Morningstar
Morningstar from ConcertoNotes/codex-plugins.
Skills in this plugin
3- ▌ Fund Screener · concertonotes bundleUse when screening funds or ETFs by Morningstar category, ratings, fees, assets, returns, or risk.
- ▌ Fund Comparison · concertonotes bundleUse when comparing 2 to 4 funds or ETFs with Morningstar ratings, returns, risk, and holdings data.
- ▌ Fund Summarizer · concertonotes bundleUse when summarizing a fund or ETF with Morningstar ratings, returns, risk, holdings, fees, and caveats.