Up-to-date investment and market insights
Integrate Morningstar's comprehensive investment data and independent research directly into your AI workflows. Through our MCP-powered connector, clients can explore cross-asset coverage, including funds, equities, and beyond, enhanced by forward-looking insights from our global analyst teams. More
What you can ask Screen for ETFs with a Medalist Rating better than Silver, a Morningstar Rating over 4 stars, in the Large Value category. Copy
Example path global_standards_screening_methodology_skill Fund Screener skill
Compare the funds SOXX and VOO. What are some datapoints that help me evaluate the performance of a fund? MCP connector Server URL https://mcp.morningstar.com/mcpCopy Login OAuth Tools Reads data22 controversial_ controversy_ download_ ghg_ global_ mcp_ morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- morningstar- product_ product_ sustainalytics_ sustainalytics_ sustainalytics_ sustainalytics_ sustainalytics_
Changes data1 AdvisorAssist
Skills 5 in the ChatGPT listing
Datapoint Finder Finds official Morningstar datapoint names using topic-organized buckets. Fund Comparison Compares exactly 2 funds or ETFs using a structural-first Morningstar analysis. Fund Screener Use when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk. Fund Summarizer Use when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats. Medalist Rating Analyzer Analyzes a fund's Morningstar Medalist Rating using live Morningstar MCP data, including pillar scores, rating history, and analyst research. 
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