New Integration: Morningstar

Description

Add Morningstar integration to sync investment research data, fund performance, stock ratings, portfolio analytics, and market data into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/github/ - Similar API-key authenticated service
• integrations/linear/ - Project management integration
• integrations/slack/ - For reference

Required Files Structure

integrations/morningstar/
├── src/
│   ├── index.ts          # Main entry, API spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # Morningstar API utilities
│   ├── account-create.ts # API key/OAuth setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

Morningstar API Integration

Authentication Setup

• Use API Key authentication via the Morningstar API Center
• Access through the Morningstar Developer Portal at developer.morningstar.com
• Subscription-based access tiers

Key APIs

• Direct Web Services API
  • Security/stock data retrieval
  • Fund performance and ratings
  • Portfolio analytics
  • Market data and indices
• Data Access Layer API
  • Screening and filtering securities
  • Historical data access
  • Comparative analysis data
• EAP (Enterprise API Platform)
  • Bulk data access
  • Custom data feeds
  • Real-time data streaming

Key Endpoints

• /ecint/v1/securities - Security data lookup
• /ecint/v1/performance - Fund/stock performance data
• /ecint/v1/portfolio - Portfolio holdings and analytics
• /ecint/v1/ratings - Morningstar ratings and analyst reports
• /ecint/v1/screener - Security screening and filtering
• /ecint/v1/markets - Market overview data

Events to Track

1. Rating Changes - Morningstar star rating updates, analyst rating changes
2. Portfolio Updates - Holdings changes, allocation shifts, rebalancing events
3. Performance Data - Fund/stock performance milestones, benchmark comparisons
4. Market Data - Significant market movements, index changes
5. Research Reports - New analyst reports, investment thesis updates

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement API key authentication flow in account-create.ts
• Create API utilities in utils.ts for Morningstar endpoints
• Implement sync logic in schedule.ts for ratings, performance, and portfolio data
• Convert investment data events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• Morningstar API access is subscription-based - requires an account with API access enabled
• The morningstar-data Python package exists for Analytics Lab users
• Data schemas and response structures are documented on the Developer Portal
• The EAP (Enterprise API Platform) has its own documentation on GitHub: Morningstar/eap-api-docs
• Consider using the Dynamic Services APIs Data Access Layer for standardized data access

Resources

• Morningstar Developer Portal
• Morningstar API Center
• Direct Web Services API Reference
• EAP API Docs on GitHub
• morningstar-data Python Package

Labels

enhancement, integration, new-feature