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[PAID — vendor subscription required] Morningstar -- fund ratings, investment research, ESG data, and portfolio analytics via Morningstar MCP
Installer avec Codex ou Claude Copiez ce prompt, collez-le dans Codex, Claude ou un autre assistant, puis laissez-le vérifier la page du skill et l'installer pour vous.
Basé sur la classification professionnelle SOC
| name | vendor-morningstar |
| description | [PAID — vendor subscription required] Morningstar -- fund ratings, investment research, ESG data, and portfolio analytics via Morningstar MCP |
Morningstar provides fund ratings, investment research, ESG data, and portfolio analytics. This is an OPTIONAL premium integration -- users must have their own Morningstar subscription and API credentials.
Package: @corp-finance/vendor-morningstar
Authentication: Bearer token
Environment Variables:
MORNINGSTAR_API_KEY -- API key for Bearer token authentication| Tool | Purpose |
|---|---|
ms_fund_rating | Morningstar star ratings, analyst ratings (Gold/Silver/Bronze), and category rankings |
ms_fund_holdings | Fund top holdings, sector allocation, geographic breakdown, and style box |
ms_fund_performance | Fund performance data: returns, risk-adjusted metrics, category percentile rankings |
ms_historical_nav | Historical net asset values, total returns, and dividend distributions |
ms_expense_analysis | Expense ratios, fee breakdowns, fee-level assessments, and fee impact projections |
ms_etf_analytics | ETF cost analysis, tracking error, premium/discount, flows, and replication method |
ms_fair_value | Morningstar fair value estimates, uncertainty ratings, and margin of safety |
ms_moat_rating | Economic moat ratings (Wide/Narrow/None), moat trend, and moat sources |
ms_esg_risk | Sustainalytics ESG Risk Rating, carbon metrics, controversy flags, and portfolio ESG scoring |
ms_analyst_report | Morningstar analyst research reports, investment theses, and bull/bear cases |
ms_company_profile | Company profiles: business description, key metrics, sector classification |
ms_portfolio_xray | Portfolio X-ray analysis: overlap detection, hidden exposures, and fee aggregation |
ms_asset_allocation | Asset allocation analysis, style drift detection, and allocation optimisation inputs |
ms_peer_comparison | Peer group comparison: relative performance, risk, fees, and holdings overlap |
ms_fund_rating and ms_fund_performancems_fund_holdings, ms_historical_nav, and ms_expense_analysisms_etf_analyticsms_fair_value, ms_moat_rating, and ms_analyst_reportms_esg_riskms_portfolio_xray and ms_asset_allocationMorningstar subscription required. Data subject to Morningstar licence terms, including redistribution and usage restrictions. Morningstar is particularly valuable for mutual fund and ETF analysis, ESG scoring (via Sustainalytics), and fair value research.
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