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Morningstar Reference Data

    Morningstar provides reference data on Equities, US Mutual Funds, and ETFs to further enrich your portfolio data, and analysis capabilities.

    Last updated: 02-28-2024

    Working with Addepar since

    • 2016-04-01

    Subscription type

    • One region included with Addepar subject to limitations
    • Additional region available as premium data subscription

    Security types

    • ETF
    • Money Market Fund
    • Mutual Fund
    • Preferred Stock
    • Stock

    Historical data available

    • No

    Update frequency

    • Daily

    Run dates

    • Tuesday - Saturday

    Data coverage

    • US
    • Europe
    • UK