Morningstar Scraper

📈 Morningstar scraper for stock and fund data

Morningstar Scraper extracts public investment data from Morningstar for stocks, mutual funds, and ETFs. Paste Morningstar URLs, symbols such as AAPL, fund symbols such as VFIAX, ETF symbols such as VOO, or search phrases such as Vanguard index fund, and the Actor saves source-backed rows to an Apify dataset.

Use this Morningstar scraper when you need repeatable investment research data for portfolio review, fund screening, market dashboards, lead lists, finance apps, or spreadsheet workflows. Instead of opening Morningstar quote pages by hand, you can run the Actor in Apify Console, call it through the Apify API, schedule recurring runs, export CSV/JSON/Excel files, or connect finished datasets to webhooks and integrations.

For a first run, keep the prefilled targets. They show the mixed target flow with a stock symbol, fund symbol, ETF symbol, Morningstar URL, and search phrase before you add your own larger list.

✅ What this Actor does

• Scrapes public Morningstar stock quote and profile pages.
• Scrapes public Morningstar mutual fund research pages.
• Scrapes public Morningstar ETF research pages.
• Accepts Morningstar URLs, stock tickers, mutual fund symbols, ETF symbols, and search phrases.
• Resolves exact URLs and symbols before using search phrase discovery.
• Saves one dataset row per successful public Morningstar investment result.
• Returns source-backed quote, valuation, classification, fee, asset, holding, and sector exposure facts when Morningstar shows them.
• Runs without your Morningstar login, cookies, API key, paid Morningstar Direct access, or third-party financial data provider.

The Actor is focused on public Morningstar data. It does not scrape logged-in Morningstar dashboards, private portfolios, paid Morningstar Direct data, alerts, recommendations, analyst summaries, or investment advice.

📦 Data you can extract

Each output item represents one successful Morningstar stock, mutual fund, or ETF result. Fields can include:

• target for the submitted URL, symbol, or phrase that produced the row.
• instrumentType as stock, fund, or etf.
• symbol, exchange, name, and sourceId for source identity and reruns.
• currency, price, priceChange, and priceChangePercent.
• marketCap, peRatio, dividendYieldPercent, beta, and fiftyTwoWeekRange when visible.
• Morningstar facts such as fairValue, starRating, and economicMoat when public pages show them.
• sector and industry for stocks when available.
• category, expenseRatioPercent, netAssets, fundFamily, and investmentStyle for funds and ETFs when available.
• returns, holdings, and sectorExposure when Morningstar exposes those facts publicly.
• sourceFacts with useful source-visible label/value pairs for audit.

Some fields can be null because Morningstar does not show every fact for every investment type. The Actor leaves missing public facts empty instead of filling them from another source or guessing.

🎯 Common use cases

• Collect Morningstar stock quote data for a watchlist.
• Compare mutual fund categories, expense ratios, assets, ratings, and holdings.
• Pull ETF research rows into a spreadsheet or dashboard.
• Build a repeatable input list from Morningstar URLs copied during manual research.
• Use search phrases to discover several matching Morningstar investments.
• Schedule recurring exports for the same ticker, fund, or ETF list.
• Keep source IDs and raw source facts for audit-friendly downstream checks.

🚀 How to run it

1. Open the Input tab.
2. Add targets in Morningstar targets. Use one target per line.
3. Optional: set Asset scope when search phrases should return only stocks, mutual funds, or ETFs.
4. Set Search results per target for broad search phrases.
5. Start the Actor and open the dataset.

You can export the dataset as JSON, CSV, Excel, XML, RSS, or HTML. You can also pull the same rows through the Apify API after the run finishes.

⚙️ Input example

{
	"targets": [
		"AAPL",
		"VFIAX",
		"VOO",
		"https://www.morningstar.com/stocks/xnas/aapl/quote",
		"Vanguard 500"
	],
	"assetScope": "all",
	"maxSearchResultsPerTarget": 5
}

targets is the list of Morningstar URLs, symbols, tickers, or search phrases to collect.

assetScope controls result types for search phrases. Exact Morningstar URLs and symbols still resolve to their matching source type.

maxSearchResultsPerTarget caps how many Morningstar search matches are saved for each search phrase. Exact URLs and exact symbols return their direct match.

🧾 Output example

{
	"target": "AAPL",
	"instrumentType": "stock",
	"symbol": "AAPL",
	"exchange": "XNAS",
	"name": "Apple Inc",
	"sourceId": "stocks/xnas/aapl/quote",
	"currency": "USD",
	"price": 297.89,
	"priceChange": 1.94,
	"priceChangePercent": 0.66,
	"marketCap": 4380000000000,
	"peRatio": 36.04,
	"dividendYieldPercent": 0.35,
	"beta": null,
	"fiftyTwoWeekRange": {
		"low": 196.86,
		"high": 317.4
	},
	"fairValue": 289,
	"starRating": 3,
	"economicMoat": null,
	"sector": "Technology",
	"industry": "Consumer Electronics",
	"category": null,
	"expenseRatioPercent": null,
	"netAssets": null,
	"fundFamily": null,
	"investmentStyle": "Large Core",
	"returns": {
		"ytdPercent": null,
		"oneYearPercent": null,
		"threeYearPercent": null,
		"fiveYearPercent": null
	},
	"holdings": [],
	"sectorExposure": [],
	"sourceFacts": [
		{
			"label": "Market Cap",
			"value": "$4.38T"
		}
	]
}

💳 Pricing

This Actor uses pay-per-event pricing. It charges one investment-result event only after a successful public Morningstar stock, mutual fund, or ETF result is saved.

The planned price is $0.009 per successful result, or $9.00 per 1,000 results. Failed, invalid, unresolved, blocked, unsupported, or skipped targets do not create dataset rows and are not charged as results.

⚠️ Limits and notes

• Morningstar can show different fields for stocks, mutual funds, and ETFs.
• Public pages can hide or omit some Morningstar facts. Missing source facts are returned as null or empty arrays.
• Search phrases can match more than one Morningstar investment. Use Search results per target to keep broad phrases predictable.
• This Actor does not provide investment advice, recommendations, price alerts, or analyst summaries.
• The sourceId field is the canonical Morningstar path. A full URL can be reconstructed from it, so the dataset does not repeat a separate source URL field.

❓ FAQ

Can I use Morningstar URLs directly?

Yes. Paste Morningstar stock, mutual fund, or ETF quote URLs in Morningstar targets. The Actor stores the canonical Morningstar path in sourceId.

Do I need a Morningstar account?

No. The Actor is built for public Morningstar pages and does not ask for Morningstar cookies, login credentials, API keys, or Morningstar Direct access.

Why are some fields empty?

Morningstar does not show every fact for every investment type or page. The Actor keeps unavailable public facts empty instead of guessing or mixing in data from another provider.

Can I use this through the Apify API?

Yes. Run the Actor from Apify Console or call it with the Apify API, then export or read the default dataset from your own workflow.

📝 Changelog

• 0.1: Initial release.

🆘 Support

For issues, questions, or feature requests, file a ticket and I'll fix or implement it in less than 24h 🫡

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Made with ❤️ by Maxime Dupré