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Morningstar

ChatGPT plugin

Investment and market insights

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Movement

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Rank by placement

#830of 6,0221places up24h5places down7d
#366#501#636#771Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

Rank in Finance

#71of 520024h2places down7d
#68#71#74Sep 13Sep 19Sep 25Oct 1Oct 7Oct 12

In its category

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Finance71st of 520 by placement
#PluginPosition7d
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More from Morningstar Inc.

All listings by Morningstar Inc.

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. Access trusted, unbiased intelligence to support investment decisions, due diligence, and portfolio strategy in one seamless experience.

Example prompts

  • “Screen for ETFs with a Medalist Rating better than Silver, a Morningstar Rating over 4 stars, in the Large Value category.”
  • “Compare the funds SOXX and VOO.”
  • “What are some datapoints that help me evaluate the performance of a fund?”

Skills

  • datapoint-finder

    Finds official Morningstar datapoint names using topic-organized buckets. Use when the user asks to find, browse, or name a datapoint — e.g. "what's the datapoint for expense ratio", "find the datapoint name for Sharpe ratio", or "list datapoints for ESG".

  • fund-comparison

    Compares exactly 2 funds or ETFs using a structural-first Morningstar analysis. Starts with a Markdown structural snapshot, supports targeted follow-up analysis, and can generate a self-contained HTML report after the user confirms. Use when the user says “compare SPY and QQQ,” “compare two ETFs,” “create a fund comparison report,” or requests a side-by-side Morningstar comparison of two fund tickers.

  • 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. Use when asked to rate, analyze, or look up a specific fund by ticker, name, or Morningstar ID.

Categories
Made by
Morningstar Inc. · Website
Sign-in
On Install
Availability
Available
Version
6.0.0
Created
May 26, 2026
More info