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[PAID — vendor subscription required] Morningstar -- fund ratings, investment research, ESG data, and portfolio analytics via Morningstar MCP
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Baseado na classificação ocupacional SOC
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| 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.