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".

Morningstar Updated Sep 10, 2026

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$ npx skillmds@latest add morningstar/datapoint-finder

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Last audited Sep 22, 2026 · commit c26acb2

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Works with: Claude Code Claude.ai OpenAI Codex +

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Datapoint Finder

Finds official Morningstar datapoint names from topic-organized buckets.

The buckets under references/buckets/ list datapoint names by topic — use them to find candidate names.

Workflow

Open the matching bucket(s) below (up to 3) and build a candidate name list — bucket names are a starting point, add your own reasonable guesses too.

Intent → bucket map

Performance & Returns

If the user is asking about…	Load bucket
Total/trailing/annual/calendar/daily/monthly return, YTD/1Y/3Y/5Y/10Y return, return index, growth of $10K	`perf-trailing-periodic`
Percentile rank in category, % rank vs peers, quartile, # investments in category	`perf-return-rankings`
Beta, standard deviation/volatility, R-squared, tracking error, up/down capture, batting average, bear-market rank, strategic beta	`perf-risk-metrics`
Alpha, Sharpe, Sortino, information ratio (risk-adjusted)	`perf-risk-adjusted`

Morningstar Ratings

If the user is asking about…	Load bucket
Star rating, risk rating, return rating, "X-star"	`rating-star`
Medalist Rating, pillars (Parent/People/Process/Price/Performance), fair value per share, brand tenure/retention	`rating-medalist`
Quantitative rating, quant fair value, fair value uncertainty	`rating-quant-equity`
ESG risk rating / sustainability rating of a fund	`rating-sustainability`
~~

Portfolio Analysis

If the user is asking about…	Load bucket
Country/region exposure, geographic breakdown, US vs non-US	`pa-geographic-exposure`
Sector/industry weights (equity econ sector, super sector)	`pa-sector-industry`
Asset allocation (stock/bond/cash/other %, long/short)	`pa-asset-allocation`
Style box, growth/value factors, sustainability/style tilts	`pa-style-factor`
Portfolio avg market cap, portfolio P/E·P/B·P/S, avg moat, turnover, duration, credit quality	`pa-statistics`
# of holdings, # bond/stock holdings, top-10 weight	`pa-holdings`
Target-date glide path (allocation by years-to-target), glide path type / landing point	`pa-glide-path`

Price & Distribution & Flows

If the user is asking about…	Load bucket
Price, last close, NAV, market price, 52-wk high/low, premium/discount, AUV	`price-prices`
Yield (12-mo/SEC/7-day), dividends paid, capital gains, ROC, distributions	`price-distributions`
Trading volume, spread, days traded	`price-trading-activity`
Estimated net flows	`price-fund-flows`
Fund size, AUM, net assets, tier-level/vehicle assets	`price-aum`

Expense & Fee

If the user is asking about…	Load bucket
Expense ratio (net/gross/adjusted), management/admin/custodian/advisor fees, ongoing charge	`fee-management-ongoing`
Transaction/trading costs, spreads, RG97 T&O costs, borrowing costs	`fee-transaction-trading`
Front/deferred load, exit/switching/contribution fee, sales charge	`fee-entry-exit-load`
Performance fee, hurdle rate, high-water mark, crystallisation	`fee-performance-based`
12b-1 / distribution & sales / revenue-sharing fee, no-load flag	`fee-distribution-sales`

Corporate Financials

If the user is asking about…	Load bucket
A stock's P/E·P/B·P/S, ROE/ROA/ROIC, margins, debt/equity, growth, economic moat, growth grade, market cap, quick ratio, tax rate	`cf-financial-ratios-metrics`
Income statement: revenue, cost of revenue, gross/operating profit, EBITDA, EPS, interest/tax, net income	`cf-income-statement`
Balance sheet: total assets/liabilities/equity, PP&E, goodwill, debt, inventory, receivables/payables, working capital	`cf-balance-sheet`
Cash-flow statement: operating/investing/financing cash flows, capex, dividends paid, changes in working capital	`cf-cash-flow`
Shares outstanding (basic/diluted/weighted-avg), share counts	`cf-share-data`

ESG & Sustainability

If the user is asking about…	Load bucket
EU SFDR / EU Taxonomy disclosure & regulatory flags	`esg-eu-taxonomy`

Ownership

If the user is asking about…	Load bucket
Number of shareholders, trustee / ownership facts	`own-statistics`

Reference Data & Fund Information

If the user is asking about…	Load bucket
Currency, domicile, inception, status, minimums, flags (index/active, REIT, UCITS), tax transparency, glide-path/data-ready	`ref-operations`
Name, ticker, ISIN/CUSIP/WKN, FundId/SecId/CompanyId, share class, fund/branding name	`ref-identification`
Manager name/tenure/ownership/education, firm assets, advisor/custodian	`ref-management-org`
Morningstar Category / Global Category / theme, investment type, a stock's sector/industry	`ref-classification`
Benchmark/index, prospectus benchmark, index family, index selection/weighting	`ref-benchmark-index`

Tie-break rules for overlapping terms

"market cap" → a stock ST159 (cf-financial-ratios-metrics); portfolio average HS03W (pa-statistics); size breakdown lives in pa-style-factor.
"economic moat" → a stock LT181 (cf-financial-ratios-metrics); portfolio average HS0D1 (pa-statistics).
"fair value" → Morningstar Fair Value per Share ST202 and Price/Fair Value OS603 (rating-medalist); Quantitative Fair Value QV009 / Fair Value Uncertainty ST201 (rating-quant-equity).
"P/E", "P/B", "P/S" → a stock (ST412/ST408/ST415) in cf-financial-ratios-metrics; portfolio (TTM, long, e.g. HS05X) in pa-statistics.
"yield" / "dividend yield" → a fund → 12 Mo / SEC / 7-Day Yield in price-distributions; distributions paid also price-distributions.
"sector" → fund weights → pa-sector-industry; stock classification → ref-classification.
"volume" → trading volume/spread → price-trading-activity, not price-prices.
"expense ratio" / "fee level" → fee-management-ongoing.
"rating" → 1–5 star → rating-star; Medalist (Gold/Silver/Bronze) → rating-medalist; quant → rating-quant-equity; ESG/sustainability → rating-sustainability.
"base currency" → Base Currency LS05M (ref-operations), never Minimum Investment.

---name: datapoint-finderdescription: 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".---# Datapoint FinderFinds official Morningstar datapoint names from topic-organized buckets.The buckets under `references/buckets/` list datapoint names by topic — use them to findcandidate names.## WorkflowOpen the matching bucket(s) below (up to 3) and build a candidate name list — bucket namesare a starting point, add your own reasonable guesses too.## Intent → bucket map### Performance & Returns| If the user is asking about… | Load bucket ||---|---|| Total/trailing/annual/calendar/daily/monthly **return**, YTD/1Y/3Y/5Y/10Y return, return index, growth of $10K | `perf-trailing-periodic` || Percentile **rank in category**, % rank vs peers, quartile, # investments in category | `perf-return-rankings` || Beta, standard deviation/volatility, R-squared, tracking error, up/down capture, batting average, bear-market rank, strategic beta | `perf-risk-metrics` || Alpha, Sharpe, Sortino, information ratio (risk-adjusted) | `perf-risk-adjusted` |### Morningstar Ratings| If the user is asking about… | Load bucket ||---|---|| Star rating, risk rating, return rating, "X-star" | `rating-star` || Medalist Rating, pillars (Parent/People/Process/Price/Performance), fair value per share, brand tenure/retention | `rating-medalist` || Quantitative rating, quant fair value, fair value uncertainty | `rating-quant-equity` || ESG risk rating / sustainability rating of a fund | `rating-sustainability` |~~### Portfolio Analysis| If the user is asking about… | Load bucket ||---|---|| Country/region exposure, geographic breakdown, US vs non-US | `pa-geographic-exposure` || Sector/industry weights (equity econ sector, super sector) | `pa-sector-industry` || Asset allocation (stock/bond/cash/other %, long/short) | `pa-asset-allocation` || Style box, growth/value factors, sustainability/style tilts | `pa-style-factor` || Portfolio avg market cap, portfolio P/E·P/B·P/S, avg moat, turnover, duration, credit quality | `pa-statistics` || # of holdings, # bond/stock holdings, top-10 weight | `pa-holdings` || Target-date **glide path** (allocation by years-to-target), glide path type / landing point | `pa-glide-path` |### Price & Distribution & Flows| If the user is asking about… | Load bucket ||---|---|| Price, last close, NAV, market price, 52-wk high/low, premium/discount, AUV | `price-prices` || Yield (12-mo/SEC/7-day), dividends paid, capital gains, ROC, distributions | `price-distributions` || Trading volume, spread, days traded | `price-trading-activity` || Estimated net flows | `price-fund-flows` || Fund size, AUM, net assets, tier-level/vehicle assets | `price-aum` |### Expense & Fee| If the user is asking about… | Load bucket ||---|---|| Expense ratio (net/gross/adjusted), management/admin/custodian/advisor fees, ongoing charge | `fee-management-ongoing` || Transaction/trading costs, spreads, RG97 T&O costs, borrowing costs | `fee-transaction-trading` || Front/deferred load, exit/switching/contribution fee, sales charge | `fee-entry-exit-load` || Performance fee, hurdle rate, high-water mark, crystallisation | `fee-performance-based` || 12b-1 / distribution & sales / revenue-sharing fee, no-load flag | `fee-distribution-sales` |### Corporate Financials| If the user is asking about… | Load bucket ||---|---|| A **stock's** P/E·P/B·P/S, ROE/ROA/ROIC, margins, debt/equity, growth, economic moat, growth grade, market cap, quick ratio, tax rate | `cf-financial-ratios-metrics` || Income statement: revenue, cost of revenue, gross/operating profit, EBITDA, EPS, interest/tax, net income | `cf-income-statement` || Balance sheet: total assets/liabilities/equity, PP&E, goodwill, debt, inventory, receivables/payables, working capital | `cf-balance-sheet` || Cash-flow statement: operating/investing/financing cash flows, capex, dividends paid, changes in working capital | `cf-cash-flow` || Shares outstanding (basic/diluted/weighted-avg), share counts | `cf-share-data` |### ESG & Sustainability| If the user is asking about… | Load bucket ||---|---|| EU SFDR / EU Taxonomy disclosure & regulatory flags | `esg-eu-taxonomy` |### Ownership| If the user is asking about… | Load bucket ||---|---|| Number of shareholders, trustee / ownership facts | `own-statistics` |### Reference Data & Fund Information| If the user is asking about… | Load bucket ||---|---|| Currency, domicile, inception, status, minimums, flags (index/active, REIT, UCITS), tax transparency, glide-path/data-ready | `ref-operations` || Name, ticker, ISIN/CUSIP/WKN, FundId/SecId/CompanyId, share class, fund/branding name | `ref-identification` || Manager name/tenure/ownership/education, firm assets, advisor/custodian | `ref-management-org` || Morningstar Category / Global Category / theme, investment type, a stock's sector/industry | `ref-classification` || Benchmark/index, prospectus benchmark, index family, index selection/weighting | `ref-benchmark-index` |## Tie-break rules for overlapping terms- **"market cap"** → a **stock** `ST159` (`cf-financial-ratios-metrics`); portfolio average `HS03W` (`pa-statistics`); size breakdown lives in `pa-style-factor`.- **"economic moat"** → a **stock** `LT181` (`cf-financial-ratios-metrics`); portfolio average `HS0D1` (`pa-statistics`).- **"fair value"** → Morningstar Fair Value per Share `ST202` and Price/Fair Value `OS603` (`rating-medalist`); Quantitative Fair Value `QV009` / Fair Value Uncertainty `ST201` (`rating-quant-equity`).- **"P/E", "P/B", "P/S"** → a **stock** (`ST412`/`ST408`/`ST415`) in `cf-financial-ratios-metrics`; **portfolio** (TTM, long, e.g. `HS05X`) in `pa-statistics`.- **"yield" / "dividend yield"** → a **fund** → 12 Mo / SEC / 7-Day Yield in `price-distributions`; distributions paid also `price-distributions`.- **"sector"** → **fund** weights → `pa-sector-industry`; **stock** classification → `ref-classification`.- **"volume"** → trading volume/spread → `price-trading-activity`, not `price-prices`.- **"expense ratio" / "fee level"** → `fee-management-ongoing`.- **"rating"** → 1–5 star → `rating-star`; Medalist (Gold/Silver/Bronze) → `rating-medalist`; quant → `rating-quant-equity`; ESG/sustainability → `rating-sustainability`.- **"base currency"** → Base Currency `LS05M` (`ref-operations`), never Minimum Investment.

Morningstar/morningstar-plugins/tree/main/plugins/morningstar/skills/datapoint-finder commit c26acb2c6e

Frequently asked questions

npx skillmds@latest add morningstar/datapoint-finder