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Fixed docs.
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pawellysy committed Nov 28, 2024
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1 change: 1 addition & 0 deletions docs/connectors/morningstar.md
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Expand Up @@ -54,3 +54,4 @@ types.
* [Risk Score](morningstar/risk-score.md)
* [TimeSeries](morningstar/time-series/time-series.md)
* [XRay](morningstar/x-ray.md)
* [Investment Screener](morningstar/screeners/investment-screener.md)
23 changes: 14 additions & 9 deletions docs/connectors/morningstar/screeners/investment-screener.md
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Expand Up @@ -3,34 +3,41 @@ Investment Screener connector

Using Morningstar Investment Screener endpoint you are able filter Morningstar's database of global investments using hundreds of data points including Morningstar prorietary data.


How to use Investment Screener
----------------

Data can be filtered on any data point which is comprehensively covered by Morningstar, including proprietary data such as:

Morningstar Sustainability Ratings
Analyst Rating
Fair Value
Style Box
With the solution, you can develop a sophisticated screening tool offering dozens of filters for advanced users.
* Morningstar Sustainability Ratings
* Analyst Rating
* Fair Value
* Style Box
* With the solution, you can develop a sophisticated screening tool offering dozens of filters for advanced users.

You can also use it to power predefined screeners for common investment research interests such as Top Fixed Income Funds, Top Rated US Bond Index Funds, Sustainable Investments, and so on.

For more details, see [Morningstar's Investment Screener API].

<!-- Links -->
[Morningstar's Investment Screener API]: https://developer.morningstar.com/direct-web-services/documentation/api-reference/investment-screener
[Morningstar's Investment Screener API]: https://developer.morningstar.com/direct-web-services/documentation/api-reference/screener/investment-screener

this connector is designed to be interacted with using some external buttons, that might filter data on the backend, provide pagiantion as well as sorting.

Here is an example of how to use the Investment Screener connector:

```js
const screenerConnector = MC.InvestmentScreenerConnector({
page: 1,
pageSize: 20,
langageId: 'en-GB',
currencyId: 'USD',
filters: [
{
dataPointId: 'StarRatingM255',
comparatorCode: 'IN',
value: 5
}
],
securityDataPoints: [
'secId',
'tenforeId',
Expand All @@ -54,5 +61,3 @@ const screenerConnector = MC.InvestmentScreenerConnector({

For details see [Morningstar's Investment Screener API].



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