Skip to main content

Set up Morningstar market data connector


In order to use prices from Morningstar, an account code and a password should be entered into the market data connector preferences. The required parameters are provided by Morningstar.

Setting up

Enable the Morningstar market data from ToolsAdministerMarket Data Connectors.

Choose which close field to use and open the respective tab. Optionally, you can set up the connector in the Reference data providers tab, if you want to use the connector only for Security reference data.Security reference data

If there's already a connector defined on a close field, use the trash bin icon to remove the existing connector. Click Add provider and select Morningstar from the drop-down list.

Enter the Account code and Password received from Morningstar.


When done with the selections, click Done.