- Category
- Finance
- Developer
- Morningstar Inc.
- Website
- (opens in a new window)
How it works
Bring Morningstar research and market data into workflows to analyze investments, screen opportunities, and answer portfolio questions using consistent, analyst-backed insights.
What else can you do?
Speed up investment research
Morningstar Draft a short due diligence memo for an investment committee meeting comparing two funds I am considering.
Improve screening and comparisons
Morningstar Screen for dividend focused ETFs with strong ratings, low fees, and consistent returns, and show the top candidates.
Analyze portfolios with context
Morningstar Compare VOO, IVV, and SPY on fees, holdings overlap, risk, and ratings, and tell me which is best for a long term core position.
What’s included
App
- Morningstar
Skills
- Datapoint Finder
Fund Comparison
- Fund Screener
- Fund Summarizer
Medalist Rating Analyzer
Resources
Add plugins in a few clicks
Availability depends on the plugin, your plan, and workspace settings. Some connections require admin setup or approval. Contact your workspace admin if access is blocked.
Explore related plugins
Public Equity Investing
Support company research and deal analysis.
Investment Banking
Build banking analysis and client-ready materials.
Data
Turn data into clear decisions.
Daloopa
Access financial KPIs with source links.
LSEG
Access LSEG financial data for pricing and market analysis.
PitchBook
Faster workflows with market intelligence.
