480.0,
  'low': 472.2,
  'close': 475.95,
  'volume': 1322,
  'previousClose': 477.7,
  'date': '2025-07-07'}]

Income Statement

stock.incomeStatement()

{'_meta': {'companyId': '0C00000VOS',
  'statementType': 'income-statement',
  'periodReport': 'Success',
  'latestReport': 'Success'},
 'columnDefs': ['2015',
  '2016',
  '2017',
  '2018',
  '2019',
  '2020',
  '2021',
  '2022',
  '2023',
  '2024',
  'TTM'],
 'filingIdList': [None,
  None,
  None,
  None,
  None,
  '328683655',
  '384266622',
  '437916148',
  '502488388',
  '577784039',
...
 'footer': {'currency': 'EUR',
  'currencySymbol': '€',
  'orderOfMagnitude': 'Million',
  'fiscalYearEndDate': '12-31'},
 'userType': 'Free'}

More on stocks

You can access many other methods to retrieve detailed information about the stock.

Examples are available in this notebook:

MStarpy - Stock example

Look for securities

You can search for securities using the screener_universe method, which leverages the logic behind Morningstar's screener : MorningStar screener

ms.screener_universe("a",
                     language = "fr",
                     field=["name", "isin", "priceToEarnings", "sector"], 
                     filters={"priceToEarnings[trailing]": ("<", 10),
                              "investmentType" : "EQ",
                              "sector": "Technology",
                              "domicile": "FRA"}
                     )

[{'meta': {'securityID': '0P00009WB0',
   'performanceID': '0P00009WB0',
   'companyID': '0C00000VXC',
   'universe': 'EQ',
   'exchange': 'XPAR',
   'ticker': 'ATO'},
  'fields': {'name': {'value': 'Atos SE'},
   'isin': {'value': 'FR001400X2S4'},
   'priceToEarnings': {'value': 0.088323},
   'sector': {'value': 'Technology'}}},
 {'meta': {'securityID': '0P0000CKNR',
   'performanceID': '0P0000CKNR',
   'companyID': '0C00000VXC',
   'universe': 'EQ',
   'exchange': 'PINX',
   'ticker': 'AEXAF'},
  'fields': {'name': {'value': 'Atos SE'},
   'isin': {'value': 'FR001400X2S4'},
   'priceToEarnings': {'value': 0.096288},
   'sector': {'value': 'Technology'}}},
 {'meta': {'securityID': '0P0000C3TX',
   'performanceID': '0P0000C3TX',
   'companyID': '0C00000VXC',
   'universe': 'EQ',
   'exchange': 'XMUN',
...
   'ticker': 'AXI1'},
  'fields': {'name': {'value': 'Atos SE'},
   'isin': {'value': 'FR001400X2S4'},
   'priceToEarnings': {'value': 0.087758},
   'sector': {'value': 'Technology'}}}]

Contribution

The project is open-source and you can contribute on Github.

If you would like to support my work, you can Buy me a Coffee.

Disclaimer

MStarpy is not affiliated to morningstar.com or any other companies.

The package aims to share public information about funds and stocks to automatize analysis. It is the result of a free and independent work.

MStarpy does not give any investment recommendations.