Notebook

List of Morningstar fundamental fields slated for removal on April 1, 2018.

If your algorithm references one of these fields, it will no longer receive updating data after this date. The last known data point will be forward-filled until the field is sunsetted.

accretion_on_preferred_stock
accrued_preferred_stock_dividends
acquired_in_process_rn_d
acquired_in_process_rn_d_income
acquiredin_process_rn_d_income_banks
acquisition_expense
agency_fees
agency_fees_and_commissions
allowance_for_funds_construction
allowances_for_construction
amortization_of_deferred_acquisition_costs
bank_acceptance_executed_and_outstanding
calls_maturities_of_maturity_securities
capitaln_business_taxes
cash_paymentsfor_borrowings
cash_receiptsfrom_borrowings
cash_receiptsfrom_decreasein_assets
cash_value_of_life_insurance
casualty_claims
ceded_unearned_premiums
change_in_premiums_receivable
change_in_prepaid_reinsurance_premiums
change_in_reinsurance_receivable_on_paid_losses
change_in_reinsurance_recoverable_on_unpaid_losses
change_in_unearned_premiums_ceded
commission_expenses
commission_revenue
common_stocks_available_for_sale
cumulative_effect_of_accounting_change
deferred_acquisition_costs
deferred_cost_current
deferred_financing_costs
development_expense
esop_debt_guarantee
earning_loss_of_equity_investments
earningsfrom_equity_interest_revenue
electric_revenue
extraordinary_items
facilities_and_other
fees
fixed_maturities_available_for_sale
fixed_maturities_held_to_maturity
fixed_maturities_trading
foreign_component
fuel_and_natural_gas
gain_lossfrom_disposal_saleof_assets
gain_lossfrom_disposal_saleof_assets_other
gainon_extinguishmentof_debt
gainon_saleof_other_real_estate_owned
gains_loss_on_disposal_of_discontinued_operations
gas_revenue
general_account_assets
guaranteed_investment_contract
impairmentof_capital_assets_income
income_from_equity_method_investments
insurance_and_premiums
interest_expense_for_capitalized_lease_obligations
interest_expense_for_long_term_debt
interest_expense_operating
interest_income_from_interest_bearing_deposits
interest_income_from_investment_securities
interest_income_from_other_money_market_investments
interest_income_from_trading_account_securities
interest_income_operating
interest_income_revenue
interestand_similar_income
investment_tax_credits
investments_in_affiliates_subsidiaries_associates_and_joint_ventures
investments_in_variable_interest_entity
life_annuity_premiums
litigation_expense
loans_held_for_resell
loss_and_loss_adjustment_expected_incurred
marketing_expense
misc_other_special_charges
natural_resource_assets
net_capital_expenditure_disposals
net_income_from_other_gains_losses
net_operating_interest_income_expense
net_other_unrealized_gain_loss
net_technology_purchase_and_sale
net_unrealized_gain_loss_foreign_currency
net_unrealized_gain_loss_investments
non_operating_expenses 
non_operating_income 
non_recurring_operation_expense
operating_taxesn_licenses
other_deferred_costs
other_deposits
other_gain_loss_from_disposition_of_discontinued_operations
other_impairment_of_capital_assets
other_interest_earning_assets
other_operating_revenue
other_write_down
other_write_off
otherthan_temporary_impairment_losses_investments
participating_policyholder_equity
patents
paymentsfor_premiumsand_claims_annuitiesand_other_policy_benefits
paymentsfrom_contracts_heldfor_dealingor_trading_purpose
policy_fees
policyholder_and_reinsurer_accounts
preferred_stock_of_subsidiary
preferred_stocks_available_for_sale
premium_taxes_credit
premiums_receivable
prepaid_reinsurance_premiums
principle_investment_gain_loss
principle_transaction_revenue
proceeds_from_issuance_of_warrants
promotion_and_advertising
property_casualty_premiums
property_liability_insurance_claims
provision_for_gain_loss_on_disposal
purchase_of_equity_securities
purchase_of_fixed_maturity_securities
purchase_of_long_term_investments
purchase_of_short_term_investments
purchase_of_technology
purchased_components
purchased_transportation_services
real_estate_and_real_estate_joint_ventures_held_for_investment
real_estate_held_for_sale
realized_capital_gain
redeemable_preferred_stock
reinsurance_recoverable_for_paid_losses
reinsurance_recoverable_for_unpaid_losses
research_expense
restructring_and_mn_a_income
restructuring_and_merger_and_acquisition_income
revenues_cargo
revenues_passenger
sale_of_long_term_investments
sale_of_short_term_investments
sale_of_technology
sales_of_equity_securities
sales_of_fixed_maturity_securities
securities_lending_payable
selling_expense
share_in_net_income_of_unconsolidated_entities
special_charge
special_income
student_loan
time_deposits_placed
total_non_current_liabilities
transportation_revenue
trust_preferred_securities
unrealized_gain_loss

List of Morningstar fundamental fields being mapped to duplicate sibling field on April 1, 2018.

If your algorithm references one of these fields, it will continue to run and will use the sibling field starting in April.

Morningstar field being removed for duplication Morningstar field being mapped to
net_income_cash_flow_statement net_income_from_continuing_operations
total_liabilities total_liabilities_net_minority_interest

If your algorithm references one of these fields, the field will have NaN values after April 1st. No new data will be surfaced to the field.

bank_loan
limited_partnership
write_down

Fields whose calculation is being adjusted by Morningstar.

Your algorithm will continue to run but may see a regime adjustment around April 1st, as the new format is adopted. The change is expected to be minimal per field, but may differ from field to field.

accounts_payable
accounts_receivable
accrued_investment_income
accruedand_deferred_income_non_current
accumulated_depreciation
additional_paid_in_capital
amortization
amortization_of_financing_costs_and_discounts
amortization_of_securities
asset_impairment_charge
assets_held_for_sale
assets_held_for_sale_non_current
assets_of_discontinued_operations
assets_turnover
available_for_sale_securities
bank_loans_current
bank_loans_non_current
bank_loans_total
bank_owned_life_insurance
basic_continuous_operations
basic_eps
basic_extraordinary
capital_expenditure
capital_lease_obligations
capital_stock
cash_advancesand_loans_madeto_other_parties
cash_and_cash_equivalents
cash_conversion_cycle
cash_dividends_paid
cash_equivalents
cash_flow_from_discontinued_operation
cash_from_discontinued_financing_activities
cash_from_discontinued_investing_activities
cash_from_discontinued_operating_activities
cash_return
ceded_premiums
cfo_per_share
change_in_account_payable
change_in_accrued_expense
change_in_other_current_assets
change_in_other_current_liabilities
change_in_other_working_capital
change_in_payable
change_in_prepaid_assets
change_in_receivables
change_in_reinsurance_recoverable_on_paid_and_unpaid_losses
changein_insurance_liabilities_netof_reinsurance
changein_investment_contract
changes_in_account_receivables
changes_in_cash
classesof_cash_payments
classesof_cash_receiptsfrom_operating_activities
common_stock_issuance
common_stock_payments
consumer_loan
cost_of_revenue
current_accrued_expenses
current_capital_lease_obligation
current_debt
current_debt_and_capital_lease_obligation
current_deferred_assets
current_deferred_liabilities
current_deferred_revenue
current_provisions
customer_accounts
days_in_sales
debt_securities
debt_securitiesin_issue
debt_total
debtto_assets
deferred_assets
deferred_costs
deferred_tax
deposit_certificates
depreciation
depreciation_and_amortization
derivative_assets
derivative_product_liabilities
diluted_continuous_operations
diluted_eps
diluted_extraordinary
dividends_payable
earnings_from_equity_interest
ebit
ebit_margin
ebitda_margin
effect_of_exchange_rate_changes
employee_benefits
enterprise_value
equity_investments
ev_to_ebitda
excess_tax_benefit_from_stock_based_compensation
fcf_per_share
fcf_ratio
fees_and_commissions
financial_assets
financial_liabilities_current
financial_liabilities_non_current
financing_cash_flow
finished_goods
fix_assets_turonver
fixed_maturity_investments
foreign_currency_translation_adjustments
foreign_exchange_trading_gains
future_policy_benefits
gain_loss_on_investment_securities
gain_loss_on_sale_of_ppe
gain_losson_derecognitionof_available_for_sale_financial_assets
gain_losson_financial_instruments_designatedas_cash_flow_hedges
gain_losson_saleof_assets
gain_on_sale_of_business
gain_on_sale_of_ppe
gain_on_sale_of_security
gainon_investment_properties
gainon_saleof_investment_property
gains_losses_not_affecting_retained_earnings
general_and_administrative_expense
goodwill
gross_accounts_receivable
gross_margin
gross_ppe
gross_profit
hedging_assets_current
held_to_maturity_securities
impairment_of_capital_assets
income_tax_payable
incomefrom_associatesand_other_participating_interests
insurance_contract_assets
insurance_contract_liabilities
insurance_funds_non_current
interest_bearing_borrowings_non_current
interest_bearing_deposits_assets
interest_bearing_deposits_liabilities
interest_coverage
interest_expense_for_long_term_debt_and_capital_securities
interest_expense_non_operating
interest_income
interest_income_non_operating
invested_capital
investing_cash_flow
investment_contract_liabilities_incurred
investment_properties
investmentin_financial_assets
investments_and_advances
investments_in_other_ventures_under_equity_method
issuance_of_capital_stock
issuance_of_debt
issue_expenses
leases
liabilities_heldfor_sale_current
liabilities_heldfor_sale_non_current
liabilities_heldfor_sale_total
liabilities_of_discontinued_operations
line_of_credit
loans_receivable
long_term_debt
long_term_debt_and_capital_lease_obligation
long_term_debt_equity_ratio
long_term_debt_issuance
long_term_debt_payments
long_term_debt_total_capital_ratio
long_term_equity_investment
long_term_provisions
losson_extinguishmentof_debt
machinery_furniture_equipment
materials_and_supplies
mineral_properties
minority_interest
natural_gas_fuel_and_other
negative_goodwill_immediately_recognized
net_business_purchase_and_sale
net_common_stock_issuance
net_debt
net_foreign_currency_exchange_gain_loss
net_foreign_exchange_gain_loss
net_income
net_income_common_stockholders
net_income_extraordinary
net_income_growth
net_income_including_noncontrolling_interests
net_intangibles_purchase_and_sale
net_investment_income
net_investment_purchase_and_sale
net_issuance_payments_of_debt
net_long_term_debt_issuance
net_margin
net_non_operating_income_expense
net_non_operating_interest_income_expense
net_other_financing_charges
net_other_investing_changes
net_outward_loans
net_policyholder_benefits_and_claims
net_ppe
net_ppe_purchase_and_sale
net_preferred_stock_issuance
net_realized_gain_loss_on_investments
net_utility_plant
non_current_accounts_receivable
non_current_accrued_expenses
non_current_deferred_assets
non_current_deferred_liabilities
non_current_deferred_revenue
non_current_note_receivables
non_current_prepaid_assets
non_interest_bearing_borrowings_current
non_interest_expense
non_interest_income
normalized_basic_eps
normalized_diluted_eps
normalized_income
normalized_net_profit_margin
operating_cash_flow
operating_expense
operating_gains_losses
operating_income
operating_revenue
operation_income_growth
operation_margin
other_assets
other_capital_stock
other_cash_paymentsfrom_operating_activities
other_cash_receiptsfrom_operating_activities
other_current_assets
other_current_borrowings
other_current_liabilities
other_customer_services
other_equity_adjustments
other_equity_interest
other_intangible_assets
other_interest_expense
other_interest_income
other_inventories
other_invested_assets
other_investments
other_liabilities
other_loan_assets
other_loans_current
other_loans_non_current
other_loans_total
other_non_cash_items
other_non_current_assets
other_non_current_liabilities
other_non_interest_expense
other_non_interest_income
other_non_operating_expenses
other_non_operating_income
other_non_operating_income_expenses
other_operating_expenses
other_operating_income_total
other_operating_inflows_outflowsof_cash
other_payable
other_properties
other_receivables
other_reserves
other_special_charges
other_staff_costs
other_taxes
other_underwriting_expenses_paid
payables
payables_and_accrued_expenses
pcf_ratio
pension_and_other_postretirement_benefit_plans_total
pension_costs
policy_acquisition_expense
policyholder_benefits_ceded
policyholder_benefits_gross
policyholder_funds
preferred_stock_dividends
preferred_stock_issuance
preferred_stock_payments
prepaid_assets
proceeds_from_stock_option_exercised
professional_expense_and_contract_services_expense
profiton_disposals
properties
provisionand_write_offof_assets
provisions_total
ps_ratio
purchase_of_business
purchase_of_intangibles
purchase_of_investment
purchase_of_ppe
quick_ratio
raw_materials
receivable_turnover
receivables
reinsurance_recoverable
rent_and_landing_fees
repurchase_of_capital_stock
restructuring_and_mergern_acquisition
retained_earnings
revenue_growth
roa
roe
roic
salaries_and_wages
sale_of_business
sale_of_intangibles
sale_of_investment
sale_of_ppe
sales_per_employee
sales_per_share
sales_yield
securities_amortization
security_agree_to_be_resell
security_sold_not_yet_repurchased
selling_and_marketing_expense
selling_general_and_administration
short_term_investments
short_term_investments_available_for_sale
special_income_charges
staff_costs
stock_based_compensation_cash_flow_statement
stockholders_equity
subordinated_liabilities
tax_assets_total
total_capitalization
total_debt
total_debt_equity_ratio
total_deferred_credits_and_other_non_current_liabilities
total_deposits
total_dividend_paymentof_equity_shares
total_dividend_paymentof_non_equity_shares
total_expenses
total_investments
total_other_finance_cost
total_premiums_earned
total_revenue
total_unusual_items_excluding_goodwill
tradeand_other_payables_non_current
trading_and_other_receivable
trading_liabilities
tradingand_financial_liabilities
treasury_stock
unbilled_receivables
unpaid_loss_and_loss_reserve
unrealized_gain_loss_on_investment_securities