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Morningstar

ChatGPT plugin

Investment and market insights

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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.

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Movement

From our daily snapshots over the last 30 days.

Rank by placement

#857of 8,7932places down24h18places down7d
#820#831#842#853Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

Rank in Finance

#77of 7171places up24h4places down7d
#67#70#73#76#79Sep 27Oct 3Oct 9Oct 15Oct 21Oct 26

4 listing changes logged · latest Sep 26: Version. See what changed

In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Finance77th of 717 by placement
#PluginPosition7d
75Third Bridge#85110places down
76Remitly#85634places down
77MorningstarThis page#85718places down
78Gainium#86337places down
79Insurify#8644places up

All 717 Finance plugins

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More from Morningstar Inc.

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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
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