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Morningstar Static and Streaming provider

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This is a suite of static, streaming and fundamental providers for Wealth-Lab that downloads free daily data by Morningstar. It's possible to download the data for U.S. and international stocks, indexes, and more.

Fundamental data

See dedicated article for Morningstar fundamental provider: a tool that allows to easily download and visualize the extensive set of free fundamental items provided by Morningstar.

Static data

The provider allows to download free End-Of-Day data for U.S. and international stocks, indexes, and more. For Morningstar symbology please visit their website. End-of-day quotes for Nasdaq, NYSE, and Amex securities will appear 15 minutes after close. The provider can return current trading session's opening price in WealthScript Strategies through the standard GetSessionOpen method.

Streaming data

If you check "Morningstar Streaming Data" in Wealth-Lab's Preferences > Streaming after installing the Extension and restarting Wealth-Lab, you can power up your Quotes windows and daily charts with Morningstar's real-time Data. For U.S. symbols, quotes are sourced from BATS when available. Note that quotes are available only during regular market hours (for premarket/aftermarket trading, previous session's quotes are displayed).

To reduce server load and conserve bandwidth, partial bars are being updated once every 10 seconds when provider polls for snapshot quotes.

Notes


Issues and limitations

  • Limitation: the provider does not support daily volume so it's always 0.
  • Limitation: in Quotes windows, the Time field is always 12:00 AM (or 0:00).
  • Known issue (deferred): Company names are not being retrieved when requesting new symbols on demand.
  • Provider does not have the means to adjust for splits and dividends. To maintain your data in good shape, either perform splits manually or reload the DataSet from scratch using the Data Tool's "Remove all data" feature and then updating the DataSet.

Important Disclaimer: The information provided by Wealth-Lab is strictly for informational purposes and is not to be construed as advice or solicitation to buy or sell any security.  The owner of Wealth-Lab.com assumes no liability resulting from the use of the material contained herein for investment purposes. By using this web site, you agree to the terms of this disclaimer and our Terms of Use.

Used under license from FMR Corp. Copyright 2008 FMR Corp. All rights reserved.


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