claudecodex

morningstar

Investment analysis skills using Morningstar data, ratings, and research.

1 on GitHubby Morningstarv1.0.0updated 3 months agoResearch
/

Plugin morningstar from marketplace morningstar-plugins in Morningstar/morningstar-plugins. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (5)

  • 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,” “

  • 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

    Analyze a fund's Morningstar Medalist Rating using live Morningstar MCP data. Use when asked to rate, analyze, or look up a specific fund by ticker, name, or Morningstar ID, including pillar scores, rating history, and PDF reports.

MCP servers (1)

  • morningstar

    connects to: https://mcp.morningstar.com/mcp

View source on GitHub morningstar.com

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